§ 13F · FUND PROFILE
B. Riley Wealth Advisors, Inc..
AUM · $1.9B (13F)Positions · 914Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$49M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 502K | $98M | 5.2% | −95% |
| 2 | AAPL | APPLE INC | 228K | $64M | 3.4% | −68% |
| 3 | IVV | ISHARES TR | 60K | $44M | 2.4% | +11% |
| 4 | AMZN | AMAZON COM INC | 151K | $36M | 1.9% | −57% |
| 5 | META | META PLATFORMS INC | 59K | $33M | 1.8% | −77% |
| 6 | MSFT | MICROSOFT CORP | 82K | $30M | 1.6% | −37% |
| 7 | VUG | VANGUARD INDEX FDS | 346K | $29M | 1.6% | +499% |
| 8 | LLY | ELI LILLY & CO | 22K | $27M | 1.5% | −93% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 34K | $25M | 1.3% | ±0% |
| 10 | APUE | TRUST FOR PROFESSIONAL MANAG | 511K | $23M | 1.3% | +19% |
§ 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 $1.9 billion in assets. The fund runs a broad portfolio of 914 positions.
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