B. Riley Wealth Advisors, Inc.
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.
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
Top Holdings
AAPL
APPLE INC
4.3%
NVDA
NVIDIA CORPORATION
3.2%
IVV
ISHARES TR
2.9%
MSFT
MICROSOFT CORP
2.5%
AMZN
AMAZON COM INC
2.1%
VUG
VANGUARD INDEX FDS
1.5%
QQQ
INVESCO QQQ TR
1.2%
META
META PLATFORMS INC
1.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.