B. Riley Wealth Advisors, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001464811 · MEMPHIS, TN

As of Sep 30, 2025, B. Riley Wealth Advisors, Inc. reported 1,073 positions worth .7B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
NVIDIA CORP	NVDA	Technology	26,368,166	65.2M	9.76%
APPLE INC	AAPL	Technology	4,306,791	$99.6M	5.89%
MICROSOFT CORP	MSFT	Technology	111,662	$57.8M	3.42%
META PLATFORMS INC	META	Communication Services	404,943	$50.2M	2.97%
AMAZON.COM INC	AMZN	Equity	227,462	$49.9M	2.95%
VANGUARD GROWTH INDEX FUND	VUG	—	88,044	$42.2M	2.49%
ISHARES CORE S&P 500 ETF	IVV	—	62,071	$41.5M	2.45%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF	BIL	—	396,493	$36.4M	2.15%
PALANTIR TECHNOLOGIES INC	PLTR	Technology	169,386	$30.9M	1.83%
INVESCO QQQ TRUST SERIES 1	QQQ	—	45,497	$27.3M	1.61%
ELI LILLY & CO	LLY	Healthcare	730,404	$26.3M	1.55%
SPDR S&P 500 ETF TRUST	SPY	—	38,968	$26.0M	1.53%
VANGUARD VALUE INDEX FUND	VTV	—	118,646	$22.1M	1.31%
BROADCOM INC	AVGO	Technology	66,446	$21.9M	1.30%
JPMORGAN CHASE & CO	JPM	Financial Services	65,437	$20.6M	1.22%
TESLA INC	TSLA	Consumer Cyclical	44,927	$20.0M	1.18%
ALPHABET INC	GOOG	Equity	75,639	8.4M	1.09%
ALPHABET INC	GOOGL	Equity	75,180	8.3M	1.08%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	33,075	6.6M	0.98%
TRUST FOR PROFESSIONAL MANAG	—	—	405,514	6.5M	0.98%
UBER TECHNOLOGIES INC	UBER	Technology	164,173	6.1M	0.95%
SPDR GOLD TRUST	GQ9	—	41,320	4.7M	0.87%
CAPITAL GROUP CORE BALANCED ETF	CGBL	—	421,154	4.6M	0.86%
CROWDSTRIKE HOLDINGS INC	CRWD	Technology	29,565	4.5M	0.86%
NETFLIX INC	NFLX	Communication Services	11,766	4.1M	0.83%