§ 13F · FUND PROFILE
Gateway Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $741M (13F)Positions · 410Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$347M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 99K | $65M | 2.5% | +423% |
| 2 | AAPL | APPLE INC | 215K | $55M | 2.1% | +155% |
| 3 | SPYM | SPDR SERIES TRUST | 696K | $53M | 2.1% | +144% |
| 4 | NVDA | NVIDIA CORPORATION | 220K | $38M | 1.5% | +210% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 55K | $36M | 1.4% | +95% |
| 6 | EEMA | ISHARES INC | 343K | $33M | 1.3% | +103% |
| 7 | AVUS | AMERICAN CENTY ETF TR | 273K | $30M | 1.2% | +131% |
| 8 | TOUS | T ROWE PRICE ETF INC | 835K | $29M | 1.1% | NEW |
| 9 | SPAB | SPDR SERIES TRUST | 1.11M | $28M | 1.1% | +132% |
| 10 | PYLD | PIMCO ETF TR | 1.04M | $27M | 1.1% | +102% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GATEWAY SIGNAL
AC read
Gateway Wealth Partners, LLC is a Other fund managing $741 million in assets. The fund runs a broad portfolio of 410 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed