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Daniel Ortega

B. Riley Wealth Advisors, Inc.

Assets Managed
$1.579B
Holdings
803
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
-27.13%(2Q avg: -13.44%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in B. Riley Wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 803 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.579B in assets, with a quarterly growth rate of -27.13% and a 2-quarter average growth rate of -13.44%. The portfolio is managed by Daniel Ortega, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 1410.35%
6.37%
$100.585M
11.461M shares@ $8.78 avg price
AAPL
Apple Inc
Recent Activity
Increased 97.34%
3.57%
$56.238M
704,712 shares@ $79.81 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -11.17%
2.16%
$34.075M
53,667 shares@ $634.94 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 286.08%
2.09%
$32.986M
269,398 shares@ $122.45 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 62.96%
1.92%
$30.313M
358,747 shares@ $84.5 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 20.71%
1.91%
$30.054M
133,224 shares@ $225.59 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -33.24%
1.54%
$24.241M
57,716 shares@ $420.01 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 486.17%
1.49%
$23.471M
1.036M shares@ $22.65 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 1100.25%
1.43%
$22.427M
342,094 shares@ $65.56 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -17.46%
1.35%
$21.292M
33,692 shares@ $631.98 avg price

1-10 of 803