You're signed outSign in or to get full access.
GDS Wealth Management
GDS Wealth Management is an SEC-registered investment adviser headquartered in Flower Mound, Texas. Founded on a commitment to service and integrity inspired by its founder Glen Smith's legacy of missionary work, the firm offers fee-only financial planning and investment advisory services. GDS Wealth Management has been recognized by Forbes as a Best-In-State Wealth Advisor and serves individuals and families seeking tailored financial guidance. The firm employs more than 10 Certified Financial Planners and prioritizes personalized, fiduciary service, transparency, and long-term client relationships. As of its latest SEC reporting, the firm is independently owned and not affiliated with a bank.
Investment Strategy
GDS Wealth Management applies a fee-only, fiduciary approach, focusing on personalized financial planning and diversified investment management for clients. Their strategy is based on understanding each client's individual goals and risk tolerance, building portfolios that reflect client priorities using asset allocation and diversification across public equities (such as ETFs and stocks like Amazon, Walmart, and Microsoft) and fixed income. The firm does not accept commissions or promote proprietary products, ensuring that investment recommendations are unbiased. They follow a long-term, risk-managed strategy designed to foster financial confidence and stability, using only liquid, regulated securities and avoiding conflicts of interest.
Latest 13F Filing Activity
GDS Wealth Management filed their most recent 13F report on Jun 30, 2025 disclosing 175 equity positions with a total 13F market value of $1B. The fund increased holdings in Micron Technology Inc., Ge Vernova Inc., Shake Shack Inc. among other positions. GDS Wealth Management reduced exposure to L3harris Technologies Inc., First TR Exchange-traded FD, First TR Exchange-traded FD among others.
Top Holdings
Equity Positions (175)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LQD | ISHARES TR | 4.98% | $68.3M | 622,867 | $107.68 | $109.61 | -$3.3M |
V VCIT | VANGUARD SCOTTSDALE FDS | 3.44% | $47.2M | 568,777 | $80.52 | $82.92 | -$455.0K |
V VCLT | VANGUARD SCOTTSDALE FDS | 3.14% | $43.1M | 567,222 | $76.45 | $75.90 | -$3.8M |
I IAGG | ISHARES TR | 2.68% | $36.7M | 718,006 | $51.43 | $51.09 | +$2.3M |
I IUSV | ISHARES TR | 2.17% | $29.8M | 314,844 | $75.46 | $94.63 | -$4.4M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more