Gds Wealth Management Portfolio Stock Holdings
Gds Wealth Management disclosed 200 stock positions valued at approximately $1.7 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD SCOTTSDALE FDS, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 200
- Portfolio Value
- $1.7B
Holdings by Sector
Gds Wealth Management Portfolio Holdings in Q1 2026
199 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | LQD | Other | 6.51% | 994,088 | +142,967 | +16.80% | $108,345,651 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.96% | 796,336 | +79,220 | +11.05% | $65,896,804 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 3.75% | 834,243 | +91,838 | +12.37% | $62,334,637 |
| ISHARES TR | IAGG | Other | 2.79% | 928,734 | +83,190 | +9.84% | $46,473,849 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 2.55% | 709,784 | -149,294 | -17.38% | $42,430,888 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.48% | 122,081 | -9,962 | -7.54% | $41,243,845 |
| ISHARES TR | IDV | Other | 2.38% | 932,530 | +40,487 | +4.54% | $39,688,492 |
| WALMART INC | WMT | Consumer Defensive | 2.26% | 303,128 | +8,806 | +2.99% | $37,672,800 |
| ALPHABET INC | GOOGL | Communication Services | 2.14% | 124,086 | +1,562 | +1.27% | $35,682,170 |
| APPLE INC | AAPL | Technology | 1.94% | 127,539 | +7,275 | +6.05% | $32,368,173 |
| ISHARES TR | PFF | Other | 1.92% | 1,055,067 | +106,253 | +11.20% | $31,989,631 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | Other | 1.80% | 685,735 | +77,581 | +12.76% | $29,891,203 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.75% | 139,722 | +7,046 | +5.31% | $29,099,901 |
| NVIDIA CORPORATION | NVDA | Technology | 1.63% | 155,617 | +8,540 | +5.81% | $27,139,605 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.61% | 90,876 | +4,273 | +4.93% | $26,732,084 |
| ISHARES TR | USMV | Other | 1.55% | 278,149 | +13,490 | +5.10% | $25,795,584 |
| SALESFORCE INC | CRM | Technology | 1.53% | 136,689 | +64,955 | +90.55% | $25,515,736 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 1.52% | 1,060,018 | +39,433 | +3.86% | $25,239,029 |
| SYNOPSYS INC | SNPS | Technology | 1.51% | 63,245 | +29,049 | +84.95% | $25,075,378 |
| LAM RESEARCH CORP | LRCX | Other | 1.49% | 116,250 | +1,058 | +0.92% | $24,837,975 |
| TRANE TECHNOLOGIES PLC | TT | Other | 1.48% | 58,905 | +2,835 | +5.06% | $24,548,106 |
| MICROSOFT CORP | MSFT | Technology | 1.45% | 65,261 | +6,161 | +10.42% | $24,157,705 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.43% | 149,459 | +6,458 | +4.52% | $23,868,602 |
| ISHARES TR | IGIB | Other | 1.43% | 446,969 | +18,681 | +4.36% | $23,787,690 |
| FIRST TR EXCHANGE-TRADED FD | LGOV | Other | 1.41% | 1,086,109 | +40,834 | +3.91% | $23,427,371 |
| FIRST TR EXCHNG TRADED FD VI | DEED | Other | 1.41% | 1,097,735 | +40,777 | +3.86% | $23,414,688 |
| ISHARES TR | IUSV | Other | 1.40% | 228,072 | -13,398 | -5.55% | $23,320,362 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 1.33% | 111,626 | +6,349 | +6.03% | $22,078,507 |
| GE VERNOVA INC | GEV | Utilities | 1.32% | 25,169 | +1,656 | +7.04% | $21,970,102 |
