GDS Wealth Management
All 13F Filings
- Location
- Flower Mound, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,101,725
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 232 | 2,101,725 | 13F-HR | GDS Wealth Management |
| Q1 2026 | 4/27/2026 | 200 | 1,664,271 | 13F-HR | GDS Wealth Management |
| 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 | 1.54 M | 73.3% | 349.8 K | 0 | 349.8 K |
| ETFs | 544.2 K | 25.9% | 86.75 K | 0 | 86.75 K |
| Other | 17.66 K | 0.8% | 858 | 0 | 858 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
2,101,725
Holdings
232
QoQ value change ($000)
437,454
(26.3%)
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.