B. Riley Wealth Advisors, Inc.
Follow13F filer, CIK 1464811, MEMPHIS, TN
B. Riley Wealth Advisors, Inc. reported $1,867,711,685 across 914 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-14. Its ten largest share positions make up 22.47% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001464811-26-000007
- Period
- 2026-06-30
- Reported value
- $1.87B
- Holdings
- 914
- Top 10 weight
- 22.47%
- New
- 127
- Sold out
- 111
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VUGadded | +287,926 | $24.4M |
| XMMOadded | +48,626 | $8.14M |
| IWFadded | +42,063 | $5.13M |
| IVVadded | +5,977 | $4.45M |
| APUEadded | +80,729 | $3.7M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| QQQreduced | -4,937 | -$3.57M |
| BROSexited | -73,491 | -$3.53M |
| AGGreduced | -34,762 | -$3.45M |
| UBERreduced | -44,810 | -$3.38M |
| CRWDreduced | -3,730 | -$2.77M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 831 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| NVDANVIDIA CORPORATION COM | put | 68,080 | $13.3M | -7,039,920 |
| NVDANVIDIA CORPORATION COM | call | 38,240 | $7.46M | -3,815,760 |
| LLYELI LILLY & CO COM | put | 3,120 | $3.84M | -316,880 |
| MUMICRON TECHNOLOGY INC COM | call | 1,000 | $1.15M | 0 |
| PLTRPALANTIR TECHNOLOGIES INC COM | call | 9,246 | $1.07M | -865,354 |
| METAMETA PLATFORMS INC COM | call | 1,400 | $788K | -148,600 |
| MSFTMICROSOFT CORP COM | call | 2,100 | $774K | -47,900 |
| WDCWESTERN DIGITAL CORP COM | call | 1,000 | $652K | -29,000 |
| SNDKSANDISK CORP COM | call | 200 | $410K | -19,800 |
| CRWDCROWDSTRIKE HLDGS INC COM | call | 500 | $371K | -49,500 |
| SYFSYNCHRONY FINANCIAL STOK | call | 4,600 | $361K | -455,400 |
| AMZNAMAZON COM INC COM | call | 1,500 | $360K | -208,500 |
| METAMETA PLATFORMS INC COM | put | 600 | $338K | -59,400 |
| IBMINTERNATIONAL BUSINESS MACHS COM | call | 1,200 | $334K | -108,800 |
| AVGOBROADCOM INC COM | call | 800 | $298K | -49,200 |
| ORCLORACLE CORP COM | put | 2,000 | $296K | new |
| MRVLMARVELL TECHNOLOGY INC COM | put | 1,000 | $278K | new |
| PEPPEPSICO INC COM | call | 1,700 | $236K | -319,500 |
| PGPROCTER & GAMBLE CO COM | call | 1,500 | $223K | -98,500 |
| AMDADVANCED MICRO DEVICES INC COM | call | 400 | $216K | -99,600 |
| KMBKIMBERLY-CLARK CORP Stock | call | 1,800 | $198K | -58,200 |
| MMM3M CO Stock | call | 1,000 | $162K | -99,000 |
| SLVRSPROTT FDS TR SILVER MINERS | call | 2,800 | $140K | -277,200 |
| IGVISHARES TR SHS | call | 1,400 | $126K | new |
| CVXCHEVRON CORPORATION COM | call | 708 | $119K | -69,892 |
| PRUPRUDENTIAL FINL INC Stock | call | 1,000 | $109K | -99,000 |
| AALAMERICAN AIRLINES GROUP INC Stock | call | 6,000 | $108K | new |
| BJBJS WHSL CLUB HLDGS INC Stock | call | 1,200 | $107K | -28,800 |
| HDHOME DEPOT INC COM | call | 300 | $105K | -9,700 |
| UNHUNITEDHEALTH GROUP INC COM | call | 251 | $105K | -14,749 |
| JPMJPMORGAN CHASE & CO COM | call | 300 | $98.8K | -29,700 |
| LEUCENTRUS ENERGY CORP CL A | call | 600 | $96.2K | -59,400 |
