Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
B. Riley Wealth Advisors, Inc. (CIK 1464811) reported $1.58B across 709 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($100.6M, 6.37%), AAPL ($56.2M, 3.56%), IVV ($34.1M, 2.16%), META ($33.0M, 2.09%), AMZN ($30.3M, 1.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $100.6M | 6.37% | 11.5M | Added |
| 2 | AAPL | APPLE INC | $56.2M | 3.56% | 704,712 | Added |
| 3 | IVV | ISHARES TR | $34.1M | 2.16% | 53,667 | Trimmed |
| 4 | META | META PLATFORMS INC | $33.0M | 2.09% | 269,398 | Added |
| 5 | AMZN | AMAZON COM INC | $30.3M | 1.92% | 358,747 | Added |
| 6 | MSFT | MICROSOFT CORP | $30.1M | 1.90% | 133,224 | Added |
| 7 | VUG | VANGUARD INDEX FDS | $24.2M | 1.54% | 57,716 | Trimmed |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | $23.5M | 1.49% | 1.0M | Added |
| 9 | LLY | ELI LILLY & CO | $22.4M | 1.42% | 342,094 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $21.3M | 1.35% | 33,692 | Trimmed |
| 11 | QQQ | INVESCO QQQ TR | $19.1M | 1.21% | 34,207 | Trimmed |
| 12 | VTV | VANGUARD INDEX FDS | $18.2M | 1.15% | 94,248 | Trimmed |
| 13 | AVGO | BROADCOM INC | $17.4M | 1.10% | 108,650 | Added |
| 14 | APUE | TRUST FOR PROFESSIONAL MANAG | $16.7M | 1.06% | 430,240 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $15.9M | 1.01% | 58,055 | Trimmed |
| 16 | GOOG | ALPHABET INC | $14.5M | 0.92% | 62,969 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $13.8M | 0.87% | 78,305 | Added |
| 18 | CSM | PROSHARES TR | $12.0M | 0.76% | 164,537 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $11.7M | 0.74% | 20,215 | Trimmed |
| 20 | CGBL | CAPITAL GROUP CORE BALANCED | $11.6M | 0.74% | 344,298 | Trimmed |
| 21 | XLK | SELECT SECTOR SPDR TR | $11.5M | 0.73% | 90,573 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.3M | 0.72% | 23,814 | Trimmed |
| 23 | GLD | SPDR GOLD TR | $11.2M | 0.71% | 259,484 | Added |
| 24 | SMH | VANECK ETF TRUST | $11.1M | 0.70% | 30,619 | Added |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | $10.9M | 0.69% | 78,155 | Added |
Source: SEC Form 13F filings · as of 2026-03-31