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CIK: 0001966037
Total reported value
$1.7B
$1.7B
410 檔
5.0%
According to the latest 13F quarterly dataset, Gateway Wealth Partners, LLC managed an equity portfolio of $1.7B at the end of Q3 2025, spanning 410 distinct U.S. exchange-listed positions.
In Q3 2025, Gateway Wealth Partners, LLC displayed an active expansion posture, initiating 15 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 410 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.88% | +0.12% | +33.16% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.57% | -0.11% | -3.44% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.24% | +0.08% | +77.53% | |
| 4 | AMLP | Alerian Mlp ETF | ETF-Other | 1.87% | -0.01% | +2756.55% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.70% | -0.07% | +6.07% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.64% | -0.17% | +100.49% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.55% | +1.03% | +9.29% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.48% | -0.04% | +201.12% | |
| 9 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.46% | — | +4863.01% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.44% | +0.05% | — | |
| 11 | FTCS | First Trust Capital Strength | ETF-Other | 1.36% | -0.03% | -2.33% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.35% | -0.16% | +25.19% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.29% | +0.04% | +114.21% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.01% | +26.27% | |
| 15 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.21% | -0.18% | +427.22% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.19% | -0.07% | +7.43% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | +0.02% | +3.43% | |
| 18 | FVD | First Trust Value Line Dvd | ETF-Other | 1.12% | -0.24% | +3.19% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | -0.05% | +41.60% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-Other | 1.04% | -0.01% | +9.88% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.03% | +0.07% | +478.66% | |
| 22 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 1.03% | -0.14% | — | |
| 23 | AVDE | Avantis International Equity | ETF-Other | 1.01% | -0.11% | +4.40% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.96% | -0.04% | +15.28% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.96% | +0.10% | -0.71% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.04% | +3.87% | |
| 27 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.91% | -0.04% | +359.59% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.90% | -0.09% | -5.63% | |
| 29 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.90% | -0.04% | +17.75% | |
| 30 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.88% | -0.06% | +6.28% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.88% | +0.06% | +4.06% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.87% | -0.10% | +0.73% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.87% | -0.08% | +10.74% | |
| 34 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 0.86% | -0.06% | +0.90% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.80% | -0.07% | +21.60% | |
| 36 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.79% | -0.13% | — | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.79% | — | +4.11% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.78% | -0.34% | -0.80% | |
| 39 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.77% | +0.03% | +16.45% | |
| 40 | DBRG | Digitalbridge Group Inc | Stock-Financials | 0.74% | — | — | |
| 41 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.71% | -0.08% | +17.26% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.70% | -0.02% | +5.09% | |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.68% | +0.02% | +32.51% | |
| 44 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.68% | -0.03% | +17.64% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.65% | -0.35% | -8.33% | |
| 46 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.65% | +0.03% | +7.11% | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.65% | +0.40% | +5.83% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.64% | -0.18% | +11.73% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | — | -18.95% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.61% | -0.01% | EXIT |
According to official SEC Form 13F filings, Gateway Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 410 disclosed positions in Q3 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 SPYM, SPY, AAPL) accounted for 5.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
BIL
市值: $10.6M
Top Position Liquidated / Trimmed
GQI
前期市值: $2.0M
During Q3 2025, Gateway Wealth Partners, LLC's top holdings by market value included SPYM (2.9%)、SPY (2.6%)、AAPL (2.2%). The largest single position, SPYM, represented 2.9% of total portfolio value.
In Q3 2025, Gateway Wealth Partners, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 32 positions, trimming 2 holdings, and fully liquidating 1 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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