Holdings of Gateway Wealth Partners, LLC

Name: Holdings of Gateway Wealth Partners, LLC
Creator: Titelia

751 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 17.7 % of the equity sleeve

Sector breakdown

Funds 9.5 %
Technology 7.3 %
Financials 2.5 %
Communication 2.4 %
Consumer discretionary 2.1 %
Industrials 2.1 %
Health care 1.7 %
Consumer staples 1.2 %
Utilities 0.8 %
Energy 0.8 %
Materials 0.3 %
Real estate 0.2 %
Unattributed 69.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.4 %
TW 0.2 %
GB 0.2 %
JP 0.1 %
ES 0.1 %
NL 0.0 %
KR 0.0 %
KY 0.0 %
FR 0.0 %
ZA 0.0 %
CL 0.0 %
AU 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	730	2.2B $	99.36 %
2	TW	1	4.7M $	0.21 %
3	GB	7	3.6M $	0.16 %
4	JP	2	1.3M $	0.06 %
5	ES	2	1.3M $	0.06 %
6	NL	1	948.2K $	0.04 %
7	KR	2	502.2K $	0.02 %
8	KY	1	443.1K $	0.02 %
9	FR	1	393.3K $	0.02 %
10	ZA	1	370.4K $	0.02 %
11	CL	1	242.8K $	0.01 %
12	AU	1	237.6K $	0.01 %

