Gateway Wealth Partners, LLC
Gateway Wealth Partners, LLC is an independent registered investment adviser headquartered in Appleton, Wisconsin. Founded in 2021, the firm provides comprehensive wealth management and investment advisory services primarily to individual and high net worth clients, as well as select charitable organizations and businesses. With approximately 66–80 employees, Gateway Wealth Partners focuses on personalized financial planning, portfolio management, and asset allocation strategies designed to meet the long-term financial goals of their clients.
Investment Strategy
Gateway Wealth Partners, LLC follows a diversified investment approach tailored to each client’s risk profile and objectives. Their portfolios consist mainly of equities and ETFs, with an emphasis on broad market exposure through core holdings such as the S&P 500, supplemented by sector and asset class diversification. The firm uses a mix of active and passive investment strategies to achieve risk-managed growth and capital preservation for individuals, high net worth clients, and select institutions.
Top Holdings
Equity Positions (355)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 3.46% | $18.3M | 29,547 | $436.29 | $617.85 | +$300.1K |
S SPLG | SPDR SERIES TRUST | 2.82% | $14.9M | 204,293 | $64.75 | $72.69 | +$2.8M |
A AVUS | AMERICAN CENTY ETF TR | 2.09% | $11.0M | 109,233 | $81.17 | $100.82 | +$2.0M |
F FTCS | FIRST TR EXCHANGE-TRADED FD | 1.89% | $10.0M | 109,837 | $79.07 | $90.89 | -$521.3K |
I IVV | ISHARES TR | 1.85% | $9.7M | 15,668 | $434.94 | $620.90 | -$3.8M |