B. Riley Wealth Advisors, Inc.

13F filer · CIK 0001464811

Reported Jul 14, 2026

Net buyer this quarter

13F portfolio value$1.87BU.S. long equity reported on 13F

Positions53861 new · 55 closed

Net flow last quarter+$4.94MBuys minus sells

Top 10 positions weight20.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 2026538 positions
NVDANvidia Corp	$97.8M	5.24%	0.00%	+0.5%	Q2 2014
AAPLApple Inc.	$64.2M	3.44%	0.00%	+2.0%	Q2 2013
AMZNAmazon Com Inc	$36.4M	1.95%	0.00%	+1.8%	Q4 2013
METAMeta Platforms, Inc.	$33.4M	1.79%	Not reported	0.0%	Q2 2013
MSFTMicrosoft Corp	$30.1M	1.61%	0.00%	-1.7%	Q2 2013
LLYELI LILLY & Co	$27.4M	1.47%	0.00%	+0.9%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$25M	1.34%	Not reported	0.0%	Q2 2013
GOOGLAlphabet Inc.	$22.5M	1.20%	0.00%	+9.5%	Q4 2015
AVGOBroadcom Inc.	$21.4M	1.15%	0.00%	-2.0%	Q1 2016
QQQInvesco QQQ Trust, Series 1	$21.2M	1.13%	Not reported	-14.4%	Q2 2018
SMHMarket Vectors ETF Trust	$20.9M	1.12%	Not reported	+8.0%	Q2 2020
PANWPalo Alto Networks Inc	$20.3M	1.09%	0.01%	-0.4%	Q1 2014
GOOGAlphabet Inc.	$19.1M	1.02%	Not reported	+2.4%	Q4 2015
AMDAdvanced Micro Devices Inc	$18.7M	1.00%	0.00%	-2.7%	Q2 2013
PLTRPalantir Technologies Inc.	$18.4M	0.99%	0.01%	-1.5%	Q3 2020
CRWDCrowdStrike Holdings, Inc.	$18.1M	0.97%	0.01%	-13.3%	Q3 2019
JPMJPMorgan Chase & Co	$16.4M	0.88%	0.00%	+3.3%	Q2 2013
MUMicron Technology Inc	$13.4M	0.72%	0.00%	+2.1%	Q2 2013
JNJJohnson & Johnson	$12.7M	0.68%	0.00%	+29.5%	Q2 2013
BRK.BBerkshire Hathaway Inc	$12.3M	0.66%	Not reported	+3.8%	Q2 2013
TSLATesla, Inc.	$11M	0.59%	0.00%	+0.4%	Q2 2014
