B. Riley Wealth Advisors
$1.8B 13F equity value
908 Holdings
Quarter ended June 30, 2026
The latest 13F on file for B. Riley Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 501,625 | $98M | 5.3% |
| AAPL | APPLE INC | 227,727 | $64M | 3.5% |
| IVV | ISHARES TR | 59,644 | $44M | 2.4% |
| AMZN | AMAZON COM INC | 151,373 | $36M | 2.0% |
| META | META PLATFORMS INC | 59,413 | $33M | 1.8% |
| MSFT | MICROSOFT CORP | 81,778 | $30M | 1.6% |
| VUG | VANGUARD INDEX FDS | 345,642 | $29M | 1.6% |
| LLY | ELI LILLY & CO | 22,302 | $27M | 1.5% |
| SPY | STATE STR SPDR S&P 500 ETF T | 33,701 | $25M | 1.4% |
| APUE | TRUST FOR PROFESSIONAL MANAG | 510,969 | $23M | 1.3% |
Track B. Riley Wealth Advisors's 13F portfolio: $1.8B in reported holdings, 908 positions. Top holdings and quarterly changes on SentiSense.
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