| CSCOCISCO SYS INC COM | call | 800 | $94.2K | -79,200 |
| RTXRTX CORPORATION COM | call | 500 | $93.7K | -49,500 |
| INTCINTEL CORP COM | call | 704 | $92.7K | new |
| GOOGLALPHABET INC COM | call | 260 | $91.9K | new |
| ORCLORACLE CORP COM | call | 600 | $88.7K | -59,400 |
| GLDSPDR GOLD TR GOLD SHS | call | 200 | $73.7K | -19,800 |
| CCLCARNIVAL CORP LTD Stock | call | 2,500 | $73K | new |
| XOMEXXON MOBIL CORP COM | call | 500 | $68K | -49,500 |
| VSTVISTRA CORP Stock | call | 400 | $65K | -29,600 |
| DVNDEVON ENERGY CORP NEW Stock | call | 1,500 | $63K | -88,500 |
| DEDEERE & CO COM | call | 100 | $62.7K | -9,900 |
| HONHONEYWELL INTL INC Stock | call | 250 | $57K | new |
| AMDADVANCED MICRO DEVICES INC COM | put | 100 | $53.9K | -9,900 |
| SLVISHARES SILVER TR COM | call | 1,000 | $52.7K | -259,000 |
| EWZISHARES INC MSCI BRAZIL ETF | call | 1,500 | $51.8K | -148,500 |
| CVSCVS HEALTH CORP COM | call | 500 | $51.8K | -49,500 |
| JNJJOHNSON & JOHNSON COM | call | 200 | $51.7K | -19,800 |
| ABBVABBVIE INC COM | call | 200 | $50.9K | -19,800 |
| NOWSERVICENOW INC COM | call | 500 | $50K | new |
| ITAISHARES TR SHS | call | 200 | $47.8K | -19,800 |
| MCDMCDONALDS CORP COM | call | 175 | $46.8K | new |
| LRCXLAM RESEARCH CORP COM | call | 100 | $41.1K | new |
| XLKSELECT SECTOR SPDR TR SHS | call | 200 | $37.1K | new |
| NFLXNETFLIX INC. COM | call | 500 | $36.9K | -49,500 |
| AMGNAMGEN INC COM | call | 100 | $36.1K | -9,900 |
| GOOGALPHABET INC COM | call | 100 | $35.1K | -9,900 |
| APHAMPHENOL CORP COM | call | 200 | $33.3K | new |
| QQNITY ELECTRONICS INC Stock | call | 200 | $31.6K | new |
| ULUNILEVER PLC ADR | call | 500 | $30.6K | new |
| BBAIBIGBEAR AI HLDGS INC Stock | put | 8,140 | $29.3K | -811,860 |
| KVUEKENVUE INC COM | call | 1,500 | $28.6K | -148,500 |
| XLESELECT SECTOR SPDR TR SHS | call | 528 | $28.3K | -51,872 |
| SMCISUPER MICRO COMPUTER INC COM NEW | call | 1,000 | $28.1K | new |
| KOCOCA COLA CO COM | call | 330 | $27.3K | -32,670 |
| NKENIKE INC COM | call | 600 | $24.9K | -59,400 |
| BPBP PLC ADR | call | 600 | $22.4K | -119,400 |
| LYBLYONDELLBASELL INDUSTRIES NV Stock | call | 400 | $21.4K | -39,600 |
| FFORD MTR CO Stock | call | 1,500 | $21K | new |
| TSNTYSON FOODS INC Stock | put | 300 | $17.6K | new |
| TSNTYSON FOODS INC Stock | call | 300 | $17.6K | new |
| BMYBRISTOL-MYERS SQUIBB CO COM | call | 300 | $17.6K | -29,700 |
| AMTAMERICAN TOWER CORP COM | call | 100 | $16.9K | -9,900 |
| PFEPFIZER INC COM | call | 600 | $14.6K | new |
| DOWDOW HLDGS INC Stock | call | 500 | $14K | -99,500 |
| SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP | call | 200 | $13.7K | -99,800 |
| VZVERIZON COMMUNICATIONS INC COM | put | 300 | $13.2K | new |
| VZVERIZON COMMUNICATIONS INC COM | call | 300 | $13.2K | new |
| JJACOBS SOLUTIONS INC Stock | call | 100 | $12.4K | new |
| TAT&T INC COM | call | 500 | $10.9K | -49,500 |
| STWDSTARWOOD PPTY TR INC REIT | call | 500 | $8.48K | -49,500 |
