B. Riley Wealth Advisors, Inc.

Name: B. Riley Wealth Advisors, Inc. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001464811 · MEMPHIS, TN · Quarter end: 2025-03-31 · Filed on: 2026-08-28 · Open the SEC source ↗

The most recent 13F EDGAR holds under this CIK is 2025 Q1, filed 2026-08-28. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.

B. Riley Wealth Advisors, Inc. reported 1,321 positions worth $3.39B as of March 31, 2025 (13F filed August 28, 2026). Largest holding: AAPL (4.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$3.39B

2025 Q1

Positions

1,321

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

21.2%

Est. Net Flow (Q)

—

2025 Q1

Positions Changes Mix History BacktestPRO

10 / 1321 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	AAPL	APPLE INC	SH	$146.1M	4.31%	657,520	—	—
▸ 2	NVDA	NVIDIA CORPORATION	SH	$109.2M	3.22%	1,007,252	—	—
▸ 3	IVV	ISHARES TR	SH	$99.7M	2.94%	177,419	—	—
▸ 4	MSFT	MICROSOFT CORP	SH	$83.6M	2.47%	222,644	—	—
▸ 5	AMZN	AMAZON COM INC	SH	$72.7M	2.15%	382,085	—	—
▸ 6	VUG	VANGUARD INDEX FDS	SH	$51.5M	1.52%	139,003	—	—
▸ 7	QQQ	INVESCO QQQ TR	SH	$39.7M	1.17%	84,582	—	—
▸ 8	META	META PLATFORMS INC	SH	$39.6M	1.17%	68,760	—	—
▸ 9	SPY	SPDR S&P 500 ETF TR	SH	$39.3M	1.16%	70,238	—	—
▸ 10	VTV	VANGUARD INDEX FDS	SH	$35.3M	1.04%	204,437	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does B. Riley Wealth Advisors, Inc. hold as of Q1 2025?

B. Riley Wealth Advisors, Inc. reported 1321 positions worth $3.39B in its Q1 2025 13F filing. Largest positions: AAPL (4.3%), NVDA (3.2%), IVV (2.9%), MSFT (2.5%) and AMZN (2.1%).

What did B. Riley Wealth Advisors, Inc. buy in Q1 2025?

No previous quarter is available yet; the comparison appears with the next filing.

What did B. Riley Wealth Advisors, Inc. sell in Q1 2025?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.