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Jill Batley

Gateway Wealth Partners, Llc

Assets Managed
$2.566B
Holdings
925
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
185.61%(2Q avg: 103.46%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Gateway Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 925 positions.

Assets under management

The assets under management (AUM) of Gateway Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.566B in assets, with a quarterly growth rate of 185.61% and a 2-quarter average growth rate of 103.46%. The portfolio is managed by Jill Batley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 422.84%
2.53%
$64.718M
99,077 shares@ $653.21 avg price
AAPL
Apple Inc
Recent Activity
Increased 155.45%
2.13%
$54.559M
214,976 shares@ $253.8 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 144.29%
2.08%
$53.236M
695,533 shares@ $76.55 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 210.23%
1.5%
$38.337M
219,824 shares@ $174.4 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 95.4%
1.4%
$35.75M
54,971 shares@ $650.35 avg price
EEMA
Ishares Msci Emerg Mrkt Asia
Recent Activity
Increased 103.17%
1.29%
$32.848M
343,115 shares@ $95.74 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 131.13%
1.19%
$30.299M
272,522 shares@ $111.18 avg price
TOUS
T Rowe Prc International Eq
Recent Activity
New Position
1.13%
$28.831M
834,698 shares@ $34.55 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 132.5%
1.11%
$28.385M
1.108M shares@ $25.63 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 101.69%
1.07%
$27.213M
1.039M shares@ $26.21 avg price

1-10 of 925