Gateway Wealth Partners, LLC
All 13F Filings
- Location
- Appleton, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 898,459
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 459 | 898,459 | 13F-HR | Gateway Wealth Partners, LLC |
| Q3 2025 | 11/6/2025 | 410 | 740,669 | 13F-HR | Gateway Wealth Partners, LLC |
| Q2 2025 | 8/13/2025 | 355 | 527,077 | 13F-HR | Gateway Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 671.5 K | 74.7% | 101.5 K | 0 | 101.5 K |
| ETFs | 215 K | 23.9% | 53.81 K | 0 | 53.81 K |
| Debt | 2.889 K | 0.3% | 1.95 K | 0 | 1.95 K |
| Other | 9.065 K | 1.0% | 522 | 0 | 522 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
898,459
Holdings
459
QoQ value change ($000)
157,790
(21.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.