Arete Wealth Advisors
$1.5B 13F equity value
419 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Arete Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 185,325 | $54M | 3.5% |
| RSP | INVESCO EXCHANGE TRADED FD | 236,578 | $50M | 3.3% |
| BINC | BLACKROCK ETF TRUST II | 896,622 | $47M | 3.1% |
| DIS | DISNEY WALT CO | 458,881 | $44M | 2.9% |
| NVDA | NVIDIA CORPORATION | 203,959 | $41M | 2.7% |
| FBND | FIDELITY MERRIMACK STR TR | 832,624 | $38M | 2.5% |
| PVAL | PUTNAM ETF TRUST | 676,109 | $34M | 2.3% |
| SPAB | SPDR SERIES TRUST | 1,347,217 | $34M | 2.3% |
| SPYM | SPDR SERIES TRUST | 391,035 | $34M | 2.3% |
| VUG | VANGUARD INDEX FDS | 361,436 | $31M | 2.1% |
Track Arete Wealth Advisors's 13F portfolio: $1.5B in reported holdings, 419 positions. Top holdings and quarterly changes on SentiSense.
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