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 $1.87B across 831 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($118.5M, 6.35%), AAPL ($64.2M, 3.44%), IVV ($44.4M, 2.38%), AMZN ($36.7M, 1.97%), META ($34.6M, 1.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $118.5M | 6.35% | 607,945 | Trimmed |
| 2 | AAPL | APPLE INC | $64.2M | 3.44% | 227,727 | Trimmed |
| 3 | IVV | ISHARES TR | $44.4M | 2.38% | 59,644 | Added |
| 4 | AMZN | AMAZON COM INC | $36.7M | 1.97% | 152,873 | Trimmed |
| 5 | META | META PLATFORMS INC | $34.6M | 1.85% | 61,413 | Trimmed |
| 6 | LLY | ELI LILLY & CO | $31.3M | 1.67% | 25,422 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $30.9M | 1.66% | 83,878 | Trimmed |
| 8 | VUG | VANGUARD INDEX FDS | $29.3M | 1.57% | 345,642 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $25.0M | 1.34% | 33,701 | Added |
| 10 | APUE | TRUST FOR PROFESSIONAL MANAG | $23.4M | 1.26% | 510,969 | Added |
| 11 | GOOGL | ALPHABET INC | $22.6M | 1.21% | 63,803 | Added |
| 12 | AVGO | BROADCOM INC | $21.7M | 1.16% | 58,265 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $21.2M | 1.13% | 29,270 | Trimmed |
| 14 | SMH | VANECK ETF TRUST | $20.9M | 1.12% | 33,074 | Added |
| 15 | VTV | VANGUARD INDEX FDS | $20.3M | 1.09% | 92,789 | Trimmed |
| 16 | PANW | PALO ALTO NETWORKS INC | $20.3M | 1.09% | 61,181 | Trimmed |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $19.5M | 1.05% | 168,705 | Trimmed |
| 18 | GOOG | ALPHABET INC | $19.1M | 1.02% | 54,340 | Trimmed |
| 19 | XLK | SELECT SECTOR SPDR TR | $18.9M | 1.01% | 101,729 | Added |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $18.9M | 1.01% | 35,117 | Trimmed |
| 21 | CRWD | CROWDSTRIKE HLDGS INC | $18.5M | 0.99% | 24,925 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $16.5M | 0.89% | 50,190 | Trimmed |
| 23 | MU | MICRON TECHNOLOGY INC | $14.5M | 0.78% | 12,686 | Added |
| 24 | CSM | PROSHARES TR | $13.8M | 0.74% | 162,845 | Trimmed |
| 25 | CGBL | CAPITAL GROUP CORE BALANCED | $13.4M | 0.72% | 354,422 | Added |
Source: SEC Form 13F filings · as of 2026-06-30