SEC Form 13F

B. Riley Wealth Advisors, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$1,867,711,685
Positions914

Largest disclosed positions

IssuerTickerClassReported valueReported amount
NVIDIA CORPORATIONNVDACOM$97,801,780501,625
APPLE INCAAPLCOM$64,159,721227,727
ISHARES TRIVVCORE S&P500 ETF$44,386,38959,644
AMAZON COM INCAMZNCOM$36,350,719151,373
META PLATFORMS INCMETACL A$33,426,00159,413
MICROSOFT CORPMSFTCOM$30,140,90581,778
VANGUARD INDEX FDSVUGGROWTH ETF$29,327,762345,642
ELI LILLY & COLLYCOM$27,429,38222,302
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$24,972,19233,701
TRUST FOR PROFESSIONAL MANAGAPUEACTIVEPASSIVE US$23,443,257510,969

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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