Gateway Wealth Partners Portfolio holdings
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$4.87M |
| 2 |
Xtrackers S&P 500 ESG ETF
SNPE
|
+$3.49M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.48M |
| 4 |
State Street DoubleLine Total Return Tactical ETF
TOTL
|
+$1.47M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.46M |
Sector Composition
| 1 | Technology | 5.38% |
| 2 | Consumer Discretionary | 2.07% |
| 3 | Financials | 1.86% |
| 4 | Industrials | 1.81% |
| 5 | Communication Services | 1.73% |
Similar funds
Gateway Wealth Partners's Q2 2025 Portfolio in Review
As of Q2 2025, Gateway Wealth Partners held 378 positions worth $527M, up 18% from $445M the previous quarter. Its ten largest holdings account for 19% of the portfolio.
Gateway Wealth Partners deployed $45.6M of net new capital in Q2 2025, opening 67 new positions and adding to 157 existing holdings. Its largest new stake was First Trust Core Investment Grade ETF: 149,573 shares worth $3.15M.
By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.4% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $4.87M trimmed.
- Gateway Wealth Partners's largest Q2 2025 buy was First Trust Core Investment Grade ETF: 149,573 shares worth $3.15M.
- Gateway Wealth Partners added most to State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025, an estimated $2.88M increase.
- Gateway Wealth Partners's biggest Q2 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $4.87M.
- Gateway Wealth Partners fully exited iShares MSCI Emerging Markets ex China ETF in Q2 2025, selling an estimated $1.39M.
- Gateway Wealth Partners's ten largest holdings make up 19% of its $527M portfolio in Q2 2025.
- Gateway Wealth Partners opened 67 new positions and closed 23 in Q2 2025.
- Gateway Wealth Partners's portfolio value rose 18% quarter-over-quarter to $527M.
Based on Gateway Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.