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GDS Wealth Management

Portfolio Manager
GDS Wealth Management
Performance
-1.96% (2026 Q1)
AUM (13F)
$1.66B
# of Holdings
200
Performance Rank
Allocation (Top 20)
47.07%

GDS Wealth Management Holdings Map

Top 50 GDS Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LQD
ISHARES TR
6.51%994.1K$108.3M
+16.80%(+142.97K)
2025-Q1: 658.3K shares2025-Q2: 622.9K shares2025-Q3: 714.0K shares2025-Q4: 851.1K shares2026-Q1: 994.1K shares
$108.59(+0.02%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
3.96%796.3K$65.9M
+11.05%(+79.22K)
2025-Q1: 582.4K shares2025-Q2: 568.8K shares2025-Q3: 640.3K shares2025-Q4: 717.1K shares2026-Q1: 796.3K shares
$81.72(+1.03%)
2026-03-31
VCLT
VANGUARD SCOTTSDALE FDS
3.75%834.2K$62.3M
+12.37%(+91.84K)
2025-Q1: 616.6K shares2025-Q2: 567.2K shares2025-Q3: 656.6K shares2025-Q4: 742.4K shares2026-Q1: 834.2K shares
$77.24(-3.57%)
2026-03-31
IAGG
ISHARES TR
2.79%928.7K$46.5M
+9.84%(+83.19K)
2025-Q1: 687.5K shares2025-Q2: 718.0K shares2025-Q3: 776.1K shares2025-Q4: 845.5K shares2026-Q1: 928.7K shares
$51.33(-2.73%)
2026-03-31
FTSM
FIRST TR EXCHANGE-TRADED FD
2.55%709.8K$42.4M
-17.38%(-149.29K)
2025-Q1: 559.6K shares2025-Q2: 277.8K shares2025-Q3: 418.7K shares2025-Q4: 859.1K shares2026-Q1: 709.8K shares
$59.84(+0.04%)
2026-03-31
MU
MICRON TECHNOLOGY INC
2.48%122.1K$41.2M
-7.54%(-9.96K)
2025-Q1: 60.7K shares2025-Q2: 140.7K shares2025-Q3: 143.3K shares2025-Q4: 132.0K shares2026-Q1: 122.1K shares
$99.78(+765.91%)
2026-03-31
IDV
ISHARES TR
2.38%932.5K$39.7M
+4.54%(+40.49K)
2025-Q1: 875.1K shares2025-Q2: 841.6K shares2025-Q3: 870.7K shares2025-Q4: 892.0K shares2026-Q1: 932.5K shares
$26.65(+68.54%)
2026-03-31
WMT
WALMART INC
2.26%303.1K$37.7M
+2.99%(+8.81K)
2025-Q1: 283.5K shares2025-Q2: 284.8K shares2025-Q3: 294.8K shares2025-Q4: 294.3K shares2026-Q1: 303.1K shares
$54.63(+140.64%)
2026-03-31
GOOGL
ALPHABET INC
2.14%124.1K$35.7M
+1.27%(+1.56K)
2025-Q1: 120.3K shares2025-Q2: 124.4K shares2025-Q3: 126.9K shares2025-Q4: 122.5K shares2026-Q1: 124.1K shares
$138.33(+191.05%)
2026-03-31
AAPL
APPLE INC
1.94%127.5K$32.4M
+6.05%(+7.28K)
2025-Q1: 109.0K shares2025-Q2: 113.8K shares2025-Q3: 120.0K shares2025-Q4: 120.3K shares2026-Q1: 127.5K shares
$186.67(+60.11%)
2026-03-31

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