Gds Wealth Management Top Holdings and 13F Report (2026)

About Gds Wealth Management

Investment Activity

Gds Wealth Management has $2.10 billion in total holdings as of June 30, 2026.
Gds Wealth Management owns shares of 232 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
Approximately 12.64% of the portfolio was purchased this quarter.
About 6.09% of the portfolio was sold this quarter.
This quarter, Gds Wealth Management has purchased 200 new stocks and bought additional shares in 125 stocks.
Gds Wealth Management sold shares of 42 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

iShares iBoxx $ Investment Grade Corporate Bond ETF: $129,698,023
Micron Technology: $89,175,828
Vanguard Intermediate-Term Corporate Bond ETF: $74,413,041
Vanguard Long-Term Corporate Bond ETF: $71,584,749
Advanced Micro Devices: $55,885,285

Largest New Holdings this Quarter

651639106 - Newmont: $15,137,805 Holding
701094104 - Parker-Hannifin: $10,354,378 Holding
46120E602 - Intuitive Surgical: $9,476,317 Holding
90384S303 - Ulta Beauty: $8,800,875 Holding
45784P101 - Insulet: $8,087,216 Holding

Largest Purchases this Quarter

iShares iBoxx $ Investment Grade Corporate Bond ETF: 195,038 shares (about $21.27M)
Newmont: 162,075 shares (about $15.14M)
Eli Lilly and Company: 8,944 shares (about $10.73M)
Parker-Hannifin: 10,586 shares (about $10.35M)
Intuitive Surgical: 23,829 shares (about $9.48M)

