GDS Wealth Management
CIK 0001940869 · FLOWER MOUND, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.10B
2026 Q2
Positions
232
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
LQD
ISHARES TR
6.2%
MU
MICRON TECHNOLOGY INC
4.2%
VCIT
VANGUARD SCOTTSDALE FDS
3.5%
VCLT
VANGUARD SCOTTSDALE FDS
3.4%
AMD
ADVANCED MICRO DEVICES INC
2.7%
IAGG
ISHARES TR
2.5%
LRCX
LAM RESEARCH CORP
2.4%
HPE
HEWLETT PACKARD ENTERPRISE C
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.