Back to B. Riley Wealth Advisors, Inc.

B. Riley Wealth Advisors, Inc.

Q3 2026 13F filing

Updated 23 days ago

1,092 disclosed positions worth $2.6B

Portfolio value
$2.6B
Total holdings
1,092
New positions
215
Closed positions
49
Increased
535
Decreased
218
Turnover
24.2%
Filed
2026-10-13

Full holdings

Every line item disclosed in Q3 2026

N

NVIDIA CORPORATION

+755.8%
Value
$133.1M
Shares
582.6K
% Port
5.18%
A

APPLE INC

+47.7%
Value
$112M
Shares
336.4K
% Port
4.36%
M

MICROSOFT CORP

+5376.4%
Value
$59M
Shares
115.0K
% Port
2.30%
A

AMAZON COM INC

+14097.9%
Value
$53.1M
Shares
213.0K
% Port
2.07%
V

VANGUARD INDEX FDS

+60.6%
Value
$50M
Shares
555.2K
% Port
1.95%
E

ISHARES TR

+8.7%
Value
$49.6M
Shares
64.8K
% Port
1.93%
M

META PLATFORMS INC

+10948.0%
Value
$48.1M
Shares
66.3K
% Port
1.87%
S

SPDR SERIES TRUST

+444.5%
Value
$47.1M
Shares
513.9K
% Port
1.83%
S
9.SPY

STATE STR SPDR S&P 500 ETF T

+34.7%
Value
$34.6M
Shares
45.4K
% Port
1.35%
G

ALPHABET INC

+33943.1%
Value
$30.5M
Shares
88.5K
% Port
1.19%
P
11.PLTR

PALANTIR TECHNOLOGIES INC

+1582.8%
Value
$29.1M
Shares
155.6K
% Port
1.13%
L
12.LLY

ELI LILLY & CO

+702.7%
Value
$29M
Shares
25.0K
% Port
1.13%
Q
13.QQQ

INVESCO QQQ TR

+30.3%
Value
$28.2M
Shares
38.1K
% Port
1.10%
C
14.CRWD

CROWDSTRIKE HLDGS INC

+20693.2%
Value
$27.5M
Shares
104.0K
% Port
1.07%
G

ALPHABET INC

+80581.0%
Value
$27.5M
Shares
80.7K
% Port
1.07%
A
16.AVGO

BROADCOM INC

+9107.0%
Value
$25.9M
Shares
73.7K
% Port
1.01%
V
17.VGES

VANGUARD INDEX FDS

+25.8%
Value
$25.2M
Shares
116.7K
% Port
0.98%
?
18.N/A

TRUST FOR PROFESSIONAL MANAG

+2.0%
Value
$24.5M
Shares
521.0K
% Port
0.95%
P
19.PANW

PALO ALTO NETWORKS INC

-0.7%
Value
$24.1M
Shares
60.8K
% Port
0.94%
A
20.AMD

ADVANCED MICRO DEVICES INC

+37685.0%
Value
$23.1M
Shares
37.8K
% Port
0.90%
J

JPMORGAN CHASE & CO

+22220.3%
Value
$22.2M
Shares
67.0K
% Port
0.86%
?
22.N/A

FIDELITY COVINGTON TRUST

+959.8%
Value
$21.3M
Shares
264.3K
% Port
0.83%
L
23.LRCX

LAM RESEARCH CORP

+64509.0%
Value
$21.2M
Shares
64.6K
% Port
0.83%
H
24.HODL

VANECK ETF TRUST

+2.7%
Value
$20.7M
Shares
34.0K
% Port
0.81%
S

SELECT SECTOR SPDR TR

+52305.0%
Value
$20.5M
Shares
104.8K
% Port
0.80%
M
26.MU

MICRON TECHNOLOGY INC

+1752.9%
Value
$19.7M
Shares
18.5K
% Port
0.77%
B

BERKSHIRE HATHAWAY INC DEL

+37.3%
Value
$16.9M
Shares
33.9K
% Port
0.66%
K
28.KOLD

PROSHARES TR

+12.2%
Value
$15.9M
Shares
182.7K
% Port
0.62%
V
29.VGES

VANGUARD WORLD FD

+390.5%
Value
$15.7M
Shares
125.1K
% Port
0.61%
C

CAPITAL GROUP CORE BALANCED

+17.9%
Value
$15.4M
Shares
418.0K
% Port
0.60%
J
31.JNJ

JOHNSON & JOHNSON

+28357.5%
Value
$15.1M
Shares
56.9K
% Port
0.59%
V
32.VGES

VANGUARD INDEX FDS

+22.8%
Value
$14.6M
Shares
20.8K
% Port
0.57%
V
33.VGES

VANGUARD INDEX FDS

+44.7%
Value
$13.8M
Shares
37.0K
% Port
0.54%
N
34.NVDA

NVIDIA CORPORATION

-12.8%
Value
$13.6M
Shares
59.4K
% Port
0.53%
N
35.NFLX

NETFLIX INC.

+37414.4%
Value
$13.1M
Shares
187.6K
% Port
0.51%
G
36.GLD

SPDR GOLD TR

+16905.5%
Value
$13M
Shares
34.0K
% Port
0.50%
N
37.NVDA

NVIDIA CORPORATION

-20.6%
Value
$12.4M
Shares
54.1K
% Port
0.48%
T

TAIWAN SEMICONDUCTOR MANUFAC

+22.5%
Value
$12.3M
Shares
27.0K
% Port
0.48%
J

J P MORGAN EXCHANGE TRADED F

+99.9%
Value
$12.1M
Shares
240.4K
% Port
0.47%
?
40.N/A

TRUST FOR PROFESSIONAL MANAG

+13.7%
Value
$11.1M
Shares
287.6K
% Port
0.43%
T
41.TSLA

TESLA INC

+14.9%
Value
$10.9M
Shares
30.7K
% Port
0.42%
V
42.VGES

VANGUARD TAX-MANAGED FDS

+6.5%
Value
$10.8M
Shares
153.0K
% Port
0.42%
B
43.BX

VANGUARD SPECIALIZED FUNDS

+1168.2%
Value
$10.7M
Shares
45.7K
% Port
0.42%
W
44.WMT

WALMART INC

+36.4%
Value
$10.4M
Shares
99.7K
% Port
0.40%
A
45.ABBV

ABBVIE INC

+19586.0%
Value
$10.3M
Shares
39.4K
% Port
0.40%
I
46.IAU

ISHARES GOLD TR

+403.8%
Value
$9.9M
Shares
127.0K
% Port
0.39%
E
47.ETHA

ISHARES TR

+5.2%
Value
$9.7M
Shares
68.4K
% Port
0.38%
E
48.ETHA

ISHARES TR

+3.7%
Value
$9.6M
Shares
85.0K
% Port
0.37%
F
49.FPF

FIRST TR EXCHANGE-TRADED ALP

+1410.2%
Value
$9.6M
Shares
71.1K
% Port
0.37%
G

GOLDMAN SACHS GROUP INC

+16.1%
Value
$9.4M
Shares
10.4K
% Port
0.37%