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B. Riley Wealth Advisors, Inc.
hedge fundUpdated 23 days agoManaged by B. Riley Wealth Advisors, Inc. • Latest filing Q3 2026
Portfolio value
$2.6B
Q3 2026
Filings
6
Quarterly 13F history
Top-10 concentration
98.5%
Weight of largest holdings
Annualized return
-19.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 6 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2025 | $3.4B |
| Q3 2025 | $2.2B |
| Q4 2025 | $2.2B |
| Q1 2026 | $1.6B |
| Q2 2026 | $1.9B |
| Q3 2026 | $2.6B |
Top holdings
1,092 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $133.1M | 582.6K | 5.18% | Added(+755.8%) | |
| 2 | $112M | 336.4K | 4.36% | Added(+47.7%) | |
| 3 | $59M | 115.0K | 2.30% | Added(+5376.4%) | |
| 4 | $53.1M | 213.0K | 2.07% | Added(+14097.9%) | |
| 5 | $50M | 555.2K | 1.95% | Added(+60.6%) | |
| 6 | $49.6M | 64.8K | 1.93% | Added(+8.7%) | |
| 7 | $48.1M | 66.3K | 1.87% | Added(+10948.0%) | |
| 8 | $47.1M | 513.9K | 1.83% | Added(+444.5%) | |
| 9 | $34.6M | 45.4K | 1.35% | Added(+34.7%) | |
| 10 | $30.5M | 88.5K | 1.19% | Added(+33943.1%) | |
| 11 | $29.1M | 155.6K | 1.13% | Added(+1582.8%) | |
| 12 | $29M | 25.0K | 1.13% | Added(+702.7%) | |
| 13 | $28.2M | 38.1K | 1.10% | Added(+30.3%) | |
| 14 | $27.5M | 104.0K | 1.07% | Added(+20693.2%) | |
| 15 | $27.5M | 80.7K | 1.07% | Added(+80581.0%) | |
| 16 | $25.9M | 73.7K | 1.01% | Added(+9107.0%) | |
| 17 | $25.2M | 116.7K | 0.98% | Added(+25.8%) | |
| 18 | ? N/A TRUST FOR PROFESSIONAL MANAG | $24.5M | 521.0K | 0.95% | Added(+2.0%) |
| 19 | $24.1M | 60.8K | 0.94% | Trimmed(-0.7%) | |
| 20 | $23.1M | 37.8K | 0.90% | Added(+37685.0%) |