B. Riley Wealth Advisors, Inc.

CIK

1464811

Location

MEMPHIS, TN

Portfolio Value

Mid $4,215,720,763

Diversification

Moderately concentrated

Filing Date

Global Rank

#755 / 8,603 ▲ 810 · as of Mar 2026

Top Industry

Semiconductors 51.7%

3Y Alpha vs SPY

-1.4%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+70.5%

SPY

+76.5%

Annualised alpha

-1.4%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

508 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

47.4%

+36.5 pts

Top 5

66.4%

+36.4 pts

Top 10

74.7%

+33.8 pts

HHI

2,370

Moderately concentrated+2,098

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	64.2%	$2,705,553,523	81
Healthcare	9.4%	$395,472,538	52
Communication Services	4.6%	$194,600,329	17
Unclassified	4.4%	$186,220,637	17
Financial Services	4.3%	$182,550,501	118
Consumer Cyclical	3.4%	$142,553,817	41
Industrials	3.1%	$131,803,715	63
Consumer Defensive	2.9%	$122,953,228	22
Energy	1.6%	$68,599,355	29
Basic Materials	1.3%	$55,705,038	26
Utilities	0.5%	$18,976,488	20
Real Estate	0.3%	$10,731,594	22

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+10,702,499	11,461,358	$1,998,860,835
BBAI	BigBear.ai Holdings, Inc.	+1,218,000	1,258,100	$4,428,512
PLTR	Palantir Technologies Inc.	+859,663	1,036,487	$151,617,318
NXXT	Nextnrg, Inc.	+600,508	900,508	$360,203
SYF	Synchrony Financial	+459,680	468,204	$31,847,236
AAPL	Apple Inc.	+347,596	704,712	$178,848,858
PEP	Pepsico Inc	+318,744	332,087	$51,569,790
LLY	ELI LILLY & Co	+313,592	342,094	$314,647,798
AG	First Majestic Silver Corp	+306,046	396,895	$8,525,304
BPRE	Bluerock Private Real Estate Fund	+268,865	308,845	$5,129,915
SLV	iShares Silver Trust	+219,632	312,147	$21,269,696
GLD	Spdr Gold Trust	+218,263	259,484	$111,653,370
META	Meta Platforms, Inc.	+199,619	269,398	$154,130,677
KVUE	Kenvue Inc.	+144,069	160,501	$2,767,037
AMZN	Amazon Com Inc	+138,592	358,747	$74,716,237
CRWV	CoreWeave, Inc.	+128,594	146,417	$11,342,924
AMD	Advanced Micro Devices Inc	+106,101	145,571	$29,613,508
IBM	International Business Machines Corp	+102,220	140,619	$34,084,639
SUN	Sunoco LP	+100,100	109,719	$7,128,443
DOW	Dow Inc.	+99,332	108,313	$4,511,236
PRU	Prudential Financial Inc	+99,231	102,736	$10,036,279
CROX	Crocs, Inc.	+98,501	100,901	$8,376,801
BE	Bloom Energy Corp	+98,113	103,881	$14,074,836
PG	PROCTER & GAMBLE Co	+93,306	163,718	$23,647,427
MMM	3M Co	+92,448	108,976	$15,826,584
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NLY	Annaly Capital Management Inc	−115,758	15,048	$318,265
IAU	Ishares Gold Trust	−68,786	24,517	$2,161,418
LRCX	Lam Research Corp	−56,256	18,062	$3,859,126
GBTC	Grayscale Bitcoin Trust ETF	−26,873	6,165	$325,265
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	−18,352	87,184	$1,244,987
CPZ	Calamos Long/Short Equity & Dynamic Income Trust	−18,342	14,287	$193,874
TSLA	Tesla, Inc.	−17,151	26,638	$9,902,676
IRT	Independence Realty Trust, Inc.	−16,996	11,602	$172,753
BAC	Bank Of America Corp /De/	−16,921	89,434	$4,359,907
VZ	Verizon Communications Inc	−16,241	61,418	$3,083,183
GOOGL	Alphabet Inc.	−15,396	58,055	$16,694,295
BTBT	Bit Digital, Inc	−13,000	27,000	$35,370
ARCC	Ares Capital Corp	−12,367	11,830	$213,176
NFLX	Netflix Inc	−12,131	102,256	$9,831,914
QQQ	Invesco Qqq Trust, Series 1	−11,771	34,207	$19,743,596
ABEV	Ambev S.A.	−11,343	44,369	$129,557
LYFT	Lyft, Inc.	−10,804	16,901	$224,783
F	Ford Motor Co	−10,717	35,093	$404,973
LDOS	Leidos Holdings, Inc.	−10,613	14,525	$2,258,928
RGTI	Rigetti Computing, Inc.	−9,911	15,125	$212,355
CMG	Chipotle Mexican Grill Inc	−9,808	20,093	$643,176
INTC	Intel Corp	−9,626	26,397	$1,164,899
BRK-B	Berkshire Hathaway Inc	−9,184	23,814	$11,411,668
BCSF	Bain Capital Specialty Finance, Inc.	−9,145	10,829	$134,279
IBIT	iShares Bitcoin Trust ETF	−9,084	18,090	$695,017
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LITE	Lumentum Holdings Inc.	91,365	$64,207,667
SNDK	Sandisk Corp	21,359	$13,570,227
LEU	Centrus Energy Corp	60,913	$10,573,887
CW	Curtiss Wright Corp	10,240	$6,974,668
BJ	BJ's Wholesale Club Holdings, Inc.	60,830	$5,986,888
CHWY	Chewy, Inc.	202,931	$5,479,137
LYB	LyondellBasell Industries N.V.	42,978	$3,462,307
AI	C3.ai, Inc.	343,760	$2,894,459
IR	Ingersoll Rand Inc.	30,473	$2,441,496
BNO	United States Brent Oil Fund, LP	43,053	$2,239,186
GLAD	Gladstone Capital Corp	88,295	$1,531,918
UUP	Invesco DB US Dollar Index Bullish Fund	52,420	$1,456,227
WY	Weyerhaeuser Co	54,486	$1,331,092
BMNR	Bitmine Immersion Technologies, Inc.	67,275	$1,330,699
ETD	Ethan Allen Interiors Inc	50,500	$1,124,130
CAL	Caleres Inc	100,500	$1,059,270
AZN	Astrazeneca PLC	4,130	$814,518
ACHR	Archer Aviation Inc.	125,150	$647,025
AMCR	Amcor plc	12,218	$485,665
QS	QuantumScape Corp	70,861	$452,093
KTOS	Kratos Defense & Security Solutions, Inc.	6,298	$444,071
BBN	BlackRock Taxable Municipal Bond Trust	23,915	$386,705
QSR	Restaurant Brands International Inc.	3,891	$287,544
NVMI	Nova Ltd.	598	$259,699
SOLS	Solstice Advanced Materials Inc.	3,285	$250,185
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AX	Axos Financial, Inc.	43,428	$3,741,756
CLS	Celestica Inc	9,723	$2,874,216
BTC	Grayscale Bitcoin Mini Trust ETF	48,845	$1,891,766
RKT	Rocket Companies, Inc.	96,963	$1,877,203
DBA	Invesco Db Agriculture Fund	45,288	$1,155,749
ZIM	ZIM Integrated Shipping Services Ltd.	52,544	$1,115,509
RKLB	Rocket Lab Corp	14,472	$1,009,566
EME	EMCOR Group, Inc.	1,582	$967,851
IBKR	Interactive Brokers Group, Inc.	14,142	$909,472
FIX	Comfort Systems USA Inc	874	$815,695
DD	DuPont de Nemours, Inc.	6,356	$766,533
ETH	Grayscale Ethereum Staking Mini ETF	24,973	$700,742
MLI	Mueller Industries Inc	12,150	$697,410
PEG	Public Service Enterprise Group Inc	7,448	$598,074
RL	Ralph Lauren Corp	1,575	$556,935
FXE	Invesco CurrencyShares Euro Trust	5,099	$553,037
EXPE	Expedia Group, Inc.	1,890	$535,455
FTI	TechnipFMC plc	11,799	$525,763
AM	Antero Midstream Corp	29,332	$521,816
BKR	Baker Hughes Co	11,277	$513,554
EVR	Evercore Inc.	1,491	$507,312
SII	Sprott Inc.	5,157	$504,973
KNSA	Kiniksa Pharmaceuticals International, plc	11,993	$494,711
INSM	INSMED Inc	2,842	$494,621
SPOT	Spotify Technology S.A.	827	$480,247
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

