SEC Form 13F

B. Riley Wealth Advisors, Inc. 13F Holdings

Inspect B. Riley Wealth Advisors, Inc.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-15T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-15
Reported value
$1,867,711,685
Positions
914

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Step 1 of 3

Disclosed positions

B. Riley Wealth Advisors, Inc.: source evidence dated 2026-07-15T03:59:59.999Z.

Issuer
NVIDIA CORPORATION
Ticker
NVDA
Class
COM
Reported value
$97,801,780
Reported amount
501,625
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001464811-26-000007
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

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Disclosed positions

See the complete disclosed positions

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NVIDIA CORPORATIONNVDACOM$97,801,780501,625SHNone
APPLE INCAAPLCOM$64,159,721227,727SHNone
ISHARES TRIVVCORE S&P500 ETF$44,386,38959,644SHNone
AMAZON COM INCAMZNCOM$36,350,719151,373SHNone
META PLATFORMS INCMETACL A$33,426,00159,413SHNone
MICROSOFT CORPMSFTCOM$30,140,90581,778SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$29,327,762345,642SHNone
ELI LILLY & COLLYCOM$27,429,38222,302SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$24,972,19233,701SHNone
TRUST FOR PROFESSIONAL MANAGAPUEACTIVEPASSIVE US$23,443,257510,969SHNone
ALPHABET INCGOOGLCAP STK CL A$22,471,98063,543SHNone
BROADCOM INCAVGOCOM$21,402,92857,465SHNone
INVESCO QQQ TRQQQUNIT SER 1$21,193,83829,270SHNone
VANECK ETF TRUSTSMHSEMICONDUCTR ETF$20,902,13833,074SHNone
PALO ALTO NETWORKS INCPANWCOM$20,312,21861,181SHNone
VANGUARD INDEX FDSVTVVALUE ETF$20,286,51392,789SHNone
ALPHABET INCGOOGCAP STK CL C$19,053,50854,240SHNone
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$18,824,446101,529SHNone
ADVANCED MICRO DEVICES INCAMDCOM$18,675,32234,617SHNone
PALANTIR TECHNOLOGIES INCPLTRCL A$18,449,383159,459SHNone
CROWDSTRIKE HLDGS INCCRWDCL A$18,145,86824,425SHNone
JPMORGAN CHASE & COJPMCOM$16,433,23849,890SHNone
PROSHARES TRCSMLARGE CAP CRE$13,763,642162,845SHNone
CAPITAL GROUP CORE BALANCEDCGBLSHS$13,439,675354,422SHNone
MICRON TECHNOLOGY INCMUCOM$13,383,19311,686SHNone
NVIDIA CORPORATIONNVDACOM$13,273,55868,080SHPut
JOHNSON & JOHNSONJNJCOM$12,703,95149,143SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$12,262,40924,723SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$11,543,91516,951SHNone
TESLA INCTSLACOM$11,018,37726,754SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$10,187,254143,644SHNone
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$10,036,82222,054SHNone
ISHARES TRICVTCONV BD ETF$9,892,85381,888SHNone
SEAGATE TECHNOLOGY HLDNGS PLSTXORD SHS$9,815,99110,135SHNone
TRUST FOR PROFESSIONAL MANAGAPIEACTIVEPASSIVE EQ$9,687,589252,940SHNone
GE VERNOVA INCGEVCOM$9,675,8198,776SHNone
ISHARES TRDGROCORE DIV GRWTH$9,402,049123,793SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$9,378,80225,547SHNone
PROCTER & GAMBLE COPGCOM$9,309,88862,714SHNone
GOLDMAN SACHS GROUP INCGSCOM$9,156,5008,975SHNone
EATON CORP PLCETNSHS$9,134,17022,373SHNone
INVESCO EXCHANGE TRADED FD TXMMOS&P MDCP MOMNTUM$8,990,89853,703SHNone
INTERNATIONAL BUSINESS MACHSIBMCOM$8,931,41732,127SHNone
ISHARES TRIVWS&P 500 GRWT ETF$8,818,55765,034SHNone
SPDR SERIES TRUSTBILST STR BLO 1 ETF$8,648,04094,370SHNone
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$8,510,680186,351SHNone
SPDR GOLD TRGLDGOLD SHS$8,407,30822,810SHNone
WALMART INCWMTCOM$8,375,19873,082SHNone
ABBVIE INCABBVCOM$8,193,87632,220SHNone
CAPITAL ONE FINL CORPCOFCOM$7,897,27639,041SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 83 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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