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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 6 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VCSH VANGUARD SCOTTSDALE FDS 9,493.0 $753K 0.04% $79.27 -0.5%
102 CME CME GROUP INC Financial Services 2,516.0 $743K 0.04% -39.0 -1.5% $295.35 -1.4%
103 RTX RTX CORPORATION Industrials 3,766.0 $726K 0.04% +798.0 +26.9% $192.90 -8.2%
104 CVX CHEVRON CORPORATION Energy 3,409.0 $705K 0.04% -921.0 -21.3% $206.90 -7.5%
105 ACWI ISHARES TR 4,962.0 $687K 0.04% $138.37 +12.7%
106 VUG VANGUARD INDEX FDS 1,547.0 $676K 0.04% +621.0 +67.1% $436.79 -80.0%
107 FAST FASTENAL CO Industrials 14,198.0 $659K 0.04% +340.0 +2.5% $46.40 -5.3%
108 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,416.0 $641K 0.04% NEW $265.32 +15.7%
109 IJR ISHARES TR 5,147.0 $640K 0.04% +499.0 +10.7% $124.31 +10.5%
110 ACN ACCENTURE PLC IRELAND Technology 3,160.0 $627K 0.04% $198.31 -9.6%
111 LIN LINDE PLC Basic Materials 1,262.0 $626K 0.04% +20.0 +1.6% $495.76 +4.4%
112 KO COCA COLA CO Consumer Defensive 8,097.0 $616K 0.04% -987.0 -10.9% $76.05 +7.1%
113 IVE ISHARES TR 2,844.0 $601K 0.04% +109.0 +4.0% $211.15 +8.0%
114 UNP UNION PAC CORP Industrials 2,461.0 $597K 0.04% -56.0 -2.2% $242.62 +9.6%
115 CINF CINCINNATI FINL CORP Financial Services 3,787.0 $596K 0.04% $157.35 +6.8%
116 MA MASTERCARD INCORPORATED Financial Services 1,175.0 $587K 0.04% +33.0 +2.9% $499.66 -0.2%
117 IYF ISHARES TR 4,879.0 $574K 0.03% +263.0 +5.7% $117.66 +5.2%
118 EMR EMERSON ELEC CO Industrials 4,030.0 $528K 0.03% +28.0 +0.7% $131.02 +4.1%
119 DFUV DIMENSIONAL ETF TRUST 10,652.0 $516K 0.03% +2K +25.6% $48.46 +9.6%
120 VYM VANGUARD WHITEHALL FDS 3,428.0 $508K 0.03% +80.0 +2.4% $148.10 +7.2%
Page 6 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%