13F Insight
DOSSIER · 13F-HR · Q2 2026

B. Riley Wealth Advisors, Inc.

$1.9B in tracked AUM across 914 positions as of Q2 2026.

BR
CIK 0001464811 · last filed Jun 30, 2026
Total AUM
$1.9B
as of Q2 2026
Holdings
914
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

B. Riley Wealth Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$119M608K6.3%02
AAPL
APPLE INC
$64M228K3.4%03
IVV
ISHARES TR
$44M60K2.4%04
AMZN
AMAZON COM INC
$37M153K2.0%05
META
META PLATFORMS INC
$35M61K1.8%06
LLY
ELI LILLY & CO
$31M25K1.7%07
MSFT
MICROSOFT CORP
$31M84K1.7%08
VUG
VANGUARD INDEX FDS
$29M346K1.6%09
SPY
STATE STR SPDR S&P 500 ETF T
$25M34K1.3%10
APUE
TRUST FOR PROFESSIONAL MANAG
$23M511K1.3%

Filing history

2026Q2Jun 30
$1.9B▲ 18.3%
914 positionsView →2026Q1Mar 31
$1.6B▼ 27.1%
898 positionsView →2025Q4Dec 31
$2.2B▲ 0.2%
1,020 positionsView →2025Q3Sep 30
$2.2B▲ 1.5%
1,073 positionsView →2025Q2Jun 30
$2.1B▼ 30.2%
1,037 positionsLocked2024Q4Dec 31
$3.1B▼ 15.2%
1,136 positionsLocked2024Q3Sep 30
$3.6B▼ 8.5%
1,263 positionsLocked2024Q2Jun 30
$3.9B▲ 6.2%
1,379 positionsLocked2024Q1Mar 31
$3.7B▼ 0.4%
1,445 positionsLocked2023Q4Dec 31
$3.7B▲ 0.5%
1,386 positionsLocked2023Q3Sep 30
$3.7B▼ 17.1%
1,445 positionsLocked2023Q2Jun 30
$4.5B▲ 18.8%
1,537 positionsLocked
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