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CIK: 0001940869
Total reported value
$2.1B
$2.1B
175 檔
10.7%
During the Q2 2025 filing period, GDS Wealth Management (CIK: 0001940869) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.1B across 175 reported positions.
In Q2 2025, GDS Wealth Management displayed an active expansion posture, initiating 13 new positions and adding to 100 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 4.98% | -0.34% | -5.38% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.44% | -0.42% | -2.34% | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.14% | -0.34% | -8.01% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.68% | -0.29% | +4.44% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.17% | -0.28% | -15.14% | |
| 6 | IDV | Ishares International Select | ETF-Other | 2.12% | -0.48% | -3.83% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | -0.06% | +2.15% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.04% | -0.22% | +1.23% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.03% | -0.56% | +0.47% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.01% | -0.12% | +8.80% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.78% | -0.12% | +0.87% | |
| 12 | TT | Trane Technologies plc | Stock-Industrials | 1.76% | -0.03% | +1.17% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-Other | 1.71% | -0.20% | +8.96% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.70% | -0.08% | +4.41% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.65% | -0.25% | +4.54% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.63% | -0.04% | +28.80% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | +0.03% | +3.40% | |
| 18 | LGOV | First Tr Long Duration O-etf | ETF-Other | 1.59% | -0.25% | +3.51% | |
| 19 | DEED | First Trust Securitized Plus | ETF-Other | 1.58% | -0.24% | +3.20% | |
| 20 | AXP | American Express Co | Stock-Financials | 1.55% | -0.06% | +3.05% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.53% | -0.15% | +4.06% | |
| 22 | HPE | Hewlett Packard Enterprise | Stock-Tech | 1.52% | +0.78% | +28.44% | |
| 23 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.48% | -0.17% | +5.93% | |
| 24 | ALL | Allstate CORP | Stock-Financials | 1.38% | -0.04% | +1.41% | |
| 25 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.37% | -0.19% | +21.70% | |
| 26 | SHAK | Shake Shack Inc - Class A | Stock-Consumer Disc | 1.33% | -0.27% | +50.16% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.31% | -0.44% | +4.79% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.27% | -0.01% | +2.17% | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 1.27% | +1.76% | +131.73% | |
| 30 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.24% | -0.04% | +5.00% | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 1.23% | -0.15% | +3.99% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.22% | -0.29% | +1.49% | |
| 33 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 1.22% | -0.01% | EXIT | |
| 34 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.21% | -1.95% | -50.37% | |
| 35 | DXCM | Dexcom Inc | Stock-Healthcare | 1.21% | +0.08% | +8.36% | |
| 36 | STE | STERIS plc | Stock-Healthcare | 1.15% | -0.17% | +4.54% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 1.14% | +0.07% | +5.64% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.13% | — | +95.65% | |
| 39 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.11% | +0.20% | +8.06% | |
| 40 | FISV | Fiserv Inc | Stock-Other | 1.02% | — | +4.01% | |
| 41 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.01% | -0.03% | +31.62% | |
| 42 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.98% | -0.18% | +20.07% | |
| 43 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.96% | -0.13% | +16.77% | |
| 44 | APH | Amphenol Corp-cl A | Stock-Tech | 0.96% | +0.20% | +94.23% | |
| 45 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.94% | — | +23.35% | |
| 46 | FANG | Diamondback Energy Inc | Stock-Energy | 0.94% | -0.33% | -13.35% | |
