GDS Wealth Management
All 13F Filings
- Location
- Flower Mound, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,599,044
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/2/2026 | 188 | 1,599,044 | 13F-HR | GDS Wealth Management |
| Q3 2025 | 10/31/2025 | 186 | 1,514,740 | 13F-HR | GDS Wealth Management |
| Q2 2025 | 8/12/2025 | 175 | 1,370,750 | 13F-HR | GDS Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.438 M | 89.9% | 64.78 K | 0 | 64.78 K |
| ETFs | 142.8 K | 8.9% | 18.32 K | 0 | 18.32 K |
| Other | 18.19 K | 1.1% | 1.203 K | 0 | 1.203 K |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
1,599,044
Holdings
188
QoQ value change ($000)
84,304
(5.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.