Arete Wealth Advisors, LLC originally filed its 13F report for Q1 2026 on May 16, 2026. The filing was subsequently amended, with the latest update submitted on May 20, 2026. The portfolio totaled 1.34 B reflecting a -18.36% change from the prior quarter, spanning 329 assets. The top 10 holdings comprised 26.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 55 new positions and 494 complete exits.
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Yes. Arete Wealth Advisors originally filed on 05/16/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 05/20/2026.
In the Q1 2026 filing, Arete Wealth Advisors reported a managed portfolio value of 1.33 B, consisting of 321 individual positions.
Multiple filings indicate that Arete Wealth Advisors updated their Q1 2026 report. The initial filing was submitted on 05/16/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Arete Wealth Advisors bought or sold during Q1 2026, please visit Arete Wealth Advisors's Portfolio Analysis page.