Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

GDS Wealth Management 13F Holdings -- Portfolio & Top Positions (2026-03-31)

GDS Wealth Management (CIK 1940869) reported $1.66B across 200 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LQD ($108.3M, 6.51%), VCIT ($65.9M, 3.96%), VCLT ($62.3M, 3.75%), IAGG ($46.5M, 2.79%), FTSM ($42.4M, 2.55%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1LQDISHARES TR$108.3M6.51%994,088Added
2VCITVANGUARD SCOTTSDALE FDS$65.9M3.96%796,336Added
3VCLTVANGUARD SCOTTSDALE FDS$62.3M3.75%834,243Added
4IAGGISHARES TR$46.5M2.79%928,734Added
5FTSMFIRST TR EXCHANGE-TRADED FD$42.4M2.55%709,784Trimmed
6MUMICRON TECHNOLOGY INC$41.2M2.48%122,081Trimmed
7IDVISHARES TR$39.7M2.38%932,530Added
8WMTWALMART INC$37.7M2.26%303,128Added
9GOOGLALPHABET INC$35.7M2.14%124,086Added
10AAPLAPPLE INC$32.4M1.94%127,539Added
11PFFISHARES TR$32.0M1.92%1.1MAdded
12FIXDFIRST TR EXCHNG TRADED FD VI$29.9M1.80%685,735Added
13AMZNAMAZON COM INC$29.1M1.75%139,722Added
14NVDANVIDIA CORPORATION$27.1M1.63%155,617Added
15JPMJPMORGAN CHASE & CO$26.7M1.61%90,876Added
16USMVISHARES TR$25.8M1.55%278,149Added
17CRMSALESFORCE INC$25.5M1.53%136,689Added
18HPEHEWLETT PACKARD ENTERPRISE C$25.2M1.52%1.1MAdded
19SNPSSYNOPSYS INC$25.1M1.51%63,245Added
20LRCXLAM RESEARCH CORP$24.8M1.49%116,250Added
21TTTRANE TECHNOLOGIES PLC$24.5M1.48%58,905Added
22MSFTMICROSOFT CORP$24.2M1.45%65,261Added
23IGIBISHARES TR$23.8M1.43%446,969Added
24TJXTJX COS INC NEW$23.9M1.43%149,459Added
25LGOVFIRST TR EXCHANGE-TRADED FD$23.4M1.41%1.1MAdded

Source: SEC Form 13F filings · as of 2026-03-31