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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  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PVAL PUTNAM ETF TRUST 676,109.0 $34.4M 2.28% -25K -3.6% $50.95 +6.5%
2 EFV ISHARES TR 305,937.0 $23.4M 1.55% -10K -3.1% $76.55 +7.4%
3 JNJ JOHNSON & JOHNSON Healthcare 70,887.0 $18.0M 1.19% -9K -11.7% $253.97 +6.4%
4 PULS PGIM ETF TR 361,480.0 $17.9M 1.18% -16K -4.3% $49.55 +0.2%
5 GLD SPDR GOLD TR Financial Services 38,126.0 $14.0M 0.93% -14K -27.3% $368.39 +14.9%
6 SPY STATE STR SPDR S&P 500 ETF Financial Services 17,951.0 $13.4M 0.89% -11K -38.6% $746.64 +2.6%
7 VXF VANGUARD INDEX FDS 41,724.0 $10.3M 0.68% -439.0 -1.0% $246.21 -0.3%
8 SHV ISHARES TR 85,670.0 $9.5M 0.62% -5K -5.4% $110.35 -0.0%
9 SPYG SPDR SERIES TRUST 71,073.0 $8.5M 0.56% -398.0 -0.6% $118.99 +1.0%
10 WMT WALMART INC Consumer Defensive 68,895.0 $7.8M 0.52% -2K -3.4% $113.26 -8.4%
11 V VISA INC Financial Services 22,417.0 $7.7M 0.51% -634.0 -2.8% $343.10 +8.1%
12 EFG ISHARES TR 60,581.0 $7.5M 0.50% -326.0 -0.5% $124.42 +1.0%
13 VTI VANGUARD INDEX FDS 18,199.0 $6.7M 0.45% -610.0 -3.2% $370.05 +2.2%
14 HD HOME DEPOT INC Consumer Cyclical 17,182.0 $6.1M 0.40% -2K -8.6% $352.68 -4.8%
15 FLDR FIDELITY MERRIMACK STR TR 119,876.0 $6.0M 0.40% -629.0 -0.5% $50.11 -0.0%
16 AGG ISHARES TR 59,457.0 $5.9M 0.39% -2K -3.2% $98.98 -1.6%
17 VWO VANGUARD INTL EQUITY INDEX 91,637.0 $5.5M 0.36% -25K -21.8% $59.69 +1.3%
18 IEMG ISHARES INC 65,184.0 $5.4M 0.36% -3K -4.8% $82.84 -1.5%
19 SMIZ ZACKS TRUST 113,896.0 $5.1M 0.34% -3K -2.1% $44.62 -4.4%
20 SPYV SPDR SERIES TRUST 81,138.0 $4.9M 0.33% -1K -1.5% $60.79 +4.5%
Page 1 of 5  ·  92 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%