GDS Wealth Management
SEC Form 13F institutional filer · CIK 0001940869
13F-HR · 119 reported holdings · 2026-03-31
GDS Wealth Management is a wealth management firm.
Reported long-US-equity value
$1.10B
Top-10 concentration
34.3%
GDS Wealth Management — $1.1B AUM allocation strategy
GDS Wealth Management files SEC Form 13F and reports $1.1B of long US equity value across 119 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.6%, followed by Financials 6.4% and Consumer Discretionary 4.8%.
The top 10 holdings account for 34% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
GDS Wealth Management — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.1B
total across 119 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
34% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CMG +274K sh · +$7.69M+$IVV +71.7K sh · +$2.83M+$CRM +65K sh · +$6.51M
Biggest trims (shares)
−$DECK −73.7K sh · −$7.71M−$UNH −37.8K sh · −$12.6M−$MU −9.96K sh · +$3.56M
Exited to nil (held last quarter, gone now)
$FISV ($12.7M last qtr)$AXON ($10.4M last qtr)$GDDY ($7.96M last qtr)$XLK ($277K last qtr)$PEP ($214K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors6.2%—
- Technology Hardware, Storage & Peripherals5.2%—
- Application Software4.6%—
- Consumer Staples Merchandise Retail3.5%—
- Interactive Media & Services3.2%—
- Broadline Retail2.7%—
- Diversified Banks2.5%—
- Semiconductor Materials & Equipment2.3%—
- Other holdings69.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MU | Micron Technology Inc | 122K | $41.2M | -9.96K | 3.8% |
| $WMT | Walmart Inc | 303K | $37.7M | +8.81K | 3.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 124K | $35.7M | +1.56K | 3.3% |
| $AAPL | Apple Inc | 128K | $32.4M | +7.28K | 3.0% |
| $AMZN | Amazon.com Inc | 140K | $29.1M | +7.05K | 2.7% |
| $NVDA | NVIDIA Corporation | 156K | $27.1M | +8.54K | 2.5% |
| $JPM | JP Morgan Chase & Co | 90.9K | $26.7M | +4.27K | 2.4% |
| $CRM | Salesforce Inc | 137K | $25.5M | +65K | 2.3% |
…and 111 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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