Filed: 7/14/2026ACC: 0001464811-26-000007
📋 What this filing means
B. RILEY WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 831 equity positions with a total reported market value of $1.87B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
831
Positions
$1.87B
Total AUM (reported)
22.51M
Total Shares
Allocation by class
COM$790.14M42.3%
CL A$84.59M4.5%
CORE S&P500 ETF$44.39M2.4%
COM NEW$42.72M2.3%
SHS$34.25M1.8%
GROWTH ETF$29.33M1.6%
TR UNIT$24.97M1.3%
Portfolio Concentration
Top 3$227.08M12.2%
4–10$211.19M11.3%
11–25$280.16M15.0%
Rest$1.15B61.5%
Top 3 weight
12.2%
Top 10 weight
23.5%
Voting Authority Distribution
Total shares with voting rights: 22.51M
Sole
Full voting authority
22.51M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole831
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings831
Rows:
NVIDIA CORPORATION
SOLEShares607.95K
TypeSH
Market value$118.53M
6.35%
Sole
607.95K
Shared
0.00
None
0.00
APPLE INC
SOLEShares227.73K
TypeSH
Market value$64.16M
3.44%
Sole
227.73K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares59.64K
TypeSH
Market value$44.39M
2.38%
Sole
59.64K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares152.87K
TypeSH
Market value$36.71M
1.97%
Sole
152.87K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares61.41K
TypeSH
Market value$34.55M
1.85%
Sole
61.41K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares25.42K
TypeSH
Market value$31.27M
1.67%
Sole
25.42K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares83.88K
TypeSH
Market value$30.91M
1.66%
Sole
83.88K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares345.64K
TypeSH
Market value$29.33M
1.57%
Sole
345.64K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares33.70K
TypeSH
Market value$24.97M
1.34%
Sole
33.70K
Shared
0.00
None
0.00
TRUST FOR PROFESSIONAL MANAG
SOLEShares510.97K
TypeSH
Market value$23.44M
1.26%
Sole
510.97K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares63.80K
TypeSH
Market value$22.56M
1.21%
Sole
63.80K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares58.27K
TypeSH
Market value$21.70M
1.16%
Sole
58.27K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares29.27K
TypeSH
Market value$21.19M
1.13%
Sole
29.27K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares33.07K
TypeSH
Market value$20.90M
1.12%
Sole
33.07K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares61.18K
TypeSH
Market value$20.31M
1.09%
Sole
61.18K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares92.79K
TypeSH
Market value$20.29M
1.09%
Sole
92.79K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares168.71K
TypeSH
Market value$19.52M
1.05%
Sole
168.71K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares54.34K
TypeSH
Market value$19.09M
1.02%
Sole
54.34K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares35.12K
TypeSH
Market value$18.95M
1.01%
Sole
35.12K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares101.73K
TypeSH
Market value$18.86M
1.01%
Sole
101.73K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares24.93K
TypeSH
Market value$18.52M
0.99%
Sole
24.93K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares50.19K
TypeSH
Market value$16.53M
0.89%
Sole
50.19K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares12.69K
TypeSH
Market value$14.53M
0.78%
Sole
12.69K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares162.84K
TypeSH
Market value$13.76M
0.74%
Sole
162.84K
Shared
0.00
None
0.00
CAPITAL GROUP CORE BALANCED
SOLEShares354.42K
TypeSH
Market value$13.44M
0.72%
Sole
354.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 607.95K | SH | $118.53M 6.35% | 607.95K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 227.73K | SH | $64.16M 3.44% | 227.73K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 59.64K | SH | $44.39M 2.38% | 59.64K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 152.87K | SH | $36.71M 1.97% | 152.87K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 61.41K | SH | $34.55M 1.85% | 61.41K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 25.42K | SH | $31.27M 1.67% | 25.42K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 83.88K | SH | $30.91M 1.66% | 83.88K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 345.64K | SH | $29.33M 1.57% | 345.64K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 33.70K | SH | $24.97M 1.34% | 33.70K | 0.00 | 0.00 |
TRUST FOR PROFESSIONAL MANAGSOLE | ACTIVEPASSIVE US | 510.97K | SH | $23.44M 1.26% | 510.97K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 63.80K | SH | $22.56M 1.21% | 63.80K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 58.27K | SH | $21.70M 1.16% | 58.27K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 29.27K | SH | $21.19M 1.13% | 29.27K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 33.07K | SH | $20.90M 1.12% | 33.07K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 61.18K | SH | $20.31M 1.09% | 61.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 92.79K | SH | $20.29M 1.09% | 92.79K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 168.71K | SH | $19.52M 1.05% | 168.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 54.34K | SH | $19.09M 1.02% | 54.34K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 35.12K | SH | $18.95M 1.01% | 35.12K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 101.73K | SH | $18.86M 1.01% | 101.73K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 24.93K | SH | $18.52M 0.99% | 24.93K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 50.19K | SH | $16.53M 0.89% | 50.19K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 12.69K | SH | $14.53M 0.78% | 12.69K | 0.00 | 0.00 |
PROSHARES TRSOLE | LARGE CAP CRE | 162.84K | SH | $13.76M 0.74% | 162.84K | 0.00 | 0.00 |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 354.42K | SH | $13.44M 0.72% | 354.42K | 0.00 | 0.00 |
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