Largest Sales this Quarter

Micron Technology: 44,825 shares (about $51.74M)
First Trust Enhanced Short Maturity ETF: 499,900 shares (about $29.86M)
Motorola Solutions: 28,516 shares (about $11.84M)
Tradeweb Markets: 71,160 shares (about $7.09M)
Tractor Supply: 198,809 shares (about $6.28M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$129,698,023	$21,272,803 â–²	19.6%	1,189,126	6.2%	ETF
MU Micron Technology	$89,175,828	$51,741,049 â–¼	-36.7%	77,256	4.2%	Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$74,413,041	$8,595,851 â–²	13.1%	900,339	3.5%	ETF
VCLT Vanguard Long-Term Corporate Bond ETF	$71,584,749	$8,807,940 â–²	14.0%	951,292	3.4%	ETF
AMD Advanced Micro Devices	$55,885,285	$1,318,085 â–²	2.4%	96,203	2.7%	Technology
IAGG iShares Core International Aggregate Bond ETF	$52,538,462	$5,544,543 â–²	11.8%	1,038,310	2.5%	ETF
LAM RESEARCH CORP	$50,313,946	$60,666 â–¼	-0.1%	116,110	2.4%	COM NEW
HPE Hewlett Packard Enterprise	$48,413,478	$596,083 â–²	1.2%	1,073,232	2.3%	Technology
GOOGL Alphabet	$45,689,397	$1,344,783 â–²	3.0%	127,849	2.2%	Communication Services
IDV iShares International Select Dividend ETF	$39,999,544	$1,364,828 â–²	3.5%	965,473	1.9%	ETF
AAPL Apple	$39,000,236	$2,095,545 â–²	5.7%	134,781	1.9%	Technology
PFF iShares Preferred and Income Securities ETF	$36,153,357	$3,984,371 â–²	12.4%	1,185,745	1.7%	ETF
WALMART INC	$35,794,106	$1,461,846 â–²	4.3%	316,035	1.7%	COM
AMZN Amazon.com	$35,490,494	$2,189,153 â–²	6.6%	148,907	1.7%	Consumer Discretionary
FIXD First Trust TCW Opportunistic Fixed Income ETF	$34,176,341	$4,271,427 â–²	14.3%	783,681	1.6%	ETF
NVDA NVIDIA	$33,376,012	$2,238,607 â–²	7.2%	166,805	1.6%	Technology
JPM JPMorgan Chase & Co.	$31,408,623	$1,662,182 â–²	5.6%	95,954	1.5%	Finance
GE VERNOVA INC	$31,347,744	$1,777,571 â–²	6.0%	26,682	1.5%	COM
TT Trane Technologies	$30,534,023	$1,602,168 â–²	5.5%	62,167	1.5%	Industrials
SNPS Synopsys	$29,568,642	$1,356,945 â–²	4.8%	66,287	1.4%	Technology
CDNS Cadence Design Systems	$29,115,824	$1,728,349 â–²	6.3%	77,576	1.4%	Technology
AMAT Applied Materials	$28,207,139	$3,795,752 â–²	15.5%	39,014	1.3%	Technology
MSFT Microsoft	$28,001,938	$3,658,217 â–²	15.0%	75,068	1.3%	Technology
USMV iShares MSCI USA Min Vol Factor ETF	$27,933,741	$1,103,502 â–²	4.1%	289,589	1.3%	ETF
MPWR Monolithic Power Systems	$27,777,164	$1,163,948 â–²	4.4%	20,094	1.3%	Technology
APH Amphenol	$27,372,651	$1,887,684 â–²	7.4%	155,244	1.3%	Technology
ALL Allstate	$26,700,437	$1,711,264 â–²	6.8%	112,215	1.3%	Finance
AXP American Express	$26,121,743	$1,895,218 â–²	7.8%	77,226	1.2%	Finance
CRWD CrowdStrike	$25,216,435	$2,419,917 â–²	10.6%	33,043	1.2%	Technology
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$24,891,092	$1,125,768 â–²	4.7%	468,142	1.2%	ETF
DEED First Trust TCW Securitized Plus ETF	$24,568,827	$1,099,253 â–²	4.7%	1,149,150	1.2%	ETF
NXPI NXP Semiconductors	$24,361,993	$1,515,880 â–²	6.6%	86,688	1.2%	Technology
LGOV First Trust Long Duration Opportunities ETF	$24,314,594	$1,071,862 â–²	4.6%	1,136,196	1.2%	ETF
EW Edwards Lifesciences	$24,096,011	$1,697,030 â–²	7.6%	266,372	1.1%	Healthcare
TJX TJX Companies	$24,043,548	$1,400,469 â–²	6.2%	158,703	1.1%	Consumer Discretionary
IUSV iShares Core S&P U.S. Value ETF	$23,447,851	$1,674,280 â–¼	-6.7%	212,872	1.1%	ETF
CRM Salesforce	$22,820,828	$1,407,121 â–²	6.6%	145,671	1.1%	Technology
NTRA Natera	$22,410,369	$1,019,023 â–²	4.8%	82,558	1.1%	Healthcare
HD Home Depot	$22,281,466	$4,583,751 â–²	25.9%	63,178	1.1%	Consumer Discretionary
IR Ingersoll Rand	$21,490,566	$910,991 â–²	4.4%	262,112	1.0%	Industrials
ADI Analog Devices	$21,441,257	$1,779,722 â–²	9.1%	53,985	1.0%	Technology
V Visa	$21,340,541	$1,845,481 â–²	9.5%	62,201	1.0%	Finance
FANG Diamondback Energy	$20,963,373	$1,341,730 â–²	6.8%	119,259	1.0%	Energy
CMG Chipotle Mexican Grill	$20,905,988	$4,144,770 â–²	24.7%	614,882	1.0%	Consumer Discretionary
FTNT Fortinet	$20,733,323	$2,707,860 â–²	15.0%	134,965	1.0%	Technology
IQV IQVIA	$20,556,096	$1,545,567 â–²	8.1%	106,387	1.0%	Healthcare
META Meta Platforms	$19,928,637	$1,842,522 â–²	10.2%	35,379	0.9%	Communication Services
LLY Eli Lilly and Company	$19,851,766	$10,727,702 â–²	117.6%	16,551	0.9%	Healthcare
DXCM DexCom	$19,209,500	$4,321,917 â–²	29.0%	285,219	0.9%	Healthcare
COST Costco Wholesale	$19,101,362	$5,424,791 â–²	39.7%	20,419	0.9%	Consumer Staples
