13F filer

Gateway Wealth Partners

As of Jun 30, 2026 Filed Aug 4, 2026 CIK 1966037 SEC filings ↗
13F Value
$1.67B
Positions
751
Top Position
IVV3.6%
Top 5
10.7%

Latest filing changes

vs Mar 31, 2026
Holdings751
# Trend (4Q)
1 IVV 3.6% $59.3M -20.1% 79.1K 2.5% ETF
2 AAPL 2.2% $36.9M -40.7% 127.5K 2.1% Common Stock
3 SPYM 2.2% $36.5M -40.3% 415.2K 2.1% ETF
4 NVDA 1.4% $24.2M -45.0% 120.9K 1.5% Common Stock
5 MGK 1.3% $21.6M -22.2% 245.7K 0.9% ETF
6 SPY 1.3% $21.4M -48.0% 28.6K 1.4% ETF
7 AIRR 1.3% $21.3M +500.4% 159.9K 0.1% ETF
8 EEMA 1.2% $19.8M -50.5% 169.7K 1.3% ETF
9 AVUS 1.1% $18.6M -46.8% 145.0K 1.2% ETF
10 IUSB 1.0% $16.5M -27.7% 357.7K 0.9% ETF
11 SPTM 1.0% $16.0M -45.8% 176.7K 1.0% ETF
12 SPAB 1.0% $15.9M -43.7% 623.9K 1.1% ETF
13 MSFT 0.9% $15.1M -33.6% 40.4K 0.9% Common Stock
14 BIL 0.9% $15.0M -31.7% 163.3K 0.9% ETF
15 PYLD 0.9% $14.8M -46.2% 559.0K 1.1% ETF
16 AMZN 0.9% $14.5M -40.4% 60.8K 0.8% Common Stock
17 AVUV 0.9% $14.4M -46.6% 115.2K 0.9% ETF
18 IEMG 0.8% $14.1M -50.2% 169.9K 0.9% ETF
19 HYG 0.8% $14.1M +9.2% 175.8K 0.5% ETF
20 IVW 0.8% $13.8M -42.6% 100.3K 0.8% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing219
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.