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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 9 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AFL AFLAC INC Financial Services 2,507.0 $276K 0.02% NEW $110.27 +6.3%
162 MCK MCKESSON CORP Healthcare 334.0 $274K 0.02% NEW $820.29 -7.8%
163 DGRO ISHARES TR 3,925.0 $272K 0.02% NEW $69.42 +7.7%
164 FCX FREEPORT-MCMORAN INC Basic Materials 5,360.0 $272K 0.02% NEW $50.79 +25.9%
165 GOVT ISHARES TR 11,795.0 $272K 0.02% NEW $23.03 -1.4%
166 CMI CUMMINS INC Industrials 520.0 $265K 0.02% NEW $510.45 +29.1%
167 VEA VANGUARD TAX-MANAGED FDS 4,238.0 $265K 0.02% NEW $62.47 +14.6%
168 MAR MARRIOTT INTL INC NEW Consumer Cyclical 846.0 $262K 0.02% NEW $310.24 +20.4%
169 LHX L3HARRIS TECHNOLOGIES INC Industrials 870.0 $255K 0.02% NEW $293.57 +6.1%
170 SPY SPDR S&P 500 ETF TR Financial Services 365.0 $249K 0.02% NEW $682.18 +9.8%
171 PLAY DAVE & BUSTERS ENTMT INC Communication Services 15,202.0 $246K 0.01% NEW $16.21 -22.9%
172 SDY SPDR SERIES TRUST 1,753.0 $244K 0.01% NEW $139.16 +7.9%
173 WM WASTE MGMT INC DEL Industrials 1,110.0 $244K 0.01% NEW $219.71 -1.6%
174 IWR ISHARES TR 2,425.0 $233K 0.01% NEW $96.27 +11.0%
175 DFAT DIMENSIONAL ETF TRUST 3,881.0 $231K 0.01% NEW $59.54 +13.1%
176 MDT MEDTRONIC PLC Healthcare 2,394.0 $230K 0.01% NEW $96.06 -19.1%
177 UNM UNUM GROUP Financial Services 2,967.0 $230K 0.01% NEW $77.50 +8.3%
178 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 722.0 $219K 0.01% NEW $303.89 +35.5%
179 LRGF ISHARES TR 3,124.0 $217K 0.01% NEW $69.43 +8.7%
180 OKE ONEOK INC NEW Energy 2,929.0 $215K 0.01% NEW $73.50 +24.6%
Page 9 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%