B. Riley Wealth Advisors, Inc.
•CIK: 1464811•Filing: Q4 2025
**B. Riley Wealth Advisors, Inc.** manages $1.8B across a diverse portfolio of 934 positions. The firm maintains significant exposure to technology and market indices, highlighted by a $114.7M allocation to NVDA and $50.8M in MSFT. Key holdings also include substantial positions in META ($45.2M), VUG ($42.2M), and IVV ($41.4M). This concentration suggests a strategic tilt toward mega-cap growth and broad market beta plays.
Total AUM
$1.7B
+ $13.2M in options
QoQ Performance
+9.4%
Positions
630
+ 39 options
Top 10 Concentration
32.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA6.5%
MSFT2.9%
META2.6%
VUG2.4%
IVV2.4%
BIL2.1%
NDQ1.6%
SPY1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.7%
Technology18.4%
ETF6.0%
Financial4.5%
Healthcare3.7%
Consumer2.2%
Industrial1.8%
Communication1.0%
🚪 Exited Positionssold since Q3 2025
+766 more exited positions
Changes from Q3 2025
NEW5 new positions
↑96 increased
↓98 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023