AWA
SAFX

Arete Wealth Advisors’s XCF Global Inc SAFX Stock Holding History

Arete Wealth Advisors’s Portfolio SAFX Stock Details SAFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$774K Buy
+1,752,500
New +$795K 0.03% 381

Other funds holding SAFX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
CFO
Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return

Arete Wealth Advisors's SAFX Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in XCF Global Inc (SAFX) in Q2 2026: 1,752,500 shares worth $774K. The stake represents 0.03% of the portfolio and ranks #381 among its holdings.

26 funds tracked by Wall St. Rank hold SAFX as of Q2 2026.

  • Arete Wealth Advisors held 1,752,500 shares of XCF Global Inc worth $774K as of Q2 2026.
  • XCF Global Inc was a new Arete Wealth Advisors position in Q2 2026.
  • XCF Global Inc made up 0.03% of Arete Wealth Advisors's portfolio in Q2 2026, its #381 holding.
  • 26 funds tracked by Wall St. Rank held XCF Global Inc as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.