Gateway Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Appleton, WI
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
925
Total value ($000)
$2,566,017
Net value change ($000)
+1,667,558 (185.6%)
New positions
473
Sold out positions
9
Turnover %
14.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 51,738 398.6%
AAPL 31,680 138.5%
SPYM 30,396 133.1%
TOUS 28,831 NEW
NVDA 25,122 190.1%
MGK 18,138 357.4%
IEMG 17,808 297.4%
AVUS 17,119 129.9%
EEMA 16,970 106.9%
SPY 16,566 86.4%
Top Reduces (Value $000, Stocks/ETFs)
TTEQ -15,444 -100.0%
AMLP -12,419 -92.6%
FSK -10,660 -96.9%
DBRG -6,962 -100.0%
OEF -4,806 -95.5%
ILPT -2,987 -100.0%
XLV -1,734 -42.9%
EVLN -1,116 -100.0%
EMB -980 -56.1%
EMXC -927 -30.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type