508 positions · $4,215,720,763 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 508 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	11,461,358	+10,702,499	$1,998,860,835	+1312.4%	47.41%
LLY	ELI LILLY & Co Healthcare	Added	342,094	+313,592	$314,647,798	+927.2%	7.46%
AAPL	Apple Inc. Technology	Added	704,712	+347,596	$178,848,858	+84.2%	4.24%
META	Meta Platforms, Inc. Communication Services	Added	269,398	+199,619	$154,130,677	+234.6%	3.66%
PLTR	Palantir Technologies Inc. Technology	Added	1,036,487	+859,663	$151,617,318	+382.4%	3.60%
GLD	Spdr Gold Trust	Added	259,484	+218,263	$111,653,370	+583.5%	2.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	358,747	+138,592	$74,716,237	+47.0%	1.77%
LITE	Lumentum Holdings Inc. Technology	NEW	91,365	NEW	$64,207,667	NEW	1.52%
PEP	Pepsico Inc Consumer Defensive	Added	332,087	+318,744	$51,569,790	+2593.0%	1.22%
MSFT	Microsoft Corp Technology	Added	133,224	+22,849	$49,315,528	−7.6%	1.17%
IBM	International Business Machines Corp Technology	Added	140,619	+102,220	$34,084,639	+199.7%	0.81%
AVGO	Broadcom Inc. Technology	Added	108,650	+38,729	$33,628,261	+39.0%	0.80%
SYF	Synchrony Financial Financial Services	Added	468,204	+459,680	$31,847,236	+4378.2%	0.76%
AMD	Advanced Micro Devices Inc Technology	Added	145,571	+106,101	$29,613,508	+250.3%	0.70%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	163,718	+93,306	$23,647,427	+134.3%	0.56%
JPM	Jpmorgan Chase & Co Financial Services	Added	78,305	+14,533	$23,034,198	+12.1%	0.55%
SPY	Spdr S&P 500 ETF Trust	Reduced	33,692	-7,130	$21,911,255	−21.3%	0.52%
SLV	iShares Silver Trust	Added	312,147	+219,632	$21,269,696	+256.9%	0.50%
CVX	Chevron Corp Energy	Added	97,513	+66,477	$20,175,439	+326.5%	0.48%
QQQ	Invesco Qqq Trust, Series 1	Reduced	34,207	-11,771	$19,743,596	−30.1%	0.47%
GOOGL	Alphabet Inc. Communication Services	Reduced	58,055	-15,396	$16,694,295	−27.4%	0.40%
UBER	Uber Technologies, Inc Technology	Added	228,382	+59,319	$16,427,517	+18.9%	0.39%
MMM	3M Co Industrials	Added	108,976	+92,448	$15,826,584	+498.1%	0.38%
WMT	Walmart Inc. Consumer Defensive	Added	115,240	+21,462	$14,322,027	+37.1%	0.34%
JNJ	Johnson & Johnson Healthcare	Added	57,960	+18,382	$14,167,742	+73.0%	0.34%
BE	Bloom Energy Corp Industrials	Added	103,881	+98,113	$14,074,836	+2708.3%	0.33%
RTX	RTX Corp Industrials	Added	71,549	+49,681	$13,801,802	+244.1%	0.33%
SNDK	Sandisk Corp Technology	NEW	21,359	NEW	$13,570,227	NEW	0.32%
ORCL	Oracle Corp Technology	Added	90,197	+57,147	$13,268,880	+106.0%	0.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	23,814	-9,184	$11,411,668	−31.2%	0.27%
CRWV	CoreWeave, Inc. Technology	Added	146,417	+128,594	$11,342,924	+788.7%	0.27%
ABBV	AbbVie Inc. Healthcare	Added	50,912	+13,208	$11,072,850	+28.5%	0.26%
LEU	Centrus Energy Corp Energy	NEW	60,913	NEW	$10,573,887	NEW	0.25%
PRU	Prudential Financial Inc Financial Services	Added	102,736	+99,231	$10,036,279	+2436.7%	0.24%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	26,638	-17,151	$9,902,676	−49.7%	0.23%
PANW	Palo Alto Networks Inc Technology	Reduced	61,435	-7,998	$9,849,259	−23.0%	0.23%
NFLX	Netflix Inc Communication Services	Reduced	102,256	-12,131	$9,831,914	−8.3%	0.23%
CSCO	Cisco Systems, Inc. Technology	Added	123,626	+54,937	$9,592,141	+81.3%	0.23%
HD	Home Depot, Inc. Consumer Cyclical	Added	28,844	+4,495	$9,486,503	+13.2%	0.23%
DE	Deere & Co Industrials	Added	16,531	+9,433	$9,311,912	+181.8%	0.22%
GEV	GE Vernova Inc. Industrials	Added	10,074	+54	$8,793,594	+34.3%	0.21%
WDC	Western Digital Corp Technology	Added	32,304	+29,441	$8,737,908	+1671.6%	0.21%
AG	First Majestic Silver Corp Basic Materials	Added	396,895	+306,046	$8,525,304	+463.3%	0.20%
BP	Bp PLC Energy	Added	180,825	+90,715	$8,498,775	+171.6%	0.20%
CROX	Crocs, Inc. Consumer Cyclical	Added	100,901	+98,501	$8,376,801	+3981.3%	0.20%
GLW	Corning Inc /Ny Technology	Added	59,169	+45,680	$8,045,208	+581.2%	0.19%
ETN	Eaton Corp plc Industrials	Reduced	22,187	-8,399	$7,935,624	−18.5%	0.19%
HON	Honeywell International Inc Industrials	Added	32,302	+19,554	$7,657,286	+193.6%	0.18%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	78,155	+49,512	$7,628,123	+127.3%	0.18%
HL	Hecla Mining Co/De/ Basic Materials	Added	407,041	+5,489	$7,583,173	−1.6%	0.18%