B. Riley Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, B. Riley Wealth Advisors, Inc. disclosed 831 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
- 831
- Portfolio Value
- $1.83B
Holdings by Sector
B. Riley Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
781 holdings in the latest reporting period.
Page 1 of 8
| 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.
Page 1 of 1
| 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.