Gateway Wealth Partners, Llc Portfolio Stock Holdings
Gateway Wealth Partners, Llc disclosed 925 stock positions valued at approximately $2.6 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, APPLE INC, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 925
- Portfolio Value
- $2.6B
Holdings by Sector
Gateway Wealth Partners, Llc Portfolio Holdings in Q1 2026
881 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 2.52% | 99,077 | +80,127 | +422.83% | $64,717,838 |
| APPLE INC | AAPL | Technology | 2.13% | 214,976 | +130,820 | +155.45% | $54,558,797 |
| SPDR SERIES TRUST | SPLG | Other | 2.07% | 695,533 | +410,813 | +144.29% | $53,236,147 |
| NVIDIA CORPORATION | NVDA | Technology | 1.49% | 219,824 | +148,964 | +210.22% | $38,337,154 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.39% | 54,971 | +26,838 | +95.40% | $35,750,301 |
| ISHARES INC | EEMA | Other | 1.28% | 343,115 | +174,232 | +103.17% | $32,848,128 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.18% | 272,522 | +154,609 | +131.12% | $30,298,920 |
| SPDR SERIES TRUST | SPAB | Other | 1.11% | 1,107,920 | +631,384 | +132.49% | $28,384,923 |
| PIMCO ETF TR | PYLD | Other | 1.06% | 1,038,649 | +523,665 | +101.69% | $27,212,614 |
| SPDR SERIES TRUST | SPTM | Other | 1.00% | 326,097 | +173,117 | +113.16% | $25,781,220 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.93% | 215,708 | +124,110 | +135.49% | $23,829,210 |
| ISHARES INC | IEMG | Other | 0.93% | 341,149 | +252,076 | +283.00% | $23,795,397 |
| VANGUARD WORLD FD | MGK | Other | 0.90% | 63,175 | +50,879 | +413.78% | $23,213,081 |
| ISHARES TR | IUSB | Other | 0.89% | 495,031 | +337,770 | +214.78% | $22,865,453 |
| MICROSOFT CORP | MSFT | Technology | 0.88% | 60,917 | +41,850 | +219.49% | $22,549,383 |
| VANGUARD INDEX FDS | VTI | Other | 0.87% | 69,983 | +41,145 | +142.68% | $22,451,300 |
| SPDR SERIES TRUST | BIL | Other | 0.85% | 238,998 | +125,071 | +109.78% | $21,901,713 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 0.84% | 360,020 | +206,616 | +134.69% | $21,521,989 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 0.83% | 452,776 | +240,213 | +113.01% | $21,294,053 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.83% | 101,990 | +68,644 | +205.85% | $21,241,502 |
| SPDR SERIES TRUST | SPYV | Other | 0.81% | 366,709 | +233,474 | +175.23% | $20,748,398 |
| ISHARES TR | IVE | Other | 0.81% | 98,088 | +60,395 | +160.23% | $20,711,118 |
| ALPHABET INC | GOOGL | Communication Services | 0.77% | 69,027 | +49,901 | +260.91% | $19,849,386 |
| ISHARES TR | IVW | Other | 0.77% | 174,730 | +117,425 | +204.91% | $19,763,706 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.71% | 315,300 | +202,985 | +180.73% | $18,344,186 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.71% | 122,539 | +110,973 | +959.48% | $18,148,072 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.70% | 210,314 | +113,923 | +118.19% | $17,843,104 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 0.67% | 690,142 | +379,005 | +121.81% | $17,094,818 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.66% | 249,140 | +119,193 | +91.72% | $17,011,209 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.66% | 324,790 | +188,263 | +137.89% | $16,866,326 |
| PIMCO ETF TR | LDUR | Other | 0.66% | 176,020 | +96,291 | +120.77% | $16,866,318 |
| J P MORGAN EXCHANGE TRADED F | BBIN | Other | 0.64% | 225,948 | +131,239 | +138.57% | $16,521,324 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 0.61% | 169,052 | +84,185 | +99.20% | $15,681,214 |
| WISDOMTREE TR | DGRW | Other | 0.61% | 177,509 | +87,250 | +96.67% | $15,592,353 |
| SPDR GOLD TR | GLD | Other | 0.61% | 36,184 | +28,287 | +358.20% | $15,569,615 |
| ISHARES TR | EFV | Other | 0.58% | 199,828 | +131,335 | +191.75% | $14,857,237 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.58% | 437,526 | +218,742 | +99.98% | $14,775,246 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 0.54% | 351,046 | +204,098 | +138.89% | $13,841,732 |
| VANGUARD INDEX FDS | VTV | Other | 0.53% | 69,262 | +41,870 | +152.85% | $13,589,140 |
| VANGUARD INDEX FDS | VB | Other | 0.52% | 50,797 | +49,626 | +4237.92% | $13,304,729 |
| FIRST TR EXCHANGE TRADED FD | FV | Other | 0.51% | 214,630 | +106,877 | +99.19% | $12,971,708 |
| SPDR SERIES TRUST | SPYG | Other | 0.51% | 132,366 | +74,367 | +128.22% | $12,959,925 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.50% | 160,483 | +90,458 | +129.18% | $12,931,677 |
| ISHARES TR | HYG | Other | 0.50% | 160,918 | +160,918 | +100.00% | $12,802,605 |
| ISHARES TR | GOVT | Other | 0.49% | 551,459 | +525,826 | +2051.36% | $12,633,934 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.49% | 296,837 | +188,458 | +173.89% | $12,627,449 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.48% | 64,713 | +24,315 | +60.19% | $12,419,602 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.47% | 239,812 | +156,156 | +186.66% | $12,136,887 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 0.47% | 350,388 | +285,763 | +442.19% | $12,056,842 |
