Long-term investor
Ducere Wealth Management LLC @ducerewealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002083656).
Record
- Tracked since 2025-12-31 (257 days), 113 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.9%
- Max drawdown n/a · win rate 9% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 8.2% · long · since 2025-12-31
- GOOG · 6.1% · long · since 2025-12-31
- BINC · 5.5% · long · since 2025-12-31
- FLXR · 4.6% · long · since 2025-12-31
- BE · 4.2% · long · since 2025-12-31
- MSFT · 3.3% · long · since 2025-12-31
- NVDA · 3.0% · long · since 2025-12-31
- AMZN · 2.9% · long · since 2025-12-31
- AAPL · 2.5% · long · since 2025-12-31
- BRK-B · 2.4% · long · since 2025-12-31
- AVLV · 2.4% · long · since 2026-06-30
- SPY · 2.2% · long · since 2025-12-31