B. Riley Wealth Advisors, Inc. Portfolio Stock Holdings
B. Riley Wealth Advisors, Inc. disclosed 831 stock positions valued at approximately $1.8 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 14, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 831
- Portfolio Value
- $1.8B
Holdings by Sector
B. Riley Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
781 holdings in the latest reporting period.
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| 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 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.55% | 22,054 | +363 | +1.67% | $10,036,822 |
| ISHARES TR | ICVT | Other | 0.54% | 81,888 | +16,941 | +26.08% | $9,892,853 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.54% | 10,135 | -597 | -5.56% | $9,815,991 |
| TRUST FOR PROFESSIONAL MANAG | APIE | Other | 0.53% | 252,940 | +41,467 | +19.61% | $9,687,589 |
| GE VERNOVA INC | GEV | Utilities | 0.53% | 8,776 | -1,298 | -12.88% | $9,675,819 |
| ISHARES TR | DGRO | Other | 0.51% | 123,793 | +7,237 | +6.21% | $9,402,049 |
| VANGUARD INDEX FDS | VTI | Other | 0.51% | 25,547 | +896 | +3.63% | $9,378,802 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.51% | 62,714 | -1,004 | -1.58% | $9,309,888 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.50% | 8,975 | +161 | +1.83% | $9,156,500 |
| EATON CORP PLC | ETN | Other | 0.50% | 22,373 | +186 | +0.84% | $9,134,170 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 0.49% | 53,703 | +48,626 | +957.77% | $8,990,898 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.49% | 32,127 | +1,508 | +4.93% | $8,931,417 |
| ISHARES TR | IVW | Other | 0.48% | 65,034 | -5,151 | -7.34% | $8,818,557 |
| SPDR SERIES TRUST | BIL | Other | 0.47% | 94,370 | -2,826 | -2.91% | $8,648,040 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.46% | 186,351 | +25,330 | +15.73% | $8,510,680 |
| SPDR GOLD TR | GLD | Other | 0.46% | 22,810 | -1,874 | -7.59% | $8,407,308 |
| WALMART INC | WMT | Consumer Defensive | 0.46% | 73,082 | +7,842 | +12.02% | $8,375,198 |
| ABBVIE INC | ABBV | Healthcare | 0.45% | 32,220 | +1,308 | +4.23% | $8,193,876 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.43% | 39,041 | +2,596 | +7.12% | $7,897,276 |
| ISHARES TR | IUSB | Other | 0.42% | 167,394 | +40,741 | +32.17% | $7,753,697 |
| FIDELITY COVINGTON TRUST | FELG | Other | 0.42% | 178,092 | +9,384 | +5.56% | $7,686,464 |
| BOEING CO | BA | Industrials | 0.41% | 34,930 | +282 | +0.81% | $7,499,227 |
| ISHARES INC | URTH | Other | 0.40% | 36,763 | +1,062 | +2.97% | $7,398,182 |
| PIMCO ETF TR | BOND | Other | 0.40% | 79,481 | +5,455 | +7.37% | $7,362,287 |
| NETFLIX INC. | NFLX | Communication Services | 0.40% | 98,467 | +46,211 | +88.43% | $7,264,885 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.39% | 72,223 | +471 | +0.66% | $7,232,416 |
| SRH TOTAL RETURN FUND INC | STEW | Financial Services | 0.39% | 405,048 | +1,328 | +0.33% | $7,222,015 |
| LAM RESEARCH CORP | LRCX | Other | 0.39% | 17,554 | -508 | -2.81% | $7,212,955 |
| CATERPILLAR INC | CAT | Industrials | 0.39% | 6,835 | +84 | +1.24% | $7,062,026 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.38% | 46,332 | -291 | -0.62% | $7,006,867 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.37% | 19,508 | +664 | +3.52% | $6,843,468 |
| INTEL CORP | INTC | Technology | 0.36% | 50,476 | +24,079 | +91.22% | $6,648,651 |
| WISDOMTREE TR | HYZD | Other | 0.35% | 288,985 | +16,275 | +5.97% | $6,492,046 |
