Arete Wealth Advisors, LLC has recently submitted an amended 13F filing, revealing that the firm manages over $1.37 billion in assets. This report, dated November 9, 2026, provides insights into the company's investment strategies and portfolio adjustments.

The filing indicates a total of 356 holdings, with a reported value of $1,378,648,057 as of September 30, 2025. This significant asset management figure highlights the firm's position in the wealth management sector, showcasing its ability to navigate complex market conditions.

About Arete Wealth Advisors

Arete Wealth Advisors, LLC, located in Chicago, Illinois, is a financial advisory firm that focuses on providing wealth management services. The company was previously known as Arete Wealth Management, LLC before a name change in February 2020. The firm operates under the Central Index Key (CIK) number 0001600151 and is categorized under the SEC's filings.

Details from the Filing

The amended filing, designated as a 13F-HR/A, reflects the firm's holdings as of September 30, 2025. Jennifer Nelson, the Senior Vice President of Finance & Commissions, signed off on the document. The filing notes that it is an amendment to a previous 13F report, indicating a restatement of certain holdings.

Impact of the Filing

This update is significant not only for Arete Wealth Advisors but also for the broader wealth management industry, as it illustrates evolving investment strategies in response to market dynamics. The firm’s holdings include substantial investments in well-known companies such as Abbott Labs and Amazon, which may influence the decisions of other firms in the sector.

What's Next?

The filing does not specify any immediate next steps for Arete Wealth Advisors. However, it is likely that the firm will continue to monitor its portfolio and adjust its strategies as necessary in response to market conditions.