Gateway Wealth Partners, LLC

Q3 2025 13F Holdings

  • Location
    appleton, WI
  • Num holdings

    410

  • Value ($000)

    $740,669

  • Date Filed
    11/05/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$21.31M
3 %

272,043

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$19.01M
3 %

28,530

A
AAPL

APPLE INC

COM
037833100
$16.62M
2 %

65,268

A
AMLP

ALPS ETF TR

ALERIAN MLP
00162Q452
$13.84M
2 %

294,910

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$12.59M
2 %

115,867

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$12.16M
2 %

452,912

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$11.46M
2 %

17,123

---

SPDR SERIES TRUST

PORTFOLI S&P1500
78464A805
$10.95M
2 %

135,812

F
FSK

FS KKR CAP CORP

COM
302635206
$10.80M
2 %

723,508

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$10.63M
1 %

115,847

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