B. Riley Wealth Advisors, Inc. reported 531 positions worth $1.39B for the quarter ended Sep 30, 2026, up 36.3% on the prior quarter. It opened 115 new positions, added to 300, trimmed 107 and exited 28. Its largest holding is Nvidia Corp at 9.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +108.7K | +47.7% | $36.19M | 8.08% |
| NVDA Nvidia Corp | +81.0K | +16.1% | $18.49M | 9.6% |
| MSFT Microsoft Corp | +33.2K | +40.6% | $17.04M | 4.26% |
| LRCX Lam Research Corp | +47.1K | +268.1% | $15.46M | 1.53% |
| AMZN Amazon Com Inc | +61.6K | +40.7% | $15.35M | 3.83% |
| GOOG Alphabet Inc. | +26.4K | +48.7% | $9.01M | 1.98% |
| GOOGL Alphabet Inc. | +25.0K | +39.3% | $8.59M | 2.2% |
| IAU Ishares Gold Trust | +101.8K | +403.8% | $7.95M | 0.716% |
| ASML Asml Holding Nv | +4,360 | +619.3% | $7.90M | 0.662% |
| MU Micron Technology Inc | +6,843 | +58.6% | $7.29M | 1.42% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AB Alliancebernstein Holding L.P. | -75.6K | -100.0% | $2.65M | Exited |
| BA Boeing Co | -7,960 | -22.8% | $1.48M | 0.362% |
| ETN Eaton Corp plc | -2,813 | -12.6% | $1.21M | 0.606% |
| GEV GE Vernova Inc. | -985 | -11.2% | $936.26K | 0.534% |
| PLTR Palantir Technologies Inc. | -3,872 | -2.4% | $724.26K | 2.1% |
| NXXT Nextnrg, Inc. | -21.0K | -100.0% | $698.07K | Exited |
| SF Stifel Financial Corp | -8,865 | -100.0% | $602.65K | Exited |
| IOVA Iovance Biotherapeutics, Inc. | -27.7K | -54.3% | $410.51K | 0.025% |
| ALL Allstate Corp | -1,395 | -100.0% | $336.77K | Exited |
| PHM Pultegroup Inc | -2,321 | -100.0% | $320.15K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AX Axos Financial, Inc. | +43.5K | $3.76M | 0.272% |
| BTC Grayscale Bitcoin Mini Trust ETF | +60.7K | $2.24M | 0.162% |
| CLS Celestica Inc | +6,133 | $2.22M | 0.16% |
| DBA Invesco Db Agriculture Fund | +72.9K | $2.05M | 0.148% |
| FIX Comfort Systems Usa Inc | +937 | $1.55M | 0.112% |
| DJP Barclays Bank Plc | +27.4K | $1.41M | 0.102% |
| ZIM ZIM Integrated Shipping Services Ltd. | +42.3K | $1.24M | 0.089% |
| EME EMCOR Group, Inc. | +1,575 | $1.19M | 0.086% |
| MLI Mueller Industries Inc | +19.5K | $1.18M | 0.085% |
| GLTR abrdn Precious Metals Basket ETF Trust | +5,978 | $1.11M | 0.08% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AB Alliancebernstein Holding L.P. | -75.6K | $2.65M | 0.261% |
| NXXT Nextnrg, Inc. | -21.0K | $698.07K | 0.069% |
| SF Stifel Financial Corp | -8,865 | $602.65K | 0.059% |
| ALL Allstate Corp | -1,395 | $336.77K | 0.033% |
| PHM Pultegroup Inc | -2,321 | $320.15K | 0.031% |
| ORLY O Reilly Automotive Inc | -3,179 | $286.61K | 0.028% |
| AAOI Applied Optoelectronics, Inc. | -1,711 | $256.82K | 0.025% |
| FNF Fidelity National Financial, Inc. | -5,299 | $252.20K | 0.025% |
| COHR Coherent Corp. | -638 | $249.60K | 0.025% |
| IONS Ionis Pharmaceuticals Inc | -2,897 | $233.76K | 0.023% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 582.6K | $133.05M | 9.6% | +81.0K | +16.1% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 336.4K | $112.03M | 8.08% | +108.7K | +47.7% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 115.0K | $58.99M | 4.26% | +33.2K | +40.6% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 213.0K | $53.06M | 3.83% | +61.6K | +40.7% | Added | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 66.3K | $48.07M | 3.47% | +6,875 | +11.6% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 88.5K | $30.46M | 2.2% | +25.0K | +39.3% | Added | 0% |
| 7 | PLTR Palantir Technologies Inc. | Technology | 155.6K | $29.10M | 2.1% | -3,872 | -2.4% | Reduced | 0.01% |
| 8 | LLY ELI LILLY & Co | Healthcare | 25.0K | $28.98M | 2.09% | +2,742 | +12.3% | Added | 0% |
| 9 | CRWD CrowdStrike Holdings, Inc. | Technology | 104.0K | $27.52M | 1.99% | +6,266 | +6.4% | Added | 0.01% |
| 10 | GOOG Alphabet Inc. | Technology | 80.7K | $27.49M | 1.98% | +26.4K | +48.7% | Added | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 73.7K | $25.87M | 1.87% | +16.2K | +28.2% | Added | 0% |
| 12 | PANW Palo Alto Networks Inc | Technology | 60.8K | $24.14M | 1.74% | -411 | -0.7% | Reduced | 0.01% |
| 13 | AMD Advanced Micro Devices Inc | Technology | 37.8K | $23.12M | 1.67% | +3,168 | +9.2% | Added | 0% |
| 14 | JPM Jpmorgan Chase & Co | Financial Services | 67.0K | $22.15M | 1.6% | +17.1K | +34.2% | Added | 0% |
| 15 | LRCX Lam Research Corp | Technology | 64.6K | $21.22M | 1.53% | +47.1K | +268.1% | Added | 0.01% |
Tip. Select a row to see that position’s full history at B. Riley Wealth Advisors.
As of its Q3 2026 13F filing, B. Riley Wealth Advisors, Inc.’s five largest positions were Nvidia Corp (NVDA) at 9.6%, Apple Inc. (AAPL) at 8.1%, Microsoft Corp (MSFT) at 4.3%, Amazon Com Inc (AMZN) at 3.8%, Meta Platforms, Inc. (META) at 3.5% of the reported portfolio.
B. Riley Wealth Advisors, Inc. reported a 13F portfolio worth $1.39B across 531 positions for Q3 2026. That is up 36.3% from the previous quarter.
Its largest purchases by value were Apple Inc. ($36.19M), Nvidia Corp ($18.49M), Microsoft Corp ($17.04M). It opened 115 new positions.
Its largest sales by value were Alliancebernstein Holding L.P. ($2.65M), Boeing Co ($1.48M), Eaton Corp plc ($1.21M). It exited 28 positions entirely.
From the Form 13F-HR reports B. Riley Wealth Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.