| VANGUARD INDEX FDS | VO | Other | 0.46% | 41,268 | +40,027 | +3225.38% | $11,851,255 |
| VANGUARD WORLD FD | MGV | Other | 0.46% | 80,939 | +80,939 | +100.00% | $11,732,080 |
| ISHARES TR | IJR | Other | 0.46% | 94,359 | +58,771 | +165.14% | $11,729,863 |
| META PLATFORMS INC | META | Communication Services | 0.45% | 20,362 | +14,385 | +240.67% | $11,649,976 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.45% | 250,786 | +101,433 | +67.91% | $11,448,403 |
| INVESCO QQQ TR | QQQ | Other | 0.43% | 19,046 | +1,581 | +9.05% | $10,992,388 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 0.41% | 113,434 | +62,765 | +123.87% | $10,624,177 |
| VANGUARD INDEX FDS | VUG | Other | 0.41% | 24,090 | +7,037 | +41.27% | $10,522,026 |
| ISHARES TR | QUAL | Other | 0.41% | 54,766 | +37,523 | +217.61% | $10,504,585 |
| ISHARES TR | TLH | Other | 0.41% | 104,261 | +73,531 | +239.28% | $10,501,070 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.41% | 75,902 | +60,113 | +380.73% | $10,498,752 |
| VANGUARD STAR FDS | VXUS | Other | 0.41% | 135,702 | +86,928 | +178.23% | $10,463,956 |
| ISHARES TR | MTUM | Other | 0.40% | 43,168 | +30,041 | +228.85% | $10,360,144 |
| SPDR SERIES TRUST | SPIB | Other | 0.40% | 307,408 | +193,327 | +169.46% | $10,310,497 |
| VANGUARD INDEX FDS | VOO | Other | 0.40% | 17,085 | +13,751 | +412.45% | $10,209,689 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.39% | 248,913 | +188,332 | +310.88% | $10,003,801 |
| ISHARES TR | USMV | Other | 0.39% | 107,296 | +57,228 | +114.30% | $9,950,706 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.38% | 45,838 | +25,118 | +121.23% | $9,857,932 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 0.38% | 270,074 | +215,740 | +397.06% | $9,695,677 |
| TESLA INC | TSLA | Consumer Cyclical | 0.38% | 25,963 | +15,241 | +142.15% | $9,651,891 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.37% | 186,152 | +99,006 | +113.61% | $9,456,524 |
| BROADCOM INC | AVGO | Technology | 0.37% | 30,473 | +24,980 | +454.76% | $9,431,843 |
| ISHARES TR | EFG | Other | 0.37% | 84,506 | +84,506 | +100.00% | $9,411,452 |
| MORGAN STANLEY ETF TRUST | CVIE | Other | 0.36% | 126,892 | +68,398 | +116.93% | $9,223,774 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.36% | 19,107 | +14,893 | +353.42% | $9,156,064 |
| ISHARES TR | MBB | Other | 0.36% | 96,332 | +71,350 | +285.61% | $9,146,697 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 0.35% | 331,940 | +275,192 | +484.94% | $9,038,695 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.35% | 37,588 | +33,240 | +764.49% | $8,931,620 |
| PIMCO ETF TR | SMMU | Other | 0.34% | 173,810 | +96,444 | +124.66% | $8,768,720 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.34% | 181,730 | +151,317 | +497.54% | $8,732,079 |
| VANGUARD BD INDEX FDS | BND | Other | 0.33% | 114,167 | +82,458 | +260.05% | $8,407,235 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 0.33% | 250,084 | +199,604 | +395.41% | $8,345,307 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.32% | 135,512 | +116,027 | +595.47% | $8,301,478 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 0.32% | 322,638 | +167,789 | +108.36% | $8,243,394 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.32% | 147,630 | +93,376 | +172.11% | $8,196,449 |
| FIDELITY COMWLTH TR | ONEQ | Other | 0.32% | 96,266 | +54,591 | +130.99% | $8,174,020 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.32% | 211,699 | +165,990 | +363.15% | $8,133,495 |
| PGIM ETF TR | PULS | Other | 0.31% | 161,066 | +104,954 | +187.04% | $7,972,794 |
| SPDR SERIES TRUST | SPTI | Other | 0.31% | 276,574 | +168,457 | +155.81% | $7,926,606 |
| CATERPILLAR INC | CAT | Industrials | 0.30% | 10,852 | +6,240 | +135.30% | $7,687,733 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.30% | 163,531 | +84,601 | +107.18% | $7,671,179 |
| TCW ETF TRUST | VOTE | Other | 0.30% | 100,168 | +51,206 | +104.58% | $7,642,760 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.30% | 152,991 | +69,488 | +83.22% | $7,620,527 |
| ISHARES TR | IEFA | Other | 0.30% | 83,885 | +74,122 | +759.21% | $7,594,094 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.30% | 25,743 | +19,054 | +284.86% | $7,572,540 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.29% | 7,468 | +2,582 | +52.84% | $7,442,162 |
| ISHARES TR | IDEV | Other | 0.29% | 88,353 | +70,216 | +387.14% | $7,383,737 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.28% | 54,552 | +24,617 | +82.23% | $7,250,012 |
| ALPHABET INC | GOOG | Communication Services | 0.28% | 25,043 | +15,448 | +161.00% | $7,183,961 |
| WORLD GOLD TR | GLDM | Other | 0.28% | 76,278 | +76,278 | +100.00% | $7,070,234 |
| SPDR SERIES TRUST | JNK | Other | 0.28% | 73,827 | +73,827 | +100.00% | $7,066,645 |