B. Riley Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, B. Riley Wealth Advisors, Inc. disclosed 987 stock positions valued at approximately $2.53B as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 987
- Portfolio Value
- $2.53B
Holdings by Sector
B. Riley Wealth Advisors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 5.26% | 582,603 | +80,978 | +16.14% | $133,054,957 |
| APPLE INC | AAPL | Technology | 4.43% | 336,396 | +108,669 | +47.72% | $112,026,502 |
| MICROSOFT CORP | MSFT | Technology | 2.33% | 115,004 | +33,226 | +40.63% | $58,985,688 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.10% | 212,968 | +61,595 | +40.69% | $53,061,043 |
| VANGUARD INDEX FDS | VUG | Other | 1.98% | 555,179 | +209,537 | +60.62% | $50,027,208 |
| ISHARES TR | IVV | Other | 1.96% | 64,810 | +5,166 | +8.66% | $49,634,387 |
| META PLATFORMS INC | META | Communication Services | 1.90% | 66,288 | +6,875 | +11.57% | $48,070,906 |
| SPDR SERIES TRUST | BIL | Other | 1.86% | 513,880 | +419,510 | +444.54% | $47,092,003 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.37% | 45,385 | +11,684 | +34.67% | $34,612,052 |
| ALPHABET INC | GOOGL | Communication Services | 1.20% | 88,512 | +24,969 | +39.29% | $30,455,180 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.15% | 155,587 | -3,872 | -2.43% | $29,102,495 |
| ELI LILLY & CO | LLY | Healthcare | 1.15% | 25,044 | +2,742 | +12.29% | $28,977,792 |
| INVESCO QQQ TR | QQQ | Other | 1.12% | 38,131 | +8,861 | +30.27% | $28,208,457 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.09% | 103,966 | +79,541 | +325.65% | $27,524,927 |
| ALPHABET INC | GOOG | Communication Services | 1.09% | 80,681 | +26,441 | +48.75% | $27,491,405 |
| BROADCOM INC | AVGO | Technology | 1.02% | 73,656 | +16,191 | +28.18% | $25,867,435 |
| VANGUARD INDEX FDS | VTV | Other | 1.00% | 116,706 | +23,917 | +25.78% | $25,217,712 |
| TRUST FOR PROFESSIONAL MANAG | APUE | Other | 0.97% | 520,995 | +10,026 | +1.96% | $24,476,361 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.95% | 60,770 | -411 | -0.67% | $24,144,703 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.91% | 37,785 | +3,168 | +9.15% | $23,115,148 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.88% | 66,961 | +17,071 | +34.22% | $22,152,816 |
| FIDELITY COVINGTON TRUST | FVAL | Other | 0.84% | 264,270 | +239,333 | +959.75% | $21,342,453 |
| LAM RESEARCH CORP | LRCX | Technology | 0.84% | 64,609 | +47,055 | +268.06% | $21,224,767 |
| VANECK ETF TRUST | SMH | Other | 0.82% | 33,981 | +907 | +2.74% | $20,694,291 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.81% | 104,810 | +3,281 | +3.23% | $20,516,518 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.78% | 18,529 | +6,843 | +58.56% | $19,734,972 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.67% | 33,933 | +9,210 | +37.25% | $16,896,847 |
| PROSHARES TR | CSM | Other | 0.63% | 182,748 | +19,903 | +12.22% | $15,858,965 |
| VANGUARD WORLD FD | VGT | Other | 0.62% | 125,064 | +99,568 | +390.52% | $15,716,853 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 0.61% | 417,954 | +63,532 | +17.93% | $15,359,840 |
Showing 30 of 987 holdings in the latest reporting period.
B. Riley Wealth Advisors, Inc. Options Holdings in Q3 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2026 | NVDA | NVIDIA Corporation | CALL | 59,380 | $13,561,204 |
| Q3 2026 | NVDA | NVIDIA Corporation | PUT | 54,080 | $12,350,790 |
| Q3 2026 | DELL | Dell Technologies Inc. | CALL | 2,301 | $1,237,823 |
| Q3 2026 | MRVL | Marvell Technology, Inc. | CALL | 4,400 | $1,162,524 |
| Q3 2026 | MU | Micron Technology, Inc. | CALL | 900 | $958,599 |
| Q3 2026 | RKLB | Rocket Lab Corporation | CALL | 8,600 | $599,248 |
| Q3 2026 | PLTR | Palantir Technologies Inc. | CALL | 2,900 | $542,445 |
| Q3 2026 | CRWD | CrowdStrike Holdings, Inc. | CALL | 2,000 | $529,500 |
| Q3 2026 | META | Meta Platforms, Inc. | CALL | 600 | $435,108 |
| Q3 2026 | LITE | Lumentum Holdings Inc. | CALL | 400 | $388,504 |
| Q3 2026 | AMAT | Applied Materials, Inc. | CALL | 700 | $357,966 |
| Q3 2026 | BX | Blackstone Inc. | CALL | 2,850 | $319,457 |
| Q3 2026 | MSFT | Microsoft Corporation | CALL | 600 | $307,951 |
| Q3 2026 | SPCX | Space Exploration Technologies | CALL | 1,900 | $286,634 |
| Q3 2026 | AVGO | Broadcom Inc. | CALL | 800 | $280,952 |
| Q3 2026 | IBM | International Business Machines | CALL | 1,200 | $263,916 |
| Q3 2026 | ORCL | Oracle Corporation | CALL | 1,800 | $247,140 |
| Q3 2026 | XOM | ExxonMobil Holdings Corporation | CALL | 1,505 | $244,939 |
| Q3 2026 | AMD | Advanced Micro Devices, Inc. | CALL | 400 | $244,704 |
| Q3 2026 | LLY | Eli Lilly and Company | CALL | 200 | $231,416 |
| Q3 2026 | HONA | Honeywell Aerospace Inc. | CALL | 1,400 | $216,958 |
| Q3 2026 | MULL | GRANITESHARES 2X LONG MU ETF | CALL | 8,000 | $205,040 |
| Q3 2026 | DKS | Dick's Sporting Goods Inc | CALL | 1,500 | $201,435 |
| Q3 2026 | HPE | Hewlett Packard Enterprise Comp | CALL | 3,000 | $191,670 |
| Q3 2026 | LOW | Lowe's Companies, Inc. | CALL | 1,000 | $184,290 |
| Q3 2026 | RTX | RTX Corporation | CALL | 900 | $167,085 |
| Q3 2026 | BE | Bloom Energy Corporation | CALL | 600 | $166,188 |
| Q3 2026 | MCD | McDonald's Corporation | CALL | 675 | $155,885 |
| Q3 2026 | AMZN | Amazon.com, Inc. | CALL | 600 | $149,490 |
| Q3 2026 | IGV | iShares Expanded Tech-Software | CALL | 1,400 | $149,072 |
Showing 30 of 93 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.