Gateway Wealth Partners, LLC
•CIK: 1966037•Filing: Q4 2025
**Gateway Wealth Partners, LLC** manages $898M across a diversified portfolio of 459 positions. The fund exhibits significant concentration in technology and market-linked instruments, with top holdings including AAPL at $22.9M and SPYM at $22.8M. Notable allocations also include SPY ($19.2M), EEMA ($15.9M), and TTEQ ($15.4M). This structure suggests a tactical approach emphasizing large-cap equity exposure and sector-specific plays.
Total AUM
$898.5M
QoQ Performance
+21.3%
Positions
212
Top 10 Concentration
20.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL2.5%
SPYM2.5%
SPY2.1%
EEMA1.8%
TTEQ1.7%
PYLD1.5%
AMLP1.5%
NVDA1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.5%
Technology7.6%
ETF4.3%
Consumer2.4%
Industrial1.0%
Financial0.6%
Energy0.2%
Utilities0.2%
🚪 Exited Positionssold since Q3 2025
+218 more exited positions
Changes from Q3 2025
NEW13 new positions
↑149 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022