Fund HoldingsGateway Wealth Partners, LLC

Total Portfolio Value
$1.67B
Total Bought
$98.78M
Total Sold
$976.28M
Net Transaction
-$877.50M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
26,638159,922+133,2842,95121,3101.28%+18,359
FIRST TR EXCHNG TRADED FD VI
MULTI STRATEGY
0213,678+213,67805,1350.31%+5,135
ISHARES TR
CORE MSCI TOTAL
47,95580,979+33,0244,1557,7290.46%+3,574
FIRST TR EXCHANGE-TRADED FD6,195106,235+100,0404673,9310.24%+3,464
BLACKROCK ETF TRUST
ISHA SYST AL ETF
0107,059+107,05903,0030.18%+3,003
ISHARES TR6,19530,214+24,0194673,0420.18%+2,574
ISHARES TR
USD GRN BOND ETF
051,724+51,72402,4550.15%+2,455
COLUMBIA ETF TR I
RESH ENHNC COR
050,729+50,72902,1960.13%+2,196
RBB FUND TRUST
FIRST EAGLE GBL
10,92053,279+42,3595132,6060.16%+2,093
MICRON TECHNOLOGY INC(MU)5,8713,401-2,4701,9843,9250.24%+1,941
INVESCO EXCH TRADED FD TR II6,19540,976+34,7814672,3080.14%+1,841
FIRST TR EXCHANGE-TRADED FD
BLOOMBERG AI ETF
032,001+32,00101,7410.10%+1,741
VANGUARD INDEX FDS17,08516,746-33910,21011,5010.69%+1,292
KLA CORP(KLAC)1,0989,526+8,4281,6172,8740.17%+1,257
ISHARES TR160,918175,770+14,85212,80314,0560.84%+1,254
INVESCO ACTIVELY MANAGED EXC
VAR RATE INVT
046,265+46,26501,1600.07%+1,160
ISHARES INC015,406+15,40601,1600.07%+1,160
ISHARES TR011,781+11,78101,1590.07%+1,159
ISHARES INC05,308+5,30801,0720.06%+1,072
ADVANCED MICRO DEVICES INC(AMD)7,3034,313-2,9901,4862,5050.15%+1,020
CAPITAL GROUP NEW GEOGRAPHY
SHS
80,40894,442+14,0342,5393,5380.21%+999
FIRST TR EXCHANGE-TRADED FD
INDLS PROD DUR
2,97813,437+10,4592431,2240.07%+981
CAPITAL GROUP INTERNATIONAL
SHS
6,09532,310+26,2152021,1760.07%+974
SPACE EXPLORATION TECHN CORP05,550+5,55009480.06%+948
STERLING INFRASTRUCTURE INC(STRL)2,1522,153+18761,8070.11%+931
ISHARES TR
IBONDS OCT 2028
034,080+34,08008960.05%+896
CAPITAL GRP FIXED INCM ETF T
HIGH YIELD BOND
035,326+35,32608950.05%+895
CVS HEALTH CORP(CVS)7,36313,729+6,3665291,4200.09%+892
ISHARES INC
MSCI GBL ETF NEW
014,089+14,08908190.05%+819
ISHARES TR
MSCI UK ETF NEW
017,508+17,50808080.05%+808
VANGUARD WORLD FD80,93976,465-4,47411,73212,4980.75%+766
LEGG MASON ETF INVT3,28411,794+8,5102471,0100.06%+763
ELEVANCE HEALTH INC FORMERLY(ELV)1,3112,966+1,6553841,1470.07%+763
SPDR SERIES TRUST
ST BLOO HIGH ETF
73,82780,643+6,8167,0677,7720.47%+705
ISHARES TR04,936+4,93606740.04%+674
FIRST TR EXCHNG TRADED FD VI
INNOVATION LEAD
017,137+17,13706730.04%+673
ISHARES TR27,74035,676+7,9362,2902,9290.18%+639
INTEL CORP(INTC)14,6568,991-5,6656471,2550.08%+609
CF INDUSTRIES HOLD(CF)05,614+5,61406080.04%+608
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
012,893+12,89306050.04%+605
ISHARES TR03,329+3,32905980.04%+598
APPLIED MATLS INC5,4803,367-2,1131,8732,4340.15%+562
NVENT ELEC PLC(NVT)10,38010,375-51,2281,7600.11%+532
PIMCO ETF TR
ENHAN SHRT MA AC
50,35755,380+5,0235,0645,5830.33%+518
COLUMBIA ETF TR I
MULTI SEC MUNI
024,750+24,75005150.03%+515
WESTERN DIGITAL CORP(WDC)9871,172+1852677490.04%+482
