Gateway Wealth Partners, LLC
All 13F Filings
- Location
- Appleton, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,566,017
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 925 | 2,566,017 | 13F-HR | Gateway Wealth Partners, LLC |
| Q4 2025 | 2/11/2026 | 459 | 898,459 | 13F-HR | Gateway Wealth Partners, LLC |
| Q3 2025 | 11/6/2025 | 410 | 740,669 | 13F-HR | Gateway Wealth Partners, LLC |
| Q2 2025 | 8/13/2025 | 355 | 527,077 | 13F-HR | Gateway Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 915.8 K | 35.8% | 244.2 K | 0 | 244.2 K |
| ETFs | 1.63 M | 63.6% | 1.415 M | 0 | 1.415 M |
| Debt | 15.47 K | 0.6% | 12.58 K | 0 | 12.58 K |
| Other | 0 | 0.0% | 0 | 9.065 K | -9.065 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
2,566,017
Holdings
925
QoQ value change ($000)
1,667,558
(185.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.