Filed: 8/19/2025ACC: 0001085146-25-005368
📋 What this filing means
B. RILEY WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 955 equity positions with a total reported market value of $2.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
955
Positions
$2.13B
Total AUM (reported)
25.14M
Total Shares
Allocation by class
COM$934.53M43.9%
CL A$116.69M5.5%
SHS$47.23M2.2%
GROWTH ETF$43.29M2.0%
COM NEW$38.65M1.8%
BLOOMBERG 1-3 MO$37.72M1.8%
CORE S&P500 ETF$36.79M1.7%
Portfolio Concentration
Top 3$295.82M13.9%
4–10$279.73M13.1%
11–25$268.65M12.6%
Rest$1.29B60.4%
Top 3 weight
13.9%
Top 10 weight
27.0%
Voting Authority Distribution
Total shares with voting rights: 25.14M
Sole
Full voting authority
25.14M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole955
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings955
Rows:
NVIDIA CORPORATION
SOLEShares941.20K
TypeSH
Market value$148.70M
6.98%
Sole
941.20K
Shared
0.00
None
0.00
APPLE INC
SOLEShares398.71K
TypeSH
Market value$81.80M
3.84%
Sole
398.71K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares131.31K
TypeSH
Market value$65.31M
3.07%
Sole
131.31K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares270.23K
TypeSH
Market value$59.29M
2.78%
Sole
270.23K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares68.58K
TypeSH
Market value$50.62M
2.38%
Sole
68.58K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares98.75K
TypeSH
Market value$43.29M
2.03%
Sole
98.75K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares411.16K
TypeSH
Market value$37.72M
1.77%
Sole
411.16K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares59.25K
TypeSH
Market value$36.79M
1.73%
Sole
59.25K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares47.56K
TypeSH
Market value$26.24M
1.23%
Sole
47.56K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares33.09K
TypeSH
Market value$25.79M
1.21%
Sole
33.09K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares187.63K
TypeSH
Market value$25.57M
1.20%
Sole
187.63K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares142.42K
TypeSH
Market value$25.17M
1.18%
Sole
142.42K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares40.33K
TypeSH
Market value$24.92M
1.17%
Sole
40.33K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares74.86K
TypeSH
Market value$21.70M
1.02%
Sole
74.86K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares68.05K
TypeSH
Market value$18.76M
0.88%
Sole
68.05K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares35.64K
TypeSH
Market value$17.31M
0.81%
Sole
35.64K
Shared
0.00
None
0.00
TESLA INC
SOLEShares51.90K
TypeSH
Market value$16.49M
0.77%
Sole
51.90K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares11.79K
TypeSH
Market value$15.78M
0.74%
Sole
11.79K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares166.23K
TypeSH
Market value$15.51M
0.73%
Sole
166.23K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares85.98K
TypeSH
Market value$15.25M
0.72%
Sole
85.98K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares49.90K
TypeSH
Market value$15.21M
0.71%
Sole
49.90K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares29.14K
TypeSH
Market value$14.84M
0.70%
Sole
29.14K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares83.75K
TypeSH
Market value$14.76M
0.69%
Sole
83.75K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares198.96K
TypeSH
Market value$14.02M
0.66%
Sole
198.96K
Shared
0.00
None
0.00
TRUST FOR PROFESSIONAL MANAG
SOLEShares354.92K
TypeSH
Market value$13.35M
0.63%
Sole
354.92K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 941.20K | SH | $148.70M 6.98% | 941.20K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 398.71K | SH | $81.80M 3.84% | 398.71K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 131.31K | SH | $65.31M 3.07% | 131.31K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 270.23K | SH | $59.29M 2.78% | 270.23K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 68.58K | SH | $50.62M 2.38% | 68.58K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 98.75K | SH | $43.29M 2.03% | 98.75K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 411.16K | SH | $37.72M 1.77% | 411.16K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 59.25K | SH | $36.79M 1.73% | 59.25K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 47.56K | SH | $26.24M 1.23% | 47.56K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 33.09K | SH | $25.79M 1.21% | 33.09K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 187.63K | SH | $25.57M 1.20% | 187.63K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 142.42K | SH | $25.17M 1.18% | 142.42K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 40.33K | SH | $24.92M 1.17% | 40.33K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 74.86K | SH | $21.70M 1.02% | 74.86K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 68.05K | SH | $18.76M 0.88% | 68.05K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 35.64K | SH | $17.31M 0.81% | 35.64K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 51.90K | SH | $16.49M 0.77% | 51.90K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 11.79K | SH | $15.78M 0.74% | 11.79K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 166.23K | SH | $15.51M 0.73% | 166.23K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 85.98K | SH | $15.25M 0.72% | 85.98K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 49.90K | SH | $15.21M 0.71% | 49.90K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 29.14K | SH | $14.84M 0.70% | 29.14K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 83.75K | SH | $14.76M 0.69% | 83.75K | 0.00 | 0.00 |
PROSHARES TRSOLE | LARGE CAP CRE | 198.96K | SH | $14.02M 0.66% | 198.96K | 0.00 | 0.00 |
TRUST FOR PROFESSIONAL MANAGSOLE | ACTIVEPASSIVE US | 354.92K | SH | $13.35M 0.63% | 354.92K | 0.00 | 0.00 |
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