Gds Wealth Management Top Holdings and 13F Report (2026) About Gds Wealth ManagementInvestment ActivityGds Wealth Management has $1.66 billion in total holdings as of March 31, 2026.Gds Wealth Management owns shares of 200 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 11.60% of the portfolio was purchased this quarter.About 5.43% of the portfolio was sold this quarter.This quarter, Gds Wealth Management has purchased 188 new stocks and bought additional shares in 113 stocks.Gds Wealth Management sold shares of 45 stocks and completely divested from 14 stocks this quarter.Largest Holdings iShares iBoxx $ Investment Grade Corporate Bond ETF $108,345,651Vanguard Intermediate-Term Corporate Bond ETF $65,896,804Vanguard Long-Term Corporate Bond ETF $62,334,637iShares Core International Aggregate Bond ETF $46,473,849First Trust Enhanced Short Maturity ETF $42,430,888 Largest New Holdings this Quarter 21037T109 - Constellation Energy $11,715,381 Holding038222105 - Applied Materials $11,540,198 Holding69608A108 - PALANTIR TECHNOLOGIES INC $897,867 Holding03820C105 - Applied Industrial Technologies $641,013 Holding808524508 - Schwab U.S. Mid-Cap ETF $495,546 Holding Largest Purchases this Quarter iShares iBoxx $ Investment Grade Corporate Bond ETF 142,967 shares (about $15.58M)Salesforce 64,955 shares (about $12.13M)Constellation Energy 41,953 shares (about $11.72M)Applied Materials 33,764 shares (about $11.54M)Synopsys 29,049 shares (about $11.52M) Largest Sales this Quarter UnitedHealth Group 37,818 shares (about $10.23M)First Trust Enhanced Short Maturity ETF 149,294 shares (about $8.92M)Deckers Outdoor 73,719 shares (about $7.38M)Micron Technology 9,962 shares (about $3.37M)iShares Core S&P U.S. Value ETF 13,398 shares (about $1.37M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGds Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$108,345,651$15,581,973 ▲16.8%994,0886.5%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$65,896,804$6,555,455 ▲11.0%796,3364.0%ETFVCLTVanguard Long-Term Corporate Bond ETF$62,334,637$6,862,135 ▲12.4%834,2433.7%ManufacturingIAGGiShares Core International Aggregate Bond ETF$46,473,849$4,162,828 ▲9.8%928,7342.8%ETFFTSMFirst Trust Enhanced Short Maturity ETF$42,430,888$8,924,795 ▼-17.4%709,7842.5%ManufacturingMUMicron Technology$41,243,845$3,365,562 ▼-7.5%122,0812.5%Computer and TechnologyIDViShares International Select Dividend ETF$39,688,492$1,723,127 ▲4.5%932,5302.4%ETFWALMART INC$37,672,800$1,094,411 ▲3.0%303,1282.3%COMGOOGLAlphabet$35,682,170$449,169 ▲1.3%124,0862.1%Computer and TechnologyAAPLApple$32,368,173$1,846,325 ▲6.0%127,5391.9%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$31,989,631$3,221,591 ▲11.2%1,055,0671.9%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$29,891,203$3,381,757 ▲12.8%685,7351.8%ManufacturingAMZNAmazon.com$29,099,901$1,467,470 ▲5.3%139,7221.7%Retail/WholesaleNVDANVIDIA$27,139,605$1,489,376 ▲5.8%155,6171.6%Computer and TechnologyJPMJPMorgan Chase & Co.$26,732,084$1,256,946 ▲4.9%90,8761.6%FinanceUSMViShares MSCI USA Min Vol Factor ETF$25,795,584$1,251,065 ▲5.1%278,1491.5%ETFCRMSalesforce$25,515,736$12,125,150 ▲90.5%136,6891.5%Computer and TechnologyHPEHewlett Packard Enterprise$25,239,029$938,900 ▲3.9%1,060,0181.5%Computer and TechnologySNPSSynopsys$25,075,378$11,517,348 ▲84.9%63,2451.5%Computer and TechnologyLAM RESEARCH CORP$24,837,975$226,052 ▲0.9%116,2501.5%COM NEWTTTrane Technologies$24,548,106$1,181,460 ▲5.1%58,9051.5%ConstructionMSFTMicrosoft$24,157,705$2,280,621 ▲10.4%65,2611.5%Computer and TechnologyTJXTJX Companies$23,868,602$1,031,343 ▲4.5%149,4591.4%Retail/WholesaleIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$23,787,690$994,203 ▲4.4%446,9691.4%ManufacturingLGOVFirst Trust Long Duration Opportunities ETF$23,427,371$880,789 ▲3.9%1,086,1091.4%ETFDEEDFirst Trust TCW Securitized Plus ETF$23,414,688$869,773 ▲3.9%1,097,7351.4%ETFIUSViShares Core S&P U.S. Value ETF$23,320,362$1,369,946 ▼-5.5%228,0721.4%ManufacturingFANGDiamondback Energy$22,078,507$1,255,769 ▲6.0%111,6261.3%EnergyGE VERNOVA INC$21,970,102$1,445,528 ▲7.0%25,1691.3%COMALLAllstate$21,775,469$1,221,025 ▲5.9%105,0231.3%FinanceAXPAmerican Express$21,664,525$1,115,849 ▲5.4%71,6231.3%FinanceMPWRMonolithic Power Systems$21,049,174$1,085,697 ▲5.4%19,2521.3%Computer and TechnologyCDNSCadence Design Systems$20,276,452$11,408,787 ▲128.7%72,9711.2%Computer and TechnologyIRIngersoll Rand$20,110,200$972,096 ▲5.1%251,0011.2%IndustrialsEWEdwards Lifesciences$19,828,769$1,180,059 ▲6.3%247,6121.2%MedicalAMDAdvanced Micro Devices$19,108,994$1,273,472 ▲7.1%93,9341.1%Computer and TechnologyMETAMeta Platforms$18,369,950$1,441,768 ▲8.5%32,1081.1%Computer and TechnologyAPHAmphenol$18,262,376$987,425 ▲5.7%144,5381.1%Computer and TechnologyVVisa$17,173,881$1,193,546 ▲7.5%56,8221.0%Business ServicesSTESTERIS$16,797,256$1,104,102 ▲7.0%75,9611.0%MedicalIQVIQVIA$16,779,090$1,000,047 ▲6.3%98,3881.0%MedicalSPOTSpotify Technology$16,573,739$6,909,968 ▲71.5%34,1791.0%Computer and TechnologyTHCTenet Healthcare$16,537,601$1,043,566 ▲6.7%87,6351.0%MedicalHDHome Depot$16,504,124$1,201,771 ▲7.9%50,1811.0%Retail/WholesaleNXPINXP Semiconductors$16,003,537$1,057,532 ▲7.1%81,2941.0%Computer and TechnologySPGIS&P Global$15,975,770$1,241,993 ▲8.4%37,5601.0%FinanceCMGChipotle Mexican Grill$15,780,194$8,781,848 ▲125.5%492,9770.9%Retail/WholesaleNTRANatera$15,760,012$1,092,745 ▲7.5%78,8040.9%MedicalADIAnalog Devices$15,749,203$1,302,147 ▲9.0%49,5040.9%Computer and TechnologyWELLWelltower$14,613,339$1,203,065 ▲9.0%73,9130.9%FinanceCOSTCostco Wholesale$14,567,807$1,404,966 ▲10.7%14,6200.9%Retail/WholesaleDXCMDexCom$13,881,814$1,135,801 ▲8.9%221,0480.8%MedicalTOLToll Brothers$13,877,771$1,216,494 ▲9.6%101,6910.8%ConstructionPGProcter & Gamble$13,813,375$1,314,548 ▲10.5%95,6340.8%Consumer StaplesMSIMotorola Solutions$13,160,574$1,331,420 ▲11.3%30,3260.8%Computer and TechnologyMLMMartin Marietta Materials$12,478,250$1,212,092 ▲10.8%21,1970.7%ConstructionCEGConstellation Energy$11,715,381$11,715,381 ▲New Holding41,9530.7%EnergyCRWDCrowdStrike$11,662,328$1,209,100 ▲11.6%29,8720.7%Computer and TechnologyAMATApplied Materials$11,540,198$11,540,198 ▲New Holding33,7640.7%Computer and TechnologyFLYWFlywire$10,943,462$1,315,832 ▲13.7%940,1600.7%Computer and TechnologySHAKShake Shack$10,816,608$1,263,352 ▲13.2%122,2630.6%Retail/WholesaleHQYHealthEquity$10,497,061$1,294,165 ▲14.1%125,6080.6%MedicalFTNTFortinet$9,588,861$1,383,601 ▲16.9%117,3380.6%Computer and TechnologyTSCOTractor Supply$9,491,709$1,229,487 ▲14.9%209,5300.6%Retail/WholesaleTWTradeweb Markets$9,243,252$1,415,332 ▲18.1%78,5590.6%FinanceBSXBoston Scientific$8,533,435$416,660 ▲5.1%135,9910.5%MedicalICEIntercontinental Exchange$7,568,943$745,979 ▼-9.0%48,1240.5%FinanceXOMExxonMobil$7,144,383$320,997 ▼-4.3%42,1100.4%EnergyLLYEli Lilly and Company$6,996,690$6,182,694 ▲759.5%7,6070.4%MedicalGWREGuidewire Software$6,930,910$1,703,189 ▲32.6%46,3420.4%Computer and TechnologyAVGOBroadcom$4,591,581$1,283,229 ▲38.8%14,8350.3%Computer and TechnologyIVViShares Core S&P 500 ETF$4,099,546$154,811 ▲3.9%6,2760.2%ETFHALHalliburton$3,079,001$224,114 ▼-6.8%78,9690.2%EnergyORIOld Republic International$2,054,3310.0%51,4870.1%FinanceSYFSynchrony Financial$1,908,029$91,827 ▼-4.6%28,0510.1%FinanceDECKDeckers Outdoor$1,842,657$7,378,535 ▼-80.0%18,4100.1%Retail/WholesaleBRK.BBerkshire Hathaway$1,743,809$65,171 ▲3.9%3,6390.1%FinanceVTIVanguard Total Stock Market ETF$1,496,579$133,457 ▼-8.2%4,6650.1%ETFIJHiShares Core S&P Mid-Cap ETF$1,488,901$105,212 ▲7.6%22,0480.1%ETFVTCVanguard Total Corporate Bond ETF$1,429,729$105,103 ▼-6.8%18,6090.1%ETFETNEaton$1,361,650$123,039 ▼-8.3%3,8070.1%IndustrialsTSLATesla$1,310,419$308,181 ▲30.7%3,5250.1%Auto/Tires/TrucksTMUST-Mobile US$1,202,212$1,680 ▼-0.1%5,7240.1%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$1,124,889$260 ▲0.0%12,9760.1%ETFGOOGAlphabet$1,112,794$222,042 ▲24.9%3,8790.1%Computer and TechnologyIBMInternational Business Machines$1,094,148$5,817 ▲0.5%4,5140.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,072,871$87,271 ▼-7.5%11,8510.1%ETFABBVAbbVie$1,010,241$90,041 ▲9.8%4,6450.1%MedicalTPLTexas Pacific Land$1,007,491$252,466 ▼-20.0%2,1230.1%EnergyMCDMcDonald's$974,327$23,931 ▲2.5%3,1350.1%Retail/WholesaleQQQInvesco QQQ$952,924$23,087 ▼-2.4%1,6510.1%FinanceIVWiShares S&P 500 Growth ETF$938,247$71,599 ▲8.3%8,2950.1%ETFORNOrion Group$936,2450.0%85,8940.1%ConstructionVOOVanguard S&P 500 ETF$932,178$168,509 ▲22.1%1,5600.1%ETFPALANTIR TECHNOLOGIES INC$897,867$897,867 ▲New Holding6,1380.1%CL AATOAtmos Energy$832,533$37,129 ▲4.7%4,5070.1%UtilitiesJNJJohnson & Johnson$821,318$30,555 ▲3.9%3,3600.0%MedicalIUSGiShares Core S&P U.S. Growth ETF$808,588$9,151 ▼-1.1%5,2130.0%ManufacturingLMTLockheed Martin$792,355$22,967 ▼-2.8%1,3110.0%AerospaceMTUMiShares MSCI USA Momentum Factor ETF$755,249$67,917 ▲9.9%3,1470.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