| ISHARES TR | IWF | Other | 0.35% | 52,671 | +42,063 | +396.52% | $6,424,783 |
| BLACKSTONE INC | BX | Financial Services | 0.35% | 55,522 | +261 | +0.47% | $6,378,318 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.34% | 83,572 | -44,810 | -34.90% | $6,309,729 |
| EXXON MOBIL CORP | XOM | Energy | 0.34% | 46,260 | -582 | -1.24% | $6,294,128 |
| ISHARES TR | STIP | Other | 0.34% | 61,329 | +2,106 | +3.56% | $6,268,459 |
| HECLA MINING COMPANY | HL | Basic Materials | 0.34% | 406,880 | -161 | -0.04% | $6,265,946 |
| ISHARES TR | EFG | Other | 0.34% | 50,133 | +596 | +1.20% | $6,176,338 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.33% | 6,449 | +89 | +1.40% | $6,105,126 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.33% | 120,290 | +1,003 | +0.84% | $6,084,246 |
| STRYKER CORPORATION | SYK | Healthcare | 0.33% | 18,170 | +44 | +0.24% | $6,005,701 |
| VISA INC | V | Financial Services | 0.32% | 17,356 | -912 | -4.99% | $5,929,759 |
| ISHARES INC | IEMG | Other | 0.32% | 72,360 | -25,416 | -25.99% | $5,913,289 |
| TRUST FOR PROFESSIONAL MANAG | APCB | Other | 0.32% | 199,369 | +45,183 | +29.30% | $5,883,390 |
| VANECK ETF TRUST | OIH | Other | 0.32% | 15,594 | -4,475 | -22.30% | $5,816,159 |
| ISHARES TR | IVE | Other | 0.31% | 25,265 | -3,229 | -11.33% | $5,739,181 |
| ISHARES TR | IWB | Other | 0.31% | 14,008 | -3,134 | -18.28% | $5,691,419 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.30% | 114,975 | +1,911 | +1.69% | $5,578,579 |
| VANGUARD INDEX FDS | VBK | Other | 0.29% | 14,668 | +114 | +0.78% | $5,301,289 |
| BANK OF AMER CORP | BAC | Financial Services | 0.28% | 89,919 | +485 | +0.54% | $5,204,515 |
| ISHARES TR | IEFA | Other | 0.28% | 53,773 | -8,169 | -13.19% | $5,179,379 |
| MORGAN STANLEY | MS | Financial Services | 0.28% | 24,365 | -372 | -1.50% | $5,158,578 |
| ORACLE CORP | ORCL | Technology | 0.28% | 34,390 | +4,193 | +13.89% | $5,081,522 |
| CISCO SYS INC | CSCO | Technology | 0.27% | 42,479 | -1,147 | -2.63% | $4,999,744 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.27% | 11,819 | +516 | +4.57% | $4,961,904 |
| FIRST TR EXCHANGE-TRADED FD | QQEW | Other | 0.27% | 31,065 | +1,267 | +4.25% | $4,910,757 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.27% | 146,694 | +22,370 | +17.99% | $4,908,363 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.26% | 9,299 | -264 | -2.76% | $4,739,113 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.26% | 16,884 | -6,030 | -26.32% | $4,689,558 |
| APPLIED MATLS INC | AMAT | Technology | 0.25% | 6,705 | -280 | -4.01% | $4,657,218 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.25% | 81,743 | +23,166 | +39.55% | $4,613,548 |
| CITIGROUP INC | C | Financial Services | 0.24% | 31,436 | -260 | -0.82% | $4,479,266 |
| CHEVRON CORPORATION | CVX | Energy | 0.24% | 26,293 | -620 | -2.30% | $4,429,554 |
| NEW YORK LIFE INVESTMENTS ET | MNA | Other | 0.24% | 118,488 | +645 | +0.55% | $4,324,997 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.23% | 71,987 | -3,723 | -4.92% | $4,260,167 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.23% | 19,707 | -4,795 | -19.57% | $4,198,638 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.23% | 62,211 | +2,886 | +4.86% | $4,195,529 |
| ISHARES TR | IWP | Other | 0.23% | 28,969 | +792 | +2.81% | $4,191,188 |
B. Riley Wealth Advisors, Inc. Options Holdings in Q2 2026
76 options positions in the latest reporting period.
