GDS Wealth Management

Q3 2025 13F Holdings

  • Location
    flower mound, TX
  • Num holdings

    186

  • Value ($000)

    $1,514,740

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0001940869
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$79.59M
5 %

714,034

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$53.85M
4 %

640,284

V
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
92206C813
$50.98M
3 %

656,579

I
IAGG

ISHARES TR

CORE INTL AGGR
46435G672
$39.76M
3 %

776,084

I
IDV*

ISHARES TR

INTL SEL DIV ETF
464288448
$31.82M
2 %

870,660

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$30.85M
2 %

126,919

A
AAPL

APPLE INC

COM
037833100
$30.56M
2 %

120,027

W
WMT

WALMART INC

COM
931142103
$30.38M
2 %

294,813

M
MSFT

MICROSOFT CORP

COM
594918104
$30.31M
2 %

58,512

I
IUSV

ISHARES TR

CORE S&P US VLU
464287663
$29.55M
2 %

295,632

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