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Equibles

Gateway Wealth Partners, LLC

Location
APPLETON, WI
Portfolio Value
Micro $87,784,954
Diversification
Diversified
Filing Date
Global Rank
#2,038 / 8,232 ▲ 2055
Top Industry
Semiconductors 11.2%
3Y Alpha vs SPY
-1.4%
Period ended 2 months ago
Filed May 15, 2026 · 29d
14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+71.0%
SPY
+76.5%
Annualised alpha
-1.3%
Max drawdown
−19.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

401 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
8.8%
−2.7 pts
Top 5
27.8%
−10.7 pts
Top 10
38.7%
−17.2 pts
HHI
226
Jun 2023 → Mar 2026 · range 226 – 1,153
Diversified−196

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 27.7% $171,811,042
Financial Services 14.1% $87,784,954
Unclassified 12.7% $78,792,554
Industrials 8.8% $54,446,619
Consumer Cyclical 8.1% $50,136,237
Communication Services 7.4% $45,894,172
Healthcare 6.8% $42,351,461
Consumer Defensive 4.4% $27,606,697
Energy 4.3% $26,760,538
Utilities 2.9% $17,825,513
Basic Materials 1.6% $9,830,442
Real Estate 1.3% $7,809,282

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
RFMZ +191,193 351,058 $4,440,883
RMMZ +159,344 291,298 $4,279,167
NVDA +148,964 219,824 $38,337,305
ARCC +141,844 269,136 $4,849,830
AAPL +130,820 214,976 $54,558,759
T +99,016 121,607 $3,525,386
RMM +73,345 115,380 $1,572,629
AMZN +68,644 101,990 $21,241,457
RMI +64,151 106,236 $1,599,914
ET +64,000 119,838 $2,312,873
PHYS +61,124 82,584 $2,926,776
BAC +52,229 74,157 $3,615,153
PSLV +51,218 69,150 $1,686,568
GOOGL +49,901 69,027 $19,849,404
MSFT +41,850 60,917 $22,549,645
VZ +36,842 48,734 $2,446,446
PFE +33,532 43,591 $1,224,035
F +33,011 58,309 $672,885
RF +31,188 60,414 $1,578,013
LWLG +29,575 39,900 $280,497
GLD +28,287 36,184 $15,569,613
IBIT +27,361 49,660 $1,907,937
SPY +26,838 54,971 $35,749,840
PDI +26,210 42,470 $726,661
ABBV +25,727 28,993 $6,305,687

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open
FSK −709,409 33,130 $337,263

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
GLDM 76,278 $7,070,207
MA 4,300 $2,148,538
AMAT 5,480 $1,873,009
NEM 17,086 $1,849,559
WPC 25,676 $1,744,940
CB 5,214 $1,699,399
MS 10,307 $1,696,222
KLAC 1,098 $1,616,706
FOXA 27,030 $1,578,552
AZN 7,433 $1,465,936
UTHR 2,404 $1,425,523
COP 10,451 $1,379,532
LIN 2,720 $1,348,467
PH 1,442 $1,290,936
NVT 10,380 $1,227,746
SYF 17,206 $1,170,352
ATO 5,666 $1,046,623
CBOE 3,684 $1,035,461
PLD 7,730 $1,021,751
OMC 13,154 $990,627
DVN 19,463 $979,378
ASML 717 $947,035
RCL 3,434 $944,968
SCHW 9,862 $926,830
KMI 27,263 $914,128

Sold Out

Positions the filer fully exited
4 positions
Ticker Shares Value Open
DBRG 453,867 $6,962,319
ILPT 539,245 $2,987,417
MDY 450 $271,476
NWL 25,902 $96,355

Portfolio Positions

Export CSV View 13F filing
83 positions · $87,784,954 total · Financial Services only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 83 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History
BRK-B
Berkshire Hathaway Inc
Financial Services 		19,107 $9,156,074 10.43%
JPM
Jpmorgan Chase & Co
Financial Services 		25,743 $7,572,560 8.63%
ARCC
Ares Capital Corp
Financial Services 		269,136 $4,849,830 5.52%
RFMZ
RiverNorth Flexible Municipal Income Fund II, Inc.
Financial Services 		351,058 $4,440,883 5.06%
RMMZ
RiverNorth Managed Duration Municipal Income Fund II, Inc.
Financial Services 		291,298 $4,279,167 4.87%
GS
Goldman Sachs Group Inc
Financial Services 		4,402 $3,724,047 4.24%
BAC
Bank Of America Corp /De/
Financial Services 		74,157 $3,615,153 4.12%
PHYS
Sprott Physical Gold Trust
Financial Services 		82,584 $2,926,776 3.33%
AFL
Aflac Inc
Financial Services 		25,502 $2,797,824 3.19%
AXP
American Express Co
Financial Services 		8,734 $2,641,860 3.01%
V
Visa Inc.
Financial Services 		8,470 $2,559,972 2.92%
MA
Mastercard Inc
Financial Services 		4,300 $2,148,538 2.45%
CB
Chubb Ltd
Financial Services 		5,214 $1,699,399 1.94%
MS
Morgan Stanley
Financial Services 		10,307 $1,696,222 1.93%
PSLV
Sprott Physical Silver Trust
Financial Services 		69,150 $1,686,568 1.92%
RMI
RiverNorth Opportunistic Municipal Income Fund, Inc.
Financial Services 		106,236 $1,599,914 1.82%
RF
Regions Financial Corp
Financial Services 		60,414 $1,578,013 1.80%
RMM
RiverNorth Managed Duration Municipal Income Fund, Inc.
Financial Services 		115,380 $1,572,629 1.79%
SYF
Synchrony Financial
Financial Services 		17,206 $1,170,352 1.33%
BLK
BlackRock, Inc.
Financial Services 		1,192 $1,146,358 1.31%
WFC
Wells Fargo & Company/Mn
Financial Services 		14,155 $1,126,879 1.28%
CBOE
Cboe Global Markets, Inc.
Financial Services 		3,684 $1,035,461 1.18%
SCHW
Schwab Charles Corp
Financial Services 		9,862 $926,830 1.06%
TD
Toronto Dominion Bank
Financial Services 		9,769 $911,545 1.04%
ACGL
Arch Capital Group Ltd.
Financial Services 		7,857 $754,193 0.86%
PDI
PIMCO Dynamic Income Fund
Financial Services 		42,470 $726,661 0.83%
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.
Financial Services 		30,327 $656,882 0.75%
MRSH
Marsh & Mclennan Companies, Inc.
Financial Services 		3,677 $637,775 0.73%
CFG
Citizens Financial Group Inc/Ri
Financial Services 		10,428 $625,367 0.71%
SAN
Banco Santander, S.A.
Financial Services 		54,510 $614,872 0.70%
FITB
Fifth Third Bancorp
Financial Services 		12,956 $601,935 0.69%
RY
Royal Bank Of Canada
Financial Services 		3,563 $576,422 0.66%
HIG
Hartford Insurance Group, Inc.
Financial Services 		4,257 $575,674 0.66%
WTFC
Wintrust Financial Corp
Financial Services 		4,138 $574,933 0.65%
SMFG
Sumitomo Mitsui Financial Group, Inc.
Financial Services 		28,492 $562,717 0.64%
SEIC
Sei Investments Co
Financial Services 		7,122 $558,863 0.64%
C
Citigroup Inc
Financial Services 		4,854 $550,492 0.63%
NWFL
Norwood Financial Corp
Financial Services 		17,622 $518,439 0.59%
CINF
Cincinnati Financial Corp
Financial Services 		2,904 $456,944 0.52%
BMO
Bank Of Montreal /Can/
Financial Services 		3,260 $441,208 0.50%
SPGI
S&P Global Inc.
Financial Services 		1,019 $433,421 0.49%
BX
Blackstone Inc.
Financial Services 		3,676 $422,703 0.48%
COF
Capital One Financial Corp
Financial Services 		2,244 $409,372 0.47%
TFC
Truist Financial Corp
Financial Services 		8,773 $403,294 0.46%
USB
US Bancorp De
Financial Services 		6,819 $354,656 0.40%
PFG
Principal Financial Group Inc
Financial Services 		3,780 $340,615 0.39%
HASI
HA Sustainable Infrastructure Capital, Inc.
Financial Services 		9,260 $340,305 0.39%
FSK
FS KKR Capital Corp
Financial Services 		33,130 $337,263 0.38%
AJG
Arthur J. Gallagher & Co.
Financial Services 		1,531 $331,583 0.38%
PRU
Prudential Financial Inc
Financial Services 		3,389 $331,071 0.38%

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