Arete Wealth Advisors
$1.5B Assets Reported
828 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BINC | BLACKROCK ETF TRUST II | 880,911 | $46M | 3.0% |
| JOB | GEE GROUP INC | 866,242 | $45M | 2.9% |
| DIS | DISNEY WALT CO | 458,292 | $44M | 2.9% |
| SFBS | SERVISFIRST BANCSHARES INC | 457,892 | $44M | 2.9% |
| RSP | INVESCO EXCHANGE TRADED FD | 202,900 | $39M | 2.5% |
| AAPL | APPLE INC | 151,546 | $38M | 2.5% |
| FBND | FIDELITY MERRIMACK STR TR | 787,482 | $36M | 2.3% |
| SPAB | SPDR SERIES TRUST | 1,347,198 | $35M | 2.3% |
| NVDA | NVIDIA CORPORATION | 195,576 | $34M | 2.2% |
| PVAL | PUTNAM ETF TRUST | 701,242 | $33M | 2.1% |
Track Arete Wealth Advisors's 13F portfolio: $1.5B in reported holdings, 828 positions. Top holdings, AUM, and quarterly changes on SentiSense.