Ducere Wealth Management LLC

Q4 2025 13F Combination Report, Stock Holdings

Signature - Title
Zane Keller - Chief Executive Officer
Location
Newport Beach, CA
Holdings as of
31 Dec 2025
Value $
$254,063,285
Num holdings
122
Filing time
17 Feb 2026, 15:04:43 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included IVV, GOOG, BINC, MSFT, and AMZN.
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Zane Keller Chief Executive Officer Newport Beach, California 17 Feb 2026

List of Other Managers Reporting for Ducere Wealth Management LLC:

Name Holdings Value Location File Number
J.P. Morgan Investment Management Inc. New York, NY 028-11937

Other Included Managers (1):

Num Name Location File Number
1 J.P. Morgan Investment Management Inc. New York, NY