What is B. Riley Wealth Advisors, Inc.'s portfolio value?

As of Q2 2026, B. Riley Wealth Advisors, Inc. manages $575.4B across 831 reported positions in their SEC 13F filing.

What are B. Riley Wealth Advisors, Inc.'s top holdings?

B. Riley Wealth Advisors, Inc.'s largest 13F positions include VUG, APUE, CSM, representing approximately 11.6% of the reported portfolio.

How many stocks does B. Riley Wealth Advisors, Inc. hold?

B. Riley Wealth Advisors, Inc. holds 831 reported positions as of their Q2 2026 13F filing.

When did B. Riley Wealth Advisors, Inc. last file a 13F?

The most recent 13F filing from B. Riley Wealth Advisors, Inc. reports positions as of Q2 2026. 13F filings are required within 45 days of each calendar quarter end.

B. Riley Wealth Advisors, Inc.

CIK: 1464811SEC EDGAR →

Portfolio Value

$575.4B

Holdings

831

As of

Q2 2026

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VUG VANGUARD INDEX FDS	345,642	$29.3B	5.10%
2	APUE TRUST FOR PROFESSIONAL MANAG	510,969	$23.4B	4.07%
3	CSM PROSHARES TR	162,845	$13.8B	2.39%
4	CGBL CAPITAL GROUP CORE BALANCED	354,422	$13.4B	2.34%
5	VEA VANGUARD TAX-MANAGED FDS	143,644	$10.2B	1.77%
6	APIE TRUST FOR PROFESSIONAL MANAG	252,940	$9.7B	1.68%
7	DGRO ISHARES TR	123,793	$9.4B	1.63%
8	BIL SPDR SERIES TRUST	94,370	$8.6B	1.50%
9	FBND FIDELITY MERRIMACK STR TR	186,351	$8.5B	1.48%
10	IUSB ISHARES TR	167,394	$7.8B	1.35%

Quarterly Changes

Top Buys

VUG↑ Increased

$29.3B

APUE↑ Increased

$6.7B

ICVT↑ Increased

$6.4B

UBERNEW

$6.3B

CWB↑ Increased

$3.4B

Top Sells

NVDA↓ Decreased

$18.1B

UBERCLOSED

$9.0B

BROSCLOSED

$3.5B

AGG↓ Decreased

$3.4B

CSCO↓ Decreased

$3.4B

New Positions (135)

