GDS Wealth Management
Q2 2025 13F Holdings
- Locationflower mound, TX
- Num holdings
175
- Value ($000)
$1,370,750
- Date Filed08/11/2025
- Form type13F-HR
- CIK0001940869
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $68.27M | 5 % | 622,867 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $47.16M | 3 % | 568,777 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $43.05M | 3 % | 567,222 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $36.68M | 3 % | 718,006 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $29.79M | 2 % | 314,844 | ||
IDV* ISHARES TR | INTL SEL DIV ETF | 464288448 | $29.04M | 2 % | 841,599 | ||
AMZN AMAZON COM INC | COM | 023135106 | $27.98M | 2 % | 127,519 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $27.95M | 2 % | 297,725 | ||
WMT WALMART INC | COM | 931142103 | $27.85M | 2 % | 284,847 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $27.55M | 2 % | 55,379 |
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