Amna Ali Khan
Gds Wealth Management
Assets Managed
$1.664B
Holdings
200
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
4.08%(2Q avg: 4.83%)
Sustained Growth
15 quarters
Portfolio positions
This chart displays the top 10 holdings in Gds Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 200 positions.
Assets under management
The assets under management (AUM) of Gds Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.664B in assets, with a quarterly growth rate of 4.08% and a 2-quarter average growth rate of 4.83%. The portfolio is managed by Amna Ali Khan, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
LQD Ishares Iboxx Investment Gra
| 6.52% | $108.346M 994,088 shares@ $108.99 avg price | Increased 16.8% |
VCIT Vanguard Int-term Corporate
| 3.96% | $65.897M 796,336 shares@ $82.75 avg price | Increased 11.05% |
VCLT Vanguard Long-term Corp Bond
| 3.75% | $62.335M 834,243 shares@ $74.73 avg price | Increased 12.38% |
IAGG Ishares Intl Aggregate Bond
| 2.8% | $46.474M 928,734 shares@ $50.04 avg price | Increased 9.84% |
FTSM First Trust Enh Short Mat Fd
| 2.55% | $42.431M 709,784 shares@ $59.79 avg price | Decreased -17.37% |
MU Micron Technology Inc
| 2.48% | $41.244M 122,081 shares@ $337.84 avg price | Decreased -7.54% |
IDV Ishares International Select
| 2.39% | $39.688M 932,530 shares@ $42.57 avg price | Increased 4.54% |
WMT Walmart Inc
| 2.27% | $37.673M 303,128 shares@ $124.29 avg price | Increased 3% |
GOOGL Alphabet Inc-cl A
| 2.15% | $35.682M 124,086 shares@ $287.56 avg price | Increased 1.28% |
AAPL Apple Inc
| 1.95% | $32.368M 127,539 shares@ $253.8 avg price | Increased 6.05% |
1-10 of 200