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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 7 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RTX RTX CORPORATION Industrials 2,968.0 $544K 0.03% NEW $183.40 -2.9%
122 EMR EMERSON ELEC CO Industrials 4,002.0 $531K 0.03% NEW $132.72 +5.2%
123 LIN LINDE PLC Basic Materials 1,242.0 $530K 0.03% NEW $426.39 +21.0%
124 ROL ROLLINS INC Consumer Cyclical 8,045.0 $483K 0.03% NEW $60.02 -11.1%
125 VYM VANGUARD WHITEHALL FDS 3,348.0 $481K 0.03% NEW $143.52 +10.5%
126 MET METLIFE INC Financial Services 5,982.0 $472K 0.03% NEW $78.94 +5.3%
127 VO VANGUARD INDEX FDS 1,580.0 $459K 0.03% NEW $290.22 -72.9%
128 SPYV SPDR SERIES TRUST 8,048.0 $457K 0.03% NEW $56.81 +7.4%
129 PM PHILIP MORRIS INTL INC Consumer Defensive 2,833.0 $454K 0.03% NEW $160.40 +13.4%
130 VUG VANGUARD INDEX FDS 926.0 $452K 0.03% NEW $487.86 -82.0%
131 PCAR PACCAR INC Industrials 4,096.0 $449K 0.03% NEW $109.51 +1.2%
132 SPIB SPDR SERIES TRUST 13,044.0 $441K 0.03% NEW $33.81 -1.2%
133 ASTRAZENECA PLC 4,788.0 $440K 0.03% NEW $91.93
134 HDEF DBX ETF TR 13,975.0 $433K 0.03% NEW $30.99 +6.8%
135 BKNG BOOKING HOLDINGS INC Consumer Cyclical 79.0 $423K 0.03% NEW $5355.33 -96.9%
136 PAYC PAYCOM SOFTWARE INC Technology 2,549.0 $406K 0.03% NEW $159.36 -14.8%
137 OKTA OKTA INC Technology 4,670.0 $404K 0.03% NEW $86.47 +9.3%
138 NEE NEXTERA ENERGY INC Utilities 4,950.0 $397K 0.03% NEW $80.28 +9.7%
139 DFUV DIMENSIONAL ETF TRUST 8,481.0 $395K 0.03% NEW $46.59 +15.1%
140 PPG PPG INDS INC Basic Materials 3,627.0 $372K 0.02% NEW $102.46 +6.8%
Page 7 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%