Gateway Wealth Partners, LLC
Annual return '25
+14.9%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$2.6B
Holdings
924
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 17.1k shares)
2.5%
02
$AAPL
APPLE INC
Q4 2025: Exited (was 65.3k shares)
2.1%
03
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 272.0k shares)
2.1%
04
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 48.4k shares)
1.5%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 28.5k shares)
1.4%
06
$EEMA
ISHARES INC
Q1 2025: Exited (was 10.8k shares)
1.3%
07
$AVUS
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 115.9k shares)
1.2%
08
$TOUS
T ROWE PRICE ETF INC
Held since at least Q1 2024
1.1%
09
$SPAB
SPDR SERIES TRUST
Q4 2025: Exited (was 387.2k shares)
1.1%
10
$PYLD
PIMCO ETF TR
Q4 2025: Exited (was 452.9k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:12 UTC.