Gds Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Gds Wealth Management disclosed 231 stock positions valued at approximately $2.10B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, MICRON TECHNOLOGY INC, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 231
- Portfolio Value
- $2.10B
Holdings by Sector
Gds Wealth Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | LQD | Other | 6.17% | 1,189,126 | +195,038 | +19.62% | $129,698,023 |
| MICRON TECHNOLOGY INC | MU | Technology | 4.24% | 77,256 | -44,825 | -36.72% | $89,175,828 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.54% | 900,339 | +104,003 | +13.06% | $74,413,041 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 3.41% | 951,292 | +117,049 | +14.03% | $71,584,749 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.66% | 96,203 | +2,269 | +2.42% | $55,885,285 |
| ISHARES TR | IAGG | Other | 2.50% | 1,038,310 | +109,576 | +11.80% | $52,538,462 |
| LAM RESEARCH CORP | LRCX | Other | 2.39% | 116,110 | -140 | -0.12% | $50,313,946 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 2.30% | 1,073,232 | +13,214 | +1.25% | $48,413,478 |
| ALPHABET INC | GOOGL | Communication Services | 2.17% | 127,849 | +3,763 | +3.03% | $45,689,397 |
| ISHARES TR | IDV | Other | 1.90% | 965,473 | +32,943 | +3.53% | $39,999,544 |
| APPLE INC | AAPL | Technology | 1.86% | 134,781 | +7,242 | +5.68% | $39,000,236 |
| ISHARES TR | PFF | Other | 1.72% | 1,185,745 | +130,678 | +12.39% | $36,153,357 |
| WALMART INC | WMT | Consumer Defensive | 1.70% | 316,035 | +12,907 | +4.26% | $35,794,106 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.69% | 148,907 | +9,185 | +6.57% | $35,490,494 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | Other | 1.63% | 783,681 | +97,946 | +14.28% | $34,176,341 |
| NVIDIA CORPORATION | NVDA | Technology | 1.59% | 166,805 | +11,188 | +7.19% | $33,376,012 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.49% | 95,954 | +5,078 | +5.59% | $31,408,623 |
| GE VERNOVA INC | GEV | Utilities | 1.49% | 26,682 | +1,513 | +6.01% | $31,347,744 |
| TRANE TECHNOLOGIES PLC | TT | Other | 1.45% | 62,167 | +3,262 | +5.54% | $30,534,023 |
| SYNOPSYS INC | SNPS | Technology | 1.41% | 66,287 | +3,042 | +4.81% | $29,568,642 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 1.39% | 77,576 | +4,605 | +6.31% | $29,115,824 |
| APPLIED MATLS INC | AMAT | Technology | 1.34% | 39,014 | +5,250 | +15.55% | $28,207,139 |
| MICROSOFT CORP | MSFT | Technology | 1.33% | 75,068 | +9,807 | +15.03% | $28,001,938 |
| ISHARES TR | USMV | Other | 1.33% | 289,589 | +11,440 | +4.11% | $27,933,741 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 1.32% | 20,094 | +842 | +4.37% | $27,777,164 |
| AMPHENOL CORP | APH | Technology | 1.30% | 155,244 | +10,706 | +7.41% | $27,372,651 |
| ALLSTATE CORP | ALL | Financial Services | 1.27% | 112,215 | +7,192 | +6.85% | $26,700,437 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.24% | 77,226 | +5,603 | +7.82% | $26,121,743 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.20% | 33,043 | +3,171 | +10.62% | $25,216,435 |
| ISHARES TR | IGIB | Other | 1.18% | 468,142 | +21,173 | +4.74% | $24,891,092 |
Showing 30 of 231 holdings in the latest reporting period.