TSMTaiwan Semiconductor Manufacturing Co Ltd	$10M	0.54%	0.00%	+1.7%	Q2 2014
STXSeagate Technology Holdings plc	$9.82M	0.53%	0.00%	-5.6%	Q2 2013
GEVGE Vernova Inc.	$9.68M	0.52%	0.00%	-12.9%	Q2 2024
PGPROCTER & GAMBLE Co	$9.31M	0.50%	0.00%	-1.6%	Q2 2013
GSGoldman Sachs Group Inc	$9.16M	0.49%	0.00%	+1.8%	Q2 2013
ETNEaton Corp plc	$9.13M	0.49%	0.01%	+0.8%	Q1 2014
IBMInternational Business Machines Corp	$8.93M	0.48%	0.00%	+4.9%	Q2 2013
GLDSPDR Gold Trust	$8.41M	0.45%	0.01%	-7.6%	Q2 2013
WMTWalmart Inc.	$8.38M	0.45%	0.00%	+12.0%	Q2 2013
ABBVAbbVie Inc.	$8.19M	0.44%	0.00%	+4.2%	Q2 2013
COFCapital One Financial Corp	$7.9M	0.42%	0.01%	+7.1%	Q2 2014
BABoeing Co	$7.5M	0.40%	0.00%	+0.8%	Q2 2013
NFLXNetflix Inc	$7.26M	0.39%	0.00%	+88.4%	Q4 2014
STEWSRH Total Return Fund, Inc.	$7.22M	0.39%	Not reported	+0.3%	Q3 2017
LRCXLam Research Corp	$7.21M	0.39%	0.00%	-2.8%	Q2 2014
CATCaterpillar Inc	$7.06M	0.38%	0.00%	+1.2%	Q2 2013
TJXTJX Companies Inc	$7.01M	0.38%	0.00%	-0.6%	Q2 2013
HDHome Depot, Inc.	$6.84M	0.37%	0.00%	+3.5%	Q2 2013
INTCIntel Corp	$6.65M	0.36%	0.00%	+91.2%	Q2 2013
BXBlackstone Inc.	$6.38M	0.34%	0.01%	+0.5%	Q2 2013
UBERUber Technologies, Inc	$6.31M	0.34%	0.00%	-34.9%	Q2 2019
XOMExxonMobil Holdings Corp	$6.29M	0.34%	0.00%	-1.2%	Q2 2013
HLHecla Mining Co	$6.27M	0.34%	0.06%	0.0%	Q2 2013
COSTCostco Wholesale Corp	$6.11M	0.33%	0.00%	+1.4%	Q2 2013
BPREBluerock Private Real Estate Fund	$6.06M	0.32%	Not reported	+47.3%	Q4 2025
SYKStryker Corp	$6.01M	0.32%	0.00%	+0.2%	Q2 2014
VVisa Inc.	$5.93M	0.32%	0.00%	-5.0%	Q2 2013
BACBank of America Corp	$5.2M	0.28%	0.00%	+0.5%	Q2 2013
MSMorgan Stanley	$5.16M	0.28%	0.00%	-1.5%	Q2 2013

