B. Riley Wealth Advisors, Inc. holds a diversified book of 831 stocks worth $1.8B as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Goldman Sachs Core Bond ETF and trimmed Microsoft Corp. Their largest long position is Nvidia Corp at 5% of the equity book. They also disclosed $18.1M in put options (a bearish bet) and $18.1M in call options (bullish), shown separately below and excluded from the equity book.
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Use Arkolith to show B. Riley Wealth Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
55% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $97.8M | 501.6K | 5.3% | ▲+0.5% Added · +2K sh | |
| 2 | Apple Inc COM | $64.2M | 227.7K | 3.5% | ▲+2.0% Added · +5K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $44.4M | 59.6K | 2.4% | ▲+11% Added · +6K sh | |
| 4 | Amazon Com Inc COM | $36.4M | 151.4K | 2.0% | ▲+1.8% Added · +3K sh | |
| 5 | Meta Platforms Inc CL A | $33.4M | 59.4K | 1.8% | ▲~0% Added · +15 sh | |
| 6 | Microsoft Corp COM | $30.1M | 81.8K | 1.6% | ▼−1.7% Reduced · −1K sh | |
| 7 | Vanguard Index FDS GROWTH ETF | $29.3M | 345.6K | 1.6% | ▲+499% Added · +288K sh | |
| 8 | Eli Lilly & Co COM | $27.4M | 22.3K | 1.5% | ▲+0.9% Added · +208 sh | |
| 9 | State STR SPDR S&P 500 ETF T TR UNIT | $25.0M | 33.7K | 1.4% | ▲~0% Added · +9 sh | |
| 10 | Trust For Professional Manag ACTIVEPASSIVE US | $23.4M | 511.0K | 1.3% | ▲+19% Added · +81K sh | |
| 11 | Alphabet Inc CAP STK CL A | $22.5M | 63.5K | 1.2% | ▲+9.4% Added · +5K sh | |
| 12 | Broadcom Inc COM | $21.4M | 57.5K | 1.2% | ▼−2.0% Reduced · −1K sh | |
| 13 | Invesco QQQ TR UNIT SER 1 | $21.2M | 29.3K | 1.2% | ▼−14% Reduced · −5K sh | |
| 14 | Vaneck ETF Trust SEMICONDUCTR ETF | $20.9M | 33.1K | 1.1% | ▲+8.0% Added · +2K sh | |
| 15 | Palo Alto Networks Inc COM | $20.3M | 61.2K | 1.1% | ▼−0.4% Reduced · −254 sh | |
| 16 | Vanguard Index FDS VALUE ETF | $20.3M | 92.8K | 1.1% | ▼−1.5% Reduced · −1K sh | |
| 17 | Alphabet Inc CAP STK CL C | $19.1M | 54.2K | 1.0% | ▲+2.4% Added · +1K sh | |
| 18 | Select Sector SPDR TR ST STR TECHN ETF | $18.8M | 101.5K | 1.0% | ▲+12% Added · +11K sh | |
| 19 | Advanced Micro Devices Inc COM | $18.7M | 34.6K | 1.0% | ▼−2.7% Reduced · −954 sh | |
| 20 | Palantir Technologies Inc CL A | $18.4M | 159.5K | 1.0% | ▼−1.5% Reduced · −2K sh | |
| 21 | Crowdstrike Hldgs Inc CL A | $18.1M | 24.4K | 1.0% | ▼−13% Reduced · −4K sh | |
| 22 | JPMorgan Chase & Co COM | $16.4M | 49.9K | 0.9% | ▲+3.3% Added · +2K sh | |
| 23 | Proshares TR LARGE CAP CRE | $13.8M | 162.8K | 0.8% | ▼−1.0% Reduced · −2K sh | |
| 24 | Capital Group Core Balanced SHS | $13.4M | 354.4K | 0.7% | ▲+2.9% Added · +10K sh | |
| 25 | Micron Technology Inc COM | $13.4M | 11.7K | 0.7% | ▲+2.1% Added · +245 sh | |
| 26 | Johnson & Johnson COM | $12.7M | 49.1K | 0.7% | ▲+29% Added · +11K sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $12.3M | 24.7K | 0.7% | ▲+3.8% Added · +909 sh | |
| 28 | Vanguard Index FDS S&P 500 ETF SHS | $11.5M | 17.0K | 0.6% | ▼−16% Reduced · −3K sh | |
| 29 | Tesla Inc COM | $11.0M | 26.8K | 0.6% | ▲+0.4% Added · +116 sh | |
| 30 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $10.2M | 143.6K | 0.6% | ▼−1.6% Reduced · −2K sh | |
| 31 | Taiwan Semiconductor Manufac SPONSORED ADS | $10.0M | 22.1K | 0.5% | ▲+1.7% Added · +363 sh | |
| 32 | Ishares TR CONV BD ETF | $9.9M | 81.9K | 0.5% | ▲+26% Added · +17K sh | |
| 33 | Seagate Technology HLDNGS PL ORD SHS | $9.8M | 10.1K | 0.5% | ▼−5.6% Reduced · −597 sh | |
| 34 | Trust For Professional Manag ACTIVEPASSIVE EQ | $9.7M | 252.9K | 0.5% | ▲+20% Added · +41K sh | |
