B. Riley Wealth Advisors
B. Riley Wealth Advisors reported 997 stocks worth $2.5B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are NVDA (5.3%), AAPL (4.4%) and MSFT (2.3%). Compared with Q2 2026, the fund opened new positions in XOM, FDMO and EMLP, added to NVDA, AAPL and MSFT, trimmed PLTR, PANW and STX and sold out of XOM, AB and ILF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $133M | 5.3% | 583K | +81K (+16%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $112M | 4.4% | 336K | +109K (+48%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $59M | 2.3% | 115K | +33K (+41%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $53.1M | 2.1% | 213K | +62K (+41%) | 8 of 8 | |
| 5 |  VUG Vanguard Index Fds | $50M | 2.0% | 555K | +210K (+61%) | 8 of 8 | |
| 6 |  IVV Ishares TR | $49.6M | 2.0% | 65K | +5,166 (+9%) | 8 of 8 | |
| 7 |  META Meta Platforms Inc | $48.1M | 1.9% | 66K | +6,875 (+12%) | 8 of 8 | |
| 8 |  BIL ST Stert Spdr Blmbg 1 3 | $47.1M | 1.9% | 514K | +420K (+445%) | 8 of 8 | |
| 9 |  SPY Spdr S&P 500 ETF TR | $34.6M | 1.4% | 45K | +12K (+35%) | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $30.5M | 1.2% | 89K | +25K (+39%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $6.3M | 46K |
 AB Alliancebernstein Hldg L P Unit Ltd Partn | $2.7M | 76K |
 ILF Ishares TR Latn Amer 40 ETF | $1.5M | 44K |
 SH Proshares TR | $1.4M | 42K |
 JPIE J P Morgan Exchange Traded F | $1.1M | 24K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
NVDA Nvidia Corporation | Call | $13.6M | 59K | +21,140 |
NVDA Nvidia Corporation | Put | $12.4M | 54K | −14,000 |
 DELL Dell Technologies Inc | Call | $1.2M | 2,301 | +2,301 |
 MRVL Marvell Technology Inc | Call | $1.2M | 4,400 | +4,400 |
 MU Micron Technology Inc | Call | $959K | 900 | −100 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →B. Riley Wealth Advisors 13F FAQ
What does B. Riley Wealth Advisors own?
B. Riley Wealth Advisors reported 997 stocks worth $2.5B in its 13F filing for Q3 2026, filed Oct 13, 2026. The table above lists every position in the filing (the top 10 without an account).
What did B. Riley Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 215 new positions, 529 added to, 215 trimmed and 49 sold out. New positions include XOM, FDMO and EMLP. It sold all of XOM, AB and ILF.
When will B. Riley Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is B. Riley Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $2.5B in US stocks ($2.6B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.