GDS Wealth Management
Q3 2025 13F Holdings
- Locationflower mound, TX
- Num holdings
186
- Value ($000)
$1,514,740
- Date Filed10/31/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $79.59 M | 5 % | 714,034 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $53.85 M | 4 % | 640,284 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $50.98 M | 3 % | 656,579 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $39.76 M | 3 % | 776,084 | ||
IDV* ISHARES TR | INTL SEL DIV ETF | 464288448 | $31.82 M | 2 % | 870,660 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $30.85 M | 2 % | 126,919 | ||
AAPL APPLE INC | COM | 037833100 | $30.56 M | 2 % | 120,027 | ||
WMT WALMART INC | COM | 931142103 | $30.38 M | 2 % | 294,813 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $30.31 M | 2 % | 58,512 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $29.55 M | 2 % | 295,632 |
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