StockDriftsStockDriftsTop 50 B Riley Wealth Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.26% | 582.6K | $133.1M | +16.14%(+80.98K) | $41.24(+426.42%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.43% | 336.4K | $112.0M | +47.72%(+108.67K) | $193.91(+76.86%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.33% | 115.0K | $59.0M | +40.63%(+33.23K) | $278.54(+91.54%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.1% | 213.0K | $53.1M | +40.69%(+61.59K) | $159.25(+64.81%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 1.98% | 555.2K | $50.0M | +60.62%(+209.54K) | $57.49(+54.51%) | 2026-09-30 | |
| IVV | ISHARES TR | 1.96% | 64.8K | $49.6M | +8.66%(+5.17K) | $502.55(+53.22%) | 2026-09-30 | |
| META | META PLATFORMS INC | 1.9% | 66.3K | $48.1M | +11.57%(+6.88K) | $333.03(+111.82%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 1.86% | 513.9K | $47.1M | +444.54%(+419.51K) | $91.62(-0.06%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.37% | 45.4K | $34.6M | +34.67%(+11.68K) | $483.43(+58.55%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.2% | 88.5K | $30.5M | +39.29%(+24.97K) | $181.74(+89.38%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.88% | +94.75% | +13.15% | +85.48% |
| Top 20 Holdings Unweighted | +24.14% | +91.31% | +12.01% | +76.32% |
B Riley Wealth Advisors INC reports $2.57B in US-listed equity holdings across 997 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.3%), AAPL (4.4%) and MSFT (2.3%). The top 20 holdings account for 34.84% of reported assets. Its disclosed equity book has returned +94.75% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from B Riley Wealth Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1464811). View B Riley Wealth Advisors INC’s 13F filings on SEC