13F Filings History of Arete Wealth Advisors, LLC

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$1,583,372,000
Signature - Title
Christian Bulla - Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Arete Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Arete Wealth Advisors, LLC reported 763 stock holdings with total value $1,583,372,000 as of Q3 2025. Top holdings included NVDA, AAPL, DIS, RSP, and SPLG.

Notify me when Arete Wealth Advisors, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 763 $1,583,372,000 +$244,703,526 -$129,943,229 +$114,760,297 NVDA, AAPL, DIS, RSP, SPLG 13F-HR 12 Nov 2025, 11:24
Q2 2025 721 $1,381,263,000 +$170,874,803 -$182,835,042 -$11,960,239 DIS, NVDA, RSP, AAPL, SPAB 13F-HR 14 Aug 2025, 11:30
Q1 2025 717 $1,280,611,000 +$142,892,694 -$203,857,061 -$60,964,367 AAPL, DIS, NVDA, FBND, RSP 13F-HR 15 May 2025, 20:10
Q4 2024 744 $1,381,664,000 +$253,069,630 -$73,619,451 +$179,450,179 AAPL, VOO, DIS, QQQ, NVDA 13F-HR 12 Feb 2025, 17:14
Q3 2024 704 $1,140,199,000 +$247,388,292 -$336,879,139 -$89,490,847 VOO, DIS, AAPL, QQQ, RSP Restatement 18 Nov 2024, 14:39
Q2 2024 726 $1,211,903,000 +$316,849,935 -$175,213,787 +$141,636,148 AAPL, QQQ, VOO, FSK, DIS 13F-HR 13 Aug 2024, 17:35
Q1 2024 375 $1,075,145,274 +$112,604,308 -$392,445,916 -$279,841,608 ABBV, DIS, RSP, QQQ, VOO 13F-HR 15 May 2024, 17:58
Q4 2023 737 $1,309,609,194 +$712,222,564 -$24,455,380 +$687,767,184 ABBV, RSP, AAPL, DIS, ABT 13F-HR 14 Feb 2024, 11:51
Q3 2023 500 $572,655,734 +$100,760,010 -$226,899,152 -$126,139,142 FSK, QQQ, DIS, VOO, GLD 13F-HR 30 Oct 2023, 09:34
Q2 2023 660 $1,110,709,000 +$161,420,276 -$212,109,454 -$50,689,178 ABBV, AAPL, ABT, VOO, RSP 13F-HR 09 Aug 2023, 11:42
Q1 2023 623 $1,164,363,000 +$161,291,290 -$56,327,994 +$104,963,296 RSP, ABBV, VIG, AAPL, ABT Restatement 22 May 2023, 13:57
Q4 2022 556 $1,453,998,217 +$583,288,464 -$71,585,281 +$511,703,183 TPHE, RSP, ABBV, BITQ, VIG 13F-HR 06 Feb 2023, 12:05
Q3 2022 572 $1,018,716,367 +$375,542,752 -$226,015,726 +$149,527,026 RSP, ABBV, VIG, AAPL, EMNT 13F-HR 07 Nov 2022, 08:10
Q2 2022 402 $831,550,523 +$190,723,768 -$164,143,526 +$26,580,242 RSP, VUG, VBR, FTSL, AAPL 13F-HR 15 Aug 2022, 15:05
Q1 2022 497 $1,184,838,354 +$180,051,731 -$49,614,131 +$130,437,600 RSP, ABBV, VOO, VIG, VBR 13F-HR 06 May 2022, 17:13
Q4 2021 498 $1,170,061,496 +$251,826,959 -$19,056,339 +$232,770,620 RSP, VOO, ABBV, ABT, VBR 13F-HR 07 Feb 2022, 07:58
Q3 2021 407 $903,732,000 +$103,113,567 -$61,590,678 +$41,522,889 RSP, VOO, DIS, VBR, AAPL 13F-HR 15 Nov 2021, 09:48
Q2 2021 295 $642,995,000 +$94,996,857 -$59,736,006 +$35,260,851 RSP, VOO, VBR, TCHP, VTI 13F-HR 09 Aug 2021, 09:03
Q1 2021 413 $778,342,000 +$136,200,712 -$91,782,087 +$44,418,625 RSP, VOO, VBR, AAPL, VTI 13F-HR 10 May 2021, 14:57
Q4 2020 399 $704,561,000 +$118,951,683 -$115,249,178 +$3,702,505 VOO, VIG, RSP, VBR, AAPL 13F-HR 08 Feb 2021, 10:50
Q3 2020 379 $658,231,000 +$120,763,199 -$36,498,202 +$84,264,997 VOO, VUG, VIG, EMNT, AAPL 13F-HR 09 Nov 2020, 08:51
Q2 2020 366 $575,431,765 +$153,778,404 -$114,905,795 +$38,872,609 VOO, VIG, VUG, AAPL, SPY 13F-HR 11 Aug 2020, 09:30
