Managers / Q1 2026
Gateway Wealth Partners, LLC
CIK 0001966037 · 100 W. LAWRENCE STREET, SUITE 304, APPLETON, WI, 54911 · (920) 731-9293
Reported Value
$2.6B
Q1 2026
Positions
925
Filings on Record
14
2019–present window
Filed
May 15, 2026
original filing
Summary
Gateway Wealth Partners, Llc reported $2.6B in U.S.-listed holdings across 925 positions for Q1 2026.
Its largest position, IVV, represents 2.5% of the portfolio.
Compared with Q4 2025, the fund opened 475 new positions and exited 9.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.6B | 925 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $898M | 459 | Feb 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $741M | 410 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $527M | 355 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $445M | 311 | May 1, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $386M | 293 | Jan 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $363M | 272 | Oct 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $331M | 264 | Aug 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $279M | 235 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $248M | 224 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $555M | 257 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $559M | 239 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $650M | 225 | May 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $581.8B | 200 | Feb 16, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.