13F
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Gateway Wealth Partners, LLC

13F equity value
$2.6B
Positions
925
Top 10 concentration
15.4%
Quarters / total new picks
12 / 133
13F equity value over time
$0M$1B$3B20222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 12 quarters, returned +7.9% per quarter — versus +4.3% per quarter from simply owning every 13F stock. It beat that baseline in only 75.0% of quarters (excess t = 1.12, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+3.6%
t-stat
1.12
Quarterly win rate
75%
Annualized excess
+16.7%
$1 → follow vs universe
$2.42 vs $1.63
Cumulative return: $1 invested in new picks vs universe
1.00 20230331: universe 1.05420230630: universe 1.01620230930: universe 1.15320231231: universe 1.20520240331: universe 1.23220240630: universe 1.34420240930: universe 1.33220241231: universe 1.24320250331: universe 1.35520250630: universe 1.39820250930: universe 1.57220251231: universe 1.626 20230331: follow 1.05320230630: follow 1.02320230930: follow 1.22520231231: follow 1.42320240331: follow 1.50220240630: follow 1.63520240930: follow 1.70520241231: follow 1.71620250331: follow 1.82320250630: follow 1.88920250930: follow 2.28220251231: follow 2.422 0.92 1.77 2.62 202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 925 · 2026 Q1

Ticker Value Weight QoQ
IVV $65M
2.5%
ADD
AAPL $55M
2.1%
ADD
SPYM $53M
2.1%
ADD
NVDA $38M
1.5%
ADD
SPY $36M
1.4%
ADD
EEMA $33M
1.3%
ADD
AVUS $30M
1.2%
ADD
TOUS $29M
1.1%
NEW
SPAB $28M
1.1%
ADD
PYLD $27M
1.1%
ADD
SPTM $26M
1.0%
ADD
AVUV $24M
0.9%
ADD
IEMG $24M
0.9%
ADD
MGK $23M
0.9%
ADD
IUSB $23M
0.9%
ADD
MSFT $23M
0.9%
ADD
VTI $22M
0.9%
ADD
BIL $22M
0.9%
ADD
FTSM $22M
0.8%
ADD
FVD $21M
0.8%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.