Gds Wealth Management Portfolio Holdings
Gds Wealth Management
- $1.48 Billion
- Q3 2025
Gds Wealth Management has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.48 Billion distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Iboxx $ Investment Gra with a value of $79.6M, Vanguard Intermediate Term Cor with a value of $53.9M, Vanguard Lg Trm Corp Bd ETF with a value of $51M, Ishares Tr Core Intl Aggregate with a value of $39.8M, and Ishares Tr with a value of $31.8M.
Examining the 13F form we can see an increase of $325M in the current position value, from $1.16B to 1.48B.
Below you can find more details about Gds Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.48 Billion
ETFs: $487 Million
Technology: $364 Million
Healthcare: $133 Million
Financial Services: $132 Million
Consumer Cyclical: $124 Million
Communication Services: $77.2 Million
Industrials: $60.6 Million
Consumer Defensive: $56.2 Million
Other: $49.1 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 186
- Current Value $1.48 Billion
- Prior Value $1.16 Billion
- Filing
- Period Q3 2025
- Filing Date October 31, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 26 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 44 stocks