Filed: 10/13/2026ACC: 0001464811-26-000010
📋 What this filing means
B. RILEY WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 997 equity positions with a total reported market value of $2.57B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
997
Positions
$2.57B
Total AUM (reported)
28.49M
Total Shares
Allocation by class
COM$1.02B39.6%
CL A$123.56M4.8%
COM NEW$69.23M2.7%
MRNGSTR GRWT ETF$50.03M1.9%
CORE S&P500 ETF$49.63M1.9%
ST STR BLO 1 ETF$47.09M1.8%
SHS$38.69M1.5%
Portfolio Concentration
Top 3$330.29M12.9%
4–10$313.57M12.2%
11–25$372.23M14.5%
Rest$1.55B60.4%
Top 3 weight
12.9%
Top 10 weight
25.1%
Voting Authority Distribution
Total shares with voting rights: 28.49M
Sole
Full voting authority
28.49M
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)
Sole997
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings997
Rows:
NVIDIA CORPORATION
SOLEShares696.06K
TypeSH
Market value$158.97M
6.19%
Sole
696.06K
Shared
0.00
None
0.00
APPLE INC
SOLEShares336.40K
TypeSH
Market value$112.03M
4.36%
Sole
336.40K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares115.60K
TypeSH
Market value$59.29M
2.31%
Sole
115.60K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares213.57K
TypeSH
Market value$53.21M
2.07%
Sole
213.57K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares555.18K
TypeSH
Market value$50.03M
1.95%
Sole
555.18K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares64.81K
TypeSH
Market value$49.63M
1.93%
Sole
64.81K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares66.89K
TypeSH
Market value$48.51M
1.89%
Sole
66.89K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares513.88K
TypeSH
Market value$47.09M
1.83%
Sole
513.88K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares45.38K
TypeSH
Market value$34.61M
1.35%
Sole
45.38K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares88.61K
TypeSH
Market value$30.49M
1.19%
Sole
88.61K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares158.49K
TypeSH
Market value$29.64M
1.15%
Sole
158.49K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares25.24K
TypeSH
Market value$29.21M
1.14%
Sole
25.24K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares38.13K
TypeSH
Market value$28.21M
1.10%
Sole
38.13K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares105.97K
TypeSH
Market value$28.05M
1.09%
Sole
105.97K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares80.78K
TypeSH
Market value$27.53M
1.07%
Sole
80.78K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares74.46K
TypeSH
Market value$26.15M
1.02%
Sole
74.46K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares116.71K
TypeSH
Market value$25.22M
0.98%
Sole
116.71K
Shared
0.00
None
0.00
TRUST FOR PROFESSIONAL MANAG
SOLEShares521K
TypeSH
Market value$24.48M
0.95%
Sole
521K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares60.77K
TypeSH
Market value$24.14M
0.94%
Sole
60.77K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares38.19K
TypeSH
Market value$23.36M
0.91%
Sole
38.19K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares67.26K
TypeSH
Market value$22.25M
0.87%
Sole
67.26K
Shared
0.00
None
0.00
FIDELITY COVINGTON TRUST
SOLEShares264.27K
TypeSH
Market value$21.34M
0.83%
Sole
264.27K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares64.71K
TypeSH
Market value$21.26M
0.83%
Sole
64.71K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares33.98K
TypeSH
Market value$20.69M
0.81%
Sole
33.98K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares19.43K
TypeSH
Market value$20.69M
0.81%
Sole
19.43K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 696.06K | SH | $158.97M 6.19% | 696.06K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 336.40K | SH | $112.03M 4.36% | 336.40K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 115.60K | SH | $59.29M 2.31% | 115.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 213.57K | SH | $53.21M 2.07% | 213.57K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR GRWT ETF | 555.18K | SH | $50.03M 1.95% | 555.18K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 64.81K | SH | $49.63M 1.93% | 64.81K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 66.89K | SH | $48.51M 1.89% | 66.89K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 513.88K | SH | $47.09M 1.83% | 513.88K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 45.38K | SH | $34.61M 1.35% | 45.38K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 88.61K | SH | $30.49M 1.19% | 88.61K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 158.49K | SH | $29.64M 1.15% | 158.49K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 25.24K | SH | $29.21M 1.14% | 25.24K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 38.13K | SH | $28.21M 1.10% | 38.13K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 105.97K | SH | $28.05M 1.09% | 105.97K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 80.78K | SH | $27.53M 1.07% | 80.78K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 74.46K | SH | $26.15M 1.02% | 74.46K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR VAL ETF | 116.71K | SH | $25.22M 0.98% | 116.71K | 0.00 | 0.00 |
TRUST FOR PROFESSIONAL MANAGSOLE | ACTIVEPASSIVE US | 521K | SH | $24.48M 0.95% | 521K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 60.77K | SH | $24.14M 0.94% | 60.77K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 38.19K | SH | $23.36M 0.91% | 38.19K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 67.26K | SH | $22.25M 0.87% | 67.26K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | VLU FACTOR ETF | 264.27K | SH | $21.34M 0.83% | 264.27K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 64.71K | SH | $21.26M 0.83% | 64.71K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 33.98K | SH | $20.69M 0.81% | 33.98K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 19.43K | SH | $20.69M 0.81% | 19.43K | 0.00 | 0.00 |
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