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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 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IAU ISHARES GOLD TR Financial Services 11,536.0 $871K 0.06% -21K -65.0% $75.51 +14.9%
62 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 20,743.0 $821K 0.05% -2K -8.0% $39.57 +15.0%
63 VMBS VANGUARD SCOTTSDALE FDS 17,259.0 $808K 0.05% -235.0 -1.3% $46.81 -1.4%
64 USIG ISHARES TR 15,104.0 $775K 0.05% -181.0 -1.2% $51.29 -2.1%
65 SCHP SCHWAB STRATEGIC TR 27,744.0 $735K 0.05% -545.0 -1.9% $26.50 -2.0%
66 MPLX MPLX LP Energy 12,439.0 $701K 0.05% -220.0 -1.7% $56.33 +3.7%
67 SJNK SPDR SERIES TRUST 27,362.0 $685K 0.04% -888.0 -3.1% $25.03 -0.6%
68 LPG DORIAN LPG LTD Energy 19,120.0 $665K 0.04% -850.0 -4.3% $34.78 +47.0%
69 FS SPECIALTY LENDING FD 55,899.0 $623K 0.04% -8K -12.4% $11.15
70 DOC HEALTHPEAK PROPERTIES INC Real Estate 28,418.0 $608K 0.04% -633.0 -2.2% $21.40 -0.0%
71 SCHE SCHWAB STRATEGIC TR 16,735.0 $607K 0.04% -623.0 -3.6% $36.26 +2.0%
72 AHR AMERICAN HEALTHCARE REIT IN Real Estate 10,941.0 $571K 0.04% -3K -24.2% $52.15 +7.2%
73 AMLP ALPS ETF TR 10,562.0 $548K 0.04% -989.0 -8.6% $51.85 +5.6%
74 UNOV INNOVATOR ETFS TRUST 13,518.0 $543K 0.04% -602.0 -4.3% $40.14 +2.1%
75 TDVG T ROWE PRICE EXCHANGE-TRADE 10,971.0 $538K 0.04% -530.0 -4.6% $49.03 +2.3%
76 FIRST TR HIGH YIELD OPPRT 2 38,581.0 $529K 0.04% -6K -14.0% $13.70
77 KGC KINROSS GOLD CORP Basic Materials 20,906.0 $494K 0.03% -62K -74.7% $23.62 +38.7%
78 BSCR INVESCO EXCH TRD SLF IDX FD 24,725.0 $485K 0.03% -2K -8.8% $19.62 +0.3%
79 BSCQ INVESCO EXCH TRD SLF IDX FD 24,808.0 $484K 0.03% -2K -8.8% $19.52 +0.3%
80 ADVISORS INNER CIRCLE FD II 18,855.0 $479K 0.03% -1K -6.0% $25.38
Page 4 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%