| ALLSTATE CORP | ALL | Financial Services | 1.31% | 105,023 | +5,889 | +5.94% | $21,775,469 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.30% | 71,623 | +3,689 | +5.43% | $21,664,525 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 1.26% | 19,252 | +993 | +5.44% | $21,049,174 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 1.22% | 72,971 | +41,058 | +128.66% | $20,276,452 |
| INGERSOLL RAND INC | IR | Industrials | 1.21% | 251,001 | +12,133 | +5.08% | $20,110,200 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 1.19% | 247,612 | +14,736 | +6.33% | $19,828,769 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.15% | 93,934 | +6,260 | +7.14% | $19,108,994 |
| META PLATFORMS INC | META | Communication Services | 1.10% | 32,108 | +2,520 | +8.52% | $18,369,950 |
| AMPHENOL CORP | APH | Technology | 1.10% | 144,538 | +7,815 | +5.72% | $18,262,376 |
| VISA INC | V | Financial Services | 1.03% | 56,822 | +3,949 | +7.47% | $17,173,881 |
| STERIS PLC | G8473T100 | Other | 1.01% | 75,961 | +4,993 | +7.04% | $16,797,256 |
| IQVIA HLDGS INC | IQV | Healthcare | 1.01% | 98,388 | +5,864 | +6.34% | $16,779,090 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 1.00% | 34,179 | +14,250 | +71.50% | $16,573,739 |
| TENET HEALTHCARE CORP | THC | Healthcare | 0.99% | 87,635 | +5,530 | +6.74% | $16,537,601 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.99% | 50,181 | +3,654 | +7.85% | $16,504,124 |
| NXP SEMICONDUCTORS N V | N6596X109 | Other | 0.96% | 81,294 | +5,372 | +7.08% | $16,003,537 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.96% | 37,560 | +2,920 | +8.43% | $15,975,770 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 0.95% | 492,977 | +274,347 | +125.48% | $15,780,194 |
| NATERA INC | NTRA | Healthcare | 0.95% | 78,804 | +5,464 | +7.45% | $15,760,012 |
| ANALOG DEVICES INC | ADI | Technology | 0.95% | 49,504 | +4,093 | +9.01% | $15,749,203 |
| WELLTOWER INC | WELL | Real Estate | 0.88% | 73,913 | +6,085 | +8.97% | $14,613,339 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.88% | 14,620 | +1,410 | +10.67% | $14,567,807 |
| DEXCOM INC | DXCM | Healthcare | 0.83% | 221,048 | +18,086 | +8.91% | $13,881,814 |
| TOLL BROTHERS INC | TOL | Consumer Cyclical | 0.83% | 101,691 | +8,914 | +9.61% | $13,877,771 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.83% | 95,634 | +9,101 | +10.52% | $13,813,375 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.79% | 30,326 | +3,068 | +11.26% | $13,160,574 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 0.75% | 21,197 | +2,059 | +10.76% | $12,478,250 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.70% | 41,953 | +41,953 | +100.00% | $11,715,381 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.70% | 29,872 | +3,097 | +11.57% | $11,662,328 |
| APPLIED MATLS INC | AMAT | Technology | 0.69% | 33,764 | +33,764 | +100.00% | $11,540,198 |
| FLYWIRE CORPORATION | FLYW | Technology | 0.66% | 940,160 | +113,044 | +13.67% | $10,943,462 |
| SHAKE SHACK INC | SHAK | Consumer Cyclical | 0.65% | 122,263 | +14,280 | +13.22% | $10,816,608 |
| HEALTHEQUITY INC | HQY | Healthcare | 0.63% | 125,608 | +15,486 | +14.06% | $10,497,061 |
| FORTINET INC | FTNT | Technology | 0.58% | 117,338 | +16,931 | +16.86% | $9,588,861 |
