Gateway Wealth Partners, LLC

Q2 2025 13F Holdings

  • Location
    appleton, WI
  • Num holdings

    355

  • Value ($000)

    $527,077

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0001966037
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$18.26 M
4 %

29,547

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$14.85 M
3 %

204,293

AVUS
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$11.01 M
2 %

109,233

FTCS
FTCS

FIRST TR EXCHANGE-TRADED FD

CAP STRENGTH ETF
33733E104
$9.98 M
2 %

109,837

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$9.73 M
2 %

15,668

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$8.09 M
2 %

16,262

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO AGRGTE
78464A649
$7.92 M
2 %

309,269

FVD
FVD

FIRST TR EXCHANGE-TRADED FD

SHS
33734H106
$7.77 M
2 %

173,795

AAPL
AAPL

APPLE INC

COM
037833100
$7.54 M
1 %

36,765

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$7.51 M
1 %

82,426

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