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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
% 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 | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$4.76T
| $111M | 5.19% |
+699,757
| New | +$88.1M |
|
|
2
Apple
AAPL
$4.97T
| $77.7M | 3.65% |
+378,609
| New | +$76.5M |
|
|
3
Microsoft
MSFT
$2.91T
| $60.5M | 2.84% |
+121,619
| New | +$52.8M |
|
|
4
Amazon
AMZN
$2.5T
| $59.1M | 2.77% |
+269,230
| New | +$53.3M |
|
|
5
Meta Platforms (Facebook)
META
$1.53T
| $49M | 2.3% |
+66,385
| New | +$41M |
|
6
Vanguard Growth ETF
VUG
$215B
| $43.3M | 2.03% |
+592,506
| New | +$39M |
|
7
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
| $37.7M | 1.77% |
+411,158
| New | +$37.7M |
|
8
iShares Core S&P 500 ETF
IVV
$867B
| $36.8M | 1.73% |
+59,254
| New | +$34M |
|
9
Invesco QQQ Trust
QQQ
$446B
| $26.2M | 1.23% |
+47,559
| New | +$23.7M |
|
10
Vanguard Value ETF
VTV
$189B
| $25.2M | 1.18% |
+142,417
| New | +$24.1M |
|
11
State Street SPDR S&P 500 ETF Trust
SPY
$779B
| $24.9M | 1.17% |
+40,333
| New | +$23.1M |
|
12
Palantir
PLTR
$311B
| $24.4M | 1.14% |
+178,778
| New | +$21M |
|
13
JPMorgan Chase
JPM
$941B
| $21.3M | 1% |
+73,561
| New | +$18.8M |
|
|
14
CALL
NVIDIA
NVDA
$4.76T
| $21M | 0.98% |
+132,650
| New | +$16.7M |
|
15
Eli Lilly
LLY
$1.07T
| $20.6M | 0.97% |
+26,455
| New | +$20.6M |
|
16
Broadcom
AVGO
$1.8T
| $18.6M | 0.88% |
+67,653
| New | +$14.7M |
|
17
Berkshire Hathaway Class B
BRK.B
$1.07T
| $17.3M | 0.81% |
+35,638
| New | +$18.1M |
|
|
18
PUT
NVIDIA
NVDA
$4.76T
| $17.2M | 0.81% |
+108,795
| New | +$13.7M |
|
19
Tesla
TSLA
$1.22T
| $16.3M | 0.77% |
+51,403
| New | +$15.5M |
|
20
Netflix
NFLX
$297B
| $15.8M | 0.74% |
+117,870
| New | +$13.3M |
|
21
Uber
UBER
$138B
| $15.5M | 0.73% |
+166,234
| New | +$13.7M |
|
22
Alphabet (Google) Class C
GOOG
$4.01T
| $15.2M | 0.71% |
+85,684
| New | +$14.2M |
|
23
SPDR Gold Trust
GLD
$132B
| $15.1M | 0.71% |
+49,602
| New | +$15M |
|
24
CrowdStrike
CRWD
$187B
| $14.8M | 0.7% |
+116,580
| New | +$12.6M |
|
|
25
Alphabet (Google) Class A
GOOGL
$4.01T
| $14.6M | 0.68% |
+82,654
| New | +$13.5M |
|
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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.