B. Riley Wealth Advisors, Inc. 13F holdings
B. Riley Wealth Advisors, Inc. reported 581 positions with a total reported value of $1.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-14. Top holdings by reported value: ISHARES TR (10.6%), NVDA NVIDIA CORPORATION (5.3%), VANGUARD INDEX FDS (5.0%), AAPL APPLE INC (3.5%), GOOGL ALPHABET INC (2.3%). Against 2026-03-31 it opened 66 new positions and exited 59. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 581 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ISHARES TR | 1,612,937 | $194.6M | 10.6% |
| NVDA NVIDIA CORPORATION | 501,625 | $97.8M | 5.3% |
| VANGUARD INDEX FDS | 585,258 | $91.9M | 5.0% |
| AAPL APPLE INC | 227,727 | $64.2M | 3.5% |
| GOOGL ALPHABET INC | 117,783 | $41.5M | 2.3% |
| TRUST FOR PROFESSIONAL MANAG | 1,060,863 | $41.5M | 2.3% |
| SELECT SECTOR SPDR TR | 333,748 | $36.5M | 2.0% |
| AMZN AMAZON COM INC | 151,373 | $36.4M | 2.0% |
| META META PLATFORMS INC | 59,413 | $33.4M | 1.8% |
| MSFT MICROSOFT CORP | 81,778 | $30.1M | 1.6% |
| VANECK ETF TRUST | 79,261 | $28.5M | 1.6% |
| IVZ INVESCO ACTIVELY MANAGED EXC | 460,166 | $27.7M | 1.5% |
| LLY ELI LILLY & CO | 22,302 | $27.4M | 1.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 33,701 | $25.0M | 1.4% |
| SPDR SERIES TRUST | 315,037 | $24.4M | 1.3% |
| AVGO BROADCOM INC | 57,465 | $21.4M | 1.2% |
| QQQ INVESCO QQQ TR | 29,270 | $21.2M | 1.2% |
| FIRST TR EXCHANGE-TRADED FD | 263,923 | $21.1M | 1.2% |
| GS GOLDMAN SACHS ETF TR | 156,153 | $20.9M | 1.1% |
| PANW PALO ALTO NETWORKS INC | 61,181 | $20.3M | 1.1% |
| AMD ADVANCED MICRO DEVICES INC | 34,617 | $18.7M | 1.0% |
| PLTR PALANTIR TECHNOLOGIES INC | 159,459 | $18.4M | 1.0% |
| PROSHARES TR | 259,447 | $18.3M | 1.0% |
| ISHARES INC | 160,871 | $18.1M | 1.0% |
| CRWD CROWDSTRIKE HLDGS INC | 24,425 | $18.1M | 1.0% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 66 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GOLDMAN SACHS ETF TR | 89,106 | $4.7M | 0.3% |
| ROUNDHILL ETF TRUST | 40,566 | $2.9M | 0.2% |
| HONA HONEYWELL AEROSPACE INC | 6,804 | $1.5M | <0.1% |
| LITMAN GREGORY FDS TR | 27,181 | $825.5K | <0.1% |
| SPCX SPACE EXPLORATION TECHN CORP | 4,913 | $806.7K | <0.1% |
| MXL MAXLINEAR INC | 5,739 | $622.5K | <0.1% |
| SPXX NUVEEN S&P 500 DYNAMIC OVERW | 30,011 | $546.5K | <0.1% |
| ZS ZSCALER INC | 3,887 | $534.9K | <0.1% |
| INNOVATOR ETFS TRUST | 12,853 | $493.6K | <0.1% |
| WGS GENEDX HOLDINGS CORP | 7,108 | $491.3K | <0.1% |
| AEHR AEHR TEST SYS | 4,950 | $469.1K | <0.1% |
| IONQ IONQ INC | 8,405 | $452.9K | <0.1% |
| TSEM TOWER SEMICONDUCTOR LTD | 1,610 | $411.5K | <0.1% |
| INSM INSMED INC | 3,908 | $409.3K | <0.1% |
| FEDEX FGHT HLDG CO INC | 2,583 | $386.7K | <0.1% |
| EFX EQUIFAX INC | 2,313 | $366.7K | <0.1% |
| CARR CARRIER GLOBAL CORPORATION | 4,864 | $357.2K | <0.1% |
| TROW PRICE T ROWE GROUP INC | 3,084 | $352.8K | <0.1% |
| ALL ALLSTATE CORP | 1,395 | $336.8K | <0.1% |
| LOAR LOAR HOLDINGS INC | 4,162 | $331.9K | <0.1% |
| UTF COHEN & STEERS INFRASTRUCTUR | 11,590 | $322.2K | <0.1% |
| ENTG ENTEGRIS INC | 1,822 | $311.6K | <0.1% |
| CBRS CEREBRAS SYSTEMS INC | 1,367 | $295.5K | <0.1% |
