Arete Wealth Advisors, LLC - Portfolio overview

Arete Wealth Advisors, LLC has 805 reported holdings in this dataset, with the latest filing dated 2026-05-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. BINC - BLACKROCK ETF TRUST II, 3.44%
2. DIS - DISNEY WALT CO, 3.32%
3. RSP - INVESCO EXCHANGE TRADED FD, 2.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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