| APLDAPPLIED DIGITAL CORP Stock | put | 3 | $113 | -1,197 |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BROSDUTCH BROS INC | 73,491 | $3.53M | shares |
| HONHONEYWELL INTL INC | 12,302 | $2.75M | shares |
| BNOUNITED STS BRENT OIL FD LP | 43,053 | $2.32M | shares |
| LDOSLEIDOS HOLDINGS INC | 14,525 | $2.24M | shares |
| IWXISHARES TR | 18,323 | $1.66M | shares |
| NORWGLOBAL X FDS | 43,762 | $1.63M | shares |
| UUPINVESCO DB US DLR INDEX TR | 52,420 | $1.47M | shares |
| AMLPALPS ETF TR | 26,271 | $1.4M | shares |
| XOPSPDR SERIES TRUST | 7,316 | $1.36M | shares |
| CORNTEUCRIUM COMMODITY TR | 67,651 | $1.24M | shares |
| AAPLAPPLE INC | 481,500 | $1.19M | call |
| ILCGISHARES TR | 12,648 | $1.16M | shares |
| XTLSPDR SERIES TRUST | 5,701 | $1.03M | shares |
| MAGSLISTED FDS TR | 17,719 | $981K | shares |
| VCITVANGUARD SCOTTSDALE FDS | 11,609 | $955K | shares |
| IAGGISHARES TR | 18,793 | $936K | shares |
| GLDSPDR GOLD TR | 214,800 | $891K | put |
| ALLWSSGA ACTIVE TR | 29,304 | $829K | shares |
| SHVISHARES TR | 6,969 | $769K | shares |
| WEATTEUCRIUM COMMODITY TR | 31,348 | $729K | shares |
| LITELUMENTUM HLDGS INC | 90,000 | $589K | call |
| CTRACOTERRA ENERGY INC | 13,313 | $478K | shares |
| BITOPROSHARES TR | 45,536 | $417K | shares |
| DONWISDOMTREE TR | 8,017 | $414K | shares |
| MOATVANECK ETF TRUST | 4,293 | $406K | shares |
| DDOMINION ENERGY INC | 5,921 | $366K | shares |
| VACMARRIOTT VACATIONS WORLDWIDE | 5,427 | $351K | shares |
| FASTFASTENAL CO | 6,841 | $309K | shares |
| PPLTABRDN PLATINUM ETF TRUST | 1,700 | $293K | shares |
| ARWARROW ELECTRS INC | 2,130 | $290K | shares |
| QSRRESTAURANT BRANDS INTL INC | 3,891 | $287K | shares |
| STZCONSTELLATION BRANDS INC | 1,897 | $286K | shares |
| AVAVAEROVIRONMENT INC | 1,560 | $276K | shares |
| CCICROWN CASTLE INC | 3,250 | $259K | shares |
| MLMMARTIN MARIETTA MATLS INC | 447 | $257K | shares |
| CCJCAMECO CORP | 2,421 | $249K | shares |
| PCGPG&E CORP | 13,413 | $234K | shares |
| IXCISHARES TR | 3,948 | $229K | shares |
| PSQPROSHARES TR | 6,869 | $229K | shares |
| ACGLARCH CAP GROUP LTD | 2,349 | $225K | shares |
| CBRECBRE GROUP INC | 1,684 | $224K | shares |
| FISVFISERV INC | 4,012 | $219K | shares |
| CRCLCIRCLE INTERNET GROUP INC | 2,415 | $217K | shares |
| DHRDANAHER CORP DEL | 1,168 | $215K | shares |
| CORCENCORA INC | 691 | $214K | shares |
| OMCOMNICOM GROUP INC | 2,832 | $213K | shares |
| NDAQNASDAQ INC | 2,512 | $210K | shares |
| BRBROADRIDGE FINL SOLUTIONS IN | 1,275 | $208K | shares |
| PNRPENTAIR PLC | 2,460 | $207K | shares |
| ILCVISHARES TR | 2,223 | $203K | shares |
| JKHYHENRY JACK & ASSOC INC | 1,292 | $202K | shares |
| EPAMEPAM SYS INC | 1,480 | $202K | shares |
| WABWABTEC | 845 | $201K | shares |
| CPZCALAMOS LNG SHR EQT DYNAMIC | 14,287 | $189K | shares |
| PPGPPG INDS INC | 1,784 | $185K | shares |
| IRTINDEPENDENCE RLTY TR INC | 11,602 | $172K | shares |