Q1 2026Reported Apr 27, 2026530 positions
NVDANvidia Corp	$82.5M	5.22%	0.00%	-18.8%	Q2 2014
AAPLApple Inc.	$55.1M	3.49%	0.00%	-33.2%	Q2 2013
METAMeta Platforms, Inc.	$31.9M	2.02%	Not reported	-13.3%	Q2 2013
AMZNAmazon Com Inc	$29.9M	1.89%	0.00%	-32.3%	Q4 2013
MSFTMicrosoft Corp	$29.9M	1.89%	0.00%	-20.8%	Q2 2013
PLTRPalantir Technologies Inc.	$22.3M	1.41%	0.01%	-6.6%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$21.3M	1.35%	Not reported	-17.5%	Q2 2013
LLYELI LILLY & Co	$19.6M	1.24%	0.00%	-12.3%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$19.1M	1.21%	Not reported	-25.6%	Q2 2018
AVGOBroadcom Inc.	$17.2M	1.09%	0.00%	-8.2%	Q1 2016
GOOGLAlphabet Inc.	$15.9M	1.01%	0.00%	-20.9%	Q4 2015
GOOGAlphabet Inc.	$14.5M	0.92%	Not reported	-30.4%	Q4 2015
JPMJPMorgan Chase & Co	$13.7M	0.87%	0.00%	-23.1%	Q2 2013
BRK.BBerkshire Hathaway Inc	$11.3M	0.72%	Not reported	-27.8%	Q2 2013
SMHMarket Vectors ETF Trust	$11.1M	0.70%	Not reported	+60.5%	Q2 2020
CRWDCrowdStrike Holdings, Inc.	$10.7M	0.68%	0.01%	-1.7%	Q3 2019
GLDSPDR Gold Trust	$10.2M	0.65%	0.01%	-39.7%	Q2 2013
PANWPalo Alto Networks Inc	$9.48M	0.60%	0.01%	-11.5%	Q1 2014
TSLATesla, Inc.	$9.46M	0.60%	0.00%	-39.1%	Q2 2014
PGPROCTER & GAMBLE Co	$9.22M	0.58%	0.00%	-8.2%	Q2 2013
JNJJohnson & Johnson	$9.2M	0.58%	0.00%	-3.6%	Q2 2013
UBERUber Technologies, Inc	$8.98M	0.57%	0.01%	-23.6%	Q2 2019
GEVGE Vernova Inc.	$8.23M	0.52%	0.00%	+0.5%	Q2 2024
WMTWalmart Inc.	$8.06M	0.51%	0.00%	-30.1%	Q2 2013
XOMExxonMobil Holdings Corp	$8.03M	0.51%	0.00%	-18.8%	Q2 2013
ETNEaton Corp plc	$7.62M	0.48%	0.01%	-27.5%	Q1 2014
IBMInternational Business Machines Corp	$7.26M	0.46%	0.00%	-16.6%	Q2 2013
TJXTJX Companies Inc	$7.26M	0.46%	0.00%	-12.0%	Q2 2013
GSGoldman Sachs Group Inc	$7.12M	0.45%	0.00%	+5.7%	Q2 2013
HLHecla Mining Co	$7.01M	0.44%	0.06%	+1.4%	Q2 2013
AMDAdvanced Micro Devices Inc	$6.97M	0.44%	0.00%	-8.3%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.87M	0.43%	0.00%	-12.6%	Q2 2014
STEWSRH Total Return Fund, Inc.	$6.75M	0.43%	Not reported	+1.3%	Q3 2017
ABBVAbbVie Inc.	$6.59M	0.42%	0.00%	-17.6%	Q2 2013
BABoeing Co	$6.56M	0.42%	0.00%	-4.2%	Q2 2013
COFCapital One Financial Corp	$6.49M	0.41%	0.01%	+20.0%	Q2 2014
COSTCostco Wholesale Corp	$6.34M	0.40%	0.00%	-18.6%	Q2 2013
BXBlackstone Inc.	$6.17M	0.39%	0.01%	+34.5%	Q2 2013
HDHome Depot, Inc.	$6.1M	0.39%	0.00%	-16.3%	Q2 2013
SYKStryker Corp	$5.91M	0.37%	0.00%	+10.5%	Q2 2014
CVXChevron Corp	$5.67M	0.36%	0.00%	-11.9%	Q2 2013
VVisa Inc.	$5.47M	0.35%	0.00%	-20.5%	Q2 2013
AGIAlamos Gold Inc	$5.05M	0.32%	0.03%	0.0%	Q1 2019
BPREBluerock Private Real Estate Fund	$4.97M	0.31%	Not reported	+672.5%	Q4 2025
NFLXNetflix Inc	$4.86M	0.31%	0.00%	-54.3%	Q4 2014
MAMastercard Inc	$4.72M	0.30%	0.00%	-18.7%	Q4 2013
CATCaterpillar Inc	$4.51M	0.29%	0.00%	-23.7%	Q2 2013
AEMAgnico Eagle Mines Ltd	$4.43M	0.28%	0.00%	-16.4%	Q2 2014
BACBank of America Corp	$4.22M	0.27%	0.00%	-15.9%	Q2 2013
ORCLOracle Corp	$4.19M	0.27%	0.00%	-8.6%	Q2 2013

