B. Riley Wealth Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Memphis, TN
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
898
Total value ($000)
$1,579,184
Net value change ($000)
-587,965 (-27.1%)
New positions
85
Sold out positions
217
Turnover %
12.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
URTH 6,246 NEW
FELG 6,087 NEW
BPRE 4,372 728.7%
SMH 4,232 61.6%
OIH 3,109 62.7%
BNO 2,324 NEW
VRIG 1,950 NEW
TPYP 1,880 NEW
GEV 1,685 25.7%
NORW 1,632 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -35,734 -39.4%
NVDA -32,271 -28.1%
BIL -28,564 -76.2%
MSFT -20,942 -41.2%
AMZN -20,787 -41.0%
VUG -17,941 -42.5%
META -13,342 -29.5%
TSLA -10,204 -51.9%
GOOGL -9,422 -39.4%
QQQ -9,147 -32.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 31,829 (2.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type