B. Riley Wealth Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Memphis, TN
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
914
Total value ($000)
$1,867,712
Net value change ($000)
+288,528 (18.3%)
New positions
104
Sold out positions
75
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
NVDA 15,323 18.6%
AMD 11,702 167.8%
PANW 10,829 114.2%
IVV 10,311 30.3%
SMH 9,802 88.3%
MU 9,701 263.5%
AAPL 9,109 16.5%
XMMO 8,285 1173.5%
LLY 7,840 40.0%
CRWD 7,445 69.6%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -3,819 -17.2%
BROS -3,527 -100.0%
AGG -3,439 -76.2%
HON -2,749 -100.0%
UBER -2,665 -29.7%
BNO -2,324 -100.0%
OIH -2,250 -27.9%
LDOS -2,240 -100.0%
GLD -1,827 -17.9%
XOM -1,738 -21.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 36,258 (1.9% 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