GDS Wealth Management - Portfolio overview

GDS Wealth Management has 220 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. LQD - ISHARES TR, 6.25%
2. VCIT - VANGUARD SCOTTSDALE FDS, 3.80%
3. VCLT - VANGUARD SCOTTSDALE FDS, 3.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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