SEC 13F Intelligence

Arete Wealth Advisors, LLC / AAPL

Arete Wealth Advisors, LLC’s Apple Inc Position

Does Arete Wealth Advisors, LLC own Apple Inc (AAPL)? Yes — 151.5K shares worth $38M (+2.88% of its 13F portfolio) as of Q1 2026, down from 160.6K shares the prior filed quarter.

Position Value
$38M
Q1 2026
Shares
151.5K
% of Portfolio
+2.88%
Quarters Held
28
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $8MQ3 ’19: $8MQ4 ’19: $10MQ4 ’19Q1 ’20: $9MQ2 ’20: $13MQ3 ’20: $17MQ4 ’20: $19MQ4 ’20Q1 ’21: $18MQ2 ’21: $14MQ3 ’21: $20MQ4 ’21: $26MQ4 ’21Q1 ’22: $25MQ2 ’22: $20MQ3 ’22: $30MQ4 ’22: $27.9BQ4 ’22Q1 ’23: $34,812Q2 ’23: $35,732Q4 ’23: $32MQ2 ’24: $38,589Q2 ’24Q3 ’24: $29,094Q4 ’24: $43,288Q1 ’25: $37,591Q2 ’25: $30,019Q2 ’25Q3 ’25: $39,437Q4 ’25: $43,680Q1 ’26: $38Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026151.5K$38M+2.88%
Q4 2025160.6K$43,680+2.66%
Q3 2025154.8K$39,437+2.47%
Q2 2025146.3K$30,019+2.13%
Q1 2025169.2K$37,591+2.87%
Q4 2024172.8K$43,288+3.12%
Q3 2024125.4K$29,094+2.49%
Q2 2024189.9K$38,589+3.17%
Q4 2023166.6K$32M+2.45%
Q2 2023184.2K$35,732+3.16%
Q1 2023211.1K$34,812+2.83%
Q4 2022214.4K$27.9B+2.44%
Q3 2022216.5K$30M+2.93%
Q2 2022148.5K$20M+2.06%
Q1 2022144.7K$25M+2.12%
Q4 2021142.4K$26M+2.19%
Q3 2021141.8K$20M+2.21%
Q2 2021141.8K$14M+2.02%
Q1 2021145.1K$18M+2.27%
Q4 2020140.6K$19M+2.62%
Q3 2020147.4K$17M+2.51%
Q2 202036.4K$13M+2.30%
Q1 202034.4K$9M+1.72%
Q4 201934.4K$10M+1.76%
Q3 201937.5K$8M+1.60%
Q2 201940.1K$8M+1.54%
Q1 201937.2K$7M+1.48%
Q4 201838.2K$6M+1.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Arete Wealth Advisors, LLC’s full portfolio or all institutional holders of AAPL.