B. Riley Wealth Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.58B
Q ending 2026-03-31
Prior quarter
$2.17B
Q ending 2025-12-31
Change
-27.1% QoQ
Positions
898
reported holdings
Largest positions
Top 100 of 898 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $82.5M | 499K |
| Apple Inc | AAPL | Shares | $55.1M | 223K |
| Ishares Tr | IVV | Shares | $34.1M | 54K |
| Meta Platforms Inc | META | Shares | $31.9M | 59K |
| Amazon Com Inc | AMZN | Shares | $29.9M | 149K |
| Microsoft Corp | MSFT | Shares | $29.9M | 83K |
| Vanguard Index Fds | VUG | Shares | $24.2M | 58K |
| Palantir Technologies Inc | PLTR | Shares | $22.3M | 162K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $21.3M | 34K |
| Eli Lilly & Co | LLY | Shares | $19.6M | 22K |
| Invesco Qqq Tr | QQQ | Shares | $19.1M | 34K |
| Vanguard Index Fds | VTV | Shares | $18.2M | 94K |
| Broadcom Inc | AVGO | Shares | $17.2M | 59K |
| Trust For Professional Manag | APUE | Shares | $16.7M | 430K |
| Alphabet Inc | GOOGL | Shares | $15.9M | 58K |
| Alphabet Inc | GOOG | Shares | $14.5M | 53K |
| Jpmorgan Chase & Co | JPM | Shares | $13.7M | 48K |
| Proshares Tr | CSM | Shares | $12.0M | 165K |
| Vanguard Index Fds | VOO | Shares | $11.7M | 20K |
| Nvidia Corporation | NVDA | Put | $11.7M | 7.1M |
| Capital Group Core Balanced | CGBL | Shares | $11.6M | 344K |
| Select Sector Spdr Tr | XLK | Shares | $11.5M | 91K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $11.3M | 24K |
| Vaneck Etf Trust | SMH | Shares | $11.1M | 31K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $10.7M | 28K |
| Spdr Gold Tr | GLD | Shares | $10.2M | 25K |
| Palo Alto Networks Inc | PANW | Shares | $9.5M | 61K |
| Tesla Inc | TSLA | Shares | $9.5M | 27K |
| Procter & Gamble Co | PG | Shares | $9.2M | 64K |
| Johnson & Johnson | JNJ | Shares | $9.2M | 38K |
| Vanguard Tax-Managed Fds | VEA | Shares | $9.1M | 146K |
| Uber Technologies Inc | UBER | Shares | $9.0M | 128K |
| Spdr Series Trust | BIL | Shares | $8.9M | 97K |
| Ge Vernova Inc | GEV | Shares | $8.2M | 10K |
| Vaneck Etf Trust | OIH | Shares | $8.1M | 20K |
| Walmart Inc | WMT | Shares | $8.1M | 65K |
| Ishares Tr | DGRO | Shares | $8.0M | 117K |
| Exxon Mobil Corp | XOM | Shares | $8.0M | 47K |
| Vanguard Index Fds | VTI | Shares | $7.7M | 25K |
| Ishares Tr | IVW | Shares | $7.6M | 70K |
| Eaton Corp Plc | Shares | $7.6M | 22K | |
| Fidelity Merrimack Str Tr | FBND | Shares | $7.3M | 161K |
| International Business Machs | IBM | Shares | $7.3M | 31K |
| Tjx Cos Inc New | TJX | Shares | $7.3M | 47K |
| Trust For Professional Manag | APIE | Shares | $7.2M | 211K |
| Goldman Sachs Etf Tr | GBIL | Shares | $7.2M | 72K |
| Goldman Sachs Group Inc | GS | Shares | $7.1M | 9K |
| Hecla Mining Company | HL | Shares | $7.0M | 407K |
