1y return+20.3%S&P 500 +20.9%
3y return+58.2%S&P 500 +68.5%
5y return+45.5%S&P 500 +74.5%
10y return+160.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $260 against $357 in the S&P 500.2
B. Riley Wealth Advisors, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $97.8M | 5.3% | |
| AAPLApple Inc | $64.2M | 3.5% | +2.0% |
| IVVIshares Tr | $44.4M | 2.4% | +11.1% |
| AMZNAmazon Com Inc | $36.4M | 2.0% | +1.8% |
| METAMeta Platforms Inc | $33.4M | 1.8% | |
| MSFTMicrosoft Corp | $30.1M | 1.6% | −1.7% |
| VUGVanguard Index Fds | $29.3M | 1.6% | |
| LLYEli Lilly & Co | $27.4M | 1.5% | |
| SPYState Str Spdr S&p 500 Etf T | $25.0M | 1.4% | |
| APUETrust For Professional Manag | $23.4M | 1.3% | +18.8% |
| GOOGLAlphabet Inc | $22.5M | 1.2% | +9.5% |
| AVGOBroadcom Inc | $21.4M | 1.2% | −2.0% |
| QQQInvesco Qqq Tr | $21.2M | 1.2% | −14.4% |
| SMHVaneck Etf Trust | $20.9M | 1.1% | +8.0% |
| PANWPalo Alto Networks Inc | $20.3M | 1.1% | |
| VTVVanguard Index Fds | $20.3M | 1.1% | −1.5% |
| GOOGAlphabet Inc | $19.1M | 1.0% | +2.4% |
| XLKSelect Sector Spdr Tr | $18.8M | 1.0% | +12.1% |
| AMDAdvanced Micro Devices Inc | $18.7M | 1.0% | −2.7% |
| PLTRPalantir Technologies Inc | $18.4M | 1.0% | −1.5% |
| CRWDCrowdstrike Hldgs Inc | $18.1M | 1.0% | −13.2% |
| JPMJpmorgan Chase & Co | $16.4M | 0.9% | +3.3% |
| CSMProshares Tr | $13.8M | 0.8% | −1.0% |
| CGBLCapital Group Core Balanced | $13.4M | 0.7% | +2.9% |
| MUMicron Technology Inc | $13.4M | 0.7% | +2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $97.8M |
| PLTRPalantir Technologies Inc | September 30, 2020 | +1128.1% | $18.4M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $21.4M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $18.7M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | June 30, 2021 | +997.4% | $9.8M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $20.3M |
| SMHVaneck Etf Trust | June 30, 2020 | +758.5% | $20.9M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $10.0M |
| CRWDCrowdstrike Hldgs Inc | June 30, 2020 | +661.0% | $18.1M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $27.4M |
Sold off last quarter
- BROSDutch Bros Inc was $3.5M
- Honeywell Intl IncCUSIP 438516106 was $2.7M
- BNOUnited Sts Brent Oil Fd LP was $2.3M
- LDOSLeidos Holdings Inc was $2.2M
- IWXIshares Tr was $1.7M
- NORWGlobal X Fds was $1.6M
- UUPInvesco Db Us Dlr Index Tr was $1.5M
- AMLPAlps Etf Tr was $1.4M
- XOPSpdr Series Trust was $1.4M
- CORNTeucrium Commodity Tr was $1.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.3% | +14.8% |
| March 31, 2026 | −3.0% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +8.4% | +7.8% |
| June 30, 2025 | +9.0% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +2.5% | +4.0% |
| March 31, 2024 | +8.4% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +5.4% | +7.0% |
| December 31, 2022 | +5.7% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −16.1% | −16.5% |
| March 31, 2022 | −6.1% | −4.9% |
| December 31, 2021 | +6.9% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: B. Riley Wealth Advisors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1464811&type=13F-HR&dateb=&owner=include&count=40CIK 1464811
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1464811/000146481126000007/Filed July 14, 2026 · accession 0001464811-26-000007