VIKING HOLDINGS LTD(VIK)04,412+4,41204620.03%+462
SCHWAB STRATEGIC TR014,391+14,39104570.03%+457
NXP SEMICONDUCTORS N V
COM
1,6442,693+1,0493247570.05%+433
JFROG LTD(FROG)04,540+4,54004130.02%+413
BORGWARNER INC06,169+6,16904100.02%+410
ALCON AG(ALC)06,067+6,06704070.02%+407
ISHARES TR
FLTG RATE NT ETF
21,52029,446+7,9261,0961,5030.09%+407
STMICROELECTRONICS N V(STM)05,283+5,28303960.02%+396
SANDISK CORP(SNDK)0171+17103890.02%+389
ISHARES TR
ESG AWRE 1 5 YR
014,651+14,65103660.02%+366
GLOBUS MED INC(GMED)04,551+4,55103600.02%+360
VANGUARD INDEX FDS9,7759,368-4072,5162,8690.17%+354
ISHARES INC5,0009,517+4,5173136610.04%+348
VANGUARD MALVERN FDS04,431+4,43103440.02%+344
FIRST TR EXCHANGE-TRADED FD
HLTH CARE ALPH
5,8757,992+2,1176459780.06%+333
BARCLAYS PLC15,26224,106+8,8443236470.04%+325
DECKERS OUTDOOR CORP(DECK)3,1406,291+3,1513146250.04%+310
CARNIVAL CORP LTD
COMMON SHARES
010,668+10,66803050.02%+305
HONEYWELL INTL INC01,322+1,32202960.02%+296
QUALYS INC(QLYS)2,5353,730+1,1952235130.03%+290
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
01,056+1,05602870.02%+287
DELL TECHNOLOGIES INC(DELL)4,8652,508-2,3577981,0820.06%+284
HONEYWELL AEROSPACE INC01,282+1,28202830.02%+283
J P MORGAN EXCHANGE TRADED F
US RESEARCH ENHN
04,190+4,19002810.02%+281
NORTHERN TR CORP(NTRS)2,1623,349+1,1873025820.03%+280
UNITED AIRLS HLDGS INC(UAL)6,2256,273+485738530.05%+280
ASML HLDG NV
N Y REGISTRY SHS
717615-1029481,2240.07%+276
ARGAN INC0338+33802700.02%+270
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0278+27802680.02%+268
JONES LANG LASALLE INC(JLL)0837+83702590.02%+259
MARVELL TECHNOLOGY INC(MRVL)0852+85202540.02%+254
ISHARES INC8,03812,033+3,9954406940.04%+253
CONAGRA BRANDS INC(CAG)018,718+18,71802520.02%+252
VANGUARD INDEX FDS8,4407,656-7842,5512,8000.17%+249
SYNCHRONY FINANCIAL(SYF)17,20618,524+1,3181,1701,4090.08%+238
ANALOG DEVICES INC(ADI)1,8212,049+2285798140.05%+235
ISHARES TR28,73830,998+2,2603,4083,6410.22%+232
SCHWAB STRATEGIC TR07,100+7,10002210.01%+221
ELEMENT SOLUTIONS INC(ESI)04,591+4,59102190.01%+219
JD.COM INC(JD)08,238+8,23802100.01%+210
C H ROBINSON WORLDWIDE IN(CHRW)1,7822,660+8782965010.03%+205
FIRST SOLAR INC(FSLR)0853+85302010.01%+201
ASSURANT INC(AIZ)1,1541,682+5282514520.03%+200
SPDR SERIES TRUST
ST STR NYSE TECH
0512+51202000.01%+200
PNC FINL SVCS GROUP INC(PNC)1,0451,673+6282174120.02%+194
ISHARES TR
CORE MSCI EURO
13,34214,983+1,6419381,1260.07%+189
VANECK ETF TRUST
HIGH YLD MUNIETF
6,4759,869+3,3943255080.03%+184
EXELIXIS INC(EXEL)15,22315,242+196538290.05%+176
INVESCO EXCH TRADED FD TR II6,1958,586+2,3914676430.04%+176
VANGUARD INTL EQUITY INDEX F7,2567,977+7211,0581,2310.07%+173
VANGUARD INDEX FDS19,89619,360-5363,6673,8250.23%+159
ARISTA NETWORKS INC(ANET)5,4244,821-6036668190.05%+153
CRH PLC
ORD
2,2943,642+1,3482413900.02%+149
FIRST TR EXCHANGE-TRADED FD
UTILITIES ALPH
30,10433,171+3,0671,4931,6370.10%+144
Page 1 of 10
Gateway Wealth Partners, LLC — 13F Holdings — Q2 2026 | TickerTrail