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Arete Wealth Advisors

Latest statistics and disclosures from Arete Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DIS, AAPL, NVDA, RSP, BINC, and represent 12.39% of Arete Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DIS (+$15M), AKRE (+$10M), CEFS (+$5.7M), QQQM (+$5.5M), RIV, SPHQ, KBE, XLV, XBI, XOP.
Started 76 new stock positions in CFG, PRN, DINO, BW, PSMT, SPLB, FN, TR, YRD, CEFS.
Reduced shares in these 10 stocks: SPYM (-$12M), FNDX (-$9.2M), NVDA (-$7.5M), SPYG (-$6.8M), VOO (-$5.6M), FTHY, VXX, SPY, GLDM, ISTB.
Sold out of its positions in ADMA, AFL, AFRM, COR, ELV, AVPT, BLDP, VXX, BN, CECO.
Arete Wealth Advisors was a net buyer of stock by $27M.
Arete Wealth Advisors has $1.6B in assets under management (AUM), dropping by 2.83%.
Central Index Key (CIK): 0001600151

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Portfolio Holdings for Arete Wealth Advisors

Arete Wealth Advisors holds 761 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Arete Wealth Advisors has 761 total positions. Only the first 250 positions are shown.

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Download the Arete Wealth Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Walt Disney Company (DIS)	3.2	$52M	+39%	460k	113.67	View chart
Apple (AAPL)	2.7	$44M	+3%	161k	271.91	View chart
NVIDIA Corporation (NVDA)	2.3	$37M	-16%	198k	186.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.3	$37M	+2%	192k	191.56	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.0	$33M		626k	52.77	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.9	$30M	+4%	1.2M	25.75	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.7	$28M	+3%	619k	45.57	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.6	$27M		579k	46.04	View chart
Microsoft Corporation (MSFT)	1.5	$25M	+5%	52k	483.86	View chart
Spdr Series Trust Portfolio S&p500 (SPYM)	1.5	$24M	-33%	300k	80.22	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$24M		330k	71.41	View chart
Alphabet Inc Cap Stk Cap Stk Cl A (GOOGL)	1.2	$20M		64k	313.15	View chart
Spdr S&p 500 Etf Tr Tr Tr Unit (SPY)	1.2	$19M	-14%	28k	681.88	View chart
Amazon (AMZN)	1.2	$19M	-7%	82k	230.92	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$17M	-5%	35k	487.86	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.0	$17M	-2%	337k	49.59	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.0	$16M	+11%	175k	91.38	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$16M	+54%	62k	252.92	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.9	$15M	+2%	605k	25.48	View chart
Broadcom (AVGO)	0.9	$15M	+4%	42k	346.12	View chart
Johnson & Johnson (JNJ)	0.9	$14M		69k	206.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$14M	-13%	23k	614.30	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.8	$14M		166k	82.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$14M	-29%	22k	627.08	View chart
Tesla Motors (TSLA)	0.8	$13M	+33%	29k	449.82	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.8	$12M	-2%	108k	115.10	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.7	$12M	+25%	30k	396.32	View chart
McDonald's Corporation (MCD)	0.7	$11M		37k	305.62	View chart
Meta Platforms Cl A (META)	0.7	$11M	-13%	17k	660.32	View chart
Ishares Tr Short Treas Bd (SHV)	0.7	$11M	+20%	99k	110.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$11M	-7%	16k	684.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$11M		23k	473.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$11M	+4%	169k	62.47	View chart
International Business Machines (IBM)	0.6	$10M		35k	296.21	View chart
JPMorgan Chase & Co. (JPM)	0.6	$10M	-19%	31k	322.20	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.6	$10M	NEW	153k	65.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$9.8M	+48%	183k	53.76	View chart
Exxon Mobil Corporation (XOM)	0.6	$9.7M	+6%	81k	120.34	View chart
Raytheon Technologies Corp (RTX)	0.6	$9.3M		51k	183.39	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$9.0M	+6%	43k	210.33	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.5	$8.9M	-43%	83k	106.70	View chart
Innovator Etfs Trust Growth 100 Pwr B (NMAR)	0.5	$8.7M	+9%	678k	12.89	View chart
Spdr Index Portfolio Devlpd (SPDW)	0.5	$8.7M	+4%	196k	44.41	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$8.5M	+49%	28k	301.15	View chart
Alphabet Inc Cap Stk Cap Stk Cl C (GOOG)	0.5	$8.2M	-5%	26k	313.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$8.0M	-22%	16k	502.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$7.9M	-6%	80k	99.89	View chart
Zacks Trust Earngs Constant (ZECP)	0.5	$7.8M		225k	34.76	View chart
