StockDriftsStockDriftsTop 50 B. Riley Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.34% | 501.6K | $97.8M | +0.45%(+2.27K) | $12.86(+1658.18%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.5% | 227.7K | $64.2M | +2.02%(+4.51K) | $137.94(+121.39%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.42% | 59.6K | $44.4M | +11.14%(+5.98K) | $427.73(+82.11%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.98% | 151.4K | $36.4M | +1.77%(+2.63K) | $111.87(+134.69%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.83% | 59.4K | $33.4M | +0.03%(+15) | $292.51(+98.38%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.65% | 81.8K | $30.1M | -1.74%(-1.45K) | $201.30(+141.46%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 1.6% | 345.6K | $29.3M | -0.19%(-654) | $38.91(+129.18%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 1.5% | 22.3K | $27.4M | +0.94%(+208) | $303.04(+289.18%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.36% | 33.7K | $25.0M | +0.03%(+9) | $366.03(+111.83%) | 2026-06-30 | |
| APUE | TRUST FOR PROFESSIONAL MANAG | 1.28% | 511.0K | $23.4M | +18.76%(+80.73K) | $35.41(+35.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.69% | +89.23% | +12.74% | +82.17% |
| Top 20 Holdings Unweighted | +22.77% | +85.05% | +11.75% | +74.28% |
B. Riley Wealth Advisors, Inc. reports $1.87B in US-listed equity holdings across 831 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.3%), AAPL (3.5%) and IVV (2.4%). The top 20 holdings account for 33.48% of reported assets. Its disclosed equity book has returned +89.23% on a three-year cumulative basis. Figures reflect the Q2 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