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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 5 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRK MERCK & CO INC Healthcare 37,010.0 $4.8M 0.31% -14K -28.0% $128.50 +18.7%
82 DGRO ISHARES TR 61,846.0 $4.7M 0.31% -580.0 -0.9% $75.79 +5.0%
83 APLD APPLIED DIGITAL CORP Technology 125,486.0 $4.7M 0.31% -48K -27.6% $37.30 -27.1%
84 PSI INVESCO EXCHANGE TRADED FD 24,913.0 $4.7M 0.31% NEW $187.82 -26.0%
85 SGOV ISHARES TR 45,878.0 $4.6M 0.30% +18K +63.5% $100.67 -0.0%
86 INTC INTEL CORP Technology 32,683.0 $4.6M 0.30% +17K +112.1% $139.63 -35.5%
87 SLV ISHARES SILVER TR Financial Services 84,277.0 $4.5M 0.30% -6K -6.1% $53.47 +17.3%
88 SGOL ETFS GOLD TR Financial Services 116,948.0 $4.5M 0.30% +12K +11.3% $38.23 +15.0%
89 PSC PRINCIPAL EXCHANGE TRADED F 62,934.0 $4.4M 0.29% -2K -3.3% $70.12 -0.5%
90 CSCO CISCO SYS INC Technology 37,515.0 $4.4M 0.29% NEW $117.46 -5.5%
91 AVK ADVENT CONV & INCOME FD Financial Services 319,601.0 $4.2M 0.28% +2K +0.6% $13.10 -3.3%
92 SPACE EXPLORATION TECHN COR 24,345.0 $4.2M 0.28% NEW $170.86
93 IYW ISHARES TR 16,036.0 $4.0M 0.27% NEW $252.24 -2.0%
94 TTMI TTM TECHNOLOGIES INC Technology 21,624.0 $4.0M 0.27% NEW $187.02 -40.9%
95 OMFL INVESCO EXCH TRD SLF IDX FD 58,902.0 $4.0M 0.27% NEW $68.54 +3.1%
96 SPEM SPDR INDEX SHS FDS 76,035.0 $3.9M 0.26% +3K +4.6% $51.78 +1.2%
97 XBI SPDR SERIES TRUST 24,155.0 $3.8M 0.25% NEW $158.25 +4.7%
98 BGY BLACKROCK ENHANCED INTL DIV Financial Services 661,325.0 $3.8M 0.25% NEW $5.74 +1.9%
99 KO COCA COLA CO Consumer Defensive 46,554.0 $3.8M 0.25% +25K +115.8% $81.27 +12.1%
100 EFA ISHARES TR 35,022.0 $3.6M 0.24% +4K +12.1% $103.88 +4.2%
Page 5 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%