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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 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 39,024.0 $14.7M 0.97% +16K +67.8% $377.75 -2.5%
22 RXT RACKSPACE TECHNOLOGY INC Technology 2,173,359.0 $14.2M 0.94% +1.9M +870.2% $6.53 -49.2%
23 GLD SPDR GOLD TR Financial Services 38,126.0 $14.0M 0.93% -14K -27.3% $368.39 +14.9%
24 SPY STATE STR SPDR S&P 500 ETF Financial Services 17,951.0 $13.4M 0.89% -11K -38.6% $746.64 +2.6%
25 IWF ISHARES TR 106,547.0 $13.2M 0.88% +80K +298.7% $124.17 -1.4%
26 GOOG ALPHABET INC 35,705.0 $12.6M 0.83% +21K +139.2% $353.34
27 VOO VANGUARD INDEX FDS 17,102.0 $11.7M 0.78% $686.85 +2.5%
28 TSM TAIWAN SEMICONDUCTOR MANUFA Technology 24,238.0 $11.6M 0.77% +11K +81.4% $477.57 -12.3%
29 BOXX EA SERIES TRUST 98,406.0 $11.5M 0.76% NEW $117.09 +0.7%
30 VEA VANGUARD TAX-MANAGED FDS 157,066.0 $11.2M 0.74% +784.0 +0.5% $71.25 +3.0%
31 JPM JPMORGAN CHASE & CO Financial Services 34,011.0 $11.1M 0.74% +3K +10.1% $327.33 +7.4%
32 AMAT APPLIED MATLS INC Technology 14,831.0 $10.7M 0.71% NEW $723.00 -31.9%
33 TSLA TESLA INC Consumer Cyclical 25,318.0 $10.6M 0.70% +2K +7.3% $420.60 -13.7%
34 XOM EXXON MOBIL CORP Energy 77,013.0 $10.5M 0.70% +1K +1.4% $136.72 +20.8%
35 IVV ISHARES TR 13,835.0 $10.4M 0.69% +1K +8.9% $749.18 +2.7%
36 VXF VANGUARD INDEX FDS 41,724.0 $10.3M 0.68% -439.0 -1.0% $246.21 -0.3%
37 RTX RTX CORPORATION Industrials 52,926.0 $10.0M 0.66% +2K +3.5% $189.73 +10.6%
38 META META PLATFORMS INC Communication Services 17,687.0 $10.0M 0.66% +2K +10.0% $563.30 -2.4%
39 IWM ISHARES TR 33,099.0 $9.9M 0.66% +3K +11.0% $300.45 -0.2%
40 SPDW SPDR INDEX SHS FDS 193,973.0 $9.8M 0.65% $50.39 +3.2%
Page 2 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%