GDS Wealth Management
Annual return '25
+12.0%
SPY '25
+17.7%
Alpha
-5.7ptsvs SPY
Invested
$1.7B
Holdings
200
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$LQD
ISHARES TR
Q1 2026: Exited (was 851.1k shares)
6.5%
02
$VCIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 717.1k shares)
4.0%
03
$VCLT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 742.4k shares)
3.7%
04
$IAGG
ISHARES TR
Q1 2026: Exited (was 845.5k shares)
2.8%
05
$FTSM
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 859.1k shares)
2.5%
06
$MU
MICRON TECHNOLOGY INC
Q1 2026: Exited (was 132.0k shares)
2.5%
07
$IDV
ISHARES TR
Q1 2026: Sold 69.3% (892.0k → 273.4k shares)
2.4%
08
$WMT
WALMART INC
Q1 2026: Sold 98.8% (294.3k → 3.6k shares)
2.3%
09
$GOOGL
ALPHABET INC
Q1 2026: Sold 96.6% (122.5k → 4.2k shares)
2.1%
10
$AAPL
APPLE INC
Q1 2026: Sold 83.8% (120.3k → 19.4k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:29 UTC.