B. Riley Wealth Advisors, Inc.
Annual return '25
+24.0%
SPY '25
+17.7%
Alpha
+6.3ptsvs SPY
Invested
$1.6B
Holdings
802
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q3 2025: Increased +9718.5% (326.4k → 32.05M shares)
6.4%
02
$AAPL
APPLE INC
Q3 2025: Increased +35368.9% (23.7k → 8.40M shares)
3.6%
03
$IVV
ISHARES TR
Q3 2025: Increased +4.8% (59.3k → 62.1k shares)
2.2%
04
$META
META PLATFORMS INC
Q3 2025: Increased +3990.9% (4.4k → 180.0k shares)
2.1%
05
$AMZN
AMAZON COM INC
Q3 2025: Increased +28900.0% (2.0k → 580.0k shares)
1.9%
06
$MSFT
MICROSOFT CORP
Q3 2025: Increased +583.0% (16.4k → 111.7k shares)
1.9%
07
$VUG
VANGUARD INDEX FDS
Q3 2025: Sold 10.8% (98.8k → 88.0k shares)
1.5%
08
$PLTR
PALANTIR TECHNOLOGIES INC
Q3 2025: Increased +5566.7% (9.0k → 510.0k shares)
1.5%
09
$LLY
ELI LILLY & CO
Q3 2025: Increased +14900.0% (6.6k → 994.5k shares)
1.4%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q3 2025: Sold 3.4% (40.3k → 39.0k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.