13F Insight
DOSSIER · 13F-HR · Q1 2026

GDS Wealth Management

$1.7B in tracked AUM across 200 positions as of Q1 2026.

GW
CIK 0001940869 · last filed Mar 31, 2026
Total AUM
$1.7B
as of Q1 2026
Holdings
200
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

GDS Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
LQD
ISHARES TR
$108M994K6.5%02
VCIT
VANGUARD SCOTTSDALE FDS
$66M796K4.0%03
VCLT
VANGUARD SCOTTSDALE FDS
$62M834K3.7%04
IAGG
ISHARES TR
$46M929K2.8%05
FTSM
FIRST TR EXCHANGE-TRADED FD
$42M710K2.5%06
MU
MICRON TECHNOLOGY INC
$41M122K2.5%07
IDV
ISHARES TR
$40M933K2.4%08
WMT
WALMART INC
$38M303K2.3%09
GOOGL
ALPHABET INC
$36M124K2.1%10
AAPL
APPLE INC
$32M128K1.9%

Filing history

2026Q1Mar 31
$1.7B▲ 4.1%
200 positionsView →2025Q4Dec 31
$1.6B▲ 5.6%
188 positionsView →2025Q3Sep 30
$1.5B▲ 10.5%
186 positionsView →2025Q2Jun 30
$1.4B▲ 16.9%
175 positionsLocked2025Q1Mar 31
$1.2B▲ 6.9%
167 positionsLocked2024Q4Dec 31
$1.1B▲ 7.0%
171 positionsLocked2024Q3Sep 30
$1.0B▲ 12.6%
165 positionsLocked2024Q2Jun 30
$912M▲ 6.8%
141 positionsLocked2024Q1Mar 31
$854M▲ 15.1%
137 positionsLocked2023Q4Dec 31
$742M▲ 16.6%
130 positionsLocked2023Q3Sep 30
$636M▲ 3.2%
122 positionsLocked2023Q2Jun 30
$616M▲ 8.9%
122 positionsLocked
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