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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

InvestmentPortfolio %Reported Value
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 16.8%
6.52%
$108.346M
994,088 shares@ $108.99 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 11.05%
3.96%
$65.897M
796,336 shares@ $82.75 avg price
VCLT
Vanguard Long-term Corp Bond
Recent Activity
Increased 12.38%
3.75%
$62.335M
834,243 shares@ $74.73 avg price
IAGG
Ishares Intl Aggregate Bond
Recent Activity
Increased 9.84%
2.8%
$46.474M
928,734 shares@ $50.04 avg price
FTSM
First Trust Enh Short Mat Fd
Recent Activity
Decreased -17.37%
2.55%
$42.431M
709,784 shares@ $59.79 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -7.54%
2.48%
$41.244M
122,081 shares@ $337.84 avg price
IDV
Ishares International Select
Recent Activity
Increased 4.54%
2.39%
$39.688M
932,530 shares@ $42.57 avg price
WMT
Walmart Inc
Recent Activity
Increased 3%
2.27%
$37.673M
303,128 shares@ $124.29 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.28%
2.15%
$35.682M
124,086 shares@ $287.56 avg price
AAPL
Apple Inc
Recent Activity
Increased 6.05%
1.95%
$32.368M
127,539 shares@ $253.8 avg price

1-10 of 200