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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 4 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEI ISHARES TR 25,282.0 $3.0M 0.20% +3K +11.1% $117.45 -0.9%
62 WFC WELLS FARGO & CO Financial Services 35,504.0 $2.9M 0.19% +1K +3.9% $82.64 +1.5%
63 SHYG ISHARES TR 66,095.0 $2.8M 0.18% +12K +23.0% $42.41 -0.4%
64 CLOI VANECK ETF TRUST 51,534.0 $2.7M 0.18% +656.0 +1.3% $52.95 -0.1%
65 VNQ VANGUARD INDEX FDS 28,080.0 $2.7M 0.18% +535.0 +1.9% $96.43 +2.1%
66 KMI KINDER MORGAN INC DEL Energy 82,955.0 $2.7M 0.17% +3K +4.1% $31.97 -3.1%
67 XLV SELECT SECTOR SPDR TR 16,576.0 $2.6M 0.17% +5K +39.2% $158.67 +10.1%
68 SPSB SPDR SERIES TRUST 86,410.0 $2.6M 0.17% +5K +6.0% $30.01 -0.2%
69 VYM VANGUARD WHITEHALL FDS 15,685.0 $2.5M 0.16% +3K +22.7% $158.03 +4.4%
70 PEP PEPSICO INC Consumer Defensive 18,163.0 $2.5M 0.16% +1K +6.5% $135.41 +6.0%
71 PM PHILIP MORRIS INTL INC Consumer Defensive 13,102.0 $2.4M 0.16% +618.0 +5.0% $180.92 +4.0%
72 USB US BANCORP Financial Services 37,319.0 $2.3M 0.15% +6K +20.6% $60.40 +2.7%
73 JDVI JOHN HANCOCK EXCHANGE TRADE 58,218.0 $2.2M 0.15% +2K +2.8% $38.56 +7.6%
74 NFLX NETFLIX INC. Communication Services 30,114.0 $2.2M 0.14% +1K +3.6% $71.40 +11.5%
75 TIDAL TRUST I 86,284.0 $2.1M 0.14% +64K +279.2% $24.53
76 FTSL FIRST TR EXCHANGE-TRADED FD 45,067.0 $2.0M 0.13% +446.0 +1.0% $44.75 +0.0%
77 JMEE J P MORGAN EXCHANGE TRADED 23,912.0 $1.9M 0.12% +846.0 +3.7% $78.03 -0.2%
78 FITB FIFTH THIRD BANCORP Financial Services 32,387.0 $1.8M 0.12% +952.0 +3.0% $56.37 -2.7%
79 SPLB SPDR SERIES TRUST 80,207.0 $1.8M 0.12% +4K +5.7% $22.40 -4.8%
80 GOVT ISHARES TR 78,677.0 $1.8M 0.12% +2K +3.0% $22.78 -1.4%
Page 4 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%