B. Riley Wealth Advisors, Inc. holds a diversified book of 1208 stocks worth $3.3B as of Q3 2026 (disclosed Aug 28, 2026, a ~0-day 13F lag). This quarter they opened Schwab US Broad Market ETF and trimmed Vanguard Growth ETF. Their largest long position is Apple Inc at 4% of the equity book. They also disclosed $28.7M in put options (a bearish bet) and $68.6M in call options (bullish), shown separately below and excluded from the equity book.
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
Other tracked managers holding the same core names as B. Riley Wealth Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $716.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $637.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $194.4B |
| UBS Group AG | 80 / 80 | $190.1B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $153.4B |
| LPL Financial LLC | 80 / 80 | $125.1B |
| Cetera Investment Advisers | 80 / 80 | $34.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $26.5B |
Ranked by how many of B. Riley Wealth Advisors, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $146.1M | 657.5K | 4.4% | ▲+189% Added · +430K sh | |
| 2 | Nvidia Corporation COM | $109.2M | 1.01M | 3.3% | ▲+101% Added · +506K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $99.7M | 177.4K | 3.0% | ▲+197% Added · +118K sh | |
| 4 | Microsoft Corp COM | $83.6M | 222.6K | 2.5% | ▲+172% Added · +141K sh | |
| 5 | Amazon Com Inc COM | $72.7M | 382.1K | 2.2% | ▲+152% Added · +231K sh | |
| 6 | Vanguard Index FDS GROWTH ETF | $51.5M | 139.0K | 1.6% | ▼−60% Reduced · −207K sh | |
| 7 | Invesco QQQ TR UNIT SER 1 | $39.7M | 84.6K | 1.2% | ▲+189% Added · +55K sh | |
| 8 | Meta Platforms Inc CL A | $39.6M | 68.8K | 1.2% | ▲+16% Added · +9K sh | |
| 9 | SPDR S&P 500 ETF TR TR UNIT | $39.3M | 70.2K | 1.2% | ▲+108% Added · +37K sh | |
| 10 | Vanguard Index FDS VALUE ETF | $35.3M | 204.4K | 1.1% | ▲+120% Added · +112K sh | |
| 11 | Berkshire Hathaway Inc Del CL B NEW | $31.9M | 59.9K | 1.0% | ▲+142% Added · +35K sh | |
| 12 | SPDR Ser TR BLOOMBERG 1-3 MO | $30.4M | 331.1K | 0.9% | ▲+251% Added · +237K sh | |
| 13 | Ishares TR CORE TOTAL USD | $29.3M | 635.9K | 0.9% | ▲+280% Added · +468K sh | |
| 14 | Eli Lilly & Co COM | $28.4M | 34.4K | 0.9% | ▲+54% Added · +12K sh | |
| 15 | Procter And Gamble Co COM | $27.5M | 161.1K | 0.8% | ▲+157% Added · +98K sh | |
| 16 | JPMorgan Chase & Co. COM | $27.1M | 110.6K | 0.8% | ▲+122% Added · +61K sh | |
| 17 | Alphabet Inc CAP STK CL A | $26.2M | 169.2K | 0.8% | ▲+166% Added · +106K sh | |
| 18 | Exxon Mobil Corp COM | $25.3M | 212.6K | 0.8% | ▲+360% Added · +166K sh | |
| 19 | SPDR Gold TR GOLD SHS | $22.6M | 78.5K | 0.7% | ▲+244% Added · +56K sh | |
| 20 | Home Depot Inc COM | $22.4M | 61.0K | 0.7% | ▲+213% Added · +42K sh | |
| 21 | Broadcom Inc COM | $20.9M | 125.0K | 0.6% | ▲+117% Added · +68K sh | |
| 22 | Costco WHSL Corp New COM | $20.9M | 22.1K | 0.6% | ▲+242% Added · +16K sh | |
| 23 | Ishares TR S&P 500 GRWT ETF | $20.3M | 218.9K | 0.6% | ▲+237% Added · +154K sh | |
| 24 | Alphabet Inc CAP STK CL C | $20.3M | 129.9K | 0.6% | ▲+140% Added · +76K sh | |
| 25 | Ishares TR MSCI USA QLT FCT | $19.8M | 115.7K | 0.6% | ▲12× Added · +106K sh | |
| 26 | Pimco ETF TR ENHAN SHRT MA AC | $19.5M | 193.3K | 0.6% | ▲41× Added · +189K sh | |
| 27 | J P Morgan Exchange Traded F EQUITY PREMIUM | $18.3M | 320.0K | 0.6% | ▲+291% Added · +238K sh | |
| 28 | Palantir Technologies Inc CL A | $17.2M | 204.1K | 0.5% | ▲+28% Added · +45K sh | |
| 29 | Abbvie Inc COM | $16.7M | 79.6K | 0.5% | ▲+147% Added · +47K sh | |
| 30 | Johnson & Johnson COM | $16.5M | 99.2K | 0.5% | ▲+102% Added · +50K sh | |
| 31 | Tesla Inc COM | $16.3M | 62.7K | 0.5% | ▲+135% Added · +36K sh | |
| 32 | Walmart Inc COM | $16.1M | 183.7K | 0.5% | ▲+151% Added · +111K sh | |
| 33 | Unitedhealth Group Inc COM | $16.0M | 30.6K | 0.5% | ▲+159% Added · +19K sh | |
| 34 | Ishares TR S&P 500 VAL ETF | $15.9M | 83.3K | 0.5% | ▲+230% Added · +58K sh | |
| 35 | Visa Inc COM CL A | $15.7M | 44.8K | 0.5% | ▲+158% Added · +27K sh | |
| 36 | Chevron Corp New COM | $15.4M | 91.8K | 0.5% | ▲+249% Added · +66K sh | |
| 37 | Proshares TR LARGE CAP CRE | $15.2M | 238.8K | 0.5% | ▲+47% Added · +76K sh | |
| 38 | Mastercard Incorporated CL A | $14.7M | 26.9K | 0.4% | ▲+189% Added · +18K sh | |
| 39 | Agnico Eagle Mines Ltd COM | $14.6M | 135.1K | 0.4% | ▲+503% Added · +113K sh | |
| 40 | Bristol-Myers Squibb Co COM | $14.4M | 235.4K | 0.4% | ▲+318% Added · +179K sh | |
| 41 | McDonalds Corp COM | $14.2M | 45.6K | 0.4% | ▲+526% Added · +38K sh | |
| 42 | Palo Alto Networks Inc COM | $14.1M | 82.7K | 0.4% | ▲+35% Added · +22K sh | |
| 43 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $14.1M | 272.5K | 0.4% | ▲22× Added · +260K sh | |
| 44 | Ishares TR EAFE GRWTH ETF | $13.8M | 138.3K | 0.4% | ▲+176% Added · +88K sh | |
| 45 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $13.7M | 268.7K | 0.4% | ▲+87% Added · +125K sh | |
| 46 | BlackRock ETF Trust ISHARES US EQUIT | $13.4M | 275.1K | 0.4% | ▲+342% Added · +213K sh | |
| 47 | Eaton Corp PLC SHS | $13.4M | 49.3K | 0.4% | ▲+120% Added · +27K sh | |
| 48 | International Business Machs COM | $13.3M | 53.4K | 0.4% | ▲+66% Added · +21K sh | |
| 49 | Uber Technologies Inc COM | $12.8M | 175.9K | 0.4% | ▲+110% Added · +92K sh | |
| 50 | Vanguard Index FDS S&P 500 ETF SHS | $12.8M | 24.9K | 0.4% | ▲+47% Added · +8K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1464811/holdings"
Use Arkolith to show B. Riley Wealth Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | NVIDIA CORPNVDA | $23.2M | 214K |
| CALL · bullish | NVIDIA CORPNVDA | $11.9M | 110K |
| CALL · bullish | DUKE ENERGY CORPDUK | $4.6M | 38K |
| CALL · bullish | ELI LILLY & COLLY | $2.9M | 4K |
| CALL · bullish | APPLE INCAAPL | $2.9M | 13K |
| PUT · bearish | ELI LILLY & COLLY | $2.8M | 3K |
| CALL · bullish | SOUTHERN CO/THESO | $2.8M | 31K |
| CALL · bullish | ENTERGY CORPETR | $2.8M | 33K |
| CALL · bullish | VISTRA CORPVST | $2.6M | 23K |
| PUT · bearish | MICROSOFT CORPMSFT | $2.1M | 6K |
| CALL · bullish | FIRSTENERGY CORPFE | $2.0M | 49K |
| CALL · bullish | CHEVRON CORPCVX | $2.0M | 12K |
| CALL · bullish | PFIZER INCPFE | $1.9M | 76K |
| CALL · bullish | DOMINION ENERGY INCD | $1.8M | 32K |
| CALL · bullish | CISCO SYSTEMS INCCSCO | $1.8M | 29K |
| CALL · bullish | META PLATFORMS INC-CLASS AMETA | $1.6M | 3K |
| CALL · bullish | AMERICAN ELECTRIC POWERAEP | $1.5M | 13K |
| CALL · bullish | BANK OF AMERICA CORPBAC | $1.5M | 35K |
| CALL · bullish | CONSOLIDATED EDISON INCED | $1.4M | 12K |
| CALL · bullish | BRISTOL-MYERS SQUIBB COBMY | $1.3M | 21K |
| CALL · bullish | 3M COMMM | $906K | 6K |
| CALL · bullish | DOW INCDOW | $900K | 26K |
| CALL · bullish | AMGEN INCAMGN | $810K | 3K |
| CALL · bullish | JPMORGAN CHASE & COJPM | $795K | 3K |
| CALL · bullish | BOEING CO/THEBA | $770K | 5K |
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 113 option legs.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q3 2026 | Aug 28, 2026 | Aug 28, 2026 | 1,321 | $3.4B | 13F-HR |
| 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, filed up to 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.