13F Insight
DOSSIER · 13F-HR · Q3 2026

B. Riley Wealth Advisors, Inc.

$2.6B in tracked AUM across 1,092 positions as of Q3 2026.

BR
CIK 0001464811 · last filed Sep 30, 2026
Total AUM
$2.6B
as of Q3 2026
Holdings
1,092
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

B. Riley Wealth Advisors, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$159M696K6.2%02
AAPL
APPLE INC
$112M336K4.4%03
MSFT
MICROSOFT CORP
$59M116K2.3%04
AMZN
AMAZON COM INC
$53M214K2.1%05
VUG
VANGUARD INDEX FDS
$50M555K1.9%06
IVV
ISHARES TR
$50M65K1.9%07
META
META PLATFORMS INC
$49M67K1.9%08
BIL
SPDR SERIES TRUST
$47M514K1.8%09
SPY
STATE STR SPDR S&P 500 ETF T
$35M45K1.3%10
GOOGL
ALPHABET INC
$30M89K1.2%

Filing history

2026Q3Sep 30
$2.6B▲ 37.5%
1,092 positionsView →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 positionsLocked2025Q2Jun 30
$2.1B▼ 37.1%
1,037 positionsLocked2025Q1Mar 31
$3.4B▲ 11.0%
1,321 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 positionsLocked
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