CIK 1464811
B. Riley Wealth Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
934
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 615K | $1M+ | SH |
| AAPL | APPLE INC | 334K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 105K | $1M+ | SH |
| AMZN | AMAZON COM INC | 220K | $1M+ | SH |
| META | META PLATFORMS INC | 68K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 86K | $1M+ | SH |
| IVV | ISHARES TR | 60K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 410K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 173K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 46K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 41K | $1M+ | SH |
| LLY | ELI LILLY & CO | 25K | $1M+ | SH |
| GOOG | ALPHABET INC | 76K | $1M+ | SH |
| GOOGL | ALPHABET INC | 73K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 117K | $1M+ | SH |
| AVGO | BROADCOM INC | 64K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 63K | $1M+ | SH |
| TSLA | TESLA INC | 44K | $1M+ | SH |
| APUE | TRUST FOR PROFESSIONAL MANAG | 449K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 33K | $1M+ | SH |
| GLD | SPDR GOLD TR | 41K | $1M+ | SH |
| CSM | PROSHARES TR | 175K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 168K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 383K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 29K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 21K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 69K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 74K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 76K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 37K | $1M+ | SH |
| NFLX | NETFLIX INC | 114K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 168K | $1M+ | SH |
| WMT | WALMART INC | 93K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 69K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 13K | $1M+ | SH |
| ETN | EATON CORP PLC | 31K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 189K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 28K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 42K | $1M+ | SH |
| IVW | ISHARES TR | 74K | $1M+ | SH |
| AGG | ISHARES TR | 88K | $1M+ | SH |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 69K | $1M+ | SH |
| ABBV | ABBVIE INC | 38K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 85K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 39K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 39K | $1M+ | SH |
| TJX | TJX COS INC NEW | 53K | $1M+ | SH |
| V | VISA INC | 23K | $1M+ | SH |
| APIE | TRUST FOR PROFESSIONAL MANAG | 223K | $1M+ | SH |
| DGRO | ISHARES TR | 114K | $1M+ | SH |