Universe · entity
B. Riley Wealth Advisors, Inc.
Institutional manager (13F) · CIK 1464811
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $755M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $82M | 499,358 |
| 2 | APPLE INC | $55M | 223,212 |
| 3 | ISHARES TR | $34M | 53,667 |
| 4 | META PLATFORMS INC | $32M | 59,398 |
| 5 | AMAZON COM INC | $30M | 148,747 |
| 6 | MICROSOFT CORP | $30M | 83,224 |
| 7 | VANGUARD INDEX FDS | $24M | 57,716 |
| 8 | PALANTIR TECHNOLOGIES INC | $22M | 161,887 |
| 9 | STATE STR SPDR S&P 500 ETF T | $21M | 33,692 |
| 10 | ELI LILLY & CO | $20M | 22,094 |
| 11 | INVESCO QQQ TR | $19M | 34,207 |
| 12 | VANGUARD INDEX FDS | $18M | 94,248 |
| 13 | BROADCOM INC | $17M | 58,650 |
| 14 | TRUST FOR PROFESSIONAL MANAG | $17M | 430,240 |
| 15 | ALPHABET INC | $16M | 58,055 |
| 16 | ALPHABET INC | $14M | 52,969 |
| 17 | JPMORGAN CHASE & CO | $14M | 48,305 |
| 18 | PROSHARES TR | $12M | 164,537 |
| 19 | VANGUARD INDEX FDS | $12M | 20,215 |
| 20 | CAPITAL GROUP CORE BALANCED | $12M | 344,298 |
| 21 | SELECT SECTOR SPDR TR | $12M | 90,573 |
| 22 | BERKSHIRE HATHAWAY INC DEL | $11M | 23,814 |
| 23 | VANECK ETF TRUST | $11M | 30,619 |
| 24 | CROWDSTRIKE HLDGS INC | $11M | 28,155 |
| 25 | SPDR GOLD TR | $10M | 24,684 |
| 26 | PALO ALTO NETWORKS INC | $9M | 61,435 |
| 27 | TESLA INC | $9M | 26,638 |
| 28 | PROCTER & GAMBLE CO | $9M | 63,718 |
| 29 | JOHNSON & JOHNSON | $9M | 37,960 |
| 30 | VANGUARD TAX-MANAGED FDS | $9M | 146,008 |
| 31 | UBER TECHNOLOGIES INC | $9M | 128,382 |
| 32 | SPDR SERIES TRUST | $9M | 97,196 |
| 33 | GE VERNOVA INC | $8M | 10,074 |
| 34 | VANECK ETF TRUST | $8M | 20,069 |
| 35 | WALMART INC | $8M | 65,240 |
| 36 | ISHARES TR | $8M | 116,556 |
| 37 | EXXON MOBIL CORP | $8M | 46,842 |
| 38 | VANGUARD INDEX FDS | $8M | 24,651 |
| 39 | ISHARES TR | $8M | 70,185 |
| 40 | EATON CORP PLC | $8M | 22,187 |
| 41 | FIDELITY MERRIMACK STR TR | $7M | 161,021 |
| 42 | INTERNATIONAL BUSINESS MACHS | $7M | 30,619 |
| 43 | TJX COS INC NEW | $7M | 46,623 |
| 44 | TRUST FOR PROFESSIONAL MANAG | $7M | 211,473 |
| 45 | GOLDMAN SACHS ETF TR | $7M | 71,752 |
| 46 | GOLDMAN SACHS GROUP INC | $7M | 8,814 |
| 47 | HECLA MINING COMPANY | $7M | 407,041 |
| 48 | ADVANCED MICRO DEVICES INC | $7M | 35,571 |
| 49 | TAIWAN SEMICONDUCTOR MANUFAC | $7M | 21,691 |
| 50 | PIMCO ETF TR | $7M | 74,026 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.