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Manager record

Arete Wealth Advisors, LLC

Chicago, IL · CIK 1600151 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.51BReported 13F valueQ2 2026 · as filed
334Holdings listed
+13.4%vs prior quartervalue change includes market moves
5Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.4M$1.4MQ2 2025730 holdingsQ3 2025: $1.6M$1.6MQ3 2025769 holdingsQ4 2025: $1.4B$1.4BQ4 2025361 holdingsQ1 2026: $1.3B$1.3BQ1 2026321 holdingsQ2 2026: $1.5B$1.5BQ2 2026334 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar. One or more quarters appear to be reported in $ thousands — figures are shown exactly as filed.
Filing record
Aug 13 2026 13F-HR/A · period Q2 2026

$1.51B · 334 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 11 2026 13F-HR · period Q2 2026

$3.05B · 511 holdings listed · View original SEC filing ↗
Aug 11 2026 13F-HR/A · period Q4 2025

$1.44B · 361 holdings listed · amendment (restatement) · View original SEC filing ↗
May 20 2026 13F-HR/A · period Q1 2026

$1.33B · 321 holdings listed · amendment (restatement) · View original SEC filing ↗
May 18 2026 13F-HR · period Q1 2026

$1.34B · 329 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$1.64M · 765 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$1.60M · 769 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$1.41M · 730 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology