Q2 2026 13F · SEC CIK 1464811

B. Riley Wealth Advisors, Inc.

Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.8B
Reported positions: 831
Top holdings a year, 3 yrs: +22.3%
Assets under management: $4.2B

B. Riley Wealth Advisors, Inc. is a wealth manager that reported 831 positions worth $1.8B in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Nvidia Corporation Com (NVDA, 5.3%), Apple Inc (AAPL, 3.5%), Ishares Core S&p 500 ETF (IVV, 2.4%). A portfolio copying its top holdings returned 22.3% a year over the last 3 years, against 20.9% for the S&P 500.

B. Riley Wealth Advisors, Inc. holdings largest 50 of 831 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

B. Riley Wealth Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	5.3%	5.3%	501,625	+0.5%	$97.8M
AAPLApple Inc	3.5%	3.6%	227,727	+2.0%	$64.2M
IVVIshares Core S&p 500 ETF	2.4%	2.2%	59,644	+11.1%	$44.4M
AMZNAmazon Com Inc Com	2.0%	1.9%	151,373	+1.8%	$36.4M
METAMeta Platforms Inc Class A	1.8%	2.1%	59,413	+0.0%	$33.4M
MSFTMicrosoft Corp	1.6%	1.9%	81,778	-1.7%	$30.1M
VUGVanguard Indx Fd	1.6%	1.6%	345,642	+498.9%	$29.3M
LLYLilly Eli & Co	1.5%	1.3%	22,302	+0.9%	$27.4M
SPYSpdr S&p 500 ETF Tr	1.4%	1.4%	33,701	+0.0%	$25.0M
APUETrust for Professional Manag	1.3%	1.1%	510,969	+18.8%	$23.4M
GOOGLAlphabet Inc	1.2%	1.0%	63,543	+9.5%	$22.5M
AVGOBroadcom Inc	1.2%	1.1%	57,465	-2.0%	$21.4M
QQQInvesco Qqq Tr	1.2%	1.2%	29,270	-14.4%	$21.2M
SMHVaneck Semiconductor ETF	1.1%	0.7%	33,074	+8.0%	$20.9M
PANWPalo Alto Networks Inc	1.1%	0.6%	61,181	-0.4%	$20.3M
VTVVanguard Value ETF	1.1%	1.2%	92,789	-1.5%	$20.3M
GOOGAlphabet Inc	1.0%	0.9%	54,240	+2.4%	$19.1M
XLKState Street Technology Select Sector Sp	1.0%	0.7%	101,529	+12.1%	$18.8M
AMDAdvanced Micro Devices Inc	1.0%	0.5%	34,617	-2.7%	$18.7M
PLTRPalantir Technologies Inclass Class A	1.0%	1.4%	159,459	-1.5%	$18.4M
CRWDCrowdstrike Hldgs Inc Class A	1.0%	0.7%	24,425	-13.2%	$18.1M
JPMJpmorgan Chase & Co	0.9%	0.9%	49,890	+3.3%	$16.4M
CSMProshares Tr	0.8%	0.8%	162,845	-1.0%	$13.8M
CGBLCapital Group Core Balanced	0.7%	0.8%	354,422	+2.9%	$13.4M
MUMicron Technology Inc	0.7%	—	11,686	—	$13.4M
JNJJohnson & Johnson	0.7%	0.6%	49,143	+29.5%	$12.7M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.7%	24,723	+3.8%	$12.3M
VOOVanguard S&p 500 ETF	0.6%	0.8%	16,951	-16.1%	$11.5M
TSLATesla Inc Com	0.6%	0.6%	26,754	+0.4%	$11.0M
VEAVanguard Tax-Managed Fds	0.6%	0.6%	143,644	-1.6%	$10.2M
TSMTaiwan Semiconductor Manufac	0.5%	0.4%	22,054	+1.7%	$10.0M
ICVTIshares Tr	0.5%	—	81,888	—	$9.9M
STXSeagate Technology Hldngs Pl	0.5%	—	10,135	—	$9.8M
APIETrust for Professional Manag	0.5%	0.5%	252,940	+19.6%	$9.7M
GEVGe Vernova Inc	0.5%	0.5%	8,776	-12.9%	$9.7M
DGROIshares Core Dividend Growth ETF	0.5%	0.5%	123,793	+6.2%	$9.4M
VTIVanguard Index Fds	0.5%	0.5%	25,547	+3.6%	$9.4M
PGProcter & Gamble Co Com	0.5%	0.6%	62,714	-1.6%	$9.3M
GSGoldman Sachs Group Inc	0.5%	0.5%	8,975	+1.8%	$9.2M
ETNEaton Corp PLC	0.5%	0.5%	22,373	+0.8%	$9.1M
XMMOInvesco S&p Midcap Momentum ETF	0.5%	—	53,703	—	$9.0M
IBMInternational Business Machs	0.5%	0.5%	32,127	+4.9%	$8.9M
IVWIshares	0.5%	0.5%	65,034	-7.3%	$8.8M
BILSPDR Brcy1-3 Ser	0.5%	0.6%	94,370	-2.9%	$8.6M
FBNDFidelity Merrimack Str Tr	0.5%	0.5%	186,351	+15.7%	$8.5M
GLDSpdr Gold Shares	0.5%	0.7%	22,810	-7.6%	$8.4M
WMTWalmart Inc	0.5%	0.5%	73,082	+12.0%	$8.4M
ABBVAbbvie Inc	0.4%	—	32,220	—	$8.2M
COFCapital One Financial Corp	0.4%	—	39,041	—	$7.9M
IUSBIshares Core Universal Usd Bond ETF	0.4%	—	167,394	—	$7.8M

What B. Riley Wealth Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.4% /yr; S&P 500 +22.0%
3 years: +22.3% /yr; S&P 500 +20.9%
5 years: +11.3% /yr; S&P 500 +11.4%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.8B	831
Q1 2026	$1.5B	803
Q4 2025	$2.1B	934
Q3 2025	$2.1B	965
Q2 2025	$2.1B	955
Q4 2024	$3.1B	1,136
Q3 2024	$3.6B	1,263
Q2 2024	$3.9B	1,379
Q1 2024	$3.7B	1,445
Q4 2023	$3.7B	1,386
Q3 2023	$3.7B	1,445
Q2 2023	$4.5B	1,537

Questions about B. Riley Wealth Advisors, Inc.'s portfolio

What stocks does B. Riley Wealth Advisors, Inc. own?

B. Riley Wealth Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 831 positions worth $1.8B. The largest are Nvidia Corporation Com (NVDA) at 5.3%, Apple Inc (AAPL) at 3.5%, Ishares Core S&p 500 ETF (IVV) at 2.4%, Amazon Com Inc Com (AMZN) at 2.0% and Meta Platforms Inc Class A (META) at 1.8%.

What did B. Riley Wealth Advisors, Inc. buy last quarter?

In Q2 2026, B. Riley Wealth Advisors, Inc. added Vanguard Indx Fd (VUG) (+498.9% shares), Johnson & Johnson (JNJ) (+29.5% shares) and Trust for Professional Manag (APIE) (+19.6% shares), compared with its Q1 2026 filing.

What did B. Riley Wealth Advisors, Inc. sell last quarter?

In Q2 2026, B. Riley Wealth Advisors, Inc. cut from its top 50 Uber Technologies Inc (UBER), cut from its top 50 Vaneck ETF Trust (OIH), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Tjx Cos Inc New Com (TJX), cut from its top 50 Goldman Sachs Access Treasury 0 1 (GBIL), Vanguard S&p 500 ETF (VOO) (-16.1% shares), Invesco Qqq Tr (QQQ) (-14.4% shares) and Crowdstrike Hldgs Inc Class A (CRWD) (-13.2% shares), compared with its Q1 2026 filing.

How has B. Riley Wealth Advisors, Inc.'s portfolio performed?

A portfolio copying B. Riley Wealth Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.3% a year over the last 3 years, against +20.9% for the S&P 500. Over 1 year: +17.4% against +22.0%. Over 5 years: +11.3% a year against +11.4%.

When is B. Riley Wealth Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. B. Riley Wealth Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does B. Riley Wealth Advisors, Inc. manage?

B. Riley Wealth Advisors, Inc. reported $4.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.8B.