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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 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 37,010.0 $4.8M 0.31% -14K -28.0% $128.50 +18.7%
22 DGRO ISHARES TR 61,846.0 $4.7M 0.31% -580.0 -0.9% $75.79 +5.0%
23 APLD APPLIED DIGITAL CORP Technology 125,486.0 $4.7M 0.31% -48K -27.6% $37.30 -27.1%
24 SLV ISHARES SILVER TR Financial Services 84,277.0 $4.5M 0.30% -6K -6.1% $53.47 +17.3%
25 PSC PRINCIPAL EXCHANGE TRADED F 62,934.0 $4.4M 0.29% -2K -3.3% $70.12 -0.5%
26 VONE VANGUARD SCOTTSDALE FDS 10,126.0 $3.4M 0.23% -3K -23.2% $338.73 +2.5%
27 IVW ISHARES TR 24,645.0 $3.4M 0.22% -178.0 -0.7% $137.53 +0.9%
28 IJR ISHARES TR 22,412.0 $3.3M 0.22% -1K -4.7% $148.31 -0.7%
29 QQQI NEOS ETF TRUST 57,227.0 $3.3M 0.21% -569.0 -1.0% $56.88 -4.6%
30 SPYI NEOS ETF TRUST 60,562.0 $3.2M 0.21% -2K -3.1% $53.09 +0.7%
31 PG PROCTER & GAMBLE CO Consumer Defensive 21,918.0 $3.2M 0.21% -2K -7.6% $146.64 -1.3%
32 FTSM FIRST TR EXCHANGE-TRADED FD 49,154.0 $2.9M 0.19% -755.0 -1.5% $59.73 +0.2%
33 MINT PIMCO ETF TR 27,952.0 $2.8M 0.19% -639.0 -2.2% $100.81 -0.1%
34 IDU ISHARES TR 23,579.0 $2.7M 0.18% -37K -60.8% $114.61 -4.9%
35 GWX SPDR INDEX SHS FDS 61,677.0 $2.7M 0.18% -680.0 -1.1% $43.76 +5.6%
36 FDL FIRST TR EXCHANGE-TRADED FD 50,580.0 $2.5M 0.16% -3K -6.4% $48.66 +9.1%
37 XLU SELECT SECTOR SPDR TR 53,405.0 $2.4M 0.16% -58K -52.1% $45.33 -5.6%
38 FSK FS KKR CAP CORP Financial Services 208,580.0 $2.2M 0.14% -2K -1.0% $10.50 +13.4%
39 NOK NOKIA CORP Technology 154,638.0 $2.1M 0.14% -107K -41.0% $13.28 -23.2%
40 IJH ISHARES TR 24,450.0 $1.9M 0.12% -333.0 -1.3% $77.11 -0.4%
Page 2 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%