Visa Com Cl A (V)	0.5	$7.7M		22k	350.84	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$7.7M	+10%	31k	246.16	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.5	$7.6M	+2%	134k	56.81	View chart
Abbvie (ABBV)	0.5	$7.4M	+6%	33k	228.50	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$7.4M	-23%	77k	96.17	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$7.0M	+3%	61k	113.92	View chart
Wal-Mart Stores (WMT)	0.4	$6.9M	-2%	62k	111.39	View chart
Home Depot (HD)	0.4	$6.8M	-10%	20k	344.08	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$6.7M	+6%	32k	209.12	View chart
Spdr Index Portfolio Emg Mk (SPEM)	0.4	$6.4M	+8%	138k	46.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$6.3M		29k	219.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$6.1M		18k	335.26	View chart
Goldman Sachs (GS)	0.4	$5.8M	+16%	6.6k	878.95	View chart
Spdr Series Trust S&p Biotech (XBI)	0.4	$5.8M	+142%	48k	121.82	View chart
Eli Lilly & Co. (LLY)	0.4	$5.8M	-3%	5.4k	1074.81	View chart
Palantir Technologies Cl A (PLTR)	0.3	$5.7M	-18%	32k	177.77	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.3	$5.7M	NEW	246k	23.04	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$5.6M	+13%	19k	303.90	View chart
Direxion Direxion Hcm (HCMT)	0.3	$5.6M	+7%	145k	38.56	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.3	$5.5M	+2%	134k	40.90	View chart
Micron Technology (MU)	0.3	$5.4M	+98%	19k	285.40	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.3	$5.3M	+4%	106k	50.23	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.3	$5.3M	+5%	143k	36.99	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$5.3M	+4%	76k	69.42	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$5.2M	-30%	81k	64.44	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.3	$5.2M		98k	52.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$5.1M	-13%	27k	190.99	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$5.1M	+209%	33k	154.80	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$5.1M		76k	67.22	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$4.7M	-6%	15k	309.01	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$4.7M	+9%	61k	76.92	View chart
Etfs Gold Tr Physcl Gold Physcl Gold Shs (SGOL)	0.3	$4.7M	+2%	115k	41.08	View chart
Casey's General Stores (CASY)	0.3	$4.7M		8.4k	552.74	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$4.5M	+110%	32k	143.96	View chart
Applied Digital Corp Com New (APLD)	0.3	$4.5M	-31%	189k	23.99	View chart
Rivernorth Opprtunities Fd I (RIV)	0.3	$4.4M	NEW	377k	11.74	View chart
Zacks Trust Focus Growth Etf (GROZ)	0.3	$4.2M	+3%	140k	29.80	View chart
Merck & Co (MRK)	0.3	$4.1M	+13%	39k	105.26	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$4.0M	NEW	54k	75.06	View chart
Lam Research Corp Com New (LRCX)	0.2	$4.0M	+242%	24k	171.17	View chart
General Dynamics Corporation (GD)	0.2	$4.0M	+109%	12k	336.69	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.2	$3.9M	+42%	154k	25.66	View chart
Blackrock Enhanced Intl Div Com Bene Inter (BGY)	0.2	$3.9M	-27%	661k	5.88	View chart
Procter & Gamble Company (PG)	0.2	$3.9M	+9%	27k	143.32	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.2	$3.9M	+3%	308k	12.54	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$3.7M	+14%	27k	138.45	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.2	$3.7M	+2%	128k	28.52	View chart
Caterpillar (CAT)	0.2	$3.7M	-11%	6.4k	573.00	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.2	$3.6M	+4%	62k	57.72	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$3.6M	+10%	60k	59.29	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$3.5M	+246%	18k	199.67	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$3.5M	+3%	73k	48.00	View chart
Spdr Series Trust S&p Bk Etf (KBE)	0.2	$3.5M	NEW	58k	60.69	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.4M	-17%	28k	123.26	View chart
Chevron Corporation (CVX)	0.2	$3.4M		22k	152.45	View chart
Spdr Series Trust S&p Oilgas Exp (XOP)	0.2	$3.4M	NEW	27k	126.25	View chart
Applovin Corp Com Cl A (APP)	0.2	$3.3M	+53%	4.9k	673.88	View chart
Spdr Series Trust S&p Ins Etf (KIE)	0.2	$3.3M	NEW	54k	60.15	View chart
American Express Company (AXP)	0.2	$3.3M	-35%	8.9k	368.90	View chart
Ishares Tr Core Univrsl Core Total Usd (IUSB)	0.2	$3.3M		70k	46.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$3.2M	-31%	11k	290.22	View chart
Fs Kkr Capital Corp (FSK)	0.2	$3.2M		219k	14.81	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$3.2M	-3%	25k	129.17	View chart
Coca-Cola Company (KO)	0.2	$3.1M	+2%	45k	69.92	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.2	$3.1M	-6%	40k	78.87	View chart
