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BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.87B
1-Year Est. Return 37.01%
This Fund
S&P 500
This Quarter Est. Return
+13.77%
1 Year Est. Return
+37.01%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.13B
AUM Growth
–
Cap. Flow
+$1.97B
Cap. Flow %
92.3%
Top 10 Hldgs %
24.69%
Holding
1,037
New
1,037
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$88.1M
2
AAPL icon
Apple
AAPL
+$76.5M
3
AMZN icon
Amazon
AMZN
+$53.3M
4
MSFT icon
Microsoft
MSFT
+$52.8M
5
META icon
Meta Platforms (Facebook)
META
+$41M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 21.01%
2 Financials 6.9%
3 Consumer Discretionary 5.84%
4 Communication Services 5.65%
5 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPLV icon
401
Invesco S&P 500 Low Volatility ETF
SPLV
$7.12B
$793K 0.04%
+10,890
New +$788K
RFG icon
402
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$339M
$790K 0.04%
+16,204
New +$743K
SPG icon
403
Simon Property Group
SPG
$74.4B
$786K 0.04%
+4,886
New +$772K
FCX icon
404
Freeport-McMoran
FCX
$90B
$779K 0.04%
+17,963
New +$682K
AZN icon
405
AstraZeneca
AZN
$263B
$776K 0.04%
+5,555
New +$779K
GSY icon
406
Invesco Ultra Short Duration ETF
GSY
$3.86B
$769K 0.04%
+15,335
New +$768K
DBEM icon
407
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$106M
$768K 0.04%
+28,080
New +$726K
IWO icon
408
iShares Russell 2000 Growth ETF
IWO
$14.3B
$767K 0.04%
+2,685
New +$707K
HAL icon
409
Halliburton
HAL
$26.9B
$762K 0.04%
+37,404
New +$785K
CLOX icon
410
Panagram AAA CLO ETF
CLOX
$310M
$748K 0.04%
+29,200
New +$742K
VGK icon
411
Vanguard FTSE Europe ETF
VGK
$30.7B
$747K 0.04%
+9,644
New +$712K
SHV icon
412
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$743K 0.03%
+6,730
New +$742K
LRN icon
413
Stride
LRN
$3.41B
$739K 0.03%
+5,093
New +$737K
IYF icon
414
iShares US Financials ETF
IYF
$4.67B
$736K 0.03%
+6,083
New +$686K
DFAS icon
415
Dimensional US Small Cap ETF
DFAS
$15.4B
$735K 0.03%
+11,540
New +$692K
LEN icon
416
Lennar Class A
LEN
$19.8B
$728K 0.03%
+6,581
New +$713K
PSI icon
417
Invesco Semiconductors ETF
PSI
$2.29B
$727K 0.03%
+12,129
New +$611K
IXJ icon
418
iShares Global Healthcare ETF
IXJ
$4.07B
$724K 0.03%
+8,411
New +$724K
PAVE icon
419
Global X US Infrastructure Development ETF
PAVE
$13.9B
$720K 0.03%
+16,523
New +$661K
BP icon
420
BP
BP
$116B
$718K 0.03%
+23,990
New +$704K
SNY icon
421
Sanofi
SNY
$103B
$715K 0.03%
+14,806
New +$757K
UL icon
422
Unilever
UL
$137B
$714K 0.03%
+10,372
New +$728K
SPTS icon
423
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$714K 0.03%
+24,363
New +$711K
GWW icon
424
W.W. Grainger
GWW
$65.3B
$710K 0.03%
+683
New +$710K
SPTL icon
425
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
$710K 0.03%
+26,709
New +$701K
15 16
17
18 19

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EPW
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BCIM
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PCP
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EAM
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ACM
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WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

B. Riley Wealth Advisors's Q2 2025 Portfolio in Review

Q2 2025 is the first quarter with a 13F filing on record for B. Riley Wealth Advisors, which disclosed 1,037 positions worth $2.13B. Its ten largest holdings account for 25% of the portfolio.

Its largest position is NVIDIA: 699,757 shares worth $111M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, followed by Financials and Consumer Discretionary.

  • B. Riley Wealth Advisors's largest Q2 2025 buy was NVIDIA: 699,757 shares worth $111M.
  • B. Riley Wealth Advisors's ten largest holdings make up 25% of its $2.13B portfolio in Q2 2025.
  • B. Riley Wealth Advisors disclosed 1,037 positions in Q2 2025, its first 13F filing on record.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.