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B. Riley Wealth Advisors, Inc.

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13F filer, CIK 1464811, MEMPHIS, TN

B. Riley Wealth Advisors, Inc. reported $2,568,958,194 across 1,092 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-13. Its ten largest share positions make up 24.4% of the portfolio.

Accepted , ingested 13F-HR 0001464811-26-000010

Period
2026-09-30
Reported value
$2.57B
Holdings
1,092
Top 10 weight
24.4%
New
253
Sold out
75

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BILadded+419,510$38.4M
AAPLadded+108,669$36.2M
CRWDadded+79,541$21.1M
FVALadded+239,333$19.3M
VUGadded+209,537$18.9M

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

SecurityShares changeApprox. value
FELGreduced-151,329-$6.82M
XOMexited-46,260-$6.29M
ABexited-75,577-$2.65M
MTUMreduced-6,345-$2.01M
VYMreduced-11,575-$1.8M

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 997 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).

SecurityTypeAmountValueChange
NVDANVIDIA CORPORATION COMcall59,380$13.6M+21,140
NVDANVIDIA CORPORATION COMput54,080$12.4M-14,000
DELLDELL TECHNOLOGIES INC Stockcall2,301$1.24Mnew
MRVLMARVELL TECHNOLOGY INC COMcall4,400$1.16Mnew
MUMICRON TECHNOLOGY INC COMcall900$959K-100
RKLBROCKET LAB CORP STOKcall8,600$599Knew
PLTRPALANTIR TECHNOLOGIES INC COMcall2,900$542K-6,346
CRWDCROWDSTRIKE HLDGS INC COMcall2,000$530K+1,500
METAMETA PLATFORMS INC COMcall600$435K-800
LITELUMENTUM HLDGS INC Stockcall400$389Knew
AMATAPPLIED MATLS INC COMcall700$358Knew
BXBLACKSTONE INC COMcall2,850$319Knew
MSFTMICROSOFT CORP COMcall600$308K-1,500
SPCXSPACE EXPLORATION TECHN CORP Stockcall1,900$287Knew
AVGOBROADCOM INC COMcall800$281K0
IBMINTERNATIONAL BUSINESS MACHS COMcall1,200$264K0
ORCLORACLE CORP COMcall1,800$247K+1,200
XOMEXXONMOBIL HOLDINGS CORP COMcall1,505$245Knew
AMDADVANCED MICRO DEVICES INC COMcall400$245K0
LLYELI LILLY & CO COMcall200$231Knew
HONAHONEYWELL AEROSPACE INC Stockcall1,400$217Knew
MULLGRANITESHARES ETF TR CMNcall8,000$205Knew
DKSDICKS SPORTING GOODS INC Stockcall1,500$201Knew
HPEHEWLETT PACKARD ENTERPRISE C Stockcall3,000$192Knew
NVMINOVA LTD Stockcall485$187Knew
LOWLOWES COS INC COMcall1,000$184Knew
RTXRTX CORPORATION COMcall900$167K+400
BEBLOOM ENERGY CORP COMcall600$166Knew
MCDMCDONALDS CORP COMcall675$156K+500
SLVRSPROTT FDS TR SILVER MINERScall2,800$152K0
AMZNAMAZON COM INC COMcall600$149K-900
IGVISHARES TR SHScall1,400$149K0
PGPROCTER & GAMBLE CO COMcall1,000$145K-500
FCXFREEPORT MCMORAN INC Stockcall2,000$140Knew
