Sign In
test

Zane Keller

Ducere Wealth Management Llc

Assets Managed
$251.459M
Holdings
126
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-1.02%(2Q avg: -0.51%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ducere Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Ducere Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 251.459M in assets, with a quarterly growth rate of -1.02% and a 2-quarter average growth rate of -0.51%. The portfolio is managed by Zane Keller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.6%
8.06%
$20.244M
30,991 shares@ $653.22 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.72%
6.41%
$16.117M
56,185 shares@ $286.86 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 11.94%
5.02%
$12.619M
243,003 shares@ $51.94 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 9.82%
3.8%
$9.535M
25,758 shares@ $370.18 avg price
FLXR
Tcw Flexible Income Etf
Recent Activity
Increased 21.81%
3.76%
$9.447M
240,557 shares@ $39.28 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Increased 380.62%
3.06%
$7.676M
90,308 shares@ $85.01 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 28.59%
3%
$7.54M
43,236 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.09%
2.94%
$7.371M
35,391 shares@ $208.28 avg price
BE
Bloom Energy Corp- A
Recent Activity
Decreased -0.9%
2.63%
$6.596M
48,686 shares@ $135.49 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 39.3%
2.6%
$6.531M
10,043 shares@ $650.35 avg price

1-10 of 126