Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Gateway Wealth Partners, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Gateway Wealth Partners, LLC (CIK 1966037) reported $1.67B across 750 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($59.3M, 3.55%), AAPL ($36.9M, 2.21%), SPLG ($36.5M, 2.19%), NVDA ($25.1M, 1.50%), MGK ($21.6M, 1.30%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$59.3M3.55%79,120Trimmed
2AAPLAPPLE INC$36.9M2.21%127,474Trimmed
3SPLGSPDR SERIES TRUST$36.5M2.19%415,184Trimmed
4NVDANVIDIA CORPORATION$25.1M1.50%125,358Trimmed
5MGKVANGUARD WORLD FD$21.6M1.30%245,744Added
6AIRRFIRST TR EXCHANGE TRADED FD$21.3M1.28%159,922Added
7SPYSTATE STR SPDR S&P 500 ETF T$21.4M1.28%28,610Trimmed
8EEMAISHARES INC$19.8M1.19%169,684Trimmed
9AVUSAMERICAN CENTY ETF TR$18.6M1.11%145,032Trimmed
10IUSBISHARES TR$16.5M0.99%357,713Trimmed
11SPTMSPDR SERIES TRUST$16.0M0.96%176,685Trimmed
12SPABSPDR SERIES TRUST$15.9M0.95%623,869Trimmed
13BILSPDR SERIES TRUST$15.0M0.90%163,254Trimmed
14MSFTMICROSOFT CORP$15.1M0.90%40,443Trimmed
15PYLDPIMCO ETF TR$14.8M0.89%558,957Trimmed
16AMZNAMAZON COM INC$14.5M0.87%60,778Trimmed
17AVUVAMERICAN CENTY ETF TR$14.4M0.86%115,160Trimmed
18IEMGISHARES INC$14.1M0.84%169,939Trimmed
19HYGISHARES TR$14.1M0.84%175,770Added
20IVWISHARES TR$13.8M0.83%100,301Trimmed
21VTIVANGUARD INDEX FDS$13.7M0.82%36,889Trimmed
22GOOGLALPHABET INC$13.4M0.80%37,451Trimmed
23MGVVANGUARD WORLD FD$12.5M0.75%76,465Trimmed
24DYNFBLACKROCK ETF TRUST$12.3M0.74%181,023Trimmed
25SPYVSPDR SERIES TRUST$12.1M0.73%199,142Trimmed

Source: SEC Form 13F filings · as of 2026-06-30