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CIK: 0001966037
Total reported value
$1.7B
$1.7B
459 檔
5.8%
In Q4 2025, Gateway Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $1.7B, distributed across 459 disclosed stock positions.
In Q4 2025, Gateway Wealth Partners, LLC displayed an active expansion posture, initiating 9 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 459 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.55% | +0.08% | +28.94% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | +0.12% | +4.66% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.14% | -0.11% | -1.39% | |
| 4 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-Other | 1.77% | -0.09% | — | |
| 5 | TTEQ | T Rowe Price Technology ETF | ETF-Tech | 1.72% | — | — | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.53% | -0.17% | +13.71% | |
| 7 | AMLP | Alerian Mlp ETF | ETF-Other | 1.49% | -0.01% | -3.33% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | +0.01% | +46.49% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.47% | -0.07% | +1.77% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | +1.03% | +10.67% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.40% | -0.04% | +12.64% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.37% | -0.16% | +23.08% | |
| 13 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.22% | — | +2.63% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.19% | +0.04% | +9.91% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.16% | +0.05% | -1.66% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-Other | 1.09% | -0.24% | +18.52% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | -0.05% | +23.33% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.04% | -0.07% | +3.44% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | +0.02% | +13.37% | |
| 20 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.02% | -0.18% | +2.72% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-Other | 1.00% | -0.01% | +13.97% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.93% | +0.07% | +6.97% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.90% | -0.10% | +24.07% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.89% | -0.18% | +65.19% | |
| 25 | AVDE | Avantis International Equity | ETF-Other | 0.88% | -0.11% | +1.22% | |
| 26 | FTCS | First Trust Capital Strength | ETF-Other | 0.87% | -0.03% | -20.89% | |
| 27 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.87% | -0.13% | +33.71% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.86% | -0.04% | +7.68% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.04% | +8.01% | |
| 30 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.85% | -0.14% | +0.52% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.84% | -0.08% | +13.92% | |
| 32 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.83% | -0.06% | +12.06% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.81% | +0.10% | +3.84% | |
| 34 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.80% | -0.04% | +8.67% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.79% | +0.06% | +6.07% | |
| 36 | DBRG | Digitalbridge Group Inc | Stock-Financials | 0.77% | — | -3.15% | |
| 37 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 0.76% | -0.06% | +4.42% | |
| 38 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.76% | +0.03% | +16.69% | |
| 39 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.75% | -0.04% | -0.64% | |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.74% | +0.02% | +26.28% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | — | +3.91% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.67% | -0.09% | -12.38% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.03% | +54.52% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.63% | -0.08% | +6.52% | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.60% | -0.02% | +1.22% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | — | +10.09% | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.56% | +0.40% | +3.29% | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.56% | -0.01% | EXIT | |
| 49 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.55% | +0.03% | +4.18% | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.54% | -0.35% | -4.22% |
According to official SEC Form 13F filings, Gateway Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 459 disclosed positions in Q4 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 AAPL, SPYM, SPY) accounted for 5.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
EEMA
市值: $15.9M
Top Position Liquidated / Trimmed
EVTR
前期市值: $3.5M
During Q4 2025, Gateway Wealth Partners, LLC's top holdings by market value included AAPL (2.5%)、SPYM (2.5%)、SPY (2.1%). The largest single position, AAPL, represented 2.5% of total portfolio value.
In Q4 2025, Gateway Wealth Partners, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 31 positions, trimming 7 holdings, and fully liquidating 3 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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