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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 10 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EL LAUDER ESTEE COS INC Consumer Defensive 3,376.0 $242K 0.01% +398.0 +13.4% $71.77 +23.1%
182 LMAT LEMAITRE VASCULAR INC Healthcare 2,212.0 $241K 0.01% NEW $109.17 -10.5%
183 ORCL ORACLE CORP Technology 1,635.0 $241K 0.01% +208.0 +14.6% $147.11 +30.6%
184 IWF ISHARES TR 552.0 $235K 0.01% NEW $426.40 -70.7%
185 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 685.0 $231K 0.01% -37.0 -5.1% $337.95 +19.7%
186 FDLO FIDELITY COVINGTON TRUST 3,506.0 $226K 0.01% NEW $64.59 +8.8%
187 SGOL ETFS GOLD TR Financial Services 5,000.0 $223K 0.01% NEW $44.62 -3.8%
188 EMB ISHARES TR 2,366.0 $222K 0.01% +265.0 +12.6% $93.93 +1.3%
189 PAGP PLAINS GP HLDGS L P Energy 8,889.0 $216K 0.01% NEW $24.28 +6.9%
190 ROL ROLLINS INC Consumer Cyclical 4,022.0 $215K 0.01% -4K -50.0% $53.41 +0.1%
191 WEN WENDYS CO Consumer Cyclical 29,767.0 $207K 0.01% NEW $6.95 +12.4%
192 LRGF ISHARES TR 3,124.0 $206K 0.01% $66.00 +13.7%
193 CSCO CISCO SYS INC Technology 2,656.0 $206K 0.01% -937.0 -26.1% $77.59 +55.2%
194 MDT MEDTRONIC PLC Healthcare 2,374.0 $206K 0.01% -20.0 -0.8% $86.65 -9.3%
195 MRK MERCK & CO INC Healthcare 1,682.0 $202K 0.01% NEW $120.29 +1.8%
196 COLB COLUMBIA BKG SYS INC Financial Services 7,335.0 $201K 0.01% $27.43 +8.4%
197 PLAY DAVE & BUSTERS ENTMT INC Communication Services 15,202.0 $165K 0.01% $10.83 +8.5%
198 ANTERIS TECHNOLOGIES GLOBAL 26,100.0 $145K 0.01% NEW $5.55
199 LWLG LIGHTWAVE LOGIC INC Basic Materials 10,000.0 $70K 0.00% NEW $7.03 +82.8%
200 BTMD BIOTE CORP Healthcare 42,789.0 $58K 0.00% $1.35 +47.4%
Page 10 of 10  ·  200 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%