| CWCURTISS WRIGHT CORP | 240 | $151K | shares |
| BMNRBITMINE IMMERSION TECHS INC | 7,275 | $133K | shares |
| NFENEW FORTRESS ENERGY INC | 212,000 | $122K | shares |
| BEBLOOM ENERGY CORP | 100,000 | $120K | call |
| IEOISHARES TR | 901 | $114K | shares |
| WYWEYERHAEUSER CO | 4,486 | $109K | shares |
| CRWVCOREWEAVE INC | 120,000 | $83K | call |
| CROXCROCS INC | 100,000 | $80K | call |
| SOUNSOUNDHOUND AI INC | 12,852 | $77.5K | shares |
| CHWYCHEWY INC | 2,931 | $75.9K | shares |
| XMCRXMFS CHARTER INCOME TR | 12,608 | $74.3K | shares |
| CROXCROCS INC | 901 | $72.1K | shares |
| UBERUBER TECHNOLOGIES INC | 100,000 | $69.9K | call |
| PZGPARAMOUNT GOLD NEV CORP | 43,650 | $67.7K | shares |
| GLWCORNING INC | 50,000 | $64.3K | call |
| CWCURTISS WRIGHT CORP | 10,000 | $63.2K | call |
| WMTWALMART INC | 50,000 | $61.8K | call |
| AGFIRST MAJESTIC SILVER CORP | 300,000 | $59K | call |
| CHWYCHEWY INC | 200,000 | $51.8K | call |
| HONHONEYWELL INTL INC | 20,000 | $44.7K | call |
| NUVBNUVATION BIO INC | 11,000 | $44.5K | shares |
| PPGPPG INDS INC | 40,000 | $41.5K | call |
| ASTIASCENT SOLAR TECHNOLOGIES IN | 12,000 | $41K | shares |
| IEOISHARES TR | 30,000 | $38.1K | call |
| IRINGERSOLL RAND INC | 473 | $36.4K | shares |
| DDOMINION ENERGY INC | 50,000 | $30.9K | call |
| BJBJS WHSL CLUB HLDGS INC | 30,000 | $29.7K | put |
| AIC3 AI INC | 3,760 | $29.3K | shares |
| AIC3 AI INC | 340,000 | $26.5K | call |
| ACHRARCHER AVIATION INC | 5,150 | $25.4K | shares |
| IRINGERSOLL RAND INC | 30,000 | $23.1K | call |
| DELLDELL TECHNOLOGIES INC | 10,000 | $16.5K | call |
| BBAIBIGBEAR AI HLDGS INC | 410,000 | $12.5K | call |
| WYWEYERHAEUSER CO | 50,000 | $12.1K | call |
| ETDETHAN ALLEN INTERIORS INC | 500 | $11K | shares |
| ETDETHAN ALLEN INTERIORS INC | 50,000 | $11K | call |
| FCXFREEPORT MCMORAN INC | 20,000 | $10.9K | call |
| VODVODAFONE GROUP PLC | 50,000 | $7.35K | call |
| BSXBOSTON SCIENTIFIC CORP | 10,000 | $6.29K | call |
| ACHRARCHER AVIATION INC | 120,000 | $5.93K | call |
| DVLTDATAVAULT AI INC | 10,000 | $5.55K | shares |
| BMNRBITMINE IMMERSION TECHS INC | 30,000 | $5.49K | put |
| BMNRBITMINE IMMERSION TECHS INC | 30,000 | $5.49K | call |
| CALCALERES INC | 500 | $5.18K | shares |
| CALCALERES INC | 50,000 | $5.18K | put |
| CALCALERES INC | 50,000 | $5.18K | call |
| QSQUANTUMSCAPE CORP | 861 | $5.13K | shares |
| QSQUANTUMSCAPE CORP | 70,000 | $4.17K | call |
| ABCLABCELLERA BIOLOGICS INC | 500 | $1.64K | shares |
| ABCLABCELLERA BIOLOGICS INC | 50,000 | $1.64K | call |
| NVTSNAVITAS SEMICONDUCTOR CORP | 20,000 | $1.57K | put |
| NVTSNAVITAS SEMICONDUCTOR CORP | 132 | $1.03K | shares |
| FGNXFG CMNTYS HOLDINGS INC | 200 | $1.01K | shares |
| FGNXFG CMNTYS HOLDINGS INC | 20,000 | $1.01K | call |
| BLACKROCK UTILS INFRASTRUCTUBLACKROCK UTILS INFRASTRUCTU | 20,290 | $114 | shares |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001464811-26-000007 | base | 2026-07-14 | acceptance time not in the bulk data set |