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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 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DIS DISNEY WALT CO Communication Services 458,881.0 $44.2M 2.92% NEW $96.25 +12.0%
2 BOXX EA SERIES TRUST 98,406.0 $11.5M 0.76% NEW $117.09 +0.7%
3 AMAT APPLIED MATLS INC Technology 14,831.0 $10.7M 0.71% NEW $723.00 -31.9%
4 BERKSHIRE HATHAWAY INC DEL 17,746.0 $8.9M 0.59% NEW $500.39
5 VIRTUS DIVIDEND INTEREST & 528,076.0 $8.0M 0.53% NEW $15.19
6 AVEM AMERICAN CENTY ETF TR 81,833.0 $7.9M 0.52% NEW $96.49 -2.3%
7 XLP SELECT SECTOR SPDR TR 74,072.0 $6.2M 0.41% NEW $83.07 +3.5%
8 AMD ADVANCED MICRO DEVICES INC Technology 10,124.0 $5.9M 0.39% NEW $580.96 -18.5%
9 XMMO INVESCO EXCHANGE TRADED FD 30,636.0 $5.2M 0.34% NEW $170.14 -7.7%
10 BTSG BRIGHTSPRING HEALTH SVCS IN Healthcare 72,482.0 $5.1M 0.33% NEW $69.74 -15.6%
11 HCMT DIREXION SHARES ETF TRUST 119,649.0 $5.0M 0.33% NEW $41.94 -2.4%
12 PSI INVESCO EXCHANGE TRADED FD 24,913.0 $4.7M 0.31% NEW $187.82 -26.0%
13 CSCO CISCO SYS INC Technology 37,515.0 $4.4M 0.29% NEW $117.46 -5.5%
14 SPACE EXPLORATION TECHN COR 24,345.0 $4.2M 0.28% NEW $170.86
15 IYW ISHARES TR 16,036.0 $4.0M 0.27% NEW $252.24 -2.0%
16 TTMI TTM TECHNOLOGIES INC Technology 21,624.0 $4.0M 0.27% NEW $187.02 -40.9%
17 OMFL INVESCO EXCH TRD SLF IDX FD 58,902.0 $4.0M 0.27% NEW $68.54 +3.1%
18 XBI SPDR SERIES TRUST 24,155.0 $3.8M 0.25% NEW $158.25 +4.7%
19 BGY BLACKROCK ENHANCED INTL DIV Financial Services 661,325.0 $3.8M 0.25% NEW $5.74 +1.9%
20 IGM ISHARES TR 21,506.0 $3.5M 0.23% NEW $163.58 -2.9%
Page 1 of 5  ·  86 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%