UBER

$6.3B · 84K shares

GBND

$3.2B · 62K shares

BAC

$3.0B · 67K shares

ROUNDHILL ETF TRUST

$2.9B · 41K shares

PFE

$2.2B · 91K shares

NOW

$1.7B · 17K shares

$1.7B · 100K shares

$1.6B · 43K shares

$1.5B · 44K shares

$1.3B · 35K shares

$1.3B · 27K shares

$1.2B · 20K shares

$1.2B · 41K shares

$1.1B · 22K shares

$1.1B · 24K shares

$1.1B · 12K shares

$991.0M · 20K shares

$875.8M · 10K shares

$853.1M · 17K shares

$825.5M · 27K shares

$789.0M · 17K shares

BLACKROCK ETF TRUST

$697.8M · 28K shares

GSC

$685.2M · 10K shares

IGV

$659.2M · 7K shares

XSSPX

$546.5M · 30K shares

$516.5M · 37K shares

$498.5M · 10K shares

$493.6M · 13K shares

$491.3M · 7K shares

$469.1M · 5K shares

$461.9M · 8K shares

$452.9M · 8K shares

$391.9M · 7K shares

$368.2M · 8K shares

$357.2M · 5K shares

$349.0M · 8K shares

$339.2M · 14K shares

$331.9M · 4K shares

$322.2M · 12K shares

$309.9M · 23K shares

$300.6M · 4K shares

$297.6M · 6K shares

$280.6M · 4K shares

CARNIVAL CORP LTD

$272.5M · 9K shares

$267.0M · 7K shares

$263.5M · 10K shares

$260.0M · 9K shares

$257.0M · 11K shares

$246.9M · 3K shares

$243.5M · 3K shares

$236.1M · 5K shares

$235.0M · 6K shares

$232.8M · 13K shares

$232.7M · 3K shares

$227.9M · 4K shares

$221.9M · 2K shares

$219.7M · 2K shares

$219.0M · 4K shares

$218.4M · 8K shares

$217.7M · 7K shares

$217.0M · 6K shares

$214.6M · 9K shares

$214.4M · 4K shares

$214.3M · 4K shares

$213.6M · 7K shares

$211.2M · 12K shares

$209.2M · 3K shares

$208.0M · 5K shares

$205.3M · 5K shares

$204.2M · 4K shares

$203.2M · 11K shares

$203.2M · 9K shares

$202.3M · 2K shares

$201.2M · 4K shares

$201.0M · 8K shares

$178.4M · 14K shares

$143.4M · 10K shares

$136.7M · 10K shares

$106.0M · 10K shares

$94.6M · 21K shares

$69.8M · 12K shares

$64.2M · 228K shares

$22.6M · 64K shares

$21.3M · 15K shares

$18.9M · 102K shares

$8.5M · 23K shares

$8.4M · 73K shares

$7.3M · 18K shares

$6.7M · 51K shares

$5.5M · 37K shares

$5.0M · 18K shares

$2.9M · 7K shares

$2.6M · 10K shares

$2.0M · 7K shares

HONEYWELL INTL INC

$1.6M · 7K shares

APH

$1.6M · 10K shares

HONEYWELL AEROSPACE INC

$1.5M · 7K shares

LITE

$1.3M · 2K shares

GSLC

$1.2M · 9K shares

EEMA

$1.1M · 10K shares

SPACE EXPLORATION TECHN CORP

$807K · 5K shares

$664K · 2K shares

MXL

$623K · 6K shares

$535K · 4K shares

$437K · 3K shares

TSEM

$411K · 2K shares

IM8N

$409K · 4K shares

FEDEX FGHT HLDG CO INC

$387K · 3K shares

$367K · 2K shares

$353K · 3K shares

$337K · 1K shares

$329K · 536 shares

$319K · 3K shares

ENQ

$312K · 2K shares

CEREBRAS SYSTEMS INC

$295K · 1K shares

KLMN

$288K · 2K shares

GPC

$258K · 2K shares

$257K · 2K shares

AAOI

$257K · 2K shares

HACK

$252K · 2K shares

$251K · 2K shares

$250K · 638 shares

$237K · 2K shares

$233K · 2K shares

$232K · 2K shares

$228K · 1K shares

$226K · 667 shares

$224K · 1K shares

$218K · 2K shares

$216K · 2K shares

$215K · 103 shares

$214K · 971 shares

$209K · 986 shares

$206K · 771 shares

$201K · 2K shares

Closed Positions (107)

$9.0B · 228K shares

$3.5B · 73K shares

$3.1B · 61K shares

$2.7B · 98K shares

UNITED STS BRENT OIL FD LP

$2.3B · 43K shares

MRVL

$2.0B · 23K shares

$2.0B · 397K shares

$1.9B · 146K shares

$1.7B · 18K shares

$1.6B · 44K shares

$1.5B · 52K shares

$1.4B · 26K shares

$1.2B · 705K shares

$1.2B · 68K shares

$1.2B · 13K shares

$1.1B · 26K shares

$983.7M · 259K shares

$981.5M · 18K shares

$955.5M · 12K shares

$936.1M · 19K shares

$935.0M · 37K shares

$829.0M · 29K shares

$729.2M · 31K shares

$590.8M · 19K shares

$590.2M · 91K shares

$493.2M · 6K shares

$478.1M · 13K shares

$416.7M · 46K shares

$413.9M · 8K shares

$406.4M · 4K shares

$405.1M · 77K shares

$397.1M · 56K shares

$393.4M · 35K shares

$360.1M · 6K shares

$351.2M · 5K shares

$349.6M · 5K shares

$308.7M · 7K shares

$287.0M · 4K shares

$258.9M · 3K shares

$234.5M · 13K shares

$229.2M · 4K shares

$228.8M · 7K shares

$224.6M · 2K shares

$218.8M · 4K shares

$217.1M · 2K shares

$213.3M · 3K shares

$209.8M · 3K shares

$206.6M · 2K shares

$203.1M · 2K shares

$189.0M · 14K shares

$171.8M · 12K shares

$152.1M · 101K shares

BMNR

$144.1M · 67K shares

$141.5M · 61K shares

CHWY

$127.6M · 203K shares

NFE

$122.4M · 212K shares

$121.1M · 54K shares

$120.0M · 104K shares

$87.5M · 90K shares

$77.5M · 13K shares

$74.3M · 13K shares

$69.8M · 115K shares

$67.7M · 44K shares

$65.5M · 59K shares

$63.4M · 10K shares

$59.5M · 30K shares

$55.8M · 344K shares

$47.4M · 32K shares

$44.5M · 11K shares

$41.7M · 42K shares

$41.0M · 12K shares

$38.2M · 31K shares

$31.4M · 125K shares

$22.1M · 51K shares

$17.8M · 18K shares

$15.9M · 58K shares

$15.6M · 101K shares

$11.5M · 91K shares

$9.3M · 71K shares

$5.5M · 10K shares

$3.6M · 18K shares

$3.3M · 51K shares

$2.6M · 20K shares

$2.3M · 7K shares

$2.2M · 15K shares

FG NEXUS INC.

$2.0M · 20K shares

$1.4M · 7K shares

$1.1M · 10K shares

$1.0M · 6K shares

$924K · 8K shares

$769K · 7K shares

$293K · 2K shares

$290K · 2K shares

$286K · 2K shares

$276K · 2K shares

$257K · 2K shares

MLM

$257K · 447 shares

$255K · 2K shares

$249K · 2K shares

$224K · 2K shares

$215K · 1K shares

$214K · 691 shares

$208K · 1K shares

JKHY

$202K · 1K shares

EPAM

$202K · 1K shares

WAB

$201K · 845 shares

BLACKROCK UTILS INFRASTRUCTU

$114K · 20K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	384	$422.3B	73.4%
Technology	125	$40.1B	7.0%
Unknown	57	$23.3B	4.1%
Basic Materials	22	$20.7B	3.6%
Communication Services	18	$14.0B	2.4%
Healthcare	49	$13.3B	2.3%
Energy	28	$13.2B	2.3%
Consumer Defensive	19	$7.7B	1.3%
Consumer Cyclical	34	$6.6B	1.1%
Industrials	58	$6.0B	1.0%
Utilities	20	$5.9B	1.0%
Real Estate	17	$2.4B	0.4%