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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 7 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CARR CARRIER GLOBAL CORPORATION Industrials 41,614.0 $3.1M 0.20% $73.35 -18.4%
122 JHMM JOHN HANCOCK EXCHANGE TRADE 40,512.0 $3.0M 0.20% NEW $74.96 +0.8%
123 VZ VERIZON COMMUNICATIONS INC Communication Services 71,498.0 $3.0M 0.20% +14K +24.5% $42.34 +18.1%
124 PLTR PALANTIR TECHNOLOGIES INC Technology 25,866.0 $3.0M 0.20% +6K +29.4% $116.67 +51.2%
125 TCHP T ROWE PRICE EXCHANGE-TRADE 59,854.0 $3.0M 0.20% +2K +3.4% $50.09 -0.3%
126 IEI ISHARES TR 25,282.0 $3.0M 0.20% +3K +11.1% $117.45 -0.8%
127 FTSM FIRST TR EXCHANGE-TRADED FD 49,154.0 $2.9M 0.19% -755.0 -1.5% $59.73 +0.3%
128 WFC WELLS FARGO & CO Financial Services 35,504.0 $2.9M 0.19% +1K +3.9% $82.64 +2.7%
129 IAI ISHARES TR 16,248.0 $2.8M 0.19% NEW $175.33 +11.5%
130 PWRD TCW ETF TRUST 22,952.0 $2.8M 0.19% NEW $122.96 -13.7%
131 IEFA ISHARES TR 29,185.0 $2.8M 0.19% $96.58 +4.1%
132 MINT PIMCO ETF TR 27,952.0 $2.8M 0.19% -639.0 -2.2% $100.81 -0.1%
133 SHYG ISHARES TR 66,095.0 $2.8M 0.18% +12K +23.0% $42.41 -0.4%
134 CLOI VANECK ETF TRUST 51,534.0 $2.7M 0.18% +656.0 +1.3% $52.95 -0.0%
135 VNQ VANGUARD INDEX FDS 28,080.0 $2.7M 0.18% +535.0 +1.9% $96.43 +2.1%
136 IDU ISHARES TR 23,579.0 $2.7M 0.18% -37K -60.8% $114.61 -4.7%
137 GWX SPDR INDEX SHS FDS 61,677.0 $2.7M 0.18% -680.0 -1.1% $43.76 +5.1%
138 FRDM EA SERIES TRUST 36,907.0 $2.7M 0.18% NEW $72.90 -7.2%
139 KMI KINDER MORGAN INC DEL Energy 82,955.0 $2.7M 0.17% +3K +4.1% $31.97 -3.8%
140 HXL HEXCEL CORP NEW Industrials 26,444.0 $2.6M 0.17% NEW $100.06 -7.5%
Page 7 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%