§ 13F · FUND PROFILE
B. Riley Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.2B (13F)Positions · 1073Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$51M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 499K | $82M | 5.2% | — |
| 2 | AAPL | APPLE INC | 223K | $55M | 3.5% | — |
| 3 | IVV | ISHARES TR | 54K | $34M | 2.2% | −11% |
| 4 | META | META PLATFORMS INC | 59K | $32M | 2.0% | — |
| 5 | AMZN | AMAZON COM INC | 149K | $30M | 1.9% | — |
| 6 | MSFT | MICROSOFT CORP | 83K | $30M | 1.9% | +21% |
| 7 | VUG | VANGUARD INDEX FDS | 58K | $24M | 1.5% | −33% |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | 162K | $22M | 1.4% | — |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 34K | $21M | 1.3% | −17% |
| 10 | LLY | ELI LILLY & CO | 22K | $20M | 1.2% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE B. SIGNAL
AC read
B. Riley Wealth Advisors, Inc. is a Other fund managing $2.2 billion in assets. The fund runs a massive portfolio of 1,073 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed