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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 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ROL ROLLINS INC Consumer Cyclical 4,022.0 $215K 0.01% -4K -50.0% $53.41 +0.1%
42 CSCO CISCO SYS INC Technology 2,656.0 $206K 0.01% -937.0 -26.1% $77.59 +55.2%
43 MDT MEDTRONIC PLC Healthcare 2,374.0 $206K 0.01% -20.0 -0.8% $86.65 -9.3%
Page 3 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%