13F Insight
DOSSIER · 13F-HR · Q1 2026

Gateway Wealth Partners, LLC

Gateway Wealth's holding co. based in Omaha, NE — $2.6B in tracked AUM across 925 positions as of Q1 2026.

GW
Gateway Wealth·Omaha, NE·Holding Co.
CIK 0001966037 · last filed Mar 31, 2026
Total AUM
$2.6B
▼ 5.9%
vs prior
Holdings
925
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Financials
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Gateway Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$65M99K2.5%
02
AAPL
APPLE INC
$55M215K2.1%
03
SPYM
SPDR SERIES TRUST
$53M696K2.1%
04
NVDA
NVIDIA CORPORATION
$38M220K1.5%
05
SPY
STATE STR SPDR S&P 500 ETF T
$36M55K1.4%
06
EEMA
ISHARES INC
$33M343K1.3%
07
AVUS
AMERICAN CENTY ETF TR
$30M273K1.2%
08
TOUS
T ROWE PRICE ETF INC
$29M835K1.1%
09
SPAB
SPDR SERIES TRUST
$28M1.1M1.1%
10
PYLD
PIMCO ETF TR
$27M1.0M1.1%

Filing history

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