B. Riley Wealth Advisors, Inc.: 13F holdings
CIK 14648112026Q2
| Positions | 831 |
|---|
| Reported value | $1.9bn |
|---|
| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 831 (+28 vs prior quarter) |
|---|
| Reported value | $1.9bn (+18.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 501,625 | $97.8m | 5.2% |
| AAPL APPLE INC | 227,727 | $64.2m | 3.4% |
| IVV ISHARES TR | 59,644 | $44.4m | 2.4% |
| AMZN AMAZON COM INC | 151,373 | $36.4m | 1.9% |
| META META PLATFORMS INC | 59,413 | $33.4m | 1.8% |
| MSFT MICROSOFT CORP | 81,778 | $30.1m | 1.6% |
| VUG VANGUARD INDEX FDS | 345,642 | $29.3m | 1.6% |
| LLY ELI LILLY & CO | 22,302 | $27.4m | 1.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 33,701 | $25.0m | 1.3% |
| TRY=X TRUST FOR PROFESSIONAL MANAG | 510,969 | $23.4m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1464811")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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