Wells Fargo & Company (WFC)	0.2	$3.0M	+10%	33k	93.20	View chart
Kinross Gold Corp (KGC)	0.2	$3.0M	+260%	107k	28.32	View chart
Bank of America Corporation (BAC)	0.2	$3.0M		55k	55.00	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$3.0M		50k	59.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.0M		31k	96.04	View chart
Zacks Trust Quality Internat (QUIZ)	0.2	$3.0M	+180%	112k	26.60	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.2	$2.9M		16k	179.36	View chart
Costco Wholesale Corporation (COST)	0.2	$2.9M	-7%	3.4k	862.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.9M	-34%	32k	89.46	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$2.9M	+5%	55k	52.53	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$2.9M		8.3k	342.93	View chart
Pfizer (PFE)	0.2	$2.8M	+4%	114k	24.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.8M	+17%	23k	120.19	View chart
Bluerock Pvt Real Estate (BPRE)	0.2	$2.8M	NEW	186k	15.00	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$2.8M	+3%	59k	47.36	View chart
Marriott Intl Cl A (MAR)	0.2	$2.7M	+969%	8.9k	310.23	View chart
Global Net Lease Com New (GNL)	0.2	$2.7M	+20%	312k	8.60	View chart
Cisco Systems (CSCO)	0.2	$2.7M	-4%	35k	77.02	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.2	$2.7M	+96%	31k	87.15	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$2.7M	-4%	27k	100.35	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.2	$2.6M		248k	10.51	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.2	$2.6M	+15%	39k	65.92	View chart
Nasdaq Omx (NDAQ)	0.2	$2.6M	NEW	27k	97.13	View chart
Blackrock (BLK)	0.2	$2.6M	+2%	2.4k	1070.20	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$2.6M	+196%	21k	119.35	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$2.5M	+8%	47k	53.85	View chart
Arista Networks Com Shs (ANET)	0.2	$2.5M	-42%	19k	131.01	View chart
Lockheed Martin Corporation (LMT)	0.2	$2.5M	+9%	5.2k	483.63	View chart
Verizon Communications (VZ)	0.2	$2.5M	-14%	61k	40.72	View chart
Spdr Index S&p Intl Smlcp (GWX)	0.2	$2.5M	+5%	61k	40.86	View chart
Pepsi (PEP)	0.2	$2.5M		17k	143.54	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.4M	+21%	24k	100.38	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$2.4M		80k	30.20	View chart
Janus Detroit Str Tr Hendrson Aaa Hendrson Aaa Cl (JAAA)	0.1	$2.4M	-7%	47k	50.59	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$2.4M	+3%	56k	42.86	View chart
Moody's Corporation (MCO)	0.1	$2.4M	-2%	4.7k	510.74	View chart
Planet Labs Pbc Com Cl A (PL)	0.1	$2.4M	-17%	120k	19.72	View chart
Newmont Mining Corporation (NEM)	0.1	$2.4M	+706%	24k	99.86	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$2.4M	+4%	69k	34.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.3M	+7%	27k	88.47	View chart
Hecla Mining Company (HL)	0.1	$2.3M	NEW	122k	19.19	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$2.3M	-2%	23k	99.50	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.3M	+2%	27k	87.16	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$2.3M	+231%	27k	85.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.3M		31k	75.43	View chart
Kinder Morgan (KMI)	0.1	$2.3M	+13%	83k	27.50	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.1	$2.3M	NEW	27k	84.28	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$2.3M	-5%	58k	38.75	View chart
Boeing Company (BA)	0.1	$2.2M		10k	217.67	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.2M	+5%	6.2k	360.17	View chart
Medtronic SHS (MDT)	0.1	$2.2M		23k	96.05	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$2.2M	+13%	50k	44.34	View chart
Carrier Global Corporation (CARR)	0.1	$2.2M		41k	52.83	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$2.1M	+658%	80k	26.68	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$2.1M	-81%	78k	27.21	View chart
Qualcomm (QCOM)	0.1	$2.1M		12k	171.07	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.1M	-56%	25k	85.38	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$2.1M	+10%	34k	60.82	View chart
Ge Aerospace Com New (GE)	0.1	$2.1M	-3%	6.7k	307.98	View chart
Abbott Laboratories (ABT)	0.1	$2.1M		16k	125.31	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.1M	-31%	2.3k	879.07	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$2.0M	-15%	20k	102.41	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.0M		44k	45.88	View chart
Advanced Micro Devices (AMD)	0.1	$2.0M	-30%	9.5k	214.55	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.0M		3.5k	571.15	View chart
UnitedHealth (UNH)	0.1	$2.0M	+5%	6.0k	330.06	View chart
ConocoPhillips (COP)	0.1	$2.0M	+7%	21k	93.61	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.9M	+32%	9.0k	212.06	View chart
