DOSSIER · 13F-HR · Q1 2026

Gateway Wealth Partners, LLC

$2.6B in tracked AUM across 925 positions as of Q1 2026.

GW
CIK 0001966037 · last filed Mar 31, 2026
Total AUM
$2.6B
as of Q1 2026
Holdings
925
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · 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

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
2023Q2Jun 30
$559M 13.9%
239 positionsLocked
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