B. Riley Wealth Advisors, Inc. - Portfolio Stock Holdings
B. Riley Wealth Advisors, Inc. disclosed 901 stock positions in a recent SEC 13F filing. $1,828,710,511 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and IVV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $4,211,631,082 and has 268 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
901Est. Stock Holding Value:
$1,828,710,511Top Stock Holdings By Sector
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Portfolio Stock Holdings - B. Riley Wealth Advisors, Inc.
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Portfolio Options Holdings - B. Riley Wealth Advisors, Inc.
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