Arete Wealth Advisors, LLC: 13F holdings

CIK 16001512026Q2

Positions334
Reported value$1.5bn
Filed2026-08-13

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC185,325$53.6m3.5%
RSP INVESCO EXCHANGE TRADED FD236,578$50.3m3.3%
BINC BLACKROCK ETF TRUST II896,622$46.9m3.1%
DIS DISNEY WALT CO458,881$44.2m2.9%
NVDA NVIDIA CORPORATION203,959$40.8m2.7%
FBND FIDELITY MERRIMACK STR TR832,624$37.9m2.5%
PVAL PUTNAM ETF TRUST676,109$34.4m2.3%
SPAB SPDR SERIES TRUST1,347,217$34.4m2.3%
SPYM SPDR SERIES TRUST391,035$34.4m2.3%
VUG VANGUARD INDEX FDS361,436$31.2m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1600151")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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