B. Riley Wealth Advisors, Inc.
CIK 1464811
13F filing for Q2 2026・No. 1,726
- Holdings
- US$1.87B
- Quarter change
- +US$288.53M
- Entries
- 914
- Net bought (estimate)
- +US$37.47M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 104
- Sold out 76
- Cut 298
- Added 387
- Corporate actions 2
- Unchanged 42
Largest holdings
831 stocks worth US$1.83B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 501,625 | US$97.8M | 5.34% |
| AAPLAppleCOM | Added | 227,727 | US$64.16M | 3.50% |
| IVVISHARES TRCORE S&P500 ETF | Added | 59,644 | US$44.39M | 2.42% |
| AMZNAmazonCOM | Added | 151,373 | US$36.35M | 1.98% |
| METAMetaCL A | Added | 59,413 | US$33.43M | 1.83% |
| MSFTMicrosoftCOM | Cut | 81,778 | US$30.14M | 1.65% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 345,642 | US$29.33M | 1.60% |
| LLYELI LILLY & COCOM | Added | 22,302 | US$27.43M | 1.50% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 33,701 | US$24.97M | 1.36% |
| TRUST FOR PROFESSIONAL MANAGACTIVEPASSIVE US | Added | 510,969 | US$23.44M | 1.28% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.