GDS Wealth Management
•CIK: 1940869•Filing: Q4 2025
**GDS Wealth Management** manages $1.6B across a diversified portfolio of 188 positions. The fund exhibits a significant fixed-income allocation, with top holdings including LQD ($93.8M), VCIT ($60.1M), and VCLT ($56.3M). Equity exposure is anchored by technology and consumer staples, notably GOOGL ($38.4M), MU ($37.7M), and AAPL ($32.7M). This structure suggests a tactical blend of income generation and large-cap growth exposure.
Total AUM
$1.6B
QoQ Performance
+5.6%
Positions
148
Top 10 Concentration
30.1%
Latest Filing
Q4 2025
Top Holdings Allocation
LQD
LQD5.9%
VCIT3.8%
VCLT3.5%
FTSM3.2%
IAGG2.6%
GOOGL2.4%
MU2.4%
IDV*2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.9%
Technology14.3%
Consumer6.4%
Financial4.6%
Healthcare1.0%
Communication0.8%
Energy0.3%
ETF0.3%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW10 new positions
↑79 increased
↓69 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023