B. Riley Wealth Advisors, Inc.
CIK: 1464811SEC EDGAR →
Portfolio Value
$555.5B
Holdings
803
As of
Q1 2026
New Positions
803
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVDAPut NVIDIA CORPORATION | 11,461,358 | $18.2B | 3.27% |
| 2 | TRUST FOR PROFESSIONAL MANAG | 430,240 | $16.7B | 3.01% |
| 3 | PROSHARES TR | 164,537 | $12.0B | 2.16% |
| 4 | CAPITAL GROUP CORE BALANCED | 344,298 | $11.6B | 2.09% |
| 5 | VANGUARD TAX-MANAGED FDS | 146,008 | $9.1B | 1.63% |
| 6 | UBERCall UBER TECHNOLOGIES INC | 228,382 | $9.0B | 1.63% |
| 7 | SPDR SERIES TRUST | 97,196 | $8.9B | 1.60% |
| 8 | ISHARES TR | 116,556 | $8.0B | 1.45% |
| 9 | FIDELITY MERRIMACK STR TR | 161,021 | $7.3B | 1.32% |
| 10 | TRUST FOR PROFESSIONAL MANAG | 211,473 | $7.2B | 1.30% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 358 | $364.1B | 65.6% |
| Technology | 118 | $67.2B | 12.1% |
| Basic Materials | 22 | $22.0B | 4.0% |
| Unknown | 48 | $21.9B | 3.9% |
| Energy | 30 | $16.8B | 3.0% |
| Healthcare | 49 | $15.4B | 2.8% |
| Communication Services | 18 | $13.9B | 2.5% |
| Consumer Cyclical | 41 | $11.4B | 2.0% |
| Consumer Defensive | 19 | $8.3B | 1.5% |
| Industrials | 60 | $6.4B | 1.2% |
| Utilities | 21 | $6.0B | 1.1% |
| Real Estate | 19 | $2.1B | 0.4% |