DOSSIER · 13F-HR · Q2 2026

Gateway Wealth Partners, LLC

$1.7B in tracked AUM across 751 positions as of Q2 2026.

GW
CIK 0001966037 · last filed Jun 30, 2026
Total AUM
$1.7B
as of Q2 2026
Holdings
751
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Gateway Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$59M79K3.6%
02
AAPL
APPLE INC
$37M127K2.2%
03
SPYM
SPDR SERIES TRUST
$36M415K2.2%
04
NVDA
NVIDIA CORPORATION
$25M125K1.5%
05
MGK
VANGUARD WORLD FD
$22M246K1.3%
06
SPY
STATE STR SPDR S&P 500 ETF T
$21M29K1.3%
07
AIRR
FIRST TR EXCHANGE TRADED FD
$21M160K1.3%
08
EEMA
ISHARES INC
$20M170K1.2%
09
AVUS
AMERICAN CENTY ETF TR
$19M145K1.1%
10
IUSB
ISHARES TR
$17M358K1.0%

Filing history

2026Q2Jun 30
$1.7B 35.0%
751 positionsView →
2026Q1Mar 31
$2.6B 185.6%
925 positionsView →
2025Q4Dec 31
$898M 88.8%
459 positionsView →
2025Q3Sep 30
$476M 9.7%
267 positionsView →
2025Q2Jun 30
$527M 99.0%
355 positionsLocked
2025Q1Mar 31
$265M 31.4%
202 positionsLocked
2024Q4Dec 31
$386M 6.4%
293 positionsLocked
2024Q3Sep 30
$363M 9.7%
272 positionsLocked
2024Q2Jun 30
$331M 18.8%
264 positionsLocked
2024Q1Mar 31
$279M 12.2%
235 positionsLocked
2023Q4Dec 31
$248M 55.3%
224 positionsLocked
2023Q3Sep 30
$555M 0.8%
257 positionsLocked
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