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Portfolio (Quarterly) Guide ↗

Arete Wealth Advisors, LLC

· CIK 0001600151
13F Portfolio $1.3B AUM 321 positions Filed May 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 321 New
Page 2 of 17  ·  321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 75,930.0 $12.9M 0.96% NEW $169.66 -7.9%
22 BIL SPDR SERIES TRUST 131,669.0 $12.1M 0.90% NEW $91.64 -0.1%
23 IWF ISHARES TR 26,723.0 $11.4M 0.85% NEW $426.05 -70.7%
24 AVGO BROADCOM INC Technology 35,938.0 $11.1M 0.83% NEW $309.50 +33.9%
25 SH PROSHARES TR 286,134.0 $10.9M 0.81% NEW $37.93 -11.9%
26 MCD MCDONALDS CORP Consumer Cyclical 32,857.0 $10.2M 0.77% NEW $310.68 -8.5%
27 VOO VANGUARD INDEX FDS 17,068.0 $10.2M 0.76% NEW $597.43 +14.3%
28 IWD ISHARES TR 47,462.0 $10.1M 0.76% NEW $213.67 +9.8%
29 VEA VANGUARD TAX-MANAGED FDS 156,282.0 $10.0M 0.75% NEW $64.04 +10.4%
30 SHV ISHARES TR 90,540.0 $10.0M 0.75% NEW $110.39 -0.1%
31 RTX RTX CORPORATION Industrials 51,138.0 $9.9M 0.74% NEW $192.86 -9.3%
32 QQQ INVESCO QQQ TR Financial Services 16,867.0 $9.7M 0.73% NEW $577.14 +23.8%
33 META META PLATFORMS INC Communication Services 16,077.0 $9.2M 0.69% NEW $572.13 +6.2%
34 JPM JPMORGAN CHASE & CO Financial Services 30,882.0 $9.1M 0.68% NEW $293.98 +3.1%
35 SPDW SPDR INDEX SHS FDS 194,586.0 $8.9M 0.67% NEW $45.63 +10.3%
36 WMT WALMART INC Consumer Defensive 71,317.0 $8.9M 0.66% NEW $124.19 +5.4%
37 TSLA TESLA INC Consumer Cyclical 23,600.0 $8.8M 0.66% NEW $371.59 +12.3%
38 VXF VANGUARD INDEX FDS 42,163.0 $8.7M 0.65% NEW $205.65 +11.1%
39 AKRE PROFESIONALLY MANAGED PORTF 163,525.0 $8.6M 0.65% NEW $52.76 +3.3%
40 IVV ISHARES TR 12,709.0 $8.3M 0.62% NEW $653.08 +14.3%
Page 2 of 17  ·  321 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
Financial Services 24.7%
Technology 24.4%
Communication Services 15.0%
Consumer Cyclical 8.0%
Healthcare 7.7%
Industrials 6.1%
Energy 5.9%
Consumer Defensive 4.4%
Basic Materials 1.9%
Real Estate 1.1%