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Filers›Holding Co.›B. Riley Wealth Advisors, Inc.
DOSSIER · 13F-HR · Q1 2026

B. Riley Wealth Advisors, Inc.

B. Riley Wealth's holding co. based in London, UK — $1.6B in tracked AUM across 898 positions as of Q1 2026.

BR
B. Riley Wealth·London, UK·Holding Co.
CIK 0001464811 · last filed Mar 31, 2026
Total AUM
$1.6B
▲ 19.0%
vs prior
Holdings
898
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

B. Riley Wealth Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$101M11.5M6.4%
02
AAPL
APPLE INC
$56M705K3.6%
03
IVV
ISHARES TR
$34M54K2.2%
04
META
META PLATFORMS INC
$33M269K2.1%
05
AMZN
AMAZON COM INC
$30M359K1.9%
06
MSFT
MICROSOFT CORP
$30M133K1.9%
07
VUG
VANGUARD INDEX FDS
$24M58K1.5%
08
PLTR
PALANTIR TECHNOLOGIES INC
$23M1.0M1.5%
09
LLY
ELI LILLY & CO
$22M342K1.4%
10
SPY
STATE STR SPDR S&P 500 ETF T
$21M34K1.3%

Filing history

Filing history loading…
AI Agent · grounded in B.
haiku-4-5 · 898 positions indexed
Sector mix
  • Tech12%
  • Financials5%
  • Cons. Disc.13%
  • Industrials6%
  • Energy39%
  • Other25%
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