Q1 2020 334 $505,007,000 +$152,807,004 -$63,750,588 +$89,056,416 BIL, SPY, VGSH, VOO, VIG 13F-HR 14 May 2020, 13:02
Q4 2019 390 $574,802,000 +$78,935,094 -$30,951,486 +$47,983,608 SPY, VIG, VTI, VOO, NEAR 13F-HR 14 Feb 2020, 11:10
Q3 2019 403 $523,019,000 +$44,431,535 -$20,876,200 +$23,555,335 VIG, SPY, VTI, NEAR, VOO 13F-HR 13 Nov 2019, 15:06
Q2 2019 388 $515,430,000 +$72,603,648 -$24,148,875 +$48,454,773 SPY, VIG, VTI, VOO, NEAR 13F-HR 14 Aug 2019, 11:20
Q1 2019 383 $477,499,000 +$120,822,335 -$70,491,805 +$50,330,530 VIG, SPY, VTI, VOO, BTALXXXX 13F-HR 15 May 2019, 14:17
Q4 2018 364 $410,317,000 +$86,096,127 -$33,339,901 +$52,756,226 EFA, SPTM, VTI, PUTW, HFRO 13F-HR 14 Feb 2019, 13:07
Q3 2018 361 $450,708,000 +$80,957,695 -$46,456,487 +$34,501,208 EFA, VTI, SPTM, AAPL, HFRO 13F-HR 14 Nov 2018, 14:17
Q2 2018 364 $416,033,443 +$141,870,314 -$12,319,791 +$129,550,523 SPY, VTI, SPTM, AAPL, HFRO 13F-HR 14 Aug 2018, 12:59
Q1 2018 319 $297,644,887 +$40,084,210 -$19,277,388 +$20,806,822 SPY, HFRO, VOO, BRKB, ARKK 13F-HR 15 May 2018, 17:07
Q4 2017 312 $298,098,909 +$88,811,546 -$22,271,749 +$66,539,797 SPY, HFRO, VOO, AIGWS, BAC 13F-HR 14 Feb 2018, 12:27
Q3 2017 268 $250,676,000 +$41,456,191 -$9,202,728 +$32,253,463 AIGWS, VOO, FSKXXXX, BAC, AAPL 13F-HR 14 Nov 2017, 18:26
Q2 2017 231 $218,641,000 +$41,926,845 -$31,186,233 +$10,740,612 AIGWS, VOO, FSKXXXX, BAC, AAPL 13F-HR 14 Aug 2017, 11:59
Q1 2017 199 $229,202,195 +$38,759,158 -$16,089,817 +$22,669,341 AIGWS, BAC, VOO, FSKXXXX, AMLPXXXX 13F-HR 28 Apr 2017, 17:10
Q4 2016 185 $216,573,000 +$70,701,219 -$12,382,091 +$58,319,128 BAC, AIGWS, FSKXXXX, VOO, AMLPXXXX 13F-HR 14 Feb 2017, 11:51
Q3 2016 153 $174,537,000 +$37,827,374 -$16,325,223 +$21,502,151 AIGWS, BAC, FSKXXXX, EOG, AIG 13F-HR 14 Nov 2016, 09:17
Q2 2016 140 $158,894,000 +$48,183,683 -$14,109,933 +$34,073,750 BAC, FSKXXXX, AIG, AIGWS, SLW 13F-HR 15 Aug 2016, 11:50
Q1 2016 145 $166,972,000 +$53,107,955 -$16,056,372 +$37,051,583 KMPH, BAC, AAPL, FSKXXXX, AIG 13F-HR 13 May 2016, 13:33
Q4 2015 137 $165,085,000 +$63,193,059 -$12,563,316 +$50,629,743 KMPH, BAC, FSKXXXX, AIG, AAPL 13F-HR 12 Feb 2016, 11:56
Q3 2015 129 $128,003,000 +$23,565,252 -$7,498,077 +$16,067,175 BAC, AIG, FSKXXXX, AAPL, SDSXXXX 13F-HR 13 Nov 2015, 12:34
Q2 2015 141 $148,495,000 +$24,998,746 -$15,517,523 +$9,481,223 BAC, AIG, AAPL, FSKXXXX, AIGWS 13F-HR 14 Aug 2015, 14:40
Q1 2015 151 $154,480,000 +$37,975,403 -$7,915,802 +$30,059,601 BAC, AIG, FSKXXXX, AAPL, WPX 13F-HR 14 May 2015, 20:41
Q4 2014 140 $140,978,012 +$43,077,615 -$12,723,732 +$30,353,883 BAC, AIG, FSKXXXX, AAPL, AIGWS 13F-HR 11 Feb 2015, 11:19
Q3 2014 133 $132,402,012 +$24,641,815 -$5,719,951 +$18,921,864 BAC, FSKXXXX, AIG, AAPL, QQQXXXX 13F-HR 14 Nov 2014, 10:43
Q2 2014 127 $128,395,012 +$38,481,301 -$9,992,228 +$28,489,073 BAC, FSKXXXX, AIG, AAPL, AIGWS 13F-HR 14 Aug 2014, 10:44
Q1 2014 109 $107,709,000 +$19,260,669 -$9,413,804 +$9,846,865 BAC, AIG, AAPL, MBI, SDOCQ 13F-HR 15 May 2014, 11:45
Q4 2013 98 $101,376,000 $0 BAC, MBI, AIG, AAPL, SDOCQ 13F-HR 14 Feb 2014, 13:17