Gateway Wealth Partners, LLC
CIK
1966037
City
APPLETON
State / Country
WI
Top Portfolio Positions
401 positions ·
$620,045,474 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
214,976 | $54,558,759 | 8.80% | |
| NVDA |
Nvidia Corp
Technology
|
219,824 | $38,337,305 | 6.18% | |
| SPY |
Spdr S&P 500 ETF Trust
|
54,971 | $35,749,840 | 5.77% | |
| MSFT |
Microsoft Corp
Technology
|
60,917 | $22,549,645 | 3.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
101,990 | $21,241,457 | 3.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
69,027 | $19,849,404 | 3.20% | |
| GLD |
Spdr Gold Trust
|
36,184 | $15,569,613 | 2.51% | |
| META |
Meta Platforms, Inc.
Communication Services
|
20,362 | $11,649,711 | 1.88% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
19,046 | $10,992,970 | 1.77% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
25,963 | $9,651,745 | 1.56% |
Portfolio Trend
14 quarters · across all stocks
Holdings in RFMZ
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,440,883 | 351,058 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,023,890 | 159,865 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,908,993 | 146,283 | Shares | Sole | 2025-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||