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Daniel Ortega

B. Riley Wealth Advisors, Inc.

Assets Managed
$1.868B
Holdings
831
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
18.28%(2Q avg: -4.43%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in B. Riley Wealth Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 831 positions.

Assets under management

The assets under management (AUM) of B. Riley Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.868B in assets, with a quarterly growth rate of 18.28% and a 2-quarter average growth rate of -4.43%. The portfolio is managed by Daniel Ortega, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -94.69%
6.35%
$118.531M
607,945 shares@ $194.98 avg price
AAPL
Apple Inc
Recent Activity
Decreased -67.68%
3.44%
$64.16M
227,727 shares@ $281.74 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 11.14%
2.38%
$44.386M
59,644 shares@ $744.19 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -57.38%
1.97%
$36.711M
152,873 shares@ $240.15 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -77.2%
1.85%
$34.551M
61,413 shares@ $562.61 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -92.56%
1.68%
$31.267M
25,422 shares@ $1229.91 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -37.03%
1.66%
$30.915M
83,878 shares@ $368.58 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 498.87%
1.58%
$29.328M
345,642 shares@ $84.86 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.03%
1.34%
$24.972M
33,701 shares@ $741.0 avg price
APUE
Activepassive Us Equity Etf
Recent Activity
Increased 18.77%
1.26%
$23.443M
510,969 shares@ $45.88 avg price

1-10 of 831