| TRACTOR SUPPLY CO | TSCO | Consumer Cyclical | 0.57% | 209,530 | +27,141 | +14.88% | $9,491,709 |
| TRADEWEB MKTS INC | TW | Financial Services | 0.56% | 78,559 | +12,029 | +18.08% | $9,243,252 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.51% | 135,991 | +6,640 | +5.13% | $8,533,435 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.45% | 48,124 | -4,743 | -8.97% | $7,568,943 |
| EXXON MOBIL CORP | XOM | Energy | 0.43% | 42,110 | -1,892 | -4.30% | $7,144,383 |
| ELI LILLY & CO | LLY | Healthcare | 0.42% | 7,607 | +6,722 | +759.55% | $6,996,690 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 0.42% | 46,342 | +11,388 | +32.58% | $6,930,910 |
| BROADCOM INC | AVGO | Technology | 0.28% | 14,835 | +4,146 | +38.79% | $4,591,581 |
| ISHARES TR | IVV | Other | 0.25% | 6,276 | +237 | +3.92% | $4,099,546 |
| HALLIBURTON CO | HAL | Energy | 0.19% | 78,969 | -5,748 | -6.78% | $3,079,001 |
| OLD REP INTL CORP | ORI | Financial Services | 0.12% | 51,487 | - | - | $2,054,331 |
| SYNCHRONY FINANCIAL | SYF | Financial Services | 0.11% | 28,051 | -1,350 | -4.59% | $1,908,029 |
| DECKERS OUTDOOR CORP | DECK | Consumer Cyclical | 0.11% | 18,410 | -73,719 | -80.02% | $1,842,657 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.10% | 3,639 | +136 | +3.88% | $1,743,809 |
| VANGUARD INDEX FDS | VTI | Other | 0.09% | 4,665 | -416 | -8.19% | $1,496,579 |
| ISHARES TR | IJH | Other | 0.09% | 22,048 | +1,558 | +7.60% | $1,488,901 |
| VANGUARD SCOTTSDALE FDS | VTC | Other | 0.09% | 18,609 | -1,368 | -6.85% | $1,429,729 |
| EATON CORP PLC | ETN | Other | 0.08% | 3,807 | -344 | -8.29% | $1,361,650 |
| TESLA INC | TSLA | Consumer Cyclical | 0.08% | 3,525 | +829 | +30.75% | $1,310,419 |
| T-MOBILE US INC | TMUS | Communication Services | 0.07% | 5,724 | -8 | -0.14% | $1,202,212 |
| ISHARES TR | TLT | Other | 0.07% | 12,976 | +3 | +0.02% | $1,124,889 |
| ALPHABET INC | GOOG | Communication Services | 0.07% | 3,879 | +774 | +24.93% | $1,112,794 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.07% | 4,514 | +24 | +0.53% | $1,094,148 |
| ISHARES TR | IEFA | Other | 0.06% | 11,851 | -964 | -7.52% | $1,072,871 |
| ABBVIE INC | ABBV | Healthcare | 0.06% | 4,645 | +414 | +9.78% | $1,010,241 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 0.06% | 2,123 | -532 | -20.04% | $1,007,491 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.06% | 3,135 | +77 | +2.52% | $974,327 |
| INVESCO QQQ TR | QQQ | Other | 0.06% | 1,651 | -40 | -2.37% | $952,924 |
| ISHARES TR | IVW | Other | 0.06% | 8,295 | +633 | +8.26% | $938,247 |
| ORION GROUP HLDGS INC | ORN | Industrials | 0.06% | 85,894 | - | - | $936,245 |
| VANGUARD INDEX FDS | VOO | Other | 0.06% | 1,560 | +282 | +22.07% | $932,178 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.05% | 6,138 | +6,138 | +100.00% | $897,867 |
| ATMOS ENERGY CORP | ATO | Utilities | 0.05% | 4,507 | +201 | +4.67% | $832,533 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.05% | 3,360 | +125 | +3.86% | $821,318 |
| ISHARES TR | IUSG | Other | 0.05% | 5,213 | -59 | -1.12% | $808,588 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.05% | 1,311 | -38 | -2.82% | $792,355 |
| ISHARES TR | MTUM | Other | 0.05% | 3,147 | +283 | +9.88% | $755,249 |