| 47 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.90% | +0.06% | +21.62% | |
| 48 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.88% | -0.51% | EXIT | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.88% | -0.21% | -16.50% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.86% | +1.51% | +33.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.8% | +131.73% | Add |
| 2 | GEV | GE Vernova Inc | +0.8% | NEW | New buy |
| 3 | SHAK | Shake Shack Inc - Class A | +0.7% | +50.16% | Add |
| 4 | NVDA | Nvidia CORP | +0.6% | +28.80% | Add |
| 5 | EL | Estee Lauder Companies-cl A | +0.6% | +88.81% | Add |
| 6 | APH | Amphenol Corp-cl A | +0.6% | +94.23% | Add |
| 7 | SNPS | Synopsys Inc | +0.6% | NEW | New buy |
| 8 | CDNS | Cadence Design Sys Inc | +0.5% | NEW | New buy |
| 9 | HPE | Hewlett Packard Enterprise | +0.5% | +28.44% | Add |
| 10 | MSFT | Microsoft CORP | +0.4% | +8.80% | Add |
| 11 | AXON | Axon Enterprise Inc | +0.4% | +23.35% | Add |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +27.88% | Add |
| 13 | AMD | Advanced Micro Devices | +0.3% | +33.48% | Add |
| 14 | LRCX | Lam Research CORP | +0.3% | +42.61% | Add |
| 15 | SPOT | Spotify Technology S.A. | +0.3% | +20.07% | Add |
| 16 | BSX | Boston Scientific CORP | +0.3% | +56.19% | Add |
| 17 | ADI | Analog Devices Inc | +0.3% | +67.41% | Add |
| 18 | THC | Tenet Healthcare CORP | +0.2% | +16.77% | Add |
| 19 | HUBS | Hubspot Inc | +0.2% | +79.69% | Add |
| 20 | GWRE | Guidewire Software Inc | +0.2% | +33.71% | Add |
| 21 | PINS | Pinterest Inc- Class A | +0.2% | +45.95% | Add |
| 22 | MPWR | Monolithic Power Systems Inc | +0.2% | +21.62% | Add |
| 23 | TT | Trane Technologies plc | +0.2% | +1.17% | Add |
| 24 | FLYW | Flywire Corp-voting | +0.2% | +25.85% | Add |
| 25 | META | Meta Platforms Inc-class A | +0.2% | +4.06% | Add |
| 26 | DXCM | Dexcom Inc | +0.2% | +8.36% | Add |
| 27 | WIX | Wix.com Ltd. | +0.2% | +58.85% | Add |
| 28 | MLM | Martin Marietta Materials | +0.2% | +40.95% | Add |
| 29 | FTNT | Fortinet Inc | +0.2% | +52.27% | Add |
| 30 | NTRA | Natera Inc | +0.2% | +22.33% | Add |
| 31 | HQY | Healthequity Inc | +0.2% | +28.35% | Add |
| 32 | TSCO | Tractor Supply Company | +0.1% | +64.29% | Add |
| 33 | ORI | Old Republic Intl CORP | +0.1% | NEW | New buy |
| 34 | CMG | Chipotle Mexican Grill Inc | +0.1% | +27.59% | Add |
| 35 | TOL | Toll Brothers Inc | +0.1% | +35.12% | Add |
| 36 | IR | Ingersoll-rand Inc | +0.1% | +21.70% | Add |
| 37 | COST | Costco Wholesale CORP | +0.1% | +29.15% | Add |
| 38 | WELL | Welltower Inc | +0.1% | +33.82% | Add |
| 39 | TW | Tradeweb Markets Inc-class A | +0.1% | +35.49% | Add |
| 40 | AXP | American Express Co | +0.1% | +3.05% | Add |
| 41 | DECK | Deckers Outdoor CORP | +0.1% | +47.57% | Add |
| 42 | OKTA | Okta Inc | +0.1% | NEW | New buy |
| 43 | NXPI | NXP Semiconductors N.V. | +0.1% | +8.06% | Add |
| 44 | AVGO | Broadcom Inc | +0.1% | +0.78% | Add |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +0.87% | Add |
| 46 | MSI | Motorola Solutions Inc | 0% | +29.81% | Add |
| 47 | VTI | Vanguard Total Stock Mkt ETF | 0% | +41.41% | Add |
| 48 | INCY | Incyte CORP | 0% | NEW | New buy |
| 49 | AMZN | Amazon.com Inc | 0% | +2.15% | Add |
| 50 | TSLA | Tesla Inc | 0% | +48.55% | Add |
According to official SEC Form 13F filings, GDS Wealth Management reported a total U.S. public equity portfolio value of $2.1B across 175 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LQD, VCIT, VCLT) accounted for 10.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
GEV
市值: $10.8M
Top Position Liquidated / Trimmed
SDVY
前期市值: $6.4M
During Q2 2025, GDS Wealth Management's top holdings by market value included LQD (5.0%)、VCIT (3.4%)、VCLT (3.1%). The largest single position, LQD, represented 5.0% of total portfolio value.
In Q2 2025, GDS Wealth Management made 161 total portfolio adjustments, initiating 13 new buys, adding to 100 positions, trimming 43 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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