EdgeMarket › What Gateway Wealth Partners, Llc reported owning
What Gateway Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.6BPositions
925Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 64.7M | 2.5% | 99.1K | 769.31 | +20.0% |
| AAPL Apple Inc. | 54.6M | 2.1% | 215.0K | 309.35 | +36.9% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 53.2M | 2.1% | 695.5K | 90.13 | +20.1% |
| NVDA NVIDIA CORP | 38.3M | 1.5% | 219.8K | 214.72 | +22.4% |
| SPY SPDR S&P 500 ETF TRUST | 35.8M | 1.4% | 55.0K | 765.72 | +20.0% |
| EEMA iShares MSCI Emerging Markets Asia ETF | 32.8M | 1.3% | 343.1K | 115.98 | +35.9% |
| AVUS Avantis U.S. Equity ETF | 30.3M | 1.2% | 272.5K | 130.59 | +25.1% |
| TOUS T. Rowe Price International Equity ETF | 28.8M | 1.1% | 834.7K | 39.89 | +19.5% |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 28.4M | 1.1% | 1.1M | 25.09 | -1.8% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 27.2M | 1.1% | 1.0M | 26.16 | -1.4% |
| SPTM State Street SPDR Portfolio S&P 1500 Composite | 25.8M | 1.0% | 326.1K | 92.94 | +20.2% |
| AVUV Avantis U.S. Small Cap Value ETF | 23.8M | 0.9% | 215.7K | 126.45 | +33.2% |
| IEMG iShares Core MSCI Emerging Markets ETF | 23.8M | 0.9% | 341.1K | 81.57 | +31.9% |
| MGK Vanguard Morningstar Mega Cap Growth ETF | 23.2M | 0.9% | 63.2K | 88.95 | +17.2% |
| IUSB iShares Core Universal USD Bond ETF | 22.9M | 0.9% | 495.0K | 45.43 | -1.7% |
| MSFT MICROSOFT CORP | 22.5M | 0.9% | 60.9K | 483.24 | -4.4% |
| VTI Vanguard Morningstar Total Stock Market ETF | 22.5M | 0.9% | 70.0K | 378.24 | +20.5% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 21.9M | 0.9% | 239.0K | 91.60 | -0.1% |
| FTSM First Trust Enhanced Short Maturity ETF | 21.5M | 0.8% | 360.0K | 59.87 | -0.3% |
| FVD First Trust VL Dividend | 21.3M | 0.8% | 452.8K | 50.70 | +9.5% |
| AMZN AMAZON COM INC | 21.2M | 0.8% | 102.0K | 258.63 | +15.6% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 20.7M | 0.8% | 366.7K | 63.51 | +17.5% |
| IVE iShares S&P 500 Value ETF | 20.7M | 0.8% | 98.1K | 237.24 | +17.6% |
| GOOGL Alphabet Inc. | 19.8M | 0.8% | 69.0K | 344.82 | +73.0% |
| IVW iShares S&P 500 Growth ETF | 19.8M | 0.8% | 174.7K | 138.83 | +22.2% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 18.3M | 0.7% | 315.3K | 69.08 | +22.3% |
| VYM Vanguard High Dividend Yield ETF | 18.1M | 0.7% | 122.5K | 164.97 | +19.9% |
| AVDE Avantis International Equity ETF | 17.8M | 0.7% | 210.3K | 94.26 | +22.4% |
| UCON First Trust Smith Unconstrained Bond ETF | 17.1M | 0.7% | 690.1K | 24.56 | -1.6% |
| RDVY First Trust Rising Dividend Achievers ETF | 17.0M | 0.7% | 249.1K | 81.95 | +26.6% |
| BINC iShares Flexible Income Active ETF | 16.9M | 0.7% | 324.8K | 52.00 | -1.7% |
| LDUR PIMCO Enhanced Low Duration Active Exchange-Tr | 16.9M | 0.7% | 176.0K | 95.41 | -0.5% |
| BBIN JPMorgan BetaBuilders International Equity ETF | 16.5M | 0.6% | 225.9K | 81.28 | +16.4% |
| FTCS First Trust Capital Strength ETF | 15.7M | 0.6% | 169.1K | 101.52 | +8.5% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 15.6M | 0.6% | 177.5K | 99.29 | +14.2% |
| GLD SPDR GOLD TRUST | 15.6M | 0.6% | 36.2K | 423.36 | +37.3% |
| EFV iShares MSCI EAFE Value ETF | 14.9M | 0.6% | 199.8K | 82.23 | +21.4% |
| BUFR FT Vest Laddered Buffer ETF | 14.8M | 0.6% | 437.5K | 37.30 | +14.5% |
| SDVY First Trust SMID Cap Rising Dividend Achievers | 13.8M | 0.5% | 351.0K | 43.87 | +18.6% |
| VTV Vanguard Morningstar Value ETF | 13.6M | 0.5% | 69.3K | 226.40 | +24.6% |
| VB Vanguard Morningstar Small-Cap ETF | 13.3M | 0.5% | 50.8K | 304.76 | +24.4% |
| FV First Trust Dorsey Wright Focus 5 ETF | 13.0M | 0.5% | 214.6K | 73.96 | +21.7% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 13.0M | 0.5% | 132.4K | 120.21 | +22.2% |
| AVEM Avantis Emerging Markets Equity ETF | 12.9M | 0.5% | 160.5K | 94.24 | +33.1% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 12.8M | 0.5% | 160.9K | 79.61 | -0.9% |
| BAI iShares A.I. Innovation and Tech Active ETF | 12.8M | 0.5% | 388.5K | 44.30 | +46.6% |
| GOVT iShares U.S. Treasury Bond ETF | 12.6M | 0.5% | 551.5K | 22.45 | -2.0% |
| CGDV Capital Group Dividend Value ETF | 12.6M | 0.5% | 296.8K | 50.21 | +22.5% |
| RSP Invesco S&P 500 Equal Weight ETF | 12.4M | 0.5% | 64.7K | 221.67 | +18.8% |
| JPST JPMorgan Ultra-Short Income ETF | 12.1M | 0.5% | 239.8K | 50.53 | -0.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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