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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 14 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FCX FREEPORT MCMORAN INC Basic Materials 10,596.0 $666K 0.04% NEW $62.90 +21.9%
262 LPG DORIAN LPG LTD Energy 19,120.0 $665K 0.04% -850.0 -4.3% $34.78 +47.0%
263 CMCSA COMCAST CORP NEW Communication Services 26,817.0 $658K 0.04% NEW $24.55 +9.4%
264 SOVF ELEVATION SERIES TRUST 21,924.0 $651K 0.04% NEW $29.68 +8.2%
265 BALL BALL CORP Consumer Cyclical 10,341.0 $645K 0.04% NEW $62.40 +1.9%
266 CG CARLYLE GROUP INC Financial Services 15,254.0 $642K 0.04% +344.0 +2.3% $42.11 +17.2%
267 ICPY RBB FUND TRUST 52,600.0 $642K 0.04% NEW $12.20 +8.3%
268 TR TOOTSIE ROLL INDS INC Consumer Defensive 15,932.0 $630K 0.04% +2K +12.3% $39.55 +3.6%
269 FS SPECIALTY LENDING FD 55,899.0 $623K 0.04% -8K -12.4% $11.15
270 ADVISORS INNER CIRCLE FD II 17,013.0 $611K 0.04% +3K +19.7% $35.92
271 SPYD SPDR SERIES TRUST 12,805.0 $611K 0.04% $47.71 +5.7%
272 DOC HEALTHPEAK PROPERTIES INC Real Estate 28,418.0 $608K 0.04% -633.0 -2.2% $21.40 -0.0%
273 SCHE SCHWAB STRATEGIC TR 16,735.0 $607K 0.04% -623.0 -3.6% $36.26 +2.0%
274 HRL HORMEL FOODS CORP Consumer Defensive 24,381.0 $605K 0.04% +4K +17.7% $24.82 -3.7%
275 ISTB ISHARES TR 12,468.0 $602K 0.04% +362.0 +3.0% $48.25 -0.5%
276 SRLN SSGA ACTIVE ETF TR 14,166.0 $571K 0.04% +733.0 +5.5% $40.29 +0.8%
277 AHR AMERICAN HEALTHCARE REIT IN Real Estate 10,941.0 $571K 0.04% -3K -24.2% $52.15 +7.2%
278 GMAY FIRST TR EXCHNG TRADED FD V 13,000.0 $560K 0.04% $43.04 +1.7%
279 ANGL VANECK ETF TRUST 19,049.0 $557K 0.04% $29.24 -0.8%
280 AMLP ALPS ETF TR 10,562.0 $548K 0.04% -989.0 -8.6% $51.85 +5.6%
Page 14 of 17  ·  334 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%