account_balance
Investment manager · 13F filer · SEC CIK 1600151
Arete Wealth Advisors, LLC
Reported value$1.58Bas of Sep 30, 2026
Positions362 56 new, 205 sold out
Top 10 weight27%AAPL alone is 4%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPL
Apple Inc
4.0%Trimmed
BINC
BlackRock Etf Trust II
3.2%Added
DIS
Disney Walt Co
3.1%Trimmed
NVDA
Nvidia Corporation
3.0%Trimmed
FBND
Fidelity Merrimack STR Tr
2.7%Added
RSP
Invesco Exchange Traded Fd T
2.7%Trimmed
SPAB
SPDR Series Trust
2.4%Added
PVAL
Putnam Etf Trust
2.3%Added
SPYM
SPDR Series Trust
2.1%Trimmed
VUG
Vanguard Index FDS
2.1%Trimmed
352 others
72.6%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed