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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 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FTSM FIRST TR EXCHANGE-TRADED FD 709,784.0 $42.4M 2.55% -149K -17.4% $59.78 +0.3%
2 MU MICRON TECHNOLOGY INC Technology 122,081.0 $41.2M 2.48% -10K -7.5% $337.84 +122.3%
3 IUSV ISHARES TR 228,072.0 $23.3M 1.40% -13K -5.5% $102.25 +7.9%
4 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 48,124.0 $7.6M 0.46% -5K -9.0% $157.28 -2.7%
5 XOM EXXON MOBIL CORP Energy 42,110.0 $7.1M 0.43% -2K -4.3% $169.66 -8.7%
6 HAL HALLIBURTON CO Energy 78,969.0 $3.1M 0.18% -6K -6.8% $38.99 +6.4%
7 SYF SYNCHRONY FINANCIAL Financial Services 28,051.0 $1.9M 0.12% -1K -4.6% $68.02 +5.6%
8 DECK DECKERS OUTDOOR CORP Consumer Cyclical 18,410.0 $1.8M 0.11% -74K -80.0% $100.09 +6.6%
9 VTI VANGUARD INDEX FDS 4,665.0 $1.5M 0.09% -416.0 -8.2% $320.81 +14.3%
10 VTC VANGUARD SCOTTSDALE FDS 18,609.0 $1.4M 0.09% -1K -6.8% $76.83 -0.5%
11 ETN EATON CORP PLC Industrials 3,807.0 $1.4M 0.08% -344.0 -8.3% $357.67 +9.4%
12 IEFA ISHARES TR 11,851.0 $1.1M 0.06% -964.0 -7.5% $90.53 +7.4%
13 TPL TEXAS PACIFIC LAND CORPORATI Energy 2,123.0 $1.0M 0.06% -532.0 -20.0% $474.56 -15.3%
14 QQQ INVESCO QQQ TR Financial Services 1,651.0 $953K 0.06% -40.0 -2.4% $577.18 +24.3%
15 IUSG ISHARES TR 5,213.0 $809K 0.05% -59.0 -1.1% $155.11 +20.3%
16 LMT LOCKHEED MARTIN CORP Industrials 1,311.0 $792K 0.05% -38.0 -2.8% $604.39 -11.8%
17 CME CME GROUP INC Financial Services 2,516.0 $743K 0.04% -39.0 -1.5% $295.35 -1.4%
18 CVX CHEVRON CORPORATION Energy 3,409.0 $705K 0.04% -921.0 -21.3% $206.90 -7.5%
19 KO COCA COLA CO Consumer Defensive 8,097.0 $616K 0.04% -987.0 -10.9% $76.05 +7.1%
20 UNP UNION PAC CORP Industrials 2,461.0 $597K 0.04% -56.0 -2.2% $242.62 +9.6%
Page 1 of 3  ·  43 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%