EdgeMarket › What B. Riley Wealth Advisors, Inc. reported owning
What B. Riley Wealth Advisors, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
898Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 82.5M | 5.2% | 499.4K | 214.72 | +22.4% |
| AAPL Apple Inc. | 55.1M | 3.5% | 223.2K | 309.35 | +36.9% |
| IVV iShares Core S&P 500 ETF | 34.1M | 2.2% | 53.7K | 769.31 | +20.0% |
| META Meta Platforms, Inc. | 31.9M | 2.0% | 59.4K | 549.90 | -26.5% |
| AMZN AMAZON COM INC | 29.9M | 1.9% | 148.7K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 29.9M | 1.9% | 83.2K | 483.24 | -4.4% |
| VUG Vanguard Morningstar Growth ETF | 24.2M | 1.5% | 57.7K | 87.50 | +15.9% |
| PLTR Palantir Technologies Inc. | 22.3M | 1.4% | 161.9K | 179.94 | +15.3% |
| SPY SPDR S&P 500 ETF TRUST | 21.3M | 1.3% | 33.7K | 765.72 | +20.0% |
| LLY ELI LILLY & Co | 19.6M | 1.2% | 22.1K | 1,255.40 | +78.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 19.1M | 1.2% | 34.2K | 713.44 | +26.1% |
| VTV Vanguard Morningstar Value ETF | 18.2M | 1.2% | 94.2K | 226.40 | +24.6% |
| AVGO Broadcom Inc. | 17.2M | 1.1% | 58.6K | 368.45 | +26.5% |
| APUE ActivePassive U.S. Equity ETF | 16.7M | 1.1% | 430.2K | 47.35 | +21.5% |
| GOOGL Alphabet Inc. | 15.9M | 1.0% | 58.1K | 344.82 | +73.0% |
| GOOG Alphabet Inc. | 14.5M | 0.9% | 53.0K | 341.75 | +70.7% |
| JPM JPMORGAN CHASE & CO | 13.7M | 0.9% | 48.3K | 351.58 | +20.3% |
| CSM ProShares Large Cap Core Plus | 12.0M | 0.8% | 164.5K | 88.60 | +21.2% |
| VOO Vanguard S&P 500 ETF | 11.7M | 0.7% | 20.2K | 703.71 | +20.0% |
| CGBL Capital Group Core Balanced ETF | 11.6M | 0.7% | 344.3K | 38.22 | +13.3% |
| XLK State Street Technology Select Sector SPDR ETF | 11.5M | 0.7% | 90.6K | 183.31 | +41.1% |
| unmapped CUSIP 084670702 | 11.3M | 0.7% | 23.8K | — | — |
| SMH VanEck Semiconductor ETF | 11.1M | 0.7% | 30.6K | 560.42 | +93.9% |
| CRWD CrowdStrike Holdings, Inc. | 10.7M | 0.7% | 28.2K | 191.95 | +83.2% |
| GLD SPDR GOLD TRUST | 10.2M | 0.6% | 24.7K | 423.36 | +37.3% |
| PANW Palo Alto Networks Inc | 9.5M | 0.6% | 61.4K | 357.87 | +94.0% |
| TSLA Tesla, Inc. | 9.5M | 0.6% | 26.6K | 362.86 | +12.0% |
| PG PROCTER & GAMBLE Co | 9.2M | 0.6% | 63.7K | 144.68 | -9.3% |
| JNJ JOHNSON & JOHNSON | 9.2M | 0.6% | 38.0K | 270.24 | +51.1% |
| VEA Vanguard FTSE Developed Markets ETF | 9.1M | 0.6% | 146.0K | 73.42 | +24.7% |
| UBER Uber Technologies, Inc | 9.0M | 0.6% | 128.4K | 78.80 | -15.9% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 8.9M | 0.6% | 97.2K | 91.60 | -0.1% |
| GEV GE Vernova Inc. | 8.2M | 0.5% | 10.1K | 956.85 | +58.3% |
| OIH VanEck Oil Services ETF | 8.1M | 0.5% | 20.1K | 415.33 | +75.6% |
| WMT Walmart Inc. | 8.1M | 0.5% | 65.2K | 103.70 | +1.1% |
| DGRO iShares Core Dividend Growth ETF | 8.0M | 0.5% | 116.6K | 79.61 | +20.0% |
| XOM ExxonMobil Holdings Corp | 8.0M | 0.5% | 46.8K | 165.11 | +52.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 7.7M | 0.5% | 24.7K | 378.24 | +20.5% |
| IVW iShares S&P 500 Growth ETF | 7.6M | 0.5% | 70.2K | 138.83 | +22.2% |
| ETN Eaton Corp plc | 7.6M | 0.5% | 22.2K | 419.20 | +21.1% |
| FBND Fidelity Total Bond ETF | 7.3M | 0.5% | 161.0K | 44.90 | -2.1% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 7.3M | 0.5% | 30.6K | 235.68 | -2.8% |
| TJX TJX COMPANIES INC /DE/ | 7.3M | 0.5% | 46.6K | 140.53 | +1.6% |
| APIE ActivePassive International Equity ETF | 7.2M | 0.5% | 211.5K | 39.77 | +16.4% |
| GBIL Goldman Sachs Access Treasury 0-1 Year ETF | 7.2M | 0.5% | 71.8K | 100.11 | +0.0% |
| GS GOLDMAN SACHS GROUP INC | 7.1M | 0.5% | 8.8K | 1,039.28 | +44.2% |
| HL HECLA MINING CO/DE/ | 7.0M | 0.4% | 407.0K | 20.72 | +172.6% |
| AMD ADVANCED MICRO DEVICES INC | 7.0M | 0.4% | 35.6K | 473.25 | +186.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 6.9M | 0.4% | 21.7K | 418.95 | +83.3% |
| BOND PIMCO Active Bond Exchange-Traded Fund Exchang | 6.8M | 0.4% | 74.0K | 90.50 | -1.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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