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Portfolio (Quarterly) Guide ↗

GDS Wealth Management

· CIK 0001940869
13F Portfolio $1.6B AUM 188 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 188 New
Page 6 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VOO VANGUARD INDEX FDS 1,278.0 $801K 0.05% NEW $627.13 +9.8%
102 TPL TEXAS PACIFIC LAND CORPORATI Energy 2,655.0 $763K 0.05% NEW $287.22 +40.9%
103 VCSH VANGUARD SCOTTSDALE FDS 9,458.0 $754K 0.05% NEW $79.73 -0.9%
104 ATO ATMOS ENERGY CORP Utilities 4,306.0 $722K 0.04% NEW $167.63 +6.1%
105 MTUM ISHARES TR 2,864.0 $717K 0.04% NEW $250.31 +24.6%
106 ACWI ISHARES TR 4,971.0 $703K 0.04% NEW $141.49 +11.3%
107 CME CME GROUP INC Financial Services 2,555.0 $698K 0.04% NEW $273.08 +4.3%
108 JNJ JOHNSON & JOHNSON Healthcare 3,235.0 $669K 0.04% NEW $206.95 +11.7%
109 CVX CHEVRON CORP NEW Energy 4,330.0 $660K 0.04% NEW $152.41 +23.0%
110 LMT LOCKHEED MARTIN CORP Industrials 1,349.0 $652K 0.04% NEW $483.67 +10.0%
111 MA MASTERCARD INCORPORATED Financial Services 1,142.0 $652K 0.04% NEW $570.88 -13.7%
112 KO COCA COLA CO Consumer Defensive 9,084.0 $635K 0.04% NEW $69.91 +15.3%
113 CINF CINCINNATI FINL CORP Financial Services 3,787.0 $618K 0.04% NEW $163.32 +2.7%
114 IYF ISHARES TR 4,616.0 $595K 0.04% NEW $128.93 -4.0%
115 UNP UNION PAC CORP Industrials 2,517.0 $582K 0.04% NEW $231.32 +17.3%
116 IVE ISHARES TR 2,735.0 $580K 0.04% NEW $212.07 +7.5%
117 HBAN HUNTINGTON BANCSHARES INC Financial Services 32,204.0 $559K 0.04% NEW $17.35 -7.8%
118 IJR ISHARES TR 4,648.0 $559K 0.04% NEW $120.18 +15.6%
119 FAST FASTENAL CO Industrials 13,858.0 $556K 0.04% NEW $40.13 +9.9%
120 ABT ABBOTT LABS Healthcare 4,370.0 $548K 0.03% NEW $125.29 -30.9%
Page 6 of 10  ·  188 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 38.1%
Financial Services 13.5%
Healthcare 12.2%
Consumer Cyclical 11.9%
Communication Services 7.9%
Consumer Defensive 5.8%
Industrials 3.8%
Energy 2.5%
Utilities 1.7%
Real Estate 1.3%