| Advanced Micro Devices Inc | AMD | Shares | $7.0M | 36K |
| Taiwan Semiconductor Manufac | TSM | Shares | $6.9M | 22K |
| Pimco Etf Tr | BOND | Shares | $6.8M | 74K |
| Srh Total Return Fund Inc | STEW | Shares | $6.7M | 404K |
| Abbvie Inc | ABBV | Shares | $6.6M | 31K |
| Ishares Inc | IEMG | Shares | $6.6M | 98K |
| Boeing Co | BA | Shares | $6.6M | 35K |
| Capital One Finl Corp | COF | Shares | $6.5M | 36K |
| Ishares Tr | ICVT | Shares | $6.4M | 65K |
| Nvidia Corporation | NVDA | Call | $6.4M | 3.9M |
| Costco Wholesale Corporation | COST | Shares | $6.3M | 6K |
| Ishares Inc | URTH | Shares | $6.2M | 36K |
| Blackstone Inc | BX | Shares | $6.2M | 55K |
| Ishares Tr | STIP | Shares | $6.1M | 59K |
| Home Depot Inc | HD | Shares | $6.1M | 19K |
| Fidelity Covington Trust | FELG | Shares | $6.1M | 169K |
| J P Morgan Exchange Traded F | JPST | Shares | $6.0M | 119K |
| Wisdomtree Tr | HYZD | Shares | $6.0M | 273K |
| Ishares Tr | IWB | Shares | $5.9M | 17K |
| Ishares Tr | IVE | Shares | $5.9M | 28K |
| Stryker Corporation | SYK | Shares | $5.9M | 18K |
| Ishares Tr | IUSB | Shares | $5.8M | 127K |
| Chevron Corporation | CVX | Shares | $5.7M | 27K |
| Visa Inc | V | Shares | $5.5M | 18K |
| Ishares Tr | IEFA | Shares | $5.4M | 62K |
| Vanguard Charlotte Fds | BNDX | Shares | $5.4M | 113K |
| Ishares Tr | EFG | Shares | $5.3M | 50K |
| Alamos Gold Inc | AGI | Shares | $5.0M | 121K |
| Bluerock Pvt Real Estate Fd | BPRE | Shares | $5.0M | 309K |
| Netflix Inc. | NFLX | Shares | $4.9M | 52K |
| Select Sector Spdr Tr | XLU | Shares | $4.7M | 103K |
| Mastercard Incorporated | MA | Shares | $4.7M | 10K |
| Invesco Exchange Traded Fd T | RSP | Shares | $4.6M | 25K |
| Trust For Professional Manag | APCB | Shares | $4.5M | 154K |
| Ishares Tr | AGG | Shares | $4.5M | 46K |
| Caterpillar Inc | CAT | Shares | $4.5M | 7K |
| Agnico Eagle Mines Ltd | AEM | Shares | $4.4M | 23K |
| Ishares Tr | IWF | Shares | $4.4M | 11K |
| New York Life Investments Et | MNA | Shares | $4.3M | 118K |
| Bank America Corp | BAC | Shares | $4.2M | 89K |
| Vanguard Index Fds | VBK | Shares | $4.2M | 15K |
| Oracle Corp | ORCL | Shares | $4.2M | 30K |
| Ishares Tr | IJR | Shares | $4.2M | 34K |
| Rtx Corporation | RTX | Shares | $4.0M | 22K |
| Vanguard Intl Equity Index F | VWO | Shares | $4.0M | 76K |
| Morgan Stanley | MS | Shares | $3.9M | 25K |
| Seagate Technology Hldngs Pl | Shares | $3.9M | 11K | |
| Vanguard Bd Index Fds | BSV | Shares | $3.9M | 50K |
| Coeur Mng Inc | CDE | Shares | $3.8M | 232K |
| Vanguard Scottsdale Fds | VCSH | Shares | $3.8M | 48K |
| Ishares Tr | IHI | Shares | $3.8M | 72K |
| Micron Technology Inc | MU | Shares | $3.7M | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.