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Gateway Wealth Partners, LLC

Q1 2026 13F Holdings

  • Location
    appleton, WI
  • Num holdings

    925

  • Value ($000)

    $2,566,017

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001966037
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$64.72M
3 %

99,077

A
AAPL

APPLE INC

COM
037833100
$54.56M
2 %

214,976

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$53.24M
2 %

695,533

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$38.34M
2 %

219,824

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$35.75M
1 %

54,971

E
EEMA

ISHARES INC

MSCI EM ASIA ETF
464286426
$32.85M
1 %

343,115

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$30.3M
1 %

272,522

T
TOUS

T ROWE PRICE ETF INC

INTERNATIONAL EQ
87283Q834
$28.83M
1 %

834,698

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A649
$28.38M
1 %

1,107,920

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$27.21M
1 %

1,038,649

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