SMCISUPER MICRO COMPUTER INC COM NEWcall3,000$123K+2,000
KMBKIMBERLY-CLARK CORP Stockcall1,200$117K-600
PEPPEPSICO INC COMcall900$114K-800
GLWCORNING INC COMcall700$108Knew
JPMJPMORGAN CHASE & CO COMcall300$99.2K0
INTCINTEL CORP COMput800$96.2Knew
BMYBRISTOL-MYERS SQUIBB CO COMcall1,500$93.6K+1,200
GSGOLDMAN SACHS GROUP INC COMcall100$90Knew
NEMNEWMONT CORP COMcall750$86.5Knew
CSCOCISCO SYS INC COMcall800$86.1K0
HDHOME DEPOT INC COMcall300$85.3K0
LEUCENTRUS ENERGY CORP CL Acall600$83.7K0
DVNDEVON ENERGY CORP NEW Stockcall1,800$82.9K+300
GLDSPDR GOLD TR GOLD SHScall200$76.2K0
DEDEERE & CO COMcall100$67.2K0
NOWSERVICENOW INC COMcall500$67K0
CDNSCADENCE DESIGN SYSTEM INC Stockcall200$66Knew
TGTTARGET CORP Stockcall400$62.7Knew
FPSFORGENT POWER SOLUTIONS INC COM SHS CL Acall1,600$59.9Knew
KRKROGER CO Stockcall1,000$58.6Knew
VSTVISTRA CORP Stockcall400$55.3K0
SLVISHARES SILVER TR COMcall1,000$54.5K0
AXTIAXT INC COMcall700$54.2Knew
JNJJOHNSON & JOHNSON COMcall200$52.9K0
HONHONEYWELL INTL INC Stockcall250$52.7K0
ABBVABBVIE INC COMcall200$52.3K0
VRTXVERTEX PHARMACEUTICALS INC COMcall100$52.3Knew
PPGPPG INDS INC Stockcall500$52.2Knew
BABAALIBABA GROUP HLDG LTD SPONSORED ADScall400$43Knew
CVSCVS HEALTH CORP COMcall500$42.8K0
ITAISHARES TR SHScall200$41.4K0
BMNRBITMINE IMMERSION TECHS INC COM NEWcall1,500$39.6Knew
GOOGLALPHABET INC COMput100$34.4Knew
GOOGALPHABET INC COMcall100$34.1K0
PRUPRUDENTIAL FINL INC Stockcall300$34.1K-700
APHAMPHENOL CORP COMcall400$33.7K+200
LRCXLAM RESEARCH CORP COMcall100$32.9K0
MMM3M CO Stockcall200$32.8K-800
NVONOVO-NORDISK A S ADRcall800$30.3Knew
TSNTYSON FOODS INC Stockcall600$30.3K+300
KOCOCA COLA CO COMcall330$28.4K0
BABOEING CO COMcall150$27.9Knew
KVUEKENVUE INC COMcall1,500$26.5K0
BPBP PLC ADRcall600$26.4K0
TAT&T INC COMcall1,000$24.4K+500
BSXBOSTON SCIENTIFIC CORP COMcall500$21.8Knew
BBAIBIGBEAR AI HLDGS INC Stockput8,140$21.6K0
KTOSKRATOS DEFENSE & SEC SOLUTIO COM NEWcall400$17.1Knew
AMTAMERICAN TOWER CORP COMcall100$16.4K0
HONAHONEYWELL AEROSPACE INC Stockput100$15.5Knew
TSNTYSON FOODS INC Stockput300$15.2K0
PFEPFIZER INC COMcall525$15K-75
SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LPcall200$14.6K0
DOWDOW HLDGS INC Stockcall500$13.8K0
VZVERIZON COMMUNICATIONS INC COMcall300$13.8K0
FFORD MTR CO Stockcall1,000$12.1K-500
LYBLYONDELLBASELL INDUSTRIES NV Stockcall200$11.5K-200
CMCSACOMCAST CORP NEW COMcall500$10.9Knew
STWDSTARWOOD PPTY TR INC REITcall500$6.75K0
VODVODAFONE GROUP PLC ADRcall300$4.84Knew
APLDAPPLIED DIGITAL CORP Stockput3$730

