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CIK: 0001966037
Total reported value
$1.7B
$1.7B
355 檔
3.8%
During the Q2 2025 filing period, Gateway Wealth Partners, LLC (CIK: 0001966037) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 355 reported positions.
In Q2 2025, Gateway Wealth Partners, LLC displayed an active expansion posture, initiating 15 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 355 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.46% | -0.11% | -7.95% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.82% | +0.12% | +11.19% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.09% | -0.07% | +11.89% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 1.89% | -0.03% | -6.27% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.85% | +1.03% | -35.11% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | +0.02% | +5.93% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.50% | -0.16% | +8.89% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-Other | 1.47% | -0.24% | -1.34% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.43% | +0.08% | +3.10% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.42% | -0.07% | +24.66% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.34% | +0.10% | +2.82% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 1.28% | -0.11% | +6.69% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | +0.04% | +19.80% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-Other | 1.24% | -0.01% | +72.21% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.23% | -0.09% | +46.59% | |
| 16 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 1.15% | -0.06% | +9.70% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | +0.01% | +29.68% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.15% | -0.10% | -4.01% | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.14% | -0.17% | +3.94% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.12% | -0.04% | -0.87% | |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.11% | -0.06% | +0.03% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.08% | +0.06% | +3.39% | |
| 23 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.07% | -0.04% | +7.95% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.05% | -0.08% | +11.28% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.04% | -0.34% | +19.29% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 1.03% | — | +5.16% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | — | +107.70% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | -0.05% | +11.86% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.94% | -0.35% | +68.86% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.91% | -0.07% | +4.00% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.86% | -0.02% | +12.36% | |
| 32 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.85% | +0.03% | +6.72% | |
| 33 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.81% | -0.03% | +16.38% | |
| 34 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.79% | -0.08% | +10.19% | |
| 35 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.78% | -0.02% | +2.72% | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.78% | +0.40% | +25.10% | |
| 37 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.78% | +0.03% | -5.19% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | +0.04% | -7.46% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.76% | -0.18% | +22.81% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.75% | +0.04% | +306.61% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.75% | -0.04% | -4.36% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.69% | +0.02% | +531.91% | |
| 43 | EVTR | Eaton Vance Total Return | ETF-Other | 0.66% | — | -2.73% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | +0.01% | +13.73% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.64% | -0.04% | +983.14% | |
| 46 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.63% | -0.02% | -1.76% | |
| 47 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.63% | -0.05% | -1.46% | |
| 48 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.61% | -0.05% | +6.72% | |
| 49 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.60% | +0.06% | — | |
| 50 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.56% | -0.05% | +4.87% |
According to official SEC Form 13F filings, Gateway Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 355 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, SPYM, AVUS) accounted for 3.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
FTCB
市值: $3.2M
Top Position Liquidated / Trimmed
EMXC
前期市值: $1.4M
During Q2 2025, Gateway Wealth Partners, LLC's top holdings by market value included SPY (3.5%)、SPYM (2.8%)、AVUS (2.1%). The largest single position, SPY, represented 3.5% of total portfolio value.
In Q2 2025, Gateway Wealth Partners, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 26 positions, trimming 7 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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