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CIK: 0001940869
Total reported value
$2.1B
$2.1B
188 檔
14.5%
In Q4 2025, GDS Wealth Management's U.S. equity holdings reached a combined market value of $2.1B, distributed across 188 disclosed stock positions.
GDS Wealth Management executed strategic sector rebalancing during Q4 2025, establishing 10 new positions while fully exiting 8 holdings and trimming 69 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 5.87% | -0.34% | +19.20% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.76% | -0.42% | +12.00% | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.52% | -0.34% | +13.07% | |
| 4 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 3.22% | -1.95% | +105.15% | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.64% | -0.29% | +8.95% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.40% | +0.03% | -3.46% | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 2.36% | +1.76% | -7.89% | |
| 8 | IDV | Ishares International Select | ETF-Other | 2.20% | -0.48% | +2.46% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.05% | -0.56% | -0.17% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.04% | -0.08% | +0.20% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | -0.06% | +1.56% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-Other | 1.84% | -0.20% | +12.99% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.12% | +1.00% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | -0.12% | +1.09% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | -0.04% | +2.50% | |
| 16 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.69% | -0.17% | +16.81% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.57% | -0.06% | -0.20% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.56% | -0.22% | -12.78% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.55% | -0.28% | -18.32% | |
| 20 | HPE | Hewlett Packard Enterprise | Stock-Tech | 1.53% | +0.78% | -0.57% | |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.44% | -0.25% | -3.30% | |
| 22 | DEED | First Trust Securitized Plus | ETF-Other | 1.43% | -0.24% | -2.14% | |
| 23 | LGOV | First Tr Long Duration O-etf | ETF-Other | 1.43% | -0.25% | -2.47% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.37% | -0.29% | +1.27% | |
| 25 | TT | Trane Technologies plc | Stock-Industrials | 1.36% | -0.03% | +0.55% | |
| 26 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.30% | -0.03% | +1.45% | |
| 27 | ALL | Allstate CORP | Stock-Financials | 1.29% | -0.04% | +2.17% | |
| 28 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.24% | -0.04% | +3.04% | |
| 29 | LRCX | Lam Research CORP | Stock-Tech | 1.23% | +0.90% | -2.47% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | -0.15% | +1.59% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 1.19% | -0.44% | +3.67% | |
| 32 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.18% | -0.19% | +2.93% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 1.17% | +1.51% | -1.39% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 1.16% | -0.01% | +3.02% | |
| 35 | APH | Amphenol Corp-cl A | Stock-Tech | 1.16% | +0.20% | -0.84% | |
| 36 | SPGI | S&p Global Inc | Stock-Financials | 1.13% | -0.15% | +3.98% | |
| 37 | STE | STERIS plc | Stock-Healthcare | 1.13% | -0.17% | +3.35% | |
| 38 | NTRA | Natera Inc | Stock-Healthcare | 1.05% | +0.12% | +1.70% | |
| 39 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.03% | +0.06% | +1.14% | |
| 40 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.03% | +0.20% | +4.09% | |
| 41 | THC | Tenet Healthcare CORP | Stock-Healthcare | 1.02% | -0.13% | +2.54% | |
| 42 | SNPS | Synopsys Inc | Stock-Tech | 1.00% | -0.10% | +4.95% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | +0.07% | +3.89% | |
| 44 | FANG | Diamondback Energy Inc | Stock-Energy | 0.99% | -0.33% | +4.61% | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.96% | +0.17% | +4.91% | |
