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Gateway Wealth Partners - Q1 2026 13F Filings

GA

Gateway Wealth Partners, LLC

CIK: 0001966037
Address: Wisconsin Appleton 100 W. Lawrence Street Suite 304
$2.57 B
Portfolio Value
925
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/15/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+185.39%
$2.56 B 99.80%
Options
$0 0.00%
Debt
$0 0.00%
Other
+353.24%
$5.13 M 0.20%

Sector Allocation (Stocks)

Gateway Wealth Partners Q1 2026 Filing Summary

Gateway Wealth Partners, LLC filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 2.57 B reflecting a +185.60% change from the prior quarter, spanning 925 assets. The top 10 holdings comprised 15.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 473 new positions and 9 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Gateway Wealth Partners’s Q1 2026 Filing

Gateway Wealth Partners submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Gateway Wealth Partners reported a managed portfolio value of 2.57 B, consisting of 925 individual positions.

This page displays the raw filing documents. To see which stocks Gateway Wealth Partners bought or sold during Q1 2026, please visit Gateway Wealth Partners's Portfolio Analysis page.