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Arete Wealth Advisors, LLC

Arete Wealth Advisors, LLC is a Bank institutional filer with the SEC under CIK 1600151, reporting 334 portfolio positions, with 35 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: IL
  • Filing type: 13F-HR/A
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-12

Top 10 portfolio positions

The largest reported holdings in Arete Wealth Advisors, LLC's most recent 13F filing, ranked by reported market value.

  1. APPLE INC (AAPL)
  2. INVESCO EXCHANGE TRADED FD (RSP)
  3. BLACKROCK ETF TRUST II (BINC)
  4. DISNEY WALT CO (DIS)
  5. NVIDIA CORPORATION (NVDA)
  6. FIDELITY MERRIMACK STR TR (FBND)
  7. PUTNAM ETF TRUST (PVAL)
  8. SPDR SERIES TRUST (SPAB)
  9. SPDR SERIES TRUST (SPYM)
  10. VANGUARD INDEX FDS (VUG)
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