§ 13F · FUND PROFILE
B. Riley Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2130.6T (13F)Positions · 1037Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$48.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 615K | $114.7T | 5.3% | −94% |
| 2 | AAPL | APPLE INC | 334K | $90.8T | 4.2% | −88% |
| 3 | MSFT | MICROSOFT CORP | 105K | $50.8T | 2.3% | −6% |
| 4 | AMZN | AMAZON COM INC | 220K | $50.7T | 2.3% | −24% |
| 5 | META | META PLATFORMS INC | 68K | $45.2T | 2.1% | +14% |
| 6 | VUG | VANGUARD INDEX FDS | 86K | $42.2T | 1.9% | −2% |
| 7 | IVV | ISHARES TR | 60K | $41.4T | 1.9% | −3% |
| 8 | BIL | SPDR SERIES TRUST | 410K | $37.5T | 1.7% | +3% |
| 9 | PLTR | PALANTIR TECHNOLOGIES INC | 173K | $30.8T | 1.4% | −33% |
| 10 | QQQ | INVESCO QQQ TR | 46K | $28.2T | 1.3% | +1% |
§ 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 $2130561.0 trillion in assets. The fund runs a massive portfolio of 1,037 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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