B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. reported 914 holdings worth US$1.87B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
B. Riley Wealth Advisors, Inc. reported 914 holdings worth US$1.87B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 914
- Value as reported
- US$1.87B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 502K | US$97.8M | 5.2% |
| Apple Inc | 228K | US$64.2M | 3.4% |
| Alphabet Inc (google) Class C | 117K | US$41.5M | 2.2% |
| Amazon.com, Inc. | 151K | US$36.4M | 1.9% |
| Meta Platforms, Inc. | 59,413 | US$33.4M | 1.8% |
| Microsoft Corp. | 81,778 | US$30.1M | 1.6% |
| Eli Lilly And Company | 22,302 | US$27.4M | 1.5% |
| Broadcom Inc. | 57,465 | US$21.4M | 1.1% |
| Palo Alto Networks, Inc. | 61,181 | US$20.3M | 1.1% |
| Advanced Micro Devices Inc | 34,617 | US$18.7M | 1.00% |
| Palantir Technologies Inc. | 159K | US$18.4M | 0.99% |
| Crowdstrike Holdings, Inc. | 24,425 | US$18.1M | 0.97% |
| Jp Morgan Chase & Co. | 49,890 | US$16.4M | 0.88% |
| Micron Technology, Inc. | 11,686 | US$13.4M | 0.72% |
| Johnson & Johnson | 49,143 | US$12.7M | 0.68% |
| Berkshire Hathaway Inc. | 24,723 | US$12.3M | 0.66% |
| Tesla, Inc. | 26,754 | US$11M | 0.59% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 22,054 | US$10M | 0.54% |
| Ge Vernova Inc. | 8,776 | US$9.68M | 0.52% |
| Procter & Gamble Company (the) | 62,714 | US$9.31M | 0.50% |
| Goldman Sachs Group, Inc. (the) | 8,975 | US$9.16M | 0.49% |
| International Business Machines Corporation | 32,127 | US$8.93M | 0.48% |
| Walmart Inc. | 73,082 | US$8.38M | 0.45% |
| Abbvie Inc. | 32,220 | US$8.19M | 0.44% |
| Capital One Financial Corporation | 39,041 | US$7.9M | 0.42% |
| Boeing Company (the) | 34,930 | US$7.5M | 0.40% |
| Netflix, Inc. | 98,467 | US$7.26M | 0.39% |
| Lam Research Corporation | 17,554 | US$7.21M | 0.39% |
| Caterpillar, Inc. | 6,835 | US$7.06M | 0.38% |
| Tjx Companies, Inc. (the) | 46,332 | US$7.01M | 0.38% |
| Home Depot, Inc. (the) | 19,508 | US$6.84M | 0.37% |
| Intel Corporation | 50,476 | US$6.65M | 0.36% |
| Blackstone Inc. | 55,522 | US$6.38M | 0.34% |
| Uber Technologies, Inc. | 83,572 | US$6.31M | 0.34% |
| Exxon Mobil Corporation | 46,260 | US$6.29M | 0.34% |
| Hecla Mining Company | 407K | US$6.27M | 0.34% |
| Costco Wholesale Corporation | 6,449 | US$6.11M | 0.33% |
| Stryker Corporation | 18,170 | US$6.01M | 0.32% |
| Visa Inc. | 17,356 | US$5.93M | 0.32% |
| Bank Of America Corporation | 89,919 | US$5.2M | 0.28% |
| Morgan Stanley | 24,365 | US$5.16M | 0.28% |
| Oracle Corporation | 34,390 | US$5.08M | 0.27% |
| Cisco Systems, Inc. | 42,479 | US$5M | 0.27% |
| Unitedhealth Group Incorporated | 11,819 | US$4.96M | 0.27% |
| Mastercard Incorporated | 9,299 | US$4.74M | 0.25% |
| Marvell Technology, Inc. | 16,884 | US$4.69M | 0.25% |
| Applied Materials, Inc. | 6,705 | US$4.66M | 0.25% |
| Citigroup, Inc. | 31,436 | US$4.48M | 0.24% |
| Chevron Corporation | 26,293 | US$4.43M | 0.24% |
| Deere & Company | 6,609 | US$4.14M | 0.22% |
| Rtx Corporation | 21,553 | US$4.04M | 0.22% |
| Merck & Company, Inc. | 29,226 | US$3.78M | 0.20% |
| Coeur Mining, Inc. | 231K | US$3.78M | 0.20% |
| Alamos Gold Inc. | 119K | US$3.65M | 0.20% |
| Texas Instruments Incorporated | 12,580 | US$3.59M | 0.19% |
| Agnico Eagle Mines Limited | 22,421 | US$3.45M | 0.18% |
| Bristol-myers Squibb Company | 56,350 | US$3.3M | 0.18% |
| Ge Aerospace | 8,449 | US$3.16M | 0.17% |
| Verizon Communications Inc. | 66,783 | US$2.95M | 0.16% |
| Dell Technologies Inc. | 7,041 | US$2.92M | 0.16% |
| Sandisk Corporation | 1,382 | US$2.83M | 0.15% |
| Applied Digital Corporation | 74,934 | US$2.83M | 0.15% |
| Qualcomm Incorporated | 14,989 | US$2.83M | 0.15% |
| Alliancebernstein Holding L.p. | 75,577 | US$2.65M | 0.14% |
| Coca-cola Company (the) | 32,058 | US$2.65M | 0.14% |
| Corning Incorporated | 10,332 | US$2.64M | 0.14% |
| Gladstone Capital Corporation | 136K | US$2.64M | 0.14% |
| Intuitive Surgical, Inc. | 6,121 | US$2.49M | 0.13% |
| Wells Fargo & Company | 29,524 | US$2.47M | 0.13% |
| At&t Inc. | 108K | US$2.36M | 0.13% |
| Autozone, Inc. | 743 | US$2.34M | 0.13% |
| Enterprise Products Partners L.p. | 61,273 | US$2.25M | 0.12% |
| American Express Company | 6,511 | US$2.22M | 0.12% |
| Pfizer, Inc. | 90,498 | US$2.21M | 0.12% |
| Kla Corporation | 7,462 | US$2.08M | 0.11% |
| Fedex Corporation | 6,350 | US$2.07M | 0.11% |
| Mcdonald's Corporation | 7,290 | US$1.95M | 0.10% |
| Energy Transfer Lp | 98,401 | US$1.88M | 0.10% |
| Starbucks Corporation | 17,604 | US$1.83M | 0.10% |
| Endeavour Silver Corp. | 211K | US$1.73M | 0.09% |
| Vertiv Holdings, Llc | 5,631 | US$1.73M | 0.09% |
| Servicenow, Inc. | 16,873 | US$1.69M | 0.09% |
| First Majestic Silver Corp. | 99,919 | US$1.68M | 0.09% |
| Capital Southwest Corporation | 69,775 | US$1.64M | 0.09% |
| Equinix, Inc. | 1,505 | US$1.63M | 0.09% |
| Amphenol Corporation | 9,309 | US$1.55M | 0.08% |
| Cvs Health Corporation | 14,925 | US$1.55M | 0.08% |
| Philip Morris International Inc | 8,221 | US$1.5M | 0.08% |
| Thermo Fisher Scientific Inc | 2,883 | US$1.46M | 0.08% |
| Pepsico, Inc. | 10,467 | US$1.45M | 0.08% |
| 3m Company | 8,854 | US$1.44M | 0.08% |
| Western Digital Corporation | 2,206 | US$1.44M | 0.08% |
| Altria Group, Inc. | 18,832 | US$1.39M | 0.07% |
| Main Street Capital Corporation | 26,913 | US$1.39M | 0.07% |
| Walt Disney Company (the) | 13,910 | US$1.37M | 0.07% |
| Lowe's Companies, Inc. | 6,230 | US$1.37M | 0.07% |
| Nextera Energy, Inc. | 15,332 | US$1.36M | 0.07% |
| Bp Plc | 36,348 | US$1.36M | 0.07% |
| Lumentum Holdings Inc. | 1,578 | US$1.34M | 0.07% |
| Charles Schwab Corporation (the) | 14,792 | US$1.34M | 0.07% |
Every holding of B. Riley Wealth Advisors, Inc.
Source
View original at SEC
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