Apollo Global Mgmt (APO)	0.1	$1.9M	-5%	13k	144.78	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.9M	+4%	4.0k	469.09	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$1.9M	+9%	39k	48.12	View chart
Netflix (NFLX)	0.1	$1.9M	+656%	20k	93.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.9M	+2%	13k	143.51	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$1.9M		20k	93.99	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.8M	-34%	37k	49.65	View chart
Otis Worldwide Corp (OTIS)	0.1	$1.8M		21k	87.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.8M	+49%	24k	74.06	View chart
Prudential Financial (PRU)	0.1	$1.8M	+14%	16k	112.90	View chart
United Parcel Service CL B (UPS)	0.1	$1.8M	+22%	18k	99.17	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.8M	+17%	3.7k	480.52	View chart
Philip Morris International (PM)	0.1	$1.8M	+4%	11k	160.43	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$1.7M	+100%	68k	24.83	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.7M	-2%	15k	109.91	View chart
Southern Company (SO)	0.1	$1.7M	-35%	19k	87.19	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.6M	+166%	39k	42.69	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.6M	-19%	21k	79.74	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.6M	+4%	21k	76.23	View chart
Amgen (AMGN)	0.1	$1.6M	-3%	4.9k	327.32	View chart
Deere & Company (DE)	0.1	$1.6M	-14%	3.5k	465.51	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$1.6M	-11%	41k	39.65	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.6M	+30%	2.8k	566.51	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.6M		17k	95.24	View chart
Citigroup Com New (C)	0.1	$1.6M	+5%	14k	116.71	View chart
At&t (T)	0.1	$1.6M	+3%	63k	24.85	View chart
Clear Secure Com Cl A (YOU)	0.1	$1.6M	NEW	45k	35.09	View chart
Palo Alto Networks (PANW)	0.1	$1.6M	-31%	8.5k	184.24	View chart
TJX Companies (TJX)	0.1	$1.6M	-11%	10k	153.64	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$1.6M	+42%	11k	144.18	View chart
Spdr Series Trust Portfolio Ln Cor (SPLB)	0.1	$1.6M	NEW	69k	22.58	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.1	$1.5M	+7%	100k	15.26	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$1.5M	NEW	13k	114.76	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$1.5M	-6%	32k	46.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.5M	+5%	23k	65.99	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	0.1	$1.5M	-14%	39k	38.46	View chart
Lemonade (LMND)	0.1	$1.5M	NEW	21k	71.19	View chart
Constellation Energy (CEG)	0.1	$1.5M		4.2k	353.49	View chart
Oneok (OKE)	0.1	$1.5M		20k	73.50	View chart
MetLife (MET)	0.1	$1.5M	+8%	19k	78.96	View chart
Construction Partners Com Cl A (ROAD)	0.1	$1.5M	NEW	14k	108.56	View chart
3M Company (MMM)	0.1	$1.5M	-2%	9.1k	160.06	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$1.5M	+13%	55k	26.48	View chart
Cme (CME)	0.1	$1.4M	+3%	5.3k	273.14	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$1.4M		9.0k	160.87	View chart
Astera Labs (ALAB)	0.1	$1.4M	-11%	8.6k	166.44	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.4M	-48%	8.8k	162.28	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$1.4M	+24%	26k	54.07	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.4M	-25%	9.1k	154.10	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.1	$1.4M	NEW	99k	14.14	View chart
Select Sector Spdr Tr State Street Communication (XLC)	0.1	$1.4M	+3%	12k	117.70	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.4M	+213%	14k	100.89	View chart
Ge Vernova (GEV)	0.1	$1.4M	-28%	2.1k	653.44	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$1.4M	-3%	29k	47.58	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.3M	+5%	4.8k	277.04	View chart
Gartner (IT)	0.1	$1.3M		5.2k	252.27	View chart
Williams Companies (WMB)	0.1	$1.3M		22k	60.09	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.3M	+3%	24k	54.77	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.3M	+103%	11k	119.38	View chart
Gilead Sciences (GILD)	0.1	$1.3M	-5%	11k	122.73	View chart
Navitas Semiconductor Corp-a (NVTS)	0.1	$1.3M	-35%	181k	7.14	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.3M	-2%	56k	23.02	View chart
Fabrinet SHS (FN)	0.1	$1.3M	NEW	2.8k	455.45	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$1.3M		33k	39.36	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.3M	+8%	22k	58.73	View chart
Altria (MO)	0.1	$1.3M	-4%	22k	57.65	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$1.3M		53k	23.68	View chart
Alps Etf Tr Active Reit Etf (REIT)	0.1	$1.3M	+7%	48k	26.33	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.3M	-37%	6.3k	198.67	View chart

