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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 5 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ETN EATON CORP PLC Industrials 3,807.0 $1.4M 0.08% -344.0 -8.3% $357.67 +9.4%
82 TSLA TESLA INC Consumer Cyclical 3,525.0 $1.3M 0.08% +829.0 +30.8% $371.75 +14.6%
83 TMUS T-MOBILE US INC Communication Services 5,724.0 $1.2M 0.07% $210.03 -8.8%
84 TLT ISHARES TR 12,976.0 $1.1M 0.07% $86.69 -2.3%
85 GOOG ALPHABET INC Communication Services 3,879.0 $1.1M 0.07% +774.0 +24.9% $286.88 +32.2%
86 IBM INTERNATIONAL BUSINESS MACHS Technology 4,514.0 $1.1M 0.07% +24.0 +0.5% $242.39 +4.7%
87 IEFA ISHARES TR 11,851.0 $1.1M 0.06% -964.0 -7.5% $90.53 +7.4%
88 ABBV ABBVIE INC Healthcare 4,645.0 $1.0M 0.06% +414.0 +9.8% $217.49 -0.8%
89 TPL TEXAS PACIFIC LAND CORPORATI Energy 2,123.0 $1.0M 0.06% -532.0 -20.0% $474.56 -15.3%
90 MCD MCDONALDS CORP Consumer Cyclical 3,135.0 $974K 0.06% +77.0 +2.5% $310.79 -9.2%
91 QQQ INVESCO QQQ TR Financial Services 1,651.0 $953K 0.06% -40.0 -2.4% $577.18 +24.3%
92 IVW ISHARES TR 8,295.0 $938K 0.06% +633.0 +8.3% $113.11 +20.8%
93 ORN ORION GROUP HLDGS INC Industrials 85,894.0 $936K 0.06% $10.90 +28.9%
94 VOO VANGUARD INDEX FDS 1,560.0 $932K 0.06% +282.0 +22.1% $597.55 +14.7%
95 PLTR PALANTIR TECHNOLOGIES INC Technology 6,138.0 $898K 0.05% NEW $146.28 -6.4%
96 ATO ATMOS ENERGY CORP Utilities 4,507.0 $833K 0.05% +201.0 +4.7% $184.72 -3.7%
97 JNJ JOHNSON & JOHNSON Healthcare 3,360.0 $821K 0.05% +125.0 +3.9% $244.44 -4.1%
98 IUSG ISHARES TR 5,213.0 $809K 0.05% -59.0 -1.1% $155.11 +20.3%
99 LMT LOCKHEED MARTIN CORP Industrials 1,311.0 $792K 0.05% -38.0 -2.8% $604.39 -11.8%
100 MTUM ISHARES TR 3,147.0 $755K 0.04% +283.0 +9.9% $239.99 +26.5%
Page 5 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%