| 35 | Ge Vernova Inc COM | $9.7M | 8.8K | 0.5% | ▼−13% Reduced · −1K sh | |
| 36 | Ishares TR CORE DIV GRWTH | $9.4M | 123.8K | 0.5% | ▲+6.2% Added · +7K sh | |
| 37 | Vanguard Index FDS TOTAL STK MKT | $9.4M | 25.5K | 0.5% | ▲+3.6% Added · +896 sh | |
| 38 | Procter & Gamble Co COM | $9.3M | 62.7K | 0.5% | ▼−1.6% Reduced · −1K sh | |
| 39 | Goldman Sachs Group Inc COM | $9.2M | 9.0K | 0.5% | ▲+1.8% Added · +161 sh | |
| 40 | Eaton Corp PLC SHS | $9.1M | 22.4K | 0.5% | ▲+0.8% Added · +186 sh | |
| 41 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $9.0M | 53.7K | 0.5% | ▲11× Added · +49K sh | |
| 42 | International Business Machs COM | $8.9M | 32.1K | 0.5% | ▲+4.9% Added · +2K sh | |
| 43 | Ishares TR S&P 500 GRWT ETF | $8.8M | 65.0K | 0.5% | ▼−7.3% Reduced · −5K sh | |
| 44 | SPDR Series Trust ST STR BLO 1 ETF | $8.6M | 94.4K | 0.5% | ▼−2.9% Reduced · −3K sh | |
| 45 | Fidelity Merrimack STR TR TOTAL BD ETF | $8.5M | 186.4K | 0.5% | ▲+16% Added · +25K sh | |
| 46 | SPDR Gold TR GOLD SHS | $8.4M | 22.8K | 0.5% | ▼−7.6% Reduced · −2K sh | |
| 47 | Walmart Inc COM | $8.4M | 73.1K | 0.5% | ▲+12% Added · +8K sh | |
| 48 | Abbvie Inc COM | $8.2M | 32.2K | 0.4% | ▲+4.2% Added · +1K sh | |
| 49 | Capital One Finl Corp COM | $7.9M | 39.0K | 0.4% | ▲+7.1% Added · +3K sh | |
| 50 | Ishares TR CORE UNIVRSL USD | $7.8M | 167.4K | 0.4% | ▲+32% Added · +41K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | NVIDIA CORPNVDA | $13.3M | 68K |
| CALL · bullish | NVIDIA CORPNVDA | $7.5M | 38K |
| PUT · bearish | ELI LILLY & COLLY | $3.8M | 3K |
| CALL · bullish | MICRON TECHNOLOGY INCMU | $1.1M | 1K |
| CALL · bullish | PALANTIR TECHNOLOGIES INC-APLTR | $1.1M | 9K |
| CALL · bullish | META PLATFORMS INC-CLASS AMETA | $788K | 1K |
| CALL · bullish | MICROSOFT CORPMSFT | $774K | 2K |
| CALL · bullish | WESTERN DIGITAL CORPWDC | $652K | 1K |
| CALL · bullish | SANDISK CORPSNDK | $410K | 200 |
| CALL · bullish | CROWDSTRIKE HOLDINGS INC - ACRWD | $371K | 500 |
| CALL · bullish | SYNCHRONY FINANCIALSYF | $361K | 5K |
| CALL · bullish | AMAZON.COM INCAMZN | $360K | 2K |
| PUT · bearish | META PLATFORMS INC-CLASS AMETA | $338K | 600 |
| CALL · bullish | INTL BUSINESS MACHINES CORPIBM | $334K | 1K |
| CALL · bullish | BROADCOM INCAVGO | $298K | 800 |
| PUT · bearish | ORACLE CORPORCL | $296K | 2K |
| PUT · bearish | MARVELL TECHNOLOGY INCMRVL | $278K | 1K |
| CALL · bullish | PEPSICO INCPEP | $236K | 2K |
| CALL · bullish | PROCTER & GAMBLE CO/THEPG | $223K | 2K |
| CALL · bullish | ADVANCED MICRO DEVICESAMD | $216K | 400 |
| CALL · bullish | KIMBERLY-CLARK CORPKMB | $198K | 2K |
| CALL · bullish | 3M COMMM | $162K | 1K |
| CALL · bullish | SPROTT SLVR MINER & PHY SLVRSLVR | $140K | 3K |
| CALL · bullish | ISHARES EXPANDED TECH-SOFTWAIGV | $126K | 1K |
| CALL · bullish | CHEVRON CORPCVX | $119K | 708 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 83 option legs.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 914 | $1.9B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 898 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 1,020 | $2.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 1,073 | $2.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 19, 2025 | 1,037 | $2.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 25, 2025 | 1,136 | $3.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Dec 13, 2024 | 1,263 | $3.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 19, 2024 | 1,379 | $3.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.