Institutions / B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc.
CIK 1464811 · Institution · as of Dec 31, 2025
Portfolio value
$2.11B
Positions
934
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 934 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $114.75M | 5.4% |
| Apple Inc. | $90.79M | 4.3% |
| Microsoft Corp | $50.82M | 2.4% |
| Amazon.com Inc | $50.68M | 2.4% |
| Meta Platforms Inc | $45.20M | 2.1% |
| Vanguard Index Fds | $42.18M | 2.0% |
| iShares Tr | $41.38M | 2.0% |
| SPDR Series Trust | $37.47M | 1.8% |
| Palantir Technologies Inc | $30.80M | 1.5% |
| Invesco Qqq Tr | $28.24M | 1.3% |
| SPDR S&P 500 ETF Tr | $27.84M | 1.3% |
| ELI LILLY & Co | $27.07M | 1.3% |
| Alphabet Inc. | $23.89M | 1.1% |
| Alphabet Inc. | $22.97M | 1.1% |
| Vanguard Index Fds | $22.35M | 1.1% |
| Broadcom Inc. | $22.11M | 1.0% |
| JPMORGAN CHASE & CO | $20.23M | 1.0% |
| Tesla Inc | $19.67M | 0.9% |
| Trust for Professional Manag | $18.71M | 0.9% |
| Warren E. Buffett | $16.59M | 0.8% |
| SPDR Gold Tr | $16.22M | 0.8% |
| ProShares Tr | $13.95M | 0.7% |
| Uber Technologies, Inc | $13.73M | 0.6% |
| Capital Group Core Balanced | $13.54M | 0.6% |
| CrowdStrike Holdings, Inc. | $13.43M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.