Q4 2025Reported Feb 17, 2026616 positions
NVDANvidia Corp	$115M	5.29%	0.00%	-2.1%	Q2 2014
AAPLApple Inc.	$90.8M	4.19%	0.00%	-5.1%	Q2 2013
MSFTMicrosoft Corp	$50.8M	2.34%	0.00%	-5.9%	Q2 2013
AMZNAmazon Com Inc	$50.7M	2.34%	0.00%	-3.5%	Q4 2013
METAMeta Platforms, Inc.	$45.2M	2.09%	Not reported	+5.4%	Q2 2013
PLTRPalantir Technologies Inc.	$30.8M	1.42%	0.01%	+2.3%	Q3 2020
QQQInvesco QQQ Trust, Series 1	$28.2M	1.30%	Not reported	+1.1%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$27.8M	1.28%	Not reported	+4.8%	Q2 2013
LLYELI LILLY & Co	$27.1M	1.25%	0.00%	-8.1%	Q2 2013
GOOGAlphabet Inc.	$23.9M	1.10%	Not reported	+0.7%	Q4 2015
GOOGLAlphabet Inc.	$23M	1.06%	0.00%	-2.4%	Q4 2015
AVGOBroadcom Inc.	$22.1M	1.02%	0.00%	-3.9%	Q1 2016
JPMJPMorgan Chase & Co	$20.2M	0.93%	0.00%	-4.1%	Q2 2013
TSLATesla, Inc.	$19.7M	0.91%	0.00%	-2.7%	Q2 2014
BRK.BBerkshire Hathaway Inc	$16.6M	0.77%	Not reported	-0.2%	Q2 2013
GLDSPDR Gold Trust	$16.2M	0.75%	0.01%	-1.0%	Q2 2013
UBERUber Technologies, Inc	$13.7M	0.63%	0.01%	+2.4%	Q2 2019
CRWDCrowdStrike Holdings, Inc.	$13.4M	0.62%	0.01%	-3.1%	Q3 2019
PANWPalo Alto Networks Inc	$12.8M	0.59%	0.01%	+0.9%	Q1 2014
LRCXLam Research Corp	$12.7M	0.59%	0.01%	-7.6%	Q2 2014
IBMInternational Business Machines Corp	$10.9M	0.50%	0.00%	-1.1%	Q2 2013
NFLXNetflix Inc	$10.7M	0.49%	0.00%	-2.8%	Q4 2014
WMTWalmart Inc.	$10.4M	0.48%	0.00%	+0.3%	Q2 2013
PGPROCTER & GAMBLE Co	$9.95M	0.46%	0.00%	-3.2%	Q2 2013
ETNEaton Corp plc	$9.74M	0.45%	0.01%	+0.7%	Q1 2014
ABBVAbbVie Inc.	$8.57M	0.40%	0.00%	-3.9%	Q2 2013
AMDAdvanced Micro Devices Inc	$8.3M	0.38%	0.00%	-1.8%	Q2 2013
JNJJohnson & Johnson	$8.15M	0.38%	0.00%	-0.3%	Q2 2013
TJXTJX Companies Inc	$8.13M	0.38%	0.00%	+4.0%	Q2 2013
VVisa Inc.	$8.06M	0.37%	0.00%	-3.9%	Q2 2013
BABoeing Co	$7.85M	0.36%	0.00%	+13.9%	Q2 2013
HDHome Depot, Inc.	$7.74M	0.36%	0.00%	+0.9%	Q2 2013
HLHecla Mining Co	$7.71M	0.36%	0.06%	-0.9%	Q2 2013
IAUIshares Gold Trust	$7.57M	0.35%	0.01%	+0.4%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.54M	0.35%	0.00%	+4.7%	Q2 2014
STEWSRH Total Return Fund, Inc.	$7.39M	0.34%	Not reported	-1.4%	Q3 2017
COFCapital One Financial Corp	$7.36M	0.34%	0.00%	-17.2%	Q2 2014
GSGoldman Sachs Group Inc	$7.33M	0.34%	0.00%	+4.4%	Q2 2013
XOMExxonMobil Holdings Corp	$6.94M	0.32%	0.00%	+2.3%	Q2 2013
SMHMarket Vectors ETF Trust	$6.87M	0.32%	Not reported	+12.3%	Q2 2020
COSTCostco Wholesale Corp	$6.73M	0.31%	0.00%	-3.7%	Q2 2013
MAMastercard Inc	$6.72M	0.31%	0.00%	-3.4%	Q4 2013
GEVGE Vernova Inc.	$6.55M	0.30%	0.00%	+296.8%	Q2 2024
ORCLOracle Corp	$6.44M	0.30%	0.00%	+7.2%	Q2 2013
BXBlackstone Inc.	$6.33M	0.29%	0.01%	+9.9%	Q2 2013
SLViShares Silver Trust	$5.9M	0.27%	0.02%	-0.8%	Q2 2013
BACBank of America Corp	$5.85M	0.27%	0.00%	-4.6%	Q2 2013
SYKStryker Corp	$5.77M	0.27%	0.00%	+3.7%	Q2 2014
ASMLAsml Holding NV	$5.56M	0.26%	0.00%	-1.3%	Q2 2014
CSCOCisco Systems, Inc.	$5.19M	0.24%	0.00%	-0.4%	Q2 2013

