B. Riley Wealth Advisors, Inc.
All 13F Filings
- Location
- Memphis, TN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 2,568,958
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 1,092 | 2,568,958 | 13F-HR | B. Riley Wealth Advisors, Inc. |
| Q2 2026 | 7/14/2026 | 914 | 1,867,712 | 13F-HR | B. Riley Wealth Advisors, Inc. |
| Q1 2026 | 4/24/2026 | 898 | 1,579,184 | 13F-HR | B. Riley Wealth Advisors, Inc. |
| Q4 2025 | 2/17/2026 | 1,020 | 2,167,149 | 13F-HR | B. Riley Wealth Advisors, Inc. |
| Q3 2025 | 10/31/2025 | 1,073 | 2,162,008 | 13F-HR | B. Riley Wealth Advisors, Inc. |
| Q2 2025 | 8/19/2025 | 1,037 | 2,130,561 | 13F-HR | B. Riley Wealth Advisors, Inc. |
| Q1 2025 | 8/28/2026 | 1,321 | 3,387,341 | 13F-HR | B. Riley Wealth Advisors, Inc. |
| Q1 2014 | 5/2/2014 | 754 | 330,832 | 13F-HR | National Asset Management, Inc. |
| Q4 2013 | 1/21/2014 | 676 | 313,115 | 13F-HR | National Asset Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
39.89 K
(1.6% of total reported value)
· QoQ Δ:
+3.633 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.574 M | 62.3% | 432.8 K | 0 | 432.8 K |
| ETFs | 942.8 K | 37.3% | 264.8 K | 0 | 264.8 K |
| Debt | 11.9 K | 0.5% | 7 | 0 | 7 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
2,568,958
Holdings
1092
QoQ value change ($000)
701,246
(37.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.