We are live on
!
Find out more
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
% of AUM
92.3%
Top 10 Holdings %
Top 10 Hldgs %
24.69%
Holding
1,037
New
1,037
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$88.1M |
| 2 |
Apple
AAPL
|
+$76.5M |
| 3 |
Amazon
AMZN
|
+$53.3M |
| 4 |
Microsoft
MSFT
|
+$52.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
iShares Russell 1000 ETF
IWB
$47.1B
| $7.53M | 0.35% |
+22,188
| New | +$6.96M |
|
52
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.37B
| $7.46M | 0.35% |
+64,951
| New | +$7.04M |
|
53
Johnson & Johnson
JNJ
$640B
| $7.44M | 0.35% |
+48,691
| New | +$7.48M |
|
54
iShares Core Dividend Growth ETF
DGRO
$42.8B
| $7.44M | 0.35% |
+116,307
| New | +$7.09M |
|
55
Mastercard
MA
$498B
| $7.42M | 0.35% |
+13,205
| New | +$7.3M |
|
56
Goldman Sachs
GS
$289B
| $7.35M | 0.34% |
+10,383
| New | +$6.02M |
|
57
iShares Core MSCI EAFE ETF
IEFA
$186B
| $7.14M | 0.34% |
+85,529
| New | +$6.79M |
|
|
STEW
58
SRH Total Return Fund
STEW
$1.77B
| $7.1M | 0.33% |
+401,868
| New | +$6.9M |
|
59
Invesco S&P 500 Momentum ETF
SPMO
$19.7B
| $7.06M | 0.33% |
+62,728
| New | +$6.26M |
|
60
Oracle
ORCL
$339B
| $7.02M | 0.33% |
+32,099
| New | +$5.18M |
|
61
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
| $6.88M | 0.32% |
+86,494
| New | +$6.81M |
|
62
iShares US Medical Devices ETF
IHI
$3.17B
| $6.86M | 0.32% |
+109,530
| New | +$6.58M |
|
63
ActivePassive International Equity ETF
APIE
$1.12B
| $6.74M | 0.32% |
+202,176
| New | +$6.28M |
|
64
ExxonMobil
XOM
$650B
| $6.66M | 0.31% |
+61,759
| New | +$6.6M |
|
65
Bristol-Myers Squibb
BMY
$129B
| $6.63M | 0.31% |
+143,311
| New | +$7.03M |
|
66
iShares MSCI EAFE Growth ETF
EFG
$16.2B
| $6.58M | 0.31% |
+58,779
| New | +$6.2M |
|
67
iShares Core Universal USD Bond ETF
IUSB
$42.9B
| $6.42M | 0.3% |
+138,944
| New | +$6.34M |
|
68
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
| $6.4M | 0.3% |
+106,605
| New | +$5.95M |
|
69
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
| $6.28M | 0.29% |
+61,008
| New | +$6.26M |
|
70
Stryker
SYK
$135B
| $6.26M | 0.29% |
+15,828
| New | +$5.92M |
|
71
TJX Companies
TJX
$179B
| $6.25M | 0.29% |
+50,596
| New | +$6.42M |
|
72
Advanced Micro Devices
AMD
$700B
| $6.23M | 0.29% |
+43,914
| New | +$4.78M |
|
73
Blackstone
BX
$104B
| $6.15M | 0.29% |
+41,084
| New | +$5.65M |
|
74
Chipotle Mexican Grill
CMG
$43.9B
| $6.03M | 0.28% |
+107,317
| New | +$5.46M |
|
75
VanEck Oil Services ETF
OIH
$1.97B
| $5.85M | 0.27% |
+25,385
| New | +$5.7M |
|
Similar funds
LPU
P3I
EPW
BCIM
PCP
EAM
ACM
WRBC
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.