1y return+14.0%S&P 500 +20.9%
3y return+40.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $129 against $157 in the S&P 500.2
GDS Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LQDIshares Tr | $129.7M | 6.2% | +19.6% |
| MUMicron Technology Inc | $89.2M | 4.2% | −36.7% |
| VCITVanguard Scottsdale Fds | $74.4M | 3.5% | +13.1% |
| VCLTVanguard Scottsdale Fds | $71.6M | 3.4% | +14.0% |
| AMDAdvanced Micro Devices Inc | $55.9M | 2.7% | +2.4% |
| IAGGIshares Tr | $52.5M | 2.5% | +11.8% |
| LRCXLam Research Corp | $50.3M | 2.4% | |
| HPEHewlett Packard Enterprise C | $48.4M | 2.3% | +1.2% |
| GOOGLAlphabet Inc | $45.7M | 2.2% | +3.0% |
| IDVIshares Tr | $40.0M | 1.9% | +3.5% |
| AAPLApple Inc | $39.0M | 1.9% | +5.7% |
| PFFIshares Tr | $36.2M | 1.7% | +12.4% |
| WMTWalmart Inc | $35.8M | 1.7% | +4.3% |
| AMZNAmazon Com Inc | $35.5M | 1.7% | +6.6% |
| FIXDFirst Tr Exchng Traded Fd Vi | $34.2M | 1.6% | +14.3% |
| NVDANvidia Corporation | $33.4M | 1.6% | +7.2% |
| JPMJpmorgan Chase & Co | $31.4M | 1.5% | +5.6% |
| GEVGe Vernova Inc | $31.3M | 1.5% | +6.0% |
| Trane Technologies PLCCUSIP G8994E103 | $30.5M | 1.5% | +5.5% |
| SNPSSynopsys Inc | $29.6M | 1.4% | +4.8% |
| CDNSCadence Design System Inc | $29.1M | 1.4% | +6.3% |
| AMATApplied Matls Inc | $28.2M | 1.3% | +15.5% |
| MSFTMicrosoft Corp | $28.0M | 1.3% | +15.0% |
| USMVIshares Tr | $27.9M | 1.3% | +4.1% |
| MPWRMonolithic Pwr Sys Inc | $27.8M | 1.3% | +4.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $50.3M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $33.4M |
| AMDAdvanced Micro Devices Inc | December 31, 2023 | +294.1% | $55.9M |
| CRWDCrowdstrike Hldgs Inc | September 30, 2024 | +172.1% | $25.2M |
| APHAmphenol Corp | March 31, 2025 | +168.8% | $27.4M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $45.7M |
| Trane Technologies PLCCUSIP G8994E103 | December 31, 2021 | +143.1% | $30.5M |
| WMTWalmart Inc | December 31, 2021 | +134.8% | $35.8M |
| GEVGe Vernova Inc | June 30, 2025 | +122.0% | $31.3M |
| HPEHewlett Packard Enterprise C | September 30, 2024 | +120.5% | $48.4M |
Sold off last quarter
- BSXBoston Scientific Corp was $8.5M
- LGHNorthern Lts Fd Tr III was $398K
- RHRh was $378K
- ELLauder Estee Cos Inc was $242K
- SGOLEtfs Gold Tr was $223K
- ROLRollins Inc was $215K
- WENWendys Co was $207K
- Medtronic PLCCUSIP G5960L103 was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.3% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +3.4% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −2.1% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | −0.8% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +3.5% | +8.3% |
| March 31, 2023 | +3.1% | +7.0% |
| December 31, 2022 | +7.6% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −12.3% | −16.5% |
| March 31, 2022 | −3.6% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: GDS Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1940869&type=13F-HR&dateb=&owner=include&count=40CIK 1940869
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1940869/000194086926000003/Filed August 13, 2026 · accession 0001940869-26-000003