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CIK: 0001464811
Total reported value
$2.6B
$2.6B
831 檔
11.6%
In Q2 2026, B. Riley Wealth Advisors, Inc.'s U.S. equity holdings reached a combined market value of $2.6B, distributed across 831 disclosed stock positions.
B. Riley Wealth Advisors, Inc. executed strategic sector rebalancing during Q2 2026, establishing 29 new positions while fully exiting 19 holdings and trimming 74 positions.
Showing top 200 holdings (of 831 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.35% | -0.16% | -94.70% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.44% | +0.92% | -67.69% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.38% | -0.45% | +11.14% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.97% | +0.10% | -57.39% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.85% | +0.04% | -77.20% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.67% | -0.53% | -92.57% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | +0.65% | -37.04% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 1.57% | +0.38% | +498.87% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.34% | +0.01% | +0.03% | |
| 10 | APUE | Activepassive US Equity ETF | ETF-Other | 1.26% | -0.31% | +18.76% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | -0.02% | +9.90% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | -0.14% | -46.37% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | -0.03% | -14.43% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.12% | -0.31% | +8.02% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.09% | -0.15% | -0.41% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.09% | -0.11% | -1.55% | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.05% | +0.10% | -83.72% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +0.05% | -13.70% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.01% | -0.10% | -75.88% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.01% | -0.21% | +12.32% | |
| 21 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.99% | +0.10% | -68.11% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | -0.02% | -35.90% | |
| 23 | MU | Micron Technology Inc | Stock-Tech | 0.78% | +0.03% | +1.97% | |
| 24 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 0.74% | -0.12% | -1.03% | |
| 25 | CGBL | Cap Group Core Balanced | ETF-Other | 0.72% | -0.12% | +2.94% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.09% | -14.87% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | — | +3.82% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | -0.05% | -16.15% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | -0.17% | +0.44% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | -0.13% | -1.62% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.54% | -0.06% | +1.67% | |
| 32 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.53% | -0.16% | +26.08% | |
| 33 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.53% | -0.17% | -5.56% | |
| 34 | APIE | Activepassive Intl Eqty ETF | ETF-Other | 0.52% | -0.09% | +19.61% | |
| 35 | GEV | GE Vernova Inc | Stock-Industrials | 0.52% | -0.23% | -12.88% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.15% | -60.78% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.50% | -0.16% | +6.21% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.04% | +3.63% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | -0.18% | -76.30% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.49% | -0.12% | +1.83% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.49% | -0.16% | +0.84% | |
| 42 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.48% | -0.19% | +957.77% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | -0.09% | -7.34% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.46% | +1.37% | -2.91% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.46% | -0.10% | +15.73% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | +0.06% | -91.13% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.05% | -36.58% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | -0.04% | -36.32% | |
| 49 | COF | Capital One Financial CORP | Stock-Financials | 0.42% | -0.12% | +7.12% | |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.42% | -0.08% | +32.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +0.6% | -75.88% | Trim |
| 2 | MU | Micron Technology Inc | +0.6% | +1.97% | Add |
| 3 | PANW | Palo Alto Networks Inc | +0.5% | -0.41% | Trim |
| 4 | XMMO | Invesco S&p Midcap Momentum | +0.4% | +957.77% | Add |
| 5 | SMH | Vaneck Semiconductor ETF | +0.4% | +8.02% | Add |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | -68.11% | Trim |
| 7 | INTC | Intel CORP | +0.3% | +93.89% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.3% | +12.32% | Add |
| 9 | STX | Seagate Technology Holdings plc | +0.3% | -5.56% | Trim |
| 10 | LLY | Eli Lilly & Co | +0.3% | -92.57% | Trim |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.2% | +11.14% | Add |
| 12 | APUE | Activepassive US Equity ETF | +0.2% | +18.76% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +9.90% | Add |
| 14 | GBND | Goldman Sachs Core Bond ETF | +0.2% | NEW | New buy |
| 15 | LRCX | Lam Research CORP | +0.2% | -2.26% | Trim |
| 16 | ✓ | +0.2% | NEW | New buy | |
| 17 | MRVL | Marvell Technology Inc | +0.1% | -21.95% | Trim |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +605.08% | Add |
| 19 | ICVT | Ishares Convertible Bond ETF | +0.1% | +26.08% | Add |
| 20 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +142.14% | Add |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.67% | Add |
| 22 | AMAT | Applied Materials Inc | +0.1% | -4.01% | Trim |
| 23 | SNDK | Sandisk CORP | +0.1% | -92.59% | Trim |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | -13.70% | Trim |
| 25 | JNJ | Johnson & Johnson | +0.1% | -14.87% | Trim |
| 26 | CAT | Caterpillar Inc | +0.1% | +1.24% | Add |
| 27 | ✓ | +0.1% | NEW | New buy | |
| 28 | BUG | Global X Cybersecurity ETF | +0.1% | NEW | New buy |
| 29 | NFLX | Netflix Inc | +0.1% | -3.22% | Trim |
| 30 | UNH | Unitedhealth Group Inc | +0.1% | -54.11% | Trim |
| 31 | DELL | Dell Technologies -c | +0.1% | -60.74% | Trim |
| 32 | ✓ | +0.1% | NEW | New buy | |
| 33 | ILF | Ishares Latin America 40 ETF | +0.1% | NEW | New buy |
| 34 | VXF | Vanguard Extended Market ETF | +0.1% | +89.98% | Add |
| 35 | VGT | Vanguard Info Tech ETF | +0.1% | +1137.67% | Add |
| 36 | WDC | Western Digital CORP | +0.1% | -90.08% | Trim |
| 37 | CORO | Ish Intl Ctry Rot Act ETF | +0.1% | NEW | New buy |
| 38 | OILK | Pros K-1 Free Cr Oil Etf-usd | +0.1% | NEW | New buy |
| 39 | AVGO | Broadcom Inc | +0.1% | -46.37% | Trim |
| 40 | APIE | Activepassive Intl Eqty ETF | +0.1% | +19.61% | Add |
| 41 | IWF | Ishares Russell 1000 Growth | +0.1% | +396.52% | Add |
| 42 | GLW | Corning Inc | +0.1% | -82.54% | Trim |
| 43 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | NEW | New buy |
| 44 | ARM | Arm Holdings Plc-adr | +0.1% | +8.06% | Add |
| 45 | IALT | Ishrs Sys Alt Act ETF | +0.1% | NEW | New buy |
| 46 | EEMA | Ishares Msci Emerg Mrkt Asia | +0.1% | NEW | New buy |
| 47 | GEM | Goldman Sachs Activebeta Em | +0.1% | NEW | New buy |
| 48 | JPIE | Jpmorgan Income ETF | +0.1% | NEW | New buy |
| 49 | AMZN | Amazon.com Inc | +0.1% | -57.39% | Trim |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +32.17% | Add |
According to official SEC Form 13F filings, B. Riley Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $2.6B across 831 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, IVV) accounted for 11.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
GBND
市值: $3.2M
Top Position Liquidated / Trimmed
BROS
前期市值: $3.5M
During Q2 2026, B. Riley Wealth Advisors, Inc.'s top holdings by market value included NVDA (6.3%)、AAPL (3.4%)、IVV (2.4%). The largest single position, NVDA, represented 6.3% of total portfolio value.
In Q2 2026, B. Riley Wealth Advisors, Inc. made 199 total portfolio adjustments, initiating 29 new buys, adding to 77 positions, trimming 74 holdings, and fully liquidating 19 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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