Institutions / Arete Wealth Advisors, LLC
Arete Wealth Advisors, LLC
CIK 1600151 · Institution · as of Dec 31, 2025
Portfolio value
$1.64M
Positions
761
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 761 →
| Company | Value | % of portfolio |
|---|---|---|
| Walt Disney Co | $52.3K | 3.2% |
| Apple Inc. | $43.7K | 2.7% |
| NVIDIA Corp | $36.8K | 2.2% |
| Invesco Exchange Traded Fd T | $36.8K | 2.2% |
| BlackRock ETF Trust II | $33.0K | 2.0% |
| SPDR Series Trust | $30.3K | 1.8% |
| Putnam ETF Trust | $28.2K | 1.7% |
| Fidelity Merrimack Str Tr | $26.7K | 1.6% |
| Microsoft Corp | $25.2K | 1.5% |
| SPDR Series Trust | $24.0K | 1.5% |
| iShares Tr | $23.6K | 1.4% |
| Alphabet Inc. | $20.0K | 1.2% |
| SPDR S&P 500 ETF Tr Tr | $19.4K | 1.2% |
| Amazon.com Inc | $18.9K | 1.1% |
| Vanguard Index Fds | $17.0K | 1.0% |
| PGIM ETF Tr | $16.7K | 1.0% |
| SPDR Series Trust | $16.0K | 1.0% |
| Invesco Exch Traded Fd Tr II | $15.6K | 0.9% |
| VanEck ETF Trust | $15.4K | 0.9% |
| Innovator Etfs Trust | $14.7K | 0.9% |
| Broadcom Inc. | $14.6K | 0.9% |
| Johnson & Johnson | $14.2K | 0.9% |
| Invesco Qqq Tr | $14.0K | 0.9% |
| SPDR Series Trust | $13.7K | 0.8% |
| Vanguard Index Fds | $13.6K | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.