Sold out in Q3 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP46,260$6.29Mshares
LLYELI LILLY & CO3,120$3.84Mput
ABALLIANCEBERNSTEIN HLDG L P75,577$2.65Mshares
ILFISHARES TR44,065$1.49Mshares
SHPROSHARES TR41,563$1.38Mshares
JPIEJ P MORGAN EXCHANGE TRADED F24,057$1.11Mshares
NXXTNEXTNRG INC2,100,092$698Kshares
WDCWESTERN DIGITAL CORP1,000$652Kcall
SFSTIFEL FINL CORP8,865$603Kshares
OKEONEOK INC NEW5,489$487Kshares
SPYMSPDR SERIES TRUST5,539$483Kshares
IEURISHARES TR5,768$431Kshares
SNDKSANDISK CORP200$410Kcall
SYFSYNCHRONY FINANCIAL4,600$361Kcall
TFISPDR SERIES TRUST7,619$349Kshares
METAMETA PLATFORMS INC600$338Kput
ALLALLSTATE CORP1,395$337Kshares
KBWDINVESCO EXCH TRADED FD TR II26,918$333Kshares
PHMPULTE GROUP INC2,321$320Kshares
ORCLORACLE CORP2,000$296Kput
ORLYOREILLY AUTOMOTIVE INC3,179$287Kshares
JNKSPDR SERIES TRUST2,953$285Kshares
MRVLMARVELL TECHNOLOGY INC1,000$278Kput
DFICDIMENSIONAL ETF TRUST7,052$262Kshares
ETGEATON VANCE TX ADV GLBL DIV11,039$257Kshares
AAOIAPPLIED OPTOELECTRONICS INC1,711$257Kshares
FNFFIDELITY NATL FINL INC5,299$252Kshares
COHRCOHERENT CORP638$250Kshares
BNDSSERIES PORTFOLIOS TR4,900$248Kshares
BEPBROOKFIELD RENEWABLE ENERGY6,951$243Kshares
IONSIONIS PHARMACEUTICALS INC2,897$234Kshares
UTESETFIS SER TR I2,787$233Kshares
MDLZMONDELEZ INTL INC3,798$228Kshares
SOLSSOLSTICE ADVANCED MATLS INC2,685$222Kshares
RRXREGAL REXNORD CORPORATION971$214Kshares
MELIMERCADOLIBRE INC126$212Kshares
FPXIFIRST TR EXCHANGE-TRADED FD2,550$209Kshares
TKOTKO GROUP HOLDINGS INC986$209Kshares
IRENIREN LIMITED4,530$208Kshares
WCMIFIRST TR EXCHANGE-TRADED FD10,500$203Kshares
PEYINVESCO EXCHANGE TRADED FD T8,672$203Kshares
UYGPROSHARES TR2,357$202Kshares
MFICMIDCAP FINANCIAL INVSTMNT CO20,014$201Kshares
DKNGDRAFTKINGS INC NEW7,792$201Kshares
CCLCARNIVAL CORP LTD6,834$199Kshares
SOFISOFI TECHNOLOGIES INC10,531$192Kshares
EWZISHARES INC4,960$171Kshares
BJBJS WHSL CLUB HLDGS INC1,525$136Kshares
BCSFBAIN CAP SPECIALTY FIN INC10,829$135Kshares
RMAXRE/MAX HLDGS INC13,419$134Kshares
AALAMERICAN AIRLINES GROUP INC6,989$125Kshares
CVXCHEVRON CORPORATION708$119Kcall
AGNCAGNC INVT CORP10,259$113Kshares
AALAMERICAN AIRLINES GROUP INC6,000$108Kcall
BJBJS WHSL CLUB HLDGS INC1,200$107Kcall
UNHUNITEDHEALTH GROUP INC251$105Kcall
INTCINTEL CORP704$92.7Kcall
GOOGLALPHABET INC260$91.9Kcall
VUZIVUZIX CORP30,000$81.9Kshares
CCLCARNIVAL CORP LTD2,500$73Kcall
STGWSTAGWELL INC10,000$69.6Kshares
XOMEXXON MOBIL CORP500$68Kcall
AMDADVANCED MICRO DEVICES INC100$53.9Kput
EWZISHARES INC1,500$51.8Kcall
BTBTBIT DIGITAL INC27,000$49.4Kshares
XLKSELECT SECTOR SPDR TR200$37.1Kcall
NFLXNETFLIX INC.500$36.9Kcall
AMGNAMGEN INC100$36.1Kcall
QQNITY ELECTRONICS INC200$31.6Kcall
CLPRCLIPPER RLTY INC11,001$30.7Kshares
ULUNILEVER PLC500$30.6Kcall
XLESELECT SECTOR SPDR TR528$28.3Kcall
NKENIKE INC600$24.9Kcall
VZVERIZON COMMUNICATIONS INC300$13.2Kput
JJACOBS SOLUTIONS INC100$12.4Kcall

