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Portfolio (Quarterly) Guide ↗

GDS Wealth Management

· CIK 0001940869
13F Portfolio $1.7B AUM 200 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 108 Added 43 Reduced 14 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CEG CONSTELLATION ENERGY CORP Utilities 41,953.0 $11.7M 0.70% NEW $279.25 +5.3%
2 AMAT APPLIED MATLS INC Technology 33,764.0 $11.5M 0.69% NEW $341.79 +26.4%
3 PLTR PALANTIR TECHNOLOGIES INC Technology 6,138.0 $898K 0.05% NEW $146.28 -6.4%
4 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,416.0 $641K 0.04% NEW $265.32 +15.7%
5 SCHM SCHWAB STRATEGIC TR 16,006.0 $496K 0.03% NEW $30.96 +12.2%
6 DFAE DIMENSIONAL ETF TRUST 14,174.0 $480K 0.03% NEW $33.86 +15.4%
7 LGH NORTHERN LTS FD TR III 6,996.0 $398K 0.02% NEW $56.96 +12.1%
8 RH RH Consumer Cyclical 2,700.0 $378K 0.02% NEW $139.82 -2.4%
9 IWM ISHARES TR 1,472.0 $365K 0.02% NEW $248.00 +15.0%
10 T AT&T INC Communication Services 12,432.0 $360K 0.02% NEW $28.99 -12.9%
11 AVUV AMERICAN CENTY ETF TR 3,243.0 $358K 0.02% NEW $110.47 +8.7%
12 DFIV DIMENSIONAL ETF TRUST 6,692.0 $353K 0.02% NEW $52.78 +5.2%
13 AVDV AMERICAN CENTY ETF TR 3,342.0 $334K 0.02% NEW $99.86 +8.4%
14 VTEB VANGUARD MUN BD FDS 6,664.0 $332K 0.02% NEW $49.89 -0.0%
15 QQH NORTHERN LTS FD TR III 4,309.0 $301K 0.02% NEW $69.83 +21.7%
16 RSP INVESCO EXCHANGE TRADED FD T 1,452.0 $279K 0.02% NEW $191.92 +7.6%
17 BUFR FIRST TR EXCHNG TRADED FD VI 8,175.0 $276K 0.02% NEW $33.77 +7.4%
18 LMAT LEMAITRE VASCULAR INC Healthcare 2,212.0 $241K 0.01% NEW $109.17 -10.5%
19 IWF ISHARES TR 552.0 $235K 0.01% NEW $426.40 -70.7%
20 FDLO FIDELITY COVINGTON TRUST 3,506.0 $226K 0.01% NEW $64.59 +8.8%
Page 1 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.4%
Financial Services 12.4%
Consumer Cyclical 12.1%
Healthcare 10.8%
Communication Services 7.1%
Consumer Defensive 6.5%
Utilities 3.4%
Energy 3.4%
Industrials 3.1%
Real Estate 1.5%