Gateway Wealth Partners, LLC

CIK 0001966037 · APPLETON, WI · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

Gateway Wealth Partners, LLC reported 751 positions worth $1.67B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: IVV (3.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.67B
2026 Q2
Positions
751
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
16.5%
Est. Net Flow (Q)
2026 Q2
10 / 751 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$59.3M3.55%79,120
2AAPLAPPLE INCSH$36.9M2.21%127,474
3SPYMSPDR SERIES TRUSTSH$36.5M2.19%415,184
4NVDANVIDIA CORPORATIONSH$24.2M1.45%120,858
5MGKVANGUARD WORLD FDSH$21.6M1.30%245,744
6SPYSTATE STR SPDR S&P 500 ETF TSH$21.4M1.28%28,610
7AIRRFIRST TR EXCHANGE TRADED FDSH$21.3M1.28%159,922
8EEMAISHARES INCSH$19.8M1.19%169,684
9AVUSAMERICAN CENTY ETF TRSH$18.6M1.11%145,032
10IUSBISHARES TRSH$16.5M0.99%357,713

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Gateway Wealth Partners, LLC hold as of Q2 2026?

Gateway Wealth Partners, LLC reported 751 positions worth $1.67B in its Q2 2026 13F filing. Largest positions: IVV (3.6%), AAPL (2.2%), SPYM (2.2%), NVDA (1.4%) and MGK (1.3%).

What did Gateway Wealth Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Gateway Wealth Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.