How Q3 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001464811-26-000010 base2026-10-13

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001464811-26-000010 Quarter ended 2026-09-302026-10-13
13F-HR 0001464811-26-000009 Quarter ended 2025-03-312026-08-28acceptance time not in the bulk data set
13F-HR 0001464811-26-000007 Quarter ended 2026-06-302026-07-14acceptance time not in the bulk data set
13F-HR 0001464811-26-000006 Quarter ended 2026-03-312026-04-27acceptance time not in the bulk data set
13F-HR 0001464811-26-000005 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001464811-25-000004 Quarter ended 2025-09-302025-10-31acceptance time not in the bulk data set
13F-HR 0001085146-25-005368 Quarter ended 2025-06-302025-08-19acceptance time not in the bulk data set
13F-HR 0001213900-25-016975 Quarter ended 2024-12-312025-02-25acceptance time not in the bulk data set
13F-HR 0001213900-24-108922 Quarter ended 2024-09-302024-12-13acceptance time not in the bulk data set
13F-HR 0001213900-24-070419 Quarter ended 2024-06-302024-08-19acceptance time not in the bulk data set
13F-HR 0001213900-24-044405 Quarter ended 2024-03-312024-05-16acceptance time not in the bulk data set
13F-HR 0001213900-24-022861 Quarter ended 2023-12-312024-03-15acceptance time not in the bulk data set
13F-HR 0001213900-23-092006 Quarter ended 2023-09-302023-12-01acceptance time not in the bulk data set
13F-HR 0001213900-23-060304 Quarter ended 2023-06-302023-07-27acceptance time not in the bulk data set
13F-HR 0001213900-23-040833 Quarter ended 2023-03-312023-05-17acceptance time not in the bulk data set
13F-HR/A 0001213900-23-020216 Quarter ended 2022-12-312023-03-15acceptance time not in the bulk data set
13F-HR 0001213900-23-013110 Quarter ended 2022-12-312023-02-21acceptance time not in the bulk data set
13F-HR/A 0001580642-22-005858 Quarter ended 2022-09-302022-11-22acceptance time not in the bulk data set
13F-HR 0001580642-22-005782 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001580642-22-004067 Quarter ended 2022-06-302022-08-12acceptance time not in the bulk data set
13F-HR 0001580642-22-002418 Quarter ended 2022-03-312022-05-02acceptance time not in the bulk data set
13F-HR 0001580642-22-000506 Quarter ended 2021-12-312022-01-28acceptance time not in the bulk data set
13F-HR 0001580642-21-005484 Quarter ended 2021-09-302021-11-16acceptance time not in the bulk data set
13F-HR 0001580642-21-003665 Quarter ended 2021-06-302021-08-10acceptance time not in the bulk data set
13F-HR 0001580642-21-002356 Quarter ended 2021-03-312021-05-13acceptance time not in the bulk data set
13F-HR 0001580642-21-000515 Quarter ended 2020-12-312021-02-04acceptance time not in the bulk data set
13F-HR 0001580642-20-004097 Quarter ended 2020-09-302020-11-09acceptance time not in the bulk data set
13F-HR 0001580642-20-002827 Quarter ended 2020-06-302020-07-31acceptance time not in the bulk data set
13F-HR 0001580642-20-002039 Quarter ended 2020-03-312020-05-06acceptance time not in the bulk data set
13F-HR 0001580642-20-000644 Quarter ended 2019-12-312020-02-10acceptance time not in the bulk data set
13F-HR 0001580642-19-005127 Quarter ended 2019-09-302019-11-12acceptance time not in the bulk data set
13F-HR 0001580642-19-003529 Quarter ended 2019-06-302019-08-05acceptance time not in the bulk data set
13F-HR 0001580642-19-002400 Quarter ended 2019-03-312019-05-08acceptance time not in the bulk data set
13F-HR 0001580642-19-000709 Quarter ended 2018-12-312019-02-08acceptance time not in the bulk data set
13F-HR 0001580642-18-005355 Quarter ended 2018-09-302018-11-08acceptance time not in the bulk data set
13F-HR 0001580642-18-004815 Quarter ended 2018-06-302018-10-05acceptance time not in the bulk data set
13F-HR 0001580642-18-002583 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001580642-18-000915 Quarter ended 2017-12-312018-02-15acceptance time not in the bulk data set
13F-HR 0001580642-17-006067 Quarter ended 2017-09-302017-11-13acceptance time not in the bulk data set
13F-HR 0001580642-17-004437 Quarter ended 2017-06-302017-08-15acceptance time not in the bulk data set
13F-HR 0001580642-17-003001 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0001580642-17-000910 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0001580642-16-012086 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0001580642-16-010256 Quarter ended 2016-06-302016-08-15acceptance time not in the bulk data set
13F-HR 0001580642-16-008746 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0001580642-16-006872 Quarter ended 2015-12-312016-02-16acceptance time not in the bulk data set
13F-HR 0001580642-15-005216 Quarter ended 2015-09-302015-11-16acceptance time not in the bulk data set
13F-HR/A 0001580642-15-003521 Quarter ended 2015-06-302015-08-17acceptance time not in the bulk data set
13F-HR 0001580642-15-003503 Quarter ended 2015-06-302015-08-14acceptance time not in the bulk data set
13F-HR 0001580642-15-002183 Quarter ended 2015-03-312015-05-14acceptance time not in the bulk data set
13F-HR 0001580642-15-000753 Quarter ended 2014-12-312015-02-18acceptance time not in the bulk data set
13F-HR/A 0000910472-14-005227 Quarter ended 2014-09-302014-11-20acceptance time not in the bulk data set
13F-HR 0000910472-14-005123 Quarter ended 2014-09-302014-11-14acceptance time not in the bulk data set
13F-HR 0000910472-14-003440 Quarter ended 2014-06-302014-08-14acceptance time not in the bulk data set
13F-HR 0000910472-14-001989 Quarter ended 2014-03-312014-05-02acceptance time not in the bulk data set
13F-HR 0000910472-14-000164 Quarter ended 2013-12-312014-01-21acceptance time not in the bulk data set
13F-HR 0000910472-13-004343 Quarter ended 2013-09-302013-10-21acceptance time not in the bulk data set
13F-HR 0000910472-13-003285 Quarter ended 2013-06-302013-08-22acceptance time not in the bulk data set