Arete Wealth Advisors, LLC
•CIK: 1600151•Filing: Q4 2025
**Arete Wealth Advisors, LLC** manages $1.6B across a diversified portfolio of 760 positions. The firm maintains significant exposure to technology and market-linked instruments, highlighted by top holdings including DIS ($52.3M), AAPL ($43.7M), and NVDA ($36.8M). Notable allocations also include substantial positions in RSP ($36.8M), BINC ($33.0M), and SPAB ($30.3M). This concentration suggests a strategy balancing large-cap tech anchors with broader market and sector plays.
Total AUM
$1.6B
QoQ Performance
+2.9%
Positions
504
Top 10 Concentration
25.4%
Latest Filing
Q4 2025
Top Holdings Allocation
DIS3.2%
AAPL2.7%
NVDA2.2%
RSP2.2%
BINC2.0%
SPAB1.8%
PVAL1.7%
FBND1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.4%
Technology13.6%
Consumer4.7%
Communication4.1%
Financial3.3%
ETF3.3%
Healthcare3.1%
Industrial1.6%
🚪 Exited Positionssold since Q3 2025
+569 more exited positions
Changes from Q3 2025
NEW11 new positions
↑111 increased
↓77 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022