B. Riley Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, B. Riley Wealth Advisors, Inc. disclosed 781 stock positions valued at approximately $1.83B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 781
- Portfolio Value
- $1.83B
Holdings by Sector
B. Riley Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 5.34% | 501,625 | +2,267 | +0.45% | $97,801,780 |
| APPLE INC | AAPL | Technology | 3.50% | 227,727 | +4,515 | +2.02% | $64,159,721 |
| ISHARES TR | IVV | Other | 2.42% | 59,644 | +5,977 | +11.14% | $44,386,389 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.98% | 151,373 | +2,626 | +1.77% | $36,350,719 |
| META PLATFORMS INC | META | Communication Services | 1.83% | 59,413 | +15 | +0.03% | $33,426,001 |
| MICROSOFT CORP | MSFT | Technology | 1.65% | 81,778 | -1,446 | -1.74% | $30,140,905 |
| VANGUARD INDEX FDS | VUG | Other | 1.60% | 345,642 | +287,926 | +498.87% | $29,327,762 |
| ELI LILLY & CO | LLY | Healthcare | 1.50% | 22,302 | +208 | +0.94% | $27,429,382 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.36% | 33,701 | +9 | +0.03% | $24,972,192 |
| TRUST FOR PROFESSIONAL MANAG | APUE | Other | 1.28% | 510,969 | +80,729 | +18.76% | $23,443,257 |
| ALPHABET INC | GOOGL | Communication Services | 1.23% | 63,543 | +5,488 | +9.45% | $22,471,980 |
| BROADCOM INC | AVGO | Technology | 1.17% | 57,465 | -1,185 | -2.02% | $21,402,928 |
| INVESCO QQQ TR | QQQ | Other | 1.16% | 29,270 | -4,937 | -14.43% | $21,193,838 |
| VANECK ETF TRUST | SMH | Other | 1.14% | 33,074 | +2,455 | +8.02% | $20,902,138 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.11% | 61,181 | -254 | -0.41% | $20,312,218 |
| VANGUARD INDEX FDS | VTV | Other | 1.11% | 92,789 | -1,459 | -1.55% | $20,286,513 |
| ALPHABET INC | GOOG | Communication Services | 1.04% | 54,240 | +1,271 | +2.40% | $19,053,508 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.03% | 101,529 | +10,956 | +12.10% | $18,824,446 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.02% | 34,617 | -954 | -2.68% | $18,675,322 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.01% | 159,459 | -2,428 | -1.50% | $18,449,383 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.99% | 24,425 | -3,730 | -13.25% | $18,145,868 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.90% | 49,890 | +1,585 | +3.28% | $16,433,238 |
| PROSHARES TR | CSM | Other | 0.75% | 162,845 | -1,692 | -1.03% | $13,763,642 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 0.73% | 354,422 | +10,124 | +2.94% | $13,439,675 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.73% | 11,686 | +245 | +2.14% | $13,383,193 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.69% | 49,143 | +11,183 | +29.46% | $12,703,951 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.67% | 24,723 | +909 | +3.82% | $12,262,409 |
| VANGUARD INDEX FDS | VOO | Other | 0.63% | 16,951 | -3,264 | -16.15% | $11,543,915 |
| TESLA INC | TSLA | Consumer Cyclical | 0.60% | 26,754 | +116 | +0.44% | $11,018,377 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.56% | 143,644 | -2,364 | -1.62% | $10,187,254 |
Showing 30 of 781 holdings in the latest reporting period.
B. Riley Wealth Advisors, Inc. Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | NVDA | NVIDIA Corporation | PUT | 68,080 | $13,273,558 |
| Q2 2026 | NVDA | NVIDIA Corporation | CALL | 38,240 | $7,455,703 |
| Q2 2026 | LLY | Eli Lilly and Company | PUT | 3,120 | $3,837,382 |
| Q2 2026 | MU | Micron Technology, Inc. | CALL | 1,000 | $1,145,280 |
| Q2 2026 | PLTR | Palantir Technologies Inc. | CALL | 9,246 | $1,069,762 |
| Q2 2026 | META | Meta Platforms, Inc. | CALL | 1,400 | $787,640 |
| Q2 2026 | MSFT | Microsoft Corporation | CALL | 2,100 | $774,081 |
| Q2 2026 | WDC | Western Digital Corporation | CALL | 1,000 | $651,880 |
| Q2 2026 | SNDK | SanDisk | CALL | 200 | $410,078 |
| Q2 2026 | CRWD | CrowdStrike Holdings, Inc. | CALL | 500 | $371,455 |
| Q2 2026 | SYF | Synchrony Financial | CALL | 4,600 | $360,502 |
| Q2 2026 | AMZN | Amazon.com, Inc. | CALL | 1,500 | $360,210 |
| Q2 2026 | META | Meta Platforms, Inc. | PUT | 600 | $337,560 |
| Q2 2026 | IBM | International Business Machines | CALL | 1,200 | $333,600 |
| Q2 2026 | AVGO | Broadcom Inc. | CALL | 800 | $297,960 |
| Q2 2026 | ORCL | Oracle Corporation | PUT | 2,000 | $295,520 |
| Q2 2026 | MRVL | Marvell Technology, Inc. | PUT | 1,000 | $277,750 |
| Q2 2026 | PEP | Pepsico, Inc. | CALL | 1,700 | $235,756 |
| Q2 2026 | PG | Procter & Gamble Company (The) | CALL | 1,500 | $222,675 |
| Q2 2026 | AMD | Advanced Micro Devices, Inc. | CALL | 400 | $215,796 |
| Q2 2026 | KMB | Kimberly-Clark Corporation | CALL | 1,800 | $197,838 |
| Q2 2026 | MMM | 3M Company | CALL | 1,000 | $162,430 |
| Q2 2026 | IGV | iShares Expanded Tech-Software | CALL | 1,400 | $125,846 |
| Q2 2026 | CVX | Chevron Corporation | CALL | 708 | $119,342 |
| Q2 2026 | PRU | Prudential Financial, Inc. | CALL | 1,000 | $109,200 |
| Q2 2026 | AAL | American Airlines Group, Inc. | CALL | 6,000 | $107,520 |
| Q2 2026 | BJ | BJ's Wholesale Club Holdings, I | CALL | 1,200 | $107,208 |
| Q2 2026 | HD | Home Depot, Inc. (The) | CALL | 300 | $105,243 |
| Q2 2026 | UNH | UnitedHealth Group Incorporated | CALL | 251 | $105,195 |
| Q2 2026 | JPM | JP Morgan Chase & Co. | CALL | 300 | $98,817 |
Showing 30 of 76 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.