Past Filings by Arete Wealth Advisors

SEC 13F filings are viewable for Arete Wealth Advisors going back to 2013

Arete Wealth Advisors 2025 Q4 filed Feb. 13, 2026
Arete Wealth Advisors 2025 Q3 filed Nov. 12, 2025
Arete Wealth Advisors 2025 Q2 filed Aug. 14, 2025
Arete Wealth Advisors 2025 Q1 filed May 16, 2025
Arete Wealth Advisors 2024 Q4 filed Feb. 12, 2025
Arete Wealth Advisors 2024 Q3 restated filed Nov. 18, 2024
Arete Wealth Advisors 2024 Q3 filed Nov. 14, 2024
Arete Wealth Advisors 2024 Q1 filed May 16, 2024
Arete Wealth Advisors 2023 Q4 filed Feb. 14, 2024
Arete Wealth Advisors 2023 Q3 filed Oct. 30, 2023
Arete Wealth Advisors 2023 Q2 filed Aug. 9, 2023
Arete Wealth Advisors 2023 Q1 restated filed May 22, 2023
Arete Wealth Advisors 2023 Q1 filed May 1, 2023
Arete Wealth Advisors 2022 Q4 filed Feb. 6, 2023
Arete Wealth Advisors 2022 Q3 filed Nov. 7, 2022
Arete Wealth Advisors 2022 Q2 filed Aug. 15, 2022

View all past filings

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