account_balance
Investment manager · 13F filer · SEC CIK 1464811
B. Riley Wealth Advisors, Inc.
Reported value$2.53Bas of Sep 30, 2026
Positions997 212 new, 46 sold out
Top 10 weight24.4%NVDA alone is 5%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
5.3%Added +16%
AAPLApple Inc.
4.4%Added +48%
MSFTMicrosoft Corp
2.3%Added +41%
AMZNAmazon.com Inc
2.1%Added +41%
VUGVanguard Index FDS
2.0%Added +61%
IVViShares Tr
2.0%Added +9%
METAMeta Platforms, Inc.
1.9%Added +12%
BILSPDR Series Trust
1.9%Added +445%
SPYSPDR S&P 500 ETF Trust
1.4%Added +35%
GOOGLAlphabet Inc.
1.2%Added +39%
PLTRPalantir Technologies Inc.
1.2%Trimmed −2%
LLYELI Lilly & Co
1.1%Added +12%
NVDANVIDIA Corp
5.3%Added +16%
AAPLApple Inc.
4.4%Added +48%
MSFTMicrosoft Corp
2.3%+41%
AMZNAmazon.com Inc
2.1%+41%
VUGVanguard Index FDS
2.0%+61%
IVViShares Tr
2.0%
METAMeta Platforms, Inc.
1.9%
BILSPDR Series Trust
1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 5.3% Added +16%AAPL Apple Inc. 4.4% Added +48%MSFT Microsoft Corp 2.3% Added +41%AMZN Amazon.com Inc 2.1% Added +41%
VUG Vanguard Index FDS 2.0% Added +61%
IVV iShares Tr 2.0% Added +9%
META Meta Platforms, Inc. 1.9% Added +12%BIL SPDR Series Trust 1.9% Added +445%
SPY SPDR S&P 500 ETF Trust 1.4% Added +35%GOOGL Alphabet Inc. 1.2% Added +39%PLTR Palantir Technologies Inc. 1.2% Trimmed −2%LLY ELI Lilly & Co 1.1% Added +12%What changed
Biggest moves since Jun 30, 2026
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