Arete Wealth Advisors, LLC
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$2.7B
Holdings
315
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BINC
BLACKROCK ETF TRUST II
Held since at least Q1 2024
3.4%
02
$DIS
DISNEY WALT CO
Held since at least Q1 2024
3.3%
03
$RSP
INVESCO EXCHANGE TRADED FD
Held since at least Q1 2024
2.9%
04
$AAPL
APPLE INC
Q1 2026: Sold 11.3% (1.7k → 1.5k shares)
2.9%
05
$FBND
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
2.7%
06
$SPAB
SPDR SERIES TRUST
Held since at least Q1 2024
2.6%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 1.9% (38.4k → 37.7k shares)
2.6%
08
$PVAL
PUTNAM ETF TRUST
Held since at least Q1 2024
2.5%
09
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
2.0%
10
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:40 UTC.