| 46 | DXCM | Dexcom Inc | Stock-Healthcare | 0.84% | +0.08% | +1.25% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.81% | — | -11.81% | |
| 48 | FISV | Fiserv Inc | Stock-Other | 0.80% | — | +111.35% | |
| 49 | WELL | Welltower Inc | Stock-Real Estate | 0.79% | +0.01% | +6.38% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.78% | +0.50% | +5.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | +1.6% | +105.15% | Add |
| 2 | MU | Micron Technology Inc | +0.8% | -7.89% | Trim |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.6% | +19.20% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -3.46% | Trim |
| 5 | NTRA | Natera Inc | +0.3% | +1.70% | Add |
| 6 | AMD | Advanced Micro Devices | +0.2% | -1.39% | Trim |
| 7 | VCIT | Vanguard Int-term Corporate | +0.2% | +12.00% | Add |
| 8 | LRCX | Lam Research CORP | +0.2% | -2.47% | Trim |
| 9 | FIXD | First Trust Smith Opportunis | +0.2% | +16.81% | Add |
| 10 | IQV | Iqvia Holdings Inc | +0.2% | +1.45% | Add |
| 11 | VCLT | Vanguard Long-term CORP Bond | +0.2% | +13.07% | Add |
| 12 | CRM | Salesforce Inc | +0.1% | +3.67% | Add |
| 13 | IDV | Ishares International Select | +0.1% | +2.46% | Add |
| 14 | PFF | Ishares Preferred & Income S | +0.1% | +12.99% | Add |
| 15 | ADI | Analog Devices Inc | +0.1% | +8.66% | Add |
| 16 | AXP | American Express Co | +0.1% | -0.20% | Trim |
| 17 | EW | Edwards Lifesciences CORP | +0.1% | +3.04% | Add |
| 18 | SPGI | S&p Global Inc | +0.1% | +3.98% | Add |
| 19 | GEV | GE Vernova Inc | +0.1% | +4.91% | Add |
| 20 | WMT | Walmart Inc | 0% | -0.17% | Trim |
| 21 | FANG | Diamondback Energy Inc | 0% | +4.61% | Add |
| 22 | WELL | Welltower Inc | 0% | +6.38% | Add |
| 23 | FISV | Fiserv Inc | 0% | +111.35% | Add |
| 24 | DECK | Deckers Outdoor CORP | 0% | +9.23% | Add |
| 25 | LLY | Eli Lilly & Co | 0% | +128.09% | Add |
| 26 | ORN | Orion Group Holdings Inc | 0% | +236.80% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +1.56% | Add |
| 28 | APH | Amphenol Corp-cl A | 0% | -0.84% | Trim |
| 29 | IAGG | Ishares Intl Aggregate Bond | 0% | +8.95% | Add |
| 30 | AAPL | Apple Inc | 0% | +0.20% | Add |
| 31 | TJX | Tjx Companies Inc | 0% | +1.27% | Add |
| 32 | GOOG | Alphabet Inc-cl C | 0% | +11.01% | Add |
| 33 | STE | STERIS plc | 0% | +3.35% | Add |
| 34 | MLM | Martin Marietta Materials | 0% | +7.78% | Add |
| 35 | SYF | Synchrony Financial | 0% | -4.23% | Trim |
| 36 | ORI | Old Republic Intl CORP | 0% | — | Unchanged |
| 37 | TSLA | Tesla Inc | 0% | +10.22% | Add |
| 38 | IUSG | Ishares Core S&p U.s. Growth | 0% | +13.38% | Add |
| 39 | AZNN | Astrazeneca Plc-spons Adr | 0% | -1.46% | Trim |
| 40 | HDEF | Xtrackers Msci Eafe High Div | 0% | +11.81% | Add |
| 41 | FCX | Freeport-mcmoran Inc | 0% | — | Unchanged |
| 42 | CMI | Cummins Inc | 0% | — | Unchanged |
| 43 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 44 | WM | Waste Management Inc | 0% | +17.09% | Add |
| 45 | V | Visa Inc-class A Shares | — | +3.02% | Add |
| 46 | HQY | Healthequity Inc | — | +9.07% | Add |
| 47 | HAL | Halliburton Co | — | -7.27% | Trim |
| 48 | NEE | Nextera Energy Inc | — | +28.57% | Add |
| 49 | VOO | Vanguard S&p 500 ETF | — | +11.52% | Add |
| 50 | ORCL | Oracle CORP | — | +8.27% | Add |
According to official SEC Form 13F filings, GDS Wealth Management reported a total U.S. public equity portfolio value of $2.1B across 188 disclosed positions in Q4 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 14.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
TPL
市值: $762.6K
Top Position Liquidated / Trimmed
FDL
前期市值: $2.2M
During Q4 2025, GDS Wealth Management's top holdings by market value included LQD (5.9%)、VCIT (3.8%)、VCLT (3.5%). The largest single position, LQD, represented 5.9% of total portfolio value.
In Q4 2025, GDS Wealth Management made 166 total portfolio adjustments, initiating 10 new buys, adding to 79 positions, trimming 69 holdings, and fully liquidating 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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