Positions

Rank	Company	Shares	Value
1	iShares Core S&P 500 ETF	99,077	64.7M $
2	Apple Inc	214,976	54.6M $
3	SPDR Series Trust	695,533	53.2M $
4	NVIDIA Corp	219,824	38.3M $
5	State Street SPDR S&P 500 ETF Trust	54,971	35.8M $
6	iShares MSCI Emerging Markets Asia ETF	343,115	32.8M $
7	Avantis US Equity ETF	272,522	30.3M $
8	State Street SPDR Portfolio Ag	1,107,920	28.4M $
9	PIMCO Multisector Bond Active	1,038,649	27.2M $
10	State Street SPDR Portfolio S&	326,097	25.8M $
11	American Century ETF Trust	215,708	23.8M $
12	iShares Core MSCI Emerging Markets ETF	341,149	23.8M $
13	Vanguard Mega Cap Growth ETF	63,175	23.2M $
14	iShares Trust	495,031	22.9M $
15	Microsoft Corp	60,917	22.5M $
16	Vanguard Total Stock Market ETF	69,983	22.5M $
17	SPDR Series Trust	238,998	21.9M $
18	First Trust Exchange-Traded Fund IV	360,020	21.5M $
19	First Trust Value Line Dividen	452,776	21.3M $
20	Amazon.com Inc	101,990	21.2M $
21	SPDR Series Trust	366,709	20.7M $
22	iShares Trust	98,088	20.7M $
23	Alphabet Inc	69,027	19.8M $
24	iShares Trust	174,730	19.8M $
25	BlackRock ETF Trust	315,300	18.3M $
26	Vanguard High Dividend Yield E	122,539	18.1M $
27	Avantis International Equity ETF	210,314	17.8M $
28	First Trust Rising Dividend Achievers ETF	249,140	17M $
29	BlackRock ETF Trust II	324,790	16.9M $
30	PIMCO ETF TR	176,020	16.9M $
31	JPMorgan BetaBuilders International Equity ETF	225,948	16.5M $
32	WisdomTree Trust	177,509	15.6M $
33	SPDR Gold Shares	36,184	15.6M $
34	iShares Trust	199,828	14.9M $
35	FT Vest Laddered Buffer ETF	437,526	14.8M $
36	First Trust SMID Cap Rising Dividend Achievers ETF	351,046	13.8M $
37	Vanguard Value ETF	69,262	13.6M $
38	Vanguard Small-Cap ETF	50,797	13.3M $
39	SPDR Series Trust	132,366	13M $
40	Avantis Emerging Markets Equity ETF	160,483	12.9M $
41	iShares Trust	160,918	12.8M $
42	iShares Trust	551,459	12.6M $
43	Capital Group Dividend Value ETF	296,837	12.6M $
44	Invesco S&P 500 Equal Weight ETF	64,713	12.4M $
45	JPMorgan Ultra-Short Income ETF	239,812	12.1M $
46	Vanguard Mid-Cap ETF	41,268	11.9M $
47	Vanguard World Fund	80,939	11.7M $
48	iShares Core S&P Small-Cap ETF	94,359	11.7M $
49	Meta Platforms Inc	20,362	11.6M $
50	State Street SPDR Portfolio Developed World ex-US ETF	250,786	11.4M $
51	Invesco QQQ Trust Series 1	19,046	11M $
52	CAPITAL GROUP GLOBAL EQUITY ETF	356,920	10.9M $
53	Vanguard Growth ETF	24,090	10.5M $
54	iShares Trust	54,766	10.5M $
55	iShares Trust	104,261	10.5M $
56	Vanguard Total World Stock ETF	75,902	10.5M $
57	Vanguard Total International S	135,702	10.5M $
58	iShares MSCI USA Momentum Factor ETF	43,168	10.4M $
59	State Street Spdr Portfolio Intermediate Term Corporate Bond Etf	307,408	10.3M $
60	Vanguard S&P 500 ETF	17,085	10.2M $
61	Capital Group Growth ETF	248,913	10M $
62	iShares MSCI USA Min Vol Factor ETF	107,296	10M $
63	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	45,838	9.9M $
64	CAPITAL GROUP DIVIDEND GROWERS ETF	270,074	9.7M $
65	Tesla Inc	25,963	9.7M $
66	First Trust Exchange-Traded Fund IV	458,485	9.6M $
67	First Trust Exchange-Traded Fund	186,152	9.5M $
68	Broadcom Inc	30,473	9.4M $
69	iShares MSCI EAFE Growth ETF	84,506	9.4M $
70	Berkshire Hathaway Inc	19,107	9.2M $
71	iShares MBS ETF	96,332	9.1M $
72	INVESCO EXCHANGE-TRADED FUND TRUST II	37,588	8.9M $
73	Vanguard Charlotte Funds	181,730	8.7M $
74	Vanguard Total Bond Market ETF	114,167	8.4M $
75	Capital Group Global Growth Equity ETF	250,084	8.3M $
76	Select Sector Spdr Trust	135,512	8.3M $
77	First Trust Exchange-Traded Fund IV	322,638	8.2M $
78	J P Morgan Exchange Traded Fund Trust	147,630	8.2M $
79	CAPITAL GROUP CORE EQUITY ETF	211,699	8.1M $
80	PGIM ETF Trust	161,066	8M $
81	BlackRock ETF Trust	219,604	8M $
82	State Street SPDR Portfolio Intermediate Term Treasury ETF	276,574	7.9M $
83	Caterpillar Inc	10,852	7.7M $
84	State Street SPDR Portfolio Emerging Markets ETF	163,531	7.7M $
85	First Trust Exchange-Traded Fund IV	152,991	7.6M $
86	iShares Core MSCI EAFE ETF	83,885	7.6M $
87	JPMorgan Chase & Co	25,743	7.6M $
88	Costco Wholesale Corp	7,468	7.4M $
89	iShares Core MSCI International Developed Markets ETF	88,353	7.4M $
90	SELECT SECTOR SPDR TRUST (THE)	54,552	7.3M $
91	Alphabet Inc	25,043	7.2M $
92	SPDR Gold MiniShares Trust	76,278	7.1M $
93	State Street SPDR Bloomberg High Yield Bond ETF	73,827	7.1M $
94	Capital Group Core Bond ETF	266,799	7M $
95	Eaton Vance Short Duration Income ETF	129,586	6.6M $
96	State Street SPDR Portfolio S&	141,552	6.4M $
97	AbbVie Inc	28,993	6.3M $
98	Vanguard FTSE Developed Markets ETF	96,011	6.2M $
99	iShares Trust	61,100	6.2M $
100	BlackRock ETF Trust	148,006	6.1M $