StockDriftsStockDriftsTop 50 Gateway Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 3.55% | 79.1K | $59.3M | -20.14%(-19.96K) | $630.02(+23.63%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.21% | 127.5K | $36.9M | -40.70%(-87.50K) | $241.02(+26.70%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.19% | 415.2K | $36.5M | -40.31%(-280.35K) | $73.84(+23.59%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.45% | 120.9K | $24.2M | -45.02%(-98.97K) | $163.07(+38.63%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 1.3% | 245.7K | $21.6M | -22.20%(-70.13K) | $74.88(+20.86%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.28% | 28.6K | $21.4M | -47.95%(-26.36K) | $540.19(+43.53%) | 2026-06-30 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 1.28% | 159.9K | $21.3M | +500.35%(+133.28K) | $115.55(+7.96%) | 2026-06-30 | |
| EEMA | ISHARES INC | 1.19% | 169.7K | $19.8M | -50.55%(-173.43K) | $93.43(+23.56%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 1.11% | 145.0K | $18.6M | -46.78%(-127.49K) | $98.36(+34.60%) | 2026-06-30 | |
| IUSB | ISHARES TR | 0.99% | 357.7K | $16.5M | -27.74%(-137.32K) | $46.10(-1.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.68% | +43.08% | — | — | +56.24% |
| Top 20 Holdings Unweighted | +11.36% | +38.08% | — | — | +45.80% |
Gateway Wealth Partners, LLC reports $1.67B in US-listed equity holdings across 750 positions in its most recent 13F filing. Its largest disclosed positions are IVV (3.5%), AAPL (2.2%) and SPYM (2.2%). The top 20 holdings account for 25.4% of reported assets. Its disclosed equity book has returned +43.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gateway Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966037). View Gateway Wealth Partners, LLC’s 13F filings on SEC