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Portfolio (Quarterly) Guide ↗

Arete Wealth Advisors, LLC

· CIK 0001600151
13F Portfolio $1.5B AUM 334 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 86 New 131 Added 92 Reduced
Page 1 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 185,325.0 $53.6M 3.54% +119K +179.4% $289.36 +6.9%
2 RSP INVESCO EXCHANGE TRADED FD 236,578.0 $50.3M 3.33% +34K +16.6% $212.77 +4.2%
3 BINC BLACKROCK ETF TRUST II 896,622.0 $46.9M 3.10% +877K +4566.8% $52.34 -0.6%
4 NVDA NVIDIA CORPORATION Technology 203,959.0 $40.8M 2.70% +9K +4.4% $200.09 +7.3%
5 FBND FIDELITY MERRIMACK STR TR 832,624.0 $37.9M 2.50% +45K +5.7% $45.49 -1.3%
6 SPYM SPDR SERIES TRUST 391,035.0 $34.4M 2.27% +40K +11.3% $87.88 +2.6%
7 VUG VANGUARD INDEX FDS 361,436.0 $31.2M 2.06% +303K +521.1% $86.19 +1.5%
8 AMZN AMAZON COM INC Consumer Cyclical 93,627.0 $22.3M 1.48% +43K +84.3% $238.34 +8.5%
9 MSFT MICROSOFT CORP Technology 56,135.0 $20.9M 1.38% +8K +17.2% $373.02 +29.5%
10 GOOGL ALPHABET INC Communication Services 57,726.0 $20.6M 1.36% +27K +86.5% $357.37 -3.5%
11 BIL SPDR SERIES TRUST 202,013.0 $18.5M 1.22% +70K +53.4% $91.64 -0.0%
12 QQQ INVESCO QQQ TR Financial Services 22,166.0 $16.3M 1.08% +5K +31.4% $736.41 -3.1%
13 IWD ISHARES TR 61,285.0 $14.9M 0.98% +14K +29.1% $242.43 +6.1%
14 AVGO BROADCOM INC Technology 39,024.0 $14.7M 0.97% +16K +67.8% $377.75 -2.5%
15 RXT RACKSPACE TECHNOLOGY INC Technology 2,173,359.0 $14.2M 0.94% +1.9M +870.2% $6.53 -49.2%
16 IWF ISHARES TR 106,547.0 $13.2M 0.88% +80K +298.7% $124.17 -1.4%
17 GOOG ALPHABET INC 35,705.0 $12.6M 0.83% +21K +139.2% $353.34
18 TSM TAIWAN SEMICONDUCTOR MANUFA Technology 24,238.0 $11.6M 0.77% +11K +81.4% $477.57 -12.3%
19 VEA VANGUARD TAX-MANAGED FDS 157,066.0 $11.2M 0.74% +784.0 +0.5% $71.25 +3.0%
20 JPM JPMORGAN CHASE & CO Financial Services 34,011.0 $11.1M 0.74% +3K +10.1% $327.33 +7.4%
Page 1 of 7  ·  131 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.1%
Financial Services 21.0%
Communication Services 13.3%
Consumer Cyclical 8.6%
Healthcare 7.3%
Industrials 4.9%
Energy 4.0%
Consumer Defensive 3.9%
Real Estate 1.0%
Basic Materials 0.5%