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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
CSM icon
26
ProShares Large Cap Core Plus
CSM
$513M
$14M 0.66%
+198,963
New +$13M
APUE icon
27
ActivePassive US Equity ETF
APUE
$2.4B
$13.3M 0.63%
+354,917
New +$12.3M
ETN icon
28
Eaton
ETN
$150B
$13.3M 0.63%
+37,320
New +$11.5M
PANW icon
29
Palo Alto Networks
PANW
$262B
$12.9M 0.6%
+62,908
New +$11.7M
CGBL icon
30
Capital Group Core Balanced ETF
CGBL
$7.16B
$12.8M 0.6%
+384,074
New +$12.1M
PG icon
31
Procter & Gamble
PG
$352B
$12.4M 0.58%
+77,902
New +$12.7M
IBM icon
32
IBM
IBM
$214B
$11.5M 0.54%
+38,998
New +$10M
VEA icon
33
Vanguard FTSE Developed Markets ETF
VEA
$226B
$11.1M 0.52%
+195,217
New +$10.5M
VOO icon
34
Vanguard S&P 500 ETF
VOO
$972B
$10.7M 0.5%
+18,859
New +$9.91M
HYZD icon
35
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$259M
$10.1M 0.47%
+450,516
New +$9.91M
COST icon
36
Costco
COST
$431B
$10M 0.47%
+10,110
New +$10M
HD icon
37
Home Depot
HD
$343B
$9.29M 0.44%
+25,336
New +$9.17M
WMT icon
38
Walmart Inc
WMT
$904B
$9.17M 0.43%
+93,788
New +$8.94M
V icon
39
Visa
V
$701B
$8.99M 0.42%
+25,328
New +$8.83M
XLK icon
40
State Street Technology Select Sector SPDR ETF
XLK
$112B
$8.89M 0.42%
+70,230
New +$7.79M
BOND icon
41
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.43B
$8.74M 0.41%
+94,867
New +$8.63M
AGG icon
42
iShares Core US Aggregate Bond ETF
AGG
$138B
$8.39M 0.39%
+84,556
New +$8.29M
VGT icon
43
Vanguard Information Technology ETF
VGT
$136B
$8.14M 0.38%
+98,144
New +$7.14M
VIG icon
44
Vanguard Dividend Appreciation ETF
VIG
$113B
$7.9M 0.37%
+38,577
New +$7.48M
IVW icon
45
iShares S&P 500 Growth ETF
IVW
$72.1B
$7.87M 0.37%
+71,479
New +$7.07M
ABBV icon
46
AbbVie
ABBV
$469B
$7.83M 0.37%
+42,208
New +$7.84M
LRCX icon
47
Lam Research
LRCX
$337B
$7.72M 0.36%
+79,282
New +$6.29M
JPST icon
48
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$7.72M 0.36%
+152,233
New +$7.69M
VTI icon
49
Vanguard Total Stock Market ETF
VTI
$657B
$7.69M 0.36%
+25,287
New +$7.11M
GBIL icon
50
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.64B
$7.67M 0.36%
+76,594
New +$7.66M
1
2
3 4 5

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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
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
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.