Stock Taper

ARETE WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
BrightSpring Health Services, Inc. Common StockBTSG72.48K$5.05M
AT&T Inc.T74.15K$1.53M
Exxon Mobil CorporationXOM77.01K$10.53M
Uber Technologies, Inc.UBER79K$5.7M
Kinder Morgan, Inc.KMI82.95K$2.65M
BP p.l.c.BP92.54K$3.42M
QuantumScape CorporationQS93.21K$704.64K
Amazon.com, Inc.AMZN93.63K$22.32M
Figure Technology Solutions, Inc. Class A Common StockFIGR95.32K$2.93M
Bristol-Myers Squibb CompanyBMY96.07K$5.54M
Opendoor Technologies Inc.OPEN99.3K$458.75K
SoFi Technologies, Inc.SOFI100.87K$1.81M
NIO Inc.NIO100.92K$510.65K
Bank of America CorporationBAC105.69K$6.02M
BRC Group Holdings, Inc.RILY109.65K$881.6K
Oracle CorporationORCL113.84K$16.68M
ImmunityBio, Inc.IBRX114.92K$1.01M
NuScale Power CorporationSMR122.82K$1.23M
Applied Digital Corp.APLD125.49K$4.68M
Pfizer Inc.PFE129.52K$3.12M