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One Way Holdings LLC
Glen D. Smith · Investment Advisor · Growth
One Way Holdings LLC, doing business as GDS Wealth Management, is an independent financial advisory firm based in Flower Mound, Texas. Established in 2021 by founder and CEO Glen D. Smith, the firm evolved from Glen D. Smith & Associates to provide holistic wealth management and personalized financial planning. GDS Wealth Management serves high-net-worth individuals, families, and professional athletes, specializing in discretionary portfolio management and comprehensive retirement strategies. Recognized on the Inc. 5000 list of fastest-growing private companies, the firm emphasizes a fiduciary-first approach and disciplined investment processes to help clients achieve long-term financial security and peace of mind.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +50.9% |
| YTD return | +35.4% |
| Sharpe ratio | 3.30 |
| Win rate | 52% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.gdswealth.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MU | Micron Technology Inc | 9.6% | +157.0% |
| HPE | Hewlett Packard Enterprise Co | 7.6% | +65.1% |
| GOOGL | Alphabet Inc Class A | 6.2% | +27.1% |
| AMD | Advanced Micro Devices Inc | 6.1% | +74.4% |
| AAPL | Apple Inc | 5.8% | +20.3% |
| AMZN | Amazon.com Inc | 5.3% | +11.9% |
| MSFT | Microsoft Corporation | 5.2% | +3.4% |
| CRM | Salesforce.com Inc | 5.2% | +36.6% |
| NVDA | NVIDIA Corporation | 5.0% | +19.8% |
| LRCX | Lam Research Corp | 4.8% | +57.5% |
| JPM | JPMorgan Chase & Co | 4.6% | +14.6% |
| WMT | Walmart Inc. Common Stock | 4.4% | -0.7% |
| SNPS | Synopsys Inc | 4.0% | -17.9% |
| ALL | The Allstate Corporation | 3.9% | +7.9% |
| CRWD | Crowdstrike Holdings Inc | 3.9% | +1.7% |
| IQV | IQVIA Holdings Inc | 3.8% | +2.3% |
| TT | Trane Technologies plc | 3.8% | +5.4% |
| NTRA | Natera Inc | 3.7% | +0.1% |
| CDNS | Cadence Design Systems Inc | 3.6% | -13.8% |
| THC | Tenet Healthcare Corporation | 3.5% | -4.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | IQV | 0.0% → 3.8% |
| Aug 31, 2026 | BUY | AAPL | 5.7% → 5.8% |
| Aug 31, 2026 | BUY | MSFT | 4.9% → 5.2% |
| Aug 31, 2026 | SELL | AXP | 3.6% → 0.0% |
| Aug 31, 2026 | SELL | MPWR | 3.6% → 0.0% |
Investment Style Analysis
One Way Holdings LLC is widely recognized for employing a Growth strategy. As of Sep 4, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, One Way Holdings LLC made a significant move by increasing exposure to IQV. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
GDS Wealth Management follows a client-centric investment philosophy rooted in a fiduciary commitment to clarity, integrity, and disciplined decision-making. The firm utilizes a holistic approach that integrates sophisticated financial planning with discretionary portfolio management, typically focusing on a core allocation of high-growth technology and blue-chip stocks to drive long-term capital appreciation. Their strategy is designed to provide financial peace of mind by aligning investment decisions with individualized goals, risk tolerance, and tax optimization requirements. By maintaining a high-touch relationship model and leveraging data-driven insights, GDS aims to navigate market volatility while helping clients build and preserve multigenerational wealth.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with One Way Holdings LLC.
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Frequently asked questions
How is the simulated portfolio for One Way Holdings LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is One Way Holdings LLC's largest holding?
As of the latest filing, One Way Holdings LLC's top position is Micron Technology Inc (MU), representing 9.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is One Way Holdings LLC's historical performance and risk profile?
Our simulation indicates a total return of +50.9% with a win rate of 52%. Notably, the portfolio maintains a Sharpe Ratio of 3.30, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does One Way Holdings LLC primarily invest in?
One Way Holdings LLC has a strong preference for the Semiconductors sector, which makes up 20.6% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is One Way Holdings LLC's portfolio concentrated or diversified?
One Way Holdings LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 23.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has One Way Holdings LLC performed in 2026?
Our AI-simulated model portfolio for One Way Holdings LLC tracks a Year-to-Date (YTD) return of +35.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Glen D. Smith manage One Way Holdings LLC directly?
Yes, Glen D. Smith serves as the key portfolio manager for One Way Holdings LLC, overseeing the investment strategy and final capital allocation decisions.