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CIK: 0001966037
Total reported value
$1.7B
$1.7B
925 檔
14.8%
The Q1 2026 SEC filing reveals that Gateway Wealth Partners, LLC held a total portfolio value of $1.7B, covering 925 public equity positions.
In Q1 2026, Gateway Wealth Partners, LLC displayed an active expansion posture, initiating 23 new positions and adding to 171 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 925 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.52% | +1.03% | +422.83% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.13% | +0.08% | +155.45% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.07% | +0.12% | +144.29% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | +0.01% | +210.22% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | -0.11% | +95.40% | |
| 6 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-Other | 1.28% | -0.09% | +103.17% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.18% | -0.07% | +131.12% | |
| 8 | TOUS | T Rowe Prc International Eq | ETF-Other | 1.12% | -1.10% | — | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.11% | -0.16% | +132.49% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.06% | -0.17% | +101.69% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.00% | -0.04% | +113.16% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.93% | -0.07% | +135.49% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.93% | -0.09% | +283.00% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.90% | +0.40% | +413.79% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.89% | +0.10% | +214.78% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | +0.02% | +219.49% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | -0.05% | +142.68% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.85% | +0.05% | +109.78% | |
| 19 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.84% | -0.18% | +134.69% | |
| 20 | FVD | First Trust Value Line Dvd | ETF-Other | 0.83% | -0.24% | +113.01% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.04% | +205.85% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.81% | -0.08% | +175.23% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.81% | -0.18% | +160.23% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.03% | +260.91% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.06% | +204.91% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.71% | +0.03% | +180.73% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.71% | +0.01% | +959.48% | |
| 28 | AVDE | Avantis International Equity | ETF-Other | 0.70% | -0.11% | +118.19% | |
| 29 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.67% | -0.13% | +121.81% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-Other | 0.66% | -0.01% | +91.72% | |
| 31 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.66% | -0.04% | +137.89% | |
| 32 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.66% | -0.14% | +120.77% | |
| 33 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 0.64% | -0.06% | +138.57% | |
| 34 | FTCS | First Trust Capital Strength | ETF-Other | 0.61% | -0.03% | +99.20% | |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.61% | -0.10% | +96.67% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.61% | -0.29% | +358.20% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.58% | -0.35% | +191.75% | |
| 38 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.58% | -0.06% | +99.98% | |
| 39 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.54% | -0.08% | +138.89% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.53% | — | +152.85% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | — | +4237.92% | |
| 42 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.51% | -0.04% | +99.19% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | — | +128.22% | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.50% | -0.02% | +129.18% | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.50% | +0.34% | — | |
| 46 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.50% | +0.12% | +375.15% | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.49% | -0.04% | +2051.36% | |
| 48 | CGDV | Cap Group Dividend Value | ETF-Other | 0.49% | -0.01% | +173.89% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.48% | -0.04% | +60.19% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.47% | -0.02% | +186.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.1% | +422.83% | Add |
| 2 | VYM | Vanguard High Dvd Yield ETF | +0.5% | +959.48% | Add |
| 3 | VB | Vanguard Small-cap ETF | +0.5% | +4237.92% | Add |
| 4 | GOVT | Ishares US Treasury Bond ETF | +0.4% | +2051.36% | Add |
| 5 | VO | Vanguard Mid-cap ETF | +0.4% | +3225.38% | Add |
| 6 | MGK | Vanguard Mega Cap Growth ETF | +0.3% | +413.79% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.3% | +283.00% | Add |
| 8 | GLD | Spdr Gold Shares | +0.3% | +358.20% | Add |
| 9 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +764.49% | Add |
| 10 | CGBL | Cap Group Core Balanced | +0.2% | +442.19% | Add |
| 11 | XLE | Ss Energy Select Sector | +0.2% | +595.47% | Add |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | +0.2% | +375.15% | Add |
| 13 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +759.21% | Add |
| 14 | CGMS | Cap Group US Multi-sect Bond | +0.2% | +484.94% | Add |
| 15 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +497.54% | Add |
| 16 | CGGE | Cap Group Global Eq | +0.2% | +410.00% | Add |
| 17 | VOO | Vanguard S&p 500 ETF | +0.2% | +412.45% | Add |
| 18 | ABBV | Abbvie Inc | +0.2% | +787.72% | Add |
| 19 | VT | Vanguard Tot World Stk ETF | +0.2% | +380.73% | Add |
| 20 | CGDG | Cap Group Dividend Growers | +0.2% | +397.06% | Add |
| 21 | AVGO | Broadcom Inc | +0.2% | +454.76% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.2% | +651.14% | Add |
| 23 | CGGO | Cap Group Global Growth | +0.1% | +395.41% | Add |
| 24 | VBR | Vanguard Small-cap Value ETF | +0.1% | +1323.25% | Add |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +592.50% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +353.42% | Add |
| 27 | CGUS | Cap Group Core Equity | +0.1% | +363.15% | Add |
| 28 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +387.14% | Add |
| 29 | CGCB | Cap Group Core Bond | +0.1% | +391.09% | Add |
| 30 | CGCP | Cap Group Core Plus Income | +0.1% | +449.28% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | +0.1% | +260.91% | Add |
| 32 | MBB | Ishares Mbs ETF | +0.1% | +285.61% | Add |
| 33 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +520.46% | Add |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +1159.33% | Add |
| 35 | CGGR | Cap Group Growth Equity | +0.1% | +310.88% | Add |
| 36 | XLF | Ss Financial Select Sector | +0.1% | +429.21% | Add |
| 37 | BOND | Pimco Active Bond Exchange-t | +0.1% | +468.64% | Add |
| 38 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +214.78% | Add |
| 39 | JBND | Jpmorgan Active Bond ETF | +0.1% | +438.86% | Add |
| 40 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +457.62% | Add |
| 41 | JNJ | Johnson & Johnson | +0.1% | +412.00% | Add |
| 42 | GS | Goldman Sachs Group Inc | +0.1% | +494.86% | Add |
| 43 | T | At&t Inc | +0.1% | +438.30% | Add |
| 44 | AFL | Aflac Inc | +0.1% | +1025.42% | Add |
| 45 | BND | Vanguard Total Bond Market | +0.1% | +260.05% | Add |
| 46 | CVX | Chevron CORP | +0.1% | +622.12% | Add |
| 47 | ABT | Abbott Laboratories | +0.1% | +994.16% | Add |
| 48 | TLH | Ishares 10-20 Year Treasury | +0.1% | +239.28% | Add |
| 49 | JPM | Jpmorgan Chase & Co | +0.1% | +284.86% | Add |
| 50 | LVHI | Franklin International Low V | +0.1% | +299.72% | Add |
According to official SEC Form 13F filings, Gateway Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 925 disclosed positions in Q1 2026.
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 IVV, AAPL, SPYM) accounted for 14.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
TOUS
市值: $28.8M
Top Position Liquidated / Trimmed
TTEQ
前期市值: $15.4M
During Q1 2026, Gateway Wealth Partners, LLC's top holdings by market value included IVV (2.5%)、AAPL (2.1%)、SPYM (2.1%). The largest single position, IVV, represented 2.5% of total portfolio value.
In Q1 2026, Gateway Wealth Partners, LLC made 200 total portfolio adjustments, initiating 23 new buys, adding to 171 positions, trimming 3 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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