Q3 2025Reported Oct 31, 2025640 positions
NVDANvidia Corp	$117M	5.42%	0.00%	-10.2%	Q2 2014
AAPLApple Inc.	$89.6M	4.14%	0.00%	-7.1%	Q2 2013
MSFTMicrosoft Corp	$57.8M	2.68%	0.00%	-8.2%	Q2 2013
AMZNAmazon Com Inc	$49.9M	2.31%	0.00%	-15.5%	Q4 2013
METAMeta Platforms, Inc.	$47.7M	2.21%	Not reported	-2.2%	Q2 2013
PLTRPalantir Technologies Inc.	$30.9M	1.43%	0.01%	-5.3%	Q3 2020
QQQInvesco QQQ Trust, Series 1	$27.3M	1.26%	Not reported	-4.3%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$26M	1.20%	Not reported	-3.4%	Q2 2013
AVGOBroadcom Inc.	$21.9M	1.01%	0.00%	-1.8%	Q1 2016
LLYELI LILLY & Co	$20.9M	0.97%	0.00%	+3.6%	Q2 2013
JPMJPMorgan Chase & Co	$20.6M	0.95%	0.00%	-11.0%	Q2 2013
TSLATesla, Inc.	$20M	0.92%	0.00%	-12.6%	Q2 2014
GOOGAlphabet Inc.	$18.4M	0.85%	Not reported	-11.7%	Q4 2015
GOOGLAlphabet Inc.	$18.3M	0.85%	0.00%	-9.0%	Q4 2015
BRK.BBerkshire Hathaway Inc	$16.6M	0.77%	Not reported	-7.2%	Q2 2013
UBERUber Technologies, Inc	$16.1M	0.74%	0.01%	-1.2%	Q2 2019
GLDSPDR Gold Trust	$14.7M	0.68%	0.01%	-16.7%	Q2 2013
CRWDCrowdStrike Holdings, Inc.	$14.5M	0.67%	0.01%	+1.4%	Q3 2019
NFLXNetflix Inc	$14.1M	0.65%	0.00%	-0.2%	Q4 2014
PANWPalo Alto Networks Inc	$14M	0.65%	0.01%	+9.4%	Q1 2014
ETNEaton Corp plc	$11.4M	0.53%	0.01%	-18.7%	Q1 2014
PGPROCTER & GAMBLE Co	$11M	0.51%	0.00%	-7.9%	Q2 2013
LRCXLam Research Corp	$10.8M	0.50%	0.01%	+1.5%	Q2 2014
IBMInternational Business Machines Corp	$10.5M	0.48%	0.00%	-4.9%	Q2 2013
WMTWalmart Inc.	$9.59M	0.44%	0.00%	-0.8%	Q2 2013
HDHome Depot, Inc.	$9.04M	0.42%	0.00%	-12.0%	Q2 2013
ABBVAbbVie Inc.	$9.03M	0.42%	0.00%	-7.6%	Q2 2013
ORCLOracle Corp	$8.67M	0.40%	0.00%	-3.9%	Q2 2013
VVisa Inc.	$8.16M	0.38%	0.00%	-5.6%	Q2 2013
COFCapital One Financial Corp	$7.8M	0.36%	0.01%	+58.5%	Q2 2014
COSTCostco Wholesale Corp	$7.51M	0.35%	0.00%	-19.8%	Q2 2013
TJXTJX Companies Inc	$7.36M	0.34%	0.00%	+0.6%	Q2 2013
STEWSRH Total Return Fund, Inc.	$7.34M	0.34%	Not reported	+0.6%	Q3 2017
JNJJohnson & Johnson	$7.33M	0.34%	0.00%	-18.9%	Q2 2013
MAMastercard Inc	$6.93M	0.32%	0.00%	-7.8%	Q4 2013
BABoeing Co	$6.85M	0.32%	0.00%	+63.5%	Q2 2013
IAUIshares Gold Trust	$6.76M	0.31%	0.01%	+15.8%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.62M	0.31%	0.00%	+3.9%	Q2 2014
BXBlackstone Inc.	$6.39M	0.30%	0.01%	-9.0%	Q2 2013
AMDAdvanced Micro Devices Inc	$6.39M	0.30%	0.00%	-10.1%	Q2 2013
GSGoldman Sachs Group Inc	$6.36M	0.29%	0.00%	-23.1%	Q2 2013
XOMExxonMobil Holdings Corp	$6.36M	0.29%	0.00%	-8.7%	Q2 2013
BMYBristol Myers Squibb Co	$6.09M	0.28%	0.01%	-5.8%	Q2 2013
SYKStryker Corp	$5.85M	0.27%	0.00%	-0.1%	Q2 2014
BACBank of America Corp	$5.75M	0.27%	0.00%	-6.6%	Q2 2013
SMHMarket Vectors ETF Trust	$5.54M	0.26%	Not reported	+6.4%	Q2 2020
ASMLAsml Holding NV	$5.1M	0.24%	0.00%	-2.2%	Q2 2014
CVXChevron Corp	$5.03M	0.23%	0.00%	-3.4%	Q2 2013
UNHUnitedhealth Group Inc	$4.95M	0.23%	0.00%	-3.6%	Q3 2013
HLHecla Mining Co	$4.9M	0.23%	0.06%	+7.6%	Q2 2013

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