WELL Welltower	$18,627,697	$1,851,625 â–²	11.0%	82,071	0.9%	Real Estate
TOL Toll Brothers	$18,608,705	$1,855,088 â–²	11.1%	112,951	0.9%	Consumer Discretionary
FLYW Flywire	$18,546,066	$2,027,455 â–²	12.3%	1,055,553	0.9%	Finance
THC Tenet Healthcare	$18,157,236	$1,762,481 â–²	10.8%	97,056	0.9%	Healthcare
STE STERIS	$17,655,491	$1,660,348 â–²	10.4%	83,846	0.8%	Healthcare
SPOT Spotify Technology	$17,238,954	$1,546,350 â–²	9.9%	37,547	0.8%	Communication Services
SPGI S&P Global	$17,033,681	$1,736,967 â–²	11.4%	41,825	0.8%	Finance
PG Procter & Gamble	$16,747,228	$2,723,408 â–²	19.4%	114,206	0.8%	Consumer Staples
MLM Martin Marietta Materials	$15,746,225	$3,521,909 â–²	28.8%	27,304	0.7%	Materials
NEM Newmont	$15,137,805	$15,137,805 â–²	New Holding	162,075	0.7%	Materials
CEG Constellation Energy	$14,790,942	$4,371,067 â–²	41.9%	59,552	0.7%	Utilities
AVGO Broadcom	$13,365,551	$7,761,630 â–²	138.5%	35,382	0.6%	Technology
FTSM First Trust Enhanced Short Maturity ETF	$12,536,371	$29,859,026 â–¼	-70.4%	209,884	0.6%	ETF
HQY HealthEquity	$12,382,149	$1,037,235 â–²	9.1%	137,092	0.6%	Healthcare
PH Parker-Hannifin	$10,354,378	$10,354,378 â–²	New Holding	10,586	0.5%	Industrials
ISRG Intuitive Surgical	$9,476,317	$9,476,317 â–²	New Holding	23,829	0.5%	Healthcare
ULTA Ulta Beauty	$8,800,875	$8,800,875 â–²	New Holding	19,515	0.4%	Consumer Discretionary
PODD Insulet	$8,087,216	$8,087,216 â–²	New Holding	53,118	0.4%	Healthcare
SHAK Shake Shack	$8,054,724	$1,205,550 â–²	17.6%	143,783	0.4%	Consumer Discretionary
HUBS HubSpot	$6,834,087	$6,834,087 â–²	New Holding	37,445	0.3%	Technology
XOM ExxonMobil	$5,648,724	$108,556 â–¼	-1.9%	41,316	0.3%	Energy
JLL Jones Lang LaSalle	$5,409,557	$5,409,557 â–²	New Holding	17,453	0.3%	Real Estate
ICE Intercontinental Exchange	$5,102,171	$822,375 â–¼	-13.9%	41,444	0.2%	Finance
IVV iShares Core S&P 500 ETF	$4,799,636	$99,602 â–²	2.1%	6,409	0.2%	ETF
CDE Coeur Mining	$4,711,780	$4,711,780 â–²	New Holding	288,712	0.2%	Materials
BRK.B Berkshire Hathaway	$2,771,660	$950,741 â–²	52.2%	5,539	0.1%	Finance
HAL Halliburton	$2,528,766	$152,232 â–¼	-5.7%	74,485	0.1%	Energy
VTI Vanguard Total Stock Market ETF	$2,333,102	$606,866 â–²	35.2%	6,305	0.1%	ETF
ORI Old Republic International	$2,110,285	$3,437 â–²	0.2%	51,571	0.1%	Finance
SYF Synchrony Financial	$2,036,467	$96,812 â–¼	-4.5%	26,778	0.1%	Finance
PANW Palo Alto Networks	$1,842,531	$1,842,531 â–²	New Holding	5,403	0.1%	Technology
IJH iShares Core S&P Mid-Cap ETF	$1,789,954	$89,833 â–²	5.3%	23,213	0.1%	ETF
GOOG Alphabet	$1,696,417	$325,786 â–²	23.8%	4,801	0.1%	Communication Services
TSLA Tesla	$1,569,679	$87,064 â–²	5.9%	3,732	0.1%	Consumer Discretionary
IBM International Business Machines	$1,487,320	$217,938 â–²	17.2%	5,289	0.1%	Technology
ETN Eaton	$1,476,932	$145,307 â–¼	-9.0%	3,466	0.1%	Industrials
ABBV AbbVie	$1,313,309	$144,441 â–²	12.4%	5,219	0.1%	Healthcare
VTC Vanguard Total Corporate Bond ETF	$1,280,410	$148,762 â–¼	-10.4%	16,672	0.1%	ETF
QQQ Invesco QQQ	$1,248,934	$33,138 â–²	2.7%	1,696	0.1%	ETF
IVW iShares S&P 500 Growth ETF	$1,240,658	$99,847 â–²	8.8%	9,021	0.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,213,914	$69,344 â–²	6.1%	12,569	0.1%	ETF
JNJ Johnson & Johnson	$1,157,087	$303,748 â–²	35.6%	4,556	0.1%	Healthcare
VOO Vanguard S&P 500 ETF	$1,146,973	$75,549 â–²	7.1%	1,670	0.1%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$1,135,453	$56,567 â–²	5.2%	3,312	0.1%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$1,049,139	$72,247 â–¼	-6.4%	12,140	0.0%	ETF
DECK Deckers Outdoor	$1,000,247	$827,681 â–¼	-45.3%	10,074	0.0%	Consumer Discretionary
TMUS T-Mobile US	$960,087		0.0%	5,724	0.0%	Communication Services
CAT Caterpillar	$952,021	$952,021 â–²	New Holding	894	0.0%	Industrials
IUSG iShares Core S&P U.S. Growth ETF	$948,162	$32,351 â–¼	-3.3%	5,041	0.0%	ETF
RTX RTX	$937,266	$222,743 â–²	31.2%	4,940	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

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Gds Wealth Management Top Holdings and 13F Report (2026)

About Gds Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Gds Wealth Management Top Holdings and 13F Report (2026)

About Gds Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGds Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools