account_balance
Investment manager · 13F filer · SEC CIK 1966037
Gateway Wealth Partners, LLC
Reported value$1.67Bas of Jun 30, 2026
Positions750 46 new, 221 sold out
Top 10 weight16.6%IVV alone is 4%
FiledAug 435 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
3.6%Trimmed −20%
AAPLApple Inc
2.2%Trimmed −41%
SPYMSPDR Series Trust
2.2%Trimmed −40%
NVDANvidia Corporation
1.5%Trimmed −45%
MGKVanguard World Fd
1.3%Added +289%
SPYState STR SPDR S&P 500 ETF T
1.3%Trimmed −48%
AIRRFirst Tr Exchange Traded Fd
1.3%Added +500%
EEMAiShares Inc
1.2%Trimmed −51%
AVUSAmerican Centy ETF Tr
1.1%Trimmed −47%
IUSBiShares Tr
1.0%Trimmed −28%
SPTMSPDR Series Trust
1.0%Trimmed −46%
SPABSPDR Series Trust
1.0%Trimmed −44%
IVViShares Tr
3.6%Trimmed −20%
AAPLApple Inc
2.2%Trimmed −41%
SPYMSPDR Series Trust
2.2%Trimmed −40%
NVDANvidia Corporation
1.5%Trimmed −45%
MGK1.3%
SPY1.3%AIRR1.3%
EEMA1.2%
AVUS1.1%
IUSB1.0%
SPTM1.0%
SPAB1.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 3.6% Trimmed −20%
AAPL Apple Inc 2.2% Trimmed −41%SPYM SPDR Series Trust 2.2% Trimmed −40%
NVDA Nvidia Corporation 1.5% Trimmed −45%MGK Vanguard World Fd 1.3% Added +289%
SPY State STR SPDR S&P 500 ETF T 1.3% Trimmed −48%AIRR First Tr Exchange Traded Fd 1.3% Added +500%
EEMA iShares Inc 1.2% Trimmed −51%
AVUS American Centy ETF Tr 1.1% Trimmed −47%
IUSB iShares Tr 1.0% Trimmed −28%
SPTM SPDR Series Trust 1.0% Trimmed −46%
SPAB SPDR Series Trust 1.0% Trimmed −44%
What changed