Institutional Fund
Gateway Wealth Partners, LLC
Appleton, WICIK 19660375 filings on record
Portfolio Value
$2.57B
Q1 2026
Holdings
925
Reported positions
New Buys
475
Opened this quarter
QoQ Change
+185.6%
from $898.46M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr2.5%
- Apple Inc2.1%
- Spdr Series Trust2.1%
- Nvidia Corporation1.5%
- Spdr S&P 500 ETF Tr1.4%
- Ishares Inc1.3%
- Other89.1%
Portfolio Holdings
925 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 99.1K | $64.72M | 2.5% | +80.1K | Added |
| 2 | Apple Inc | 215.0K | $54.56M | 2.1% | +130.8K | Added |
| 3 | Spdr Series Trust | 695.5K | $53.24M | 2.1% | +410.8K | Added |
| 4 | Nvidia Corporation | 219.8K | $38.34M | 1.5% | +149.0K | Added |
| 5 | Spdr S&P 500 ETF Tr | 55.0K | $35.75M | 1.4% | +26.8K | Added |
| 6 | Ishares Inc | 343.1K | $32.85M | 1.3% | +174.2K | Added |
| 7 | American Centy ETF Tr | 272.5K | $30.30M | 1.2% | +154.6K | Added |
| 8 | T Rowe Price ETF Inc | 834.7K | $28.83M | 1.1% | +834.7K | New |
| 9 | Spdr Series Trust | 1.11M | $28.38M | 1.1% | +631.4K | Added |
| 10 | Pimco ETF Tr | 1.04M | $27.21M | 1.1% | +523.7K | Added |
915 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio