Institutional Fund
B. Riley Wealth Advisors, Inc.
Memphis, TNCIK 14648114 filings on record
Portfolio Value
$1.55B
Q1 2026
Holdings
803
Reported positions
New Buys
86
Opened this quarter
QoQ Change
-26.8%
from $2.11B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation5.3%
- Apple Inc3.6%
- Ishares Tr2.2%
- Meta Platforms Inc2.1%
- Amazon Com Inc1.9%
- Microsoft Corp1.9%
- Other83.0%
Portfolio Holdings
803 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 499.4K | $82.48M | 5.3% | −115.9K | Reduced |
| 2 | Apple Inc | 223.2K | $55.05M | 3.6% | −110.7K | Reduced |
| 3 | Ishares Tr | 53.7K | $34.08M | 2.2% | −6.8K | Reduced |
| 4 | Meta Platforms Inc | 59.4K | $31.86M | 2.1% | −9.1K | Reduced |
| 5 | Amazon Com Inc | 148.7K | $29.89M | 1.9% | −70.8K | Reduced |
| 6 | Microsoft Corp | 83.2K | $29.87M | 1.9% | −21.9K | Reduced |
| 7 | Vanguard Index Fds | 57.7K | $24.24M | 1.6% | −28.7K | Reduced |
| 8 | Palantir Technologies Inc | 161.9K | $22.27M | 1.4% | −11.4K | Reduced |
| 9 | Spdr S&P 500 ETF Tr | 33.7K | $21.29M | 1.4% | −7.1K | Reduced |
| 10 | Eli Lilly & Co | 22.1K | $19.59M | 1.3% | −3.1K | Reduced |
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