B. Riley Wealth Advisors, Inc.

Est. AUM

$1.57B

13F long equity, this entity only

Positions

891

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$82.5M	499358	5.24%	SOLE
2	APPLE INC	COM	$55.1M	223212	3.50%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$34.1M	53667	2.17%	SOLE
4	META PLATFORMS INC	CL A	$31.9M	59398	2.03%	SOLE
5	AMAZON COM INC	COM	$29.9M	148747	1.90%	SOLE
6	MICROSOFT CORP	COM	$29.9M	83224	1.90%	SOLE
7	VANGUARD INDEX FDS	GROWTH ETF	$24.2M	57716	1.54%	SOLE
8	PALANTIR TECHNOLOGIES INC	CL A	$22.3M	161887	1.42%	SOLE
9	STATE STR SPDR S&P 500 ETF T	TR UNIT	$21.3M	33692	1.35%	SOLE
10	ELI LILLY & CO	COM	$19.6M	22094	1.25%	SOLE
11	INVESCO QQQ TR	UNIT SER 1	$19.1M	34207	1.21%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$18.2M	94248	1.16%	SOLE
13	BROADCOM INC	COM	$17.2M	58650	1.09%	SOLE
14	TRUST FOR PROFESSIONAL MANAG	ACTIVEPASSIVE US	$16.7M	430240	1.06%	SOLE
15	ALPHABET INC	CAP STK CL A	$15.9M	58055	1.01%	SOLE
16	ALPHABET INC	CAP STK CL C	$14.5M	52969	0.92%	SOLE
17	JPMORGAN CHASE & CO	COM	$13.7M	48305	0.87%	SOLE
18	PROSHARES TR	LARGE CAP CRE	$12.0M	164537	0.76%	SOLE
19	VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.7M	20215	0.75%	SOLE
20	NVIDIA CORPORATIONPUT	COM	$11.7M	7108000	0.75%	SOLE
21	CAPITAL GROUP CORE BALANCED	SHS	$11.6M	344298	0.74%	SOLE
22	SELECT SECTOR SPDR TR	STATE STREET TEC	$11.5M	90573	0.73%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.3M	23814	0.72%	SOLE
24	VANECK ETF TRUST	SEMICONDUCTR ETF	$11.1M	30619	0.71%	SOLE
25	CROWDSTRIKE HLDGS INC	CL A	$10.7M	28155	0.68%	SOLE
26	SPDR GOLD TR	GOLD SHS	$10.2M	24684	0.65%	SOLE
27	PALO ALTO NETWORKS INC	COM	$9.5M	61435	0.60%	SOLE
28	TESLA INC	COM	$9.5M	26638	0.60%	SOLE
29	PROCTER & GAMBLE CO	COM	$9.2M	63718	0.59%	SOLE
30	JOHNSON & JOHNSON	COM	$9.2M	37960	0.59%	SOLE
31	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.1M	146008	0.58%	SOLE
32	UBER TECHNOLOGIES INC	COM	$9.0M	128382	0.57%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$8.9M	97196	0.57%	SOLE
34	GE VERNOVA INC	COM	$8.2M	10074	0.52%	SOLE
35	VANECK ETF TRUST	OIL SERVICES ETF	$8.1M	20069	0.51%	SOLE
36	WALMART INC	COM	$8.1M	65240	0.51%	SOLE
37	ISHARES TR	CORE DIV GRWTH	$8.0M	116556	0.51%	SOLE
38	EXXON MOBIL CORP	COM	$8.0M	46842	0.51%	SOLE
39	VANGUARD INDEX FDS	TOTAL STK MKT	$7.7M	24651	0.49%	SOLE
40	ISHARES TR	S&P 500 GRWT ETF	$7.6M	70185	0.49%	SOLE
41	EATON CORP PLC	SHS	$7.6M	22187	0.48%	SOLE
42	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$7.3M	161021	0.47%	SOLE
43	INTERNATIONAL BUSINESS MACHS	COM	$7.3M	30619	0.46%	SOLE
44	TJX COS INC NEW	COM	$7.3M	46623	0.46%	SOLE
45	TRUST FOR PROFESSIONAL MANAG	ACTIVEPASSIVE EQ	$7.2M	211473	0.46%	SOLE
46	GOLDMAN SACHS ETF TR	ACCES TREASURY	$7.2M	71752	0.46%	SOLE
47	GOLDMAN SACHS GROUP INC	COM	$7.1M	8814	0.45%	SOLE
48	HECLA MINING COMPANY	COM	$7.0M	407041	0.45%	SOLE
49	ADVANCED MICRO DEVICES INC	COM	$7.0M	35571	0.44%	SOLE
50	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$6.9M	21691	0.44%	SOLE

1–50 of 891

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.