GDS Wealth Management

Est. AUM

$1.66B

13F long equity, this entity only

Positions

200

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	IBOXX INV CP ETF	$108.3M	994088	6.51%	SOLE
2	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$65.9M	796336	3.96%	SOLE
3	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$62.3M	834243	3.75%	SOLE
4	ISHARES TR	CORE INTL AGGR	$46.5M	928734	2.79%	SOLE
5	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$42.4M	709784	2.55%	SOLE
6	MICRON TECHNOLOGY INC	COM	$41.2M	122081	2.48%	SOLE
7	ISHARES TR	INTL SEL DIV ETF	$39.7M	932530	2.38%	SOLE
8	WALMART INC	COM	$37.7M	303128	2.26%	SOLE
9	ALPHABET INC	CAP STK CL A	$35.7M	124086	2.14%	SOLE
10	APPLE INC	COM	$32.4M	127539	1.94%	SOLE
11	ISHARES TR	PFD AND INCM SEC	$32.0M	1055067	1.92%	SOLE
12	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$29.9M	685735	1.80%	SOLE
13	AMAZON COM INC	COM	$29.1M	139722	1.75%	SOLE
14	NVIDIA CORPORATION	COM	$27.1M	155617	1.63%	SOLE
15	JPMORGAN CHASE & CO	COM	$26.7M	90876	1.61%	SOLE
16	ISHARES TR	MSCI USA MIN VOL	$25.8M	278149	1.55%	SOLE
17	SALESFORCE INC	COM	$25.5M	136689	1.53%	SOLE
18	HEWLETT PACKARD ENTERPRISE C	COM	$25.2M	1060018	1.52%	SOLE
19	SYNOPSYS INC	COM	$25.1M	63245	1.51%	SOLE
20	LAM RESEARCH CORP	COM NEW	$24.8M	116250	1.49%	SOLE
21	TRANE TECHNOLOGIES PLC	SHS	$24.5M	58905	1.47%	SOLE
22	MICROSOFT CORP	COM	$24.2M	65261	1.45%	SOLE
23	TJX COS INC NEW	COM	$23.9M	149459	1.43%	SOLE
24	ISHARES TR	ISHS 5-10YR INVT	$23.8M	446969	1.43%	SOLE
25	FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$23.4M	1086109	1.41%	SOLE
26	FIRST TR EXCHNG TRADED FD VI	SECURITIZED PLUS	$23.4M	1097735	1.41%	SOLE
27	ISHARES TR	CORE S&P US VLU	$23.3M	228072	1.40%	SOLE
28	DIAMONDBACK ENERGY INC	COM	$22.1M	111626	1.33%	SOLE
29	GE VERNOVA INC	COM	$22.0M	25169	1.32%	SOLE
30	ALLSTATE CORP	COM	$21.8M	105023	1.31%	SOLE
31	AMERICAN EXPRESS CO	COM	$21.7M	71623	1.30%	SOLE
32	MONOLITHIC PWR SYS INC	COM	$21.0M	19252	1.26%	SOLE
33	CADENCE DESIGN SYSTEM INC	COM	$20.3M	72971	1.22%	SOLE
34	INGERSOLL RAND INC	COM	$20.1M	251001	1.21%	SOLE
35	EDWARDS LIFESCIENCES CORP	COM	$19.8M	247612	1.19%	SOLE
36	ADVANCED MICRO DEVICES INC	COM	$19.1M	93934	1.15%	SOLE
37	META PLATFORMS INC	CL A	$18.4M	32108	1.10%	SOLE
38	AMPHENOL CORP	CL A	$18.3M	144538	1.10%	SOLE
39	VISA INC	COM CL A	$17.2M	56822	1.03%	SOLE
40	STERIS PLC	SHS USD	$16.8M	75961	1.01%	SOLE
41	IQVIA HLDGS INC	COM	$16.8M	98388	1.01%	SOLE
42	SPOTIFY TECHNOLOGY S A	SHS	$16.6M	34179	1.00%	SOLE
43	TENET HEALTHCARE CORP	COM NEW	$16.5M	87635	0.99%	SOLE
44	HOME DEPOT INC	COM	$16.5M	50181	0.99%	SOLE
45	NXP SEMICONDUCTORS N V	COM	$16.0M	81294	0.96%	SOLE
46	S&P GLOBAL INC	COM	$16.0M	37560	0.96%	SOLE
47	CHIPOTLE MEXICAN GRILL INC	COM	$15.8M	492977	0.95%	SOLE
48	NATERA INC	COM	$15.8M	78804	0.95%	SOLE
49	ANALOG DEVICES INC	COM	$15.7M	49504	0.95%	SOLE
50	WELLTOWER INC	COM	$14.6M	73913	0.88%	SOLE

1–50 of 200

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.