CIK 1600151
Arete Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
761
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 301–350 of 761
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 12K | $500K+ | SH |
| PECO | PHILLIPS EDISON & CO INC | 26K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 7K | $500K+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 19K | $500K+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 6K | $500K+ | SH |
| INTC | INTEL CORP | 24K | $500K+ | SH |
| CG | CARLYLE GROUP INC | 15K | $500K+ | SH |
| IAGG | ISHARES TR | 18K | $500K+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 42K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 7K | $500K+ | SH |
| MS | MORGAN STANLEY | 5K | $500K+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 18K | $500K+ | SH |
| KJAN | INNOVATOR ETFS TRUST | 20K | $500K+ | SH |
| ARCC | ARES CAPITAL CORP | 42K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 19K | $500K+ | SH |
| USIG | ISHARES TR | 16K | $500K+ | SH |
| FLCE | ADVISORS INNER CIRCLE FD II | 29K | $500K+ | SH |
| FRDM | EA SERIES TRUST | 16K | $500K+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 6K | $500K+ | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 7K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| CMBS | ISHARES TR | 16K | $500K+ | SH |
| TMUS | T-MOBILE US INC | 4K | $500K+ | SH |
| SJNK | SPDR SERIES TRUST | 32K | $500K+ | SH |
| SAIC | SCIENCE APPLICATIONS INTL CO | 8K | $500K+ | SH |
| IXHL | INCANNEX HEALTHCARE INC | 2.2M | $500K+ | SH |
| TLH | ISHARES TR | 8K | $500K+ | SH |
| EVSM | MORGAN STANLEY ETF TRUST | 16K | $500K+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 9K | $500K+ | SH |
| UMAR | INNOVATOR ETFS TRUST | 19K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 14K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 10K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| CMI | CUMMINS INC | 1K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 3K | $500K+ | SH |
| SPMD | SPDR SERIES TRUST | 13K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 6K | $500K+ | SH |
| KKR | KKR & CO INC | 6K | $500K+ | SH |
| FERG | FERGUSON ENTERPRISES INC | 3K | $500K+ | SH |
| STRT | STRATTEC SEC CORP | 10K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 9K | $500K+ | SH |
| IGRO | ISHARES TR | 9K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 9K | $500K+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 10K | $500K+ | SH |
| ASML | ASML HOLDING N V N Y REGISTRY | 682 | $500K+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 3K | $500K+ | SH |
| AZN | ASTRAZENECA PLC | 8K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 4K | $500K+ | SH |