| CGNX COGNEX CORP | 4,105 | $280.6K | <0.1% |
| UTG REAVES UTIL INCOME FD | 6,532 | $267.0K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 59 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| BROS DUTCH BROS INC | 73,491 | $3.5M | 0.2% |
| BNO UNITED STS BRENT OIL FD LP | 43,053 | $2.3M | 0.2% |
| LDOS LEIDOS HOLDINGS INC | 14,525 | $2.2M | 0.1% |
| UUP INVESCO DB US DLR INDEX TR | 52,420 | $1.5M | <0.1% |
| ALPS ALPS ETF TR | 26,271 | $1.4M | <0.1% |
| TEUCRIUM COMMODITY TR | 67,651 | $1.2M | <0.1% |
| LISTED FDS TR | 17,719 | $981.5K | <0.1% |
| SSGA ACTIVE TR | 29,304 | $829.0K | <0.1% |
| CANE TEUCRIUM COMMODITY TR | 31,348 | $729.2K | <0.1% |
| COTERRA ENERGY INC | 13,313 | $478.1K | <0.1% |
| D DOMINION ENERGY INC | 5,921 | $366.2K | <0.1% |
| VAC MARRIOTT VACATIONS WORLDWIDE | 5,427 | $351.2K | <0.1% |
| FAST FASTENAL CO | 6,841 | $308.7K | <0.1% |
| PPLT ABRDN PLATINUM ETF TRUST | 1,700 | $292.8K | <0.1% |
| ARROW ELECTRS INC | 2,130 | $290.3K | <0.1% |
| QSR RESTAURANT BRANDS INTL INC | 3,891 | $287.0K | <0.1% |
| STZ CONSTELLATION BRANDS INC | 1,897 | $286.4K | <0.1% |
| AVAV AEROVIRONMENT INC | 1,560 | $276.1K | <0.1% |
| CCI CROWN CASTLE INC | 3,250 | $258.9K | <0.1% |
| MLM MARTIN MARIETTA MATLS INC | 447 | $256.5K | <0.1% |
| CCJ CAMECO CORP | 2,421 | $248.9K | <0.1% |
| PCG PG&E CORP | 13,413 | $234.5K | <0.1% |
| ACGL ARCH CAP GROUP LTD | 2,349 | $224.6K | <0.1% |
| CBRE CBRE GROUP INC | 1,684 | $224.2K | <0.1% |
| FISV FISERV INC | 4,012 | $218.8K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD INDEX FDS | 279,277 | 585,258 | +109.6% | $91.9M |
| GS GOLDMAN SACHS ETF TR | 94,279 | 156,153 | +65.6% | $20.9M |
| TRUST FOR PROFESSIONAL MANAG | 889,756 | 1,060,863 | +19.2% | $41.5M |
| VANGUARD WORLD FD | 16,676 | 41,533 | +149.1% | $7.7M |
| BLACKROCK ETF TRUST | 151,097 | 263,074 | +74.1% | $9.5M |
| ISHARES TR | 1,581,487 | 1,612,937 | +2.0% | $194.6M |
| IVZ INVESCO ACTIVELY MANAGED EXC | 399,358 | 460,166 | +15.2% | $27.7M |
| NFLX NETFLIX INC. | 52,256 | 98,467 | +88.4% | $7.3M |
| J P MORGAN EXCHANGE TRADED F | 187,829 | 249,574 | +32.9% | $13.2M |
| INTC INTEL CORP | 26,397 | 50,476 | +91.2% | $6.6M |
| ETN EATON CORP PLC | 22,187 | 33,412 | +50.6% | $9.4M |
| BLK BLACKROCK ETF TRUST | 186,558 | 255,180 | +36.8% | $11.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| QQQ INVESCO QQQ TR | 34,207 | 29,270 | -14.4% | $21.2M |
| UBER UBER TECHNOLOGIES INC | 128,382 | 83,572 | -34.9% | $6.3M |
| CRWD CROWDSTRIKE HLDGS INC | 28,155 | 24,425 | -13.2% | $18.1M |
| SELECT SECTOR SPDR TR | 349,236 | 333,748 | -4.4% | $36.5M |
| MRVL MARVELL TECHNOLOGY INC | 22,914 | 16,884 | -26.3% | $4.7M |
| TORTOISE CAPITAL SERIES TRUS | 43,905 | 8,104 | -81.5% | $343.5K |
| GEV GE VERNOVA INC | 10,074 | 8,776 | -12.9% | $9.7M |
| CRWV COREWEAVE INC | 26,417 | 11,541 | -56.3% | $1.1M |
| HONEYWELL INTL INC | 12,302 | 6,785 | -44.8% | $1.5M |
| PROSHARES TR | 275,003 | 259,447 | -5.7% | $18.3M |
| ISHARES INC | 170,534 | 160,871 | -5.7% | $18.1M |
| BP BP PLC | 60,825 | 36,348 | -40.2% | $1.4M |
CIK 1464811 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
