Gds Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on October 29, 2026, Gds Wealth Management disclosed 253 stock positions valued at approximately $2.24B as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, MICRON TECHNOLOGY INC, and VANGUARD SCOTTSDALE FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 253
- Portfolio Value
- $2.24B
Holdings by Sector
Gds Wealth Management Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | LQD | Other | 6.43% | 1,409,043 | +219,917 | +18.49% | $143,976,022 |
| MICRON TECHNOLOGY INC | MU | Technology | 3.67% | 77,135 | -121 | -0.16% | $82,157,260 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.53% | 1,007,514 | +107,175 | +11.90% | $78,898,395 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 3.34% | 1,089,864 | +138,572 | +14.57% | $74,655,682 |
| ISHARES TR | IAGG | Other | 2.52% | 1,145,188 | +106,878 | +10.29% | $56,343,241 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 2.18% | 762,844 | -310,388 | -28.92% | $48,738,112 |
| APPLE INC | AAPL | Technology | 2.10% | 141,342 | +6,561 | +4.87% | $47,069,631 |
| ALPHABET INC | GOOGL | Communication Services | 2.04% | 132,707 | +4,858 | +3.80% | $45,661,825 |
| NVIDIA CORPORATION | NVDA | Technology | 1.91% | 187,497 | +20,692 | +12.40% | $42,820,565 |
| ISHARES TR | IDV | Other | 1.87% | 993,572 | +28,099 | +2.91% | $41,918,801 |
| MICROSOFT CORP | MSFT | Technology | 1.85% | 80,692 | +5,624 | +7.49% | $41,386,969 |
| LAM RESEARCH CORP | LRCX | Technology | 1.75% | 119,330 | +3,220 | +2.77% | $39,201,117 |
| ISHARES TR | PFF | Other | 1.73% | 1,315,304 | +129,559 | +10.93% | $38,801,464 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.73% | 155,539 | +6,632 | +4.45% | $38,752,542 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.69% | 61,904 | -34,299 | -35.65% | $37,870,391 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.64% | 138,298 | +105,255 | +318.54% | $36,614,396 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | Other | 1.62% | 879,142 | +95,461 | +12.18% | $36,282,209 |
| SALESFORCE INC | CRM | Technology | 1.54% | 150,287 | +4,616 | +3.17% | $34,501,414 |
| WALMART INC | WMT | Consumer Defensive | 1.53% | 328,769 | +12,734 | +4.03% | $34,165,682 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.49% | 100,718 | +4,764 | +4.96% | $33,320,536 |
| NATERA INC | NTRA | Healthcare | 1.41% | 76,070 | -6,488 | -7.86% | $31,440,492 |
| TRANE TECHNOLOGIES PLC | TT | Industrials | 1.31% | 64,734 | +2,567 | +4.13% | $29,258,582 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 1.28% | 21,213 | +1,119 | +5.57% | $28,578,621 |
| AMPHENOL CORP | APH | Technology | 1.23% | 326,706 | +171,462 | +110.45% | $27,541,284 |
| ISHARES TR | USMV | Other | 1.22% | 279,074 | -10,515 | -3.63% | $27,192,994 |
| IQVIA HLDGS INC | IQV | Healthcare | 1.19% | 99,017 | -7,370 | -6.93% | $26,620,720 |
| ALLSTATE CORP | ALL | Financial Services | 1.19% | 119,980 | +7,765 | +6.92% | $26,618,832 |
| GE VERNOVA INC | GEV | Utilities | 1.19% | 27,933 | +1,251 | +4.69% | $26,550,157 |
| TENET HEALTHCARE CORP | THC | Healthcare | 1.17% | 102,380 | +5,324 | +5.49% | $26,164,233 |
| FORTINET INC | FTNT | Technology | 1.15% | 144,020 | +9,055 | +6.71% | $25,745,015 |
Showing 30 of 253 holdings in the latest reporting period.