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| 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 |
| Q2 2026 | LEU | Centrus Energy Corp. | CALL | 600 | $96,150 |
| Q2 2026 | CSCO | Cisco Systems, Inc. | CALL | 800 | $94,160 |
| Q2 2026 | RTX | RTX Corporation | CALL | 500 | $93,665 |
| Q2 2026 | INTC | Intel Corporation | CALL | 704 | $92,727 |
| Q2 2026 | GOOGL | Alphabet Inc. | CALL | 260 | $91,949 |
| Q2 2026 | ORCL | Oracle Corporation | CALL | 600 | $88,656 |
| Q2 2026 | GLD | SPDR Gold Trust | CALL | 200 | $73,716 |
| Q2 2026 | XOM | Exxon Mobil Corporation | CALL | 500 | $68,030 |
| Q2 2026 | VST | Vistra Corp. | CALL | 400 | $64,952 |
| Q2 2026 | DVN | Devon Energy Corporation | CALL | 1,500 | $62,985 |
| Q2 2026 | DE | Deere & Company | CALL | 100 | $62,663 |
| Q2 2026 | AMD | Advanced Micro Devices, Inc. | PUT | 100 | $53,949 |
| Q2 2026 | SLV | iShares Silver Trust | CALL | 1,000 | $52,680 |
| Q2 2026 | EWZ | iShares Inc iShares MSCI Brazil | CALL | 1,500 | $51,825 |
| Q2 2026 | CVS | CVS Health Corporation | CALL | 500 | $51,790 |
| Q2 2026 | JNJ | Johnson & Johnson | CALL | 200 | $51,702 |
| Q2 2026 | ABBV | AbbVie Inc. | CALL | 200 | $50,862 |
| Q2 2026 | NOW | ServiceNow, Inc. | CALL | 500 | $49,985 |
| Q2 2026 | ITA | iShares U.S. Aerospace & Defens | CALL | 200 | $47,826 |
| Q2 2026 | MCD | McDonald's Corporation | CALL | 175 | $46,757 |
| Q2 2026 | LRCX | Lam Research | CALL | 100 | $41,091 |
| Q2 2026 | XLK | SPDR Select Sector Fund - Techn | CALL | 200 | $37,128 |
| Q2 2026 | NFLX | Netflix, Inc. | CALL | 500 | $36,890 |
| Q2 2026 | AMGN | Amgen Inc. | CALL | 100 | $36,055 |
| Q2 2026 | GOOG | Alphabet Inc. | CALL | 100 | $35,128 |
| Q2 2026 | APH | Amphenol Corporation | CALL | 200 | $33,284 |
| Q2 2026 | BBAI | BigBear.ai, Inc. | PUT | 8,140 | $29,304 |
| Q2 2026 | KVUE | Kenvue Inc. | CALL | 1,500 | $28,605 |
| Q2 2026 | XLE | SPDR Select Sector Fund - Energ | CALL | 528 | $28,286 |
| Q2 2026 | SMCI | Super Micro | CALL | 1,000 | $28,150 |
| Q2 2026 | KO | Coca-Cola Company (The) | CALL | 330 | $27,275 |
| Q2 2026 | NKE | Nike, Inc. | CALL | 600 | $24,888 |
| Q2 2026 | BP | BP p.l.c. | CALL | 600 | $22,410 |
| Q2 2026 | LYB | LyondellBasell | CALL | 400 | $21,448 |
| Q2 2026 | F | Ford Motor Company | CALL | 1,500 | $21,030 |
| Q2 2026 | TSN | Tyson Foods, Inc. | CALL | 300 | $17,595 |
| Q2 2026 | BMY | Bristol-Myers Squibb Company | CALL | 300 | $17,568 |
| Q2 2026 | AMT | American Tower Corporation (REI | CALL | 100 | $16,867 |
| Q2 2026 | PFE | Pfizer, Inc. | CALL | 600 | $14,622 |
| Q2 2026 | DOW | Dow Inc. | CALL | 500 | $13,960 |
| Q2 2026 | SUN | Sunoco LP | CALL | 200 | $13,712 |
| Q2 2026 | VZ | Verizon Communications Inc. | CALL | 300 | $13,230 |
| Q2 2026 | J | Jacobs Solutions Inc. | CALL | 100 | $12,381 |
| Q2 2026 | T | AT&T Inc. | CALL | 500 | $10,910 |
| Q2 2026 | STWD | STARWOOD PROPERTY TRUST, INC. S | CALL | 500 | $8,480 |
| Q2 2026 | APLD | Applied Digital Corporation | PUT | 3 | $113 |
Notional value represents the total exposure of the options position.