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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 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIG VANGUARD SPECIALIZED FUNDS 27,948.0 $6.6M 0.44% $236.63 +3.1%
62 XLP SELECT SECTOR SPDR TR 74,072.0 $6.2M 0.41% NEW $83.07 +3.5%
63 XLK SELECT SECTOR SPDR TR 32,288.0 $6.1M 0.41% +2K +7.3% $190.46 -3.8%
64 HD HOME DEPOT INC Consumer Cyclical 17,182.0 $6.1M 0.40% -2K -8.6% $352.68 -4.8%
65 BAC BANK OF AMER CORP Financial Services 105,695.0 $6.0M 0.40% +87K +475.7% $56.98 +8.3%
66 FLDR FIDELITY MERRIMACK STR TR 119,876.0 $6.0M 0.40% -629.0 -0.5% $50.11 -0.0%
67 AGG ISHARES TR 59,457.0 $5.9M 0.39% -2K -3.2% $98.98 -1.6%
68 TYG TORTOISE ENERGY INFRSTRCTR Financial Services 137,223.0 $5.9M 0.39% $42.87 +4.5%
69 AMD ADVANCED MICRO DEVICES INC Technology 10,124.0 $5.9M 0.39% NEW $580.96 -18.5%
70 VTV VANGUARD INDEX FDS 25,650.0 $5.6M 0.37% +314.0 +1.2% $217.93 +3.9%
71 VWO VANGUARD INTL EQUITY INDEX 91,637.0 $5.5M 0.36% -25K -21.8% $59.69 +1.3%
72 IEMG ISHARES INC 65,184.0 $5.4M 0.36% -3K -4.8% $82.84 -1.5%
73 XMMO INVESCO EXCHANGE TRADED FD 30,636.0 $5.2M 0.34% NEW $170.14 -7.7%
74 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 440,153.0 $5.1M 0.34% +3K +0.7% $11.66 -5.7%
75 SMIZ ZACKS TRUST 113,896.0 $5.1M 0.34% -3K -2.1% $44.62 -4.4%
76 BTSG BRIGHTSPRING HEALTH SVCS IN Healthcare 72,482.0 $5.1M 0.33% NEW $69.74 -15.6%
77 HCMT DIREXION SHARES ETF TRUST 119,649.0 $5.0M 0.33% NEW $41.94 -2.4%
78 ZACKS TRUST 157,722.0 $5.0M 0.33% +27K +20.9% $31.78
79 SHY ISHARES TR 60,779.0 $5.0M 0.33% +1K +2.3% $82.11 -0.1%
80 SPYV SPDR SERIES TRUST 81,138.0 $4.9M 0.33% -1K -1.5% $60.79 +4.5%
Page 4 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%