Institutional Investor · CIK 0001464811
B. RILEY WEALTH ADVISORS, INC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
1,098
Total Value
$3.33B
Total Shares
43.61M
Latest Filing
Aug 28, 2026
CIK
0001464811
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2025-03-31 | 2026-08-28 | 657,520 | $146.05M | 0.0045% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2025-03-31 | 2026-08-28 | 1,007,252 | $109.17M | 0.0042% | SH | — | View |
| Financial Services | Asset Management - Global | 2025-03-31 | 2026-08-28 | 177,419 | $99.69M | 0.0153% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2025-03-31 | 2026-08-28 | 222,644 | $83.58M | 0.0030% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2025-03-31 | 2026-08-28 | 382,085 | $72.70M | 0.0036% | SH | — | View |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 139,003 | $51.55M | 0.0031% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 84,582 | $39.66M | 0.0119% | SH | — | View | |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2025-03-31 | 2026-08-28 | 68,760 | $39.63M | 0.0027% | SH | — | View |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 70,238 | $39.29M | 0.0066% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 204,437 | $35.31M | 0.0177% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2025-03-31 | 2026-08-28 | 59,935 | $31.92M | 0.0028% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2025-03-31 | 2026-08-28 | 331,081 | $30.37M | 0.0645% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2025-03-31 | 2026-08-28 | 635,864 | $29.30M | 0.0674% | SH | — | View | |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2025-03-31 | 2026-08-28 | 34,401 | $28.41M | 0.0039% | SH | — | View |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2025-03-31 | 2026-08-28 | 161,085 | $27.45M | 0.0069% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2025-03-31 | 2026-08-28 | 110,579 | $27.13M | 0.0041% | SH | — | View |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2025-03-31 | 2026-08-28 | 169,189 | $26.16M | 0.0014% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2025-03-31 | 2026-08-28 | 169,189 | $26.16M | 0.0014% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2025-03-31 | 2026-08-28 | 212,577 | $25.28M | 0.0051% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2025-03-31 | 2026-08-28 | 213,640 | $23.15M | 0.0009% | SH | PUT | View |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 78,546 | $22.63M | 0.0223% | SH | — | View |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2025-03-31 | 2026-08-28 | 61,021 | $22.36M | 0.0061% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2025-03-31 | 2026-08-28 | 124,981 | $20.93M | 0.0026% | SH | — | View |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2025-03-31 | 2026-08-28 | 22,086 | $20.89M | 0.0050% | SH | — | View |
| Financial Services | Asset Management - Global | 2025-03-31 | 2026-08-28 | 218,927 | $20.32M | 0.0401% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2025-03-31 | 2026-08-28 | 129,922 | $20.30M | 0.0011% | SH | — | View |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 193,322 | $19.45M | 0.1186% | SH | — | View | |
| Financial Services | Asset Management - Income | 2025-03-31 | 2026-08-28 | 319,997 | $18.28M | 0.0410% | SH | — | View | |
| Technology | Software - Infrastructure | 2025-03-31 | 2026-08-28 | 204,058 | $17.22M | 0.0089% | SH | — | View | |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2025-03-31 | 2026-08-28 | 79,585 | $16.67M | 0.0045% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2025-03-31 | 2026-08-28 | 99,235 | $16.46M | 0.0041% | SH | — | View |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2025-03-31 | 2026-08-28 | 62,740 | $16.26M | 0.0016% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2025-03-31 | 2026-08-28 | 183,734 | $16.13M | 0.0023% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2025-03-31 | 2026-08-28 | 183,734 | $16.13M | 0.0023% | SH | — | View |
UnitedHealth Group Incorporated(UNH.DE) | Healthcare | Medical - Healthcare Plans | 2025-03-31 | 2026-08-28 | 30,644 | $16.05M | 0.0034% | SH | — | View |
| Financial Services | Asset Management - Global | 2025-03-31 | 2026-08-28 | 83,287 | $15.87M | 0.0394% | SH | — | View | |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2025-03-31 | 2026-08-28 | 44,759 | $15.69M | 0.0024% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2025-03-31 | 2026-08-28 | 91,793 | $15.36M | 0.0046% | SH | — | View |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2025-03-31 | 2026-08-28 | 26,888 | $14.74M | 0.0031% | SH | — | View |
| Basic Materials | Gold | 2025-03-31 | 2026-08-28 | 135,106 | $14.65M | 0.0267% | SH | — | View | |
Agnico Eagle Mines Limited(AEM.TO) | Basic Materials | Gold | 2025-03-31 | 2026-08-28 | 135,106 | $14.65M | 0.0267% | SH | — | View |
Bristol-Myers Squibb Company(BRM.DE) | Healthcare | Drug Manufacturers - General | 2025-03-31 | 2026-08-28 | 235,435 | $14.36M | 0.0115% | SH | — | View |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2025-03-31 | 2026-08-28 | 45,602 | $14.24M | 0.0064% | SH | — | View |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2025-03-31 | 2026-08-28 | 82,722 | $14.12M | 0.0101% | SH | — | View |
| Financial Services | Asset Management - Income | 2025-03-31 | 2026-08-28 | 272,486 | $14.11M | 0.0390% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 268,690 | $13.66M | 0.0060% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 275,117 | $13.41M | 0.0480% | SH | — | View | |
| Industrials | Electrical Equipment & Parts | 2025-03-31 | 2026-08-28 | 49,284 | $13.40M | 0.0127% | SH | — | View | |
| Technology | Information Technology Services | 2025-03-31 | 2026-08-28 | 53,446 | $13.29M | 0.0057% | SH | — | View | |
Uber Technologies, Inc.(UT8.DE) | Technology | Software - Application | 2025-03-31 | 2026-08-28 | 175,912 | $12.82M | 0.0086% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 24,857 | $12.77M | 0.0010% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2025-03-31 | 2026-08-28 | 566,819 | $12.41M | 5.3041% | SH | — | View | |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2025-03-31 | 2026-08-28 | 13,285 | $12.39M | 0.0003% | SH | — | View |
| Technology | Software - Infrastructure | 2025-03-31 | 2026-08-28 | 34,942 | $12.32M | 0.0034% | SH | — | View | |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2025-03-31 | 2026-08-28 | 109,720 | $11.89M | 0.0005% | SH | CALL | View |
iShares Gold Trust(IAU) | Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 197,319 | $11.63M | 0.0250% | SH | — | View |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 116,762 | $11.55M | 0.0083% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 336,114 | $11.42M | 0.6094% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2025-03-31 | 2026-08-28 | 123,046 | $11.38M | 0.1340% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 50,895 | $11.29M | 0.0080% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 140,794 | $11.10M | 0.0272% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 108,012 | $10.82M | 0.1404% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 496,534 | $10.69M | 0.0331% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 19,510 | $10.58M | 0.0017% | SH | — | View | |
| Financial Services | Asset Management - Global | 2025-03-31 | 2026-08-28 | 29,177 | $10.54M | 0.0027% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 136,654 | $10.47M | 0.2243% | SH | — | View | |
| Financial Services | Asset Management - Global | 2025-03-31 | 2026-08-28 | 193,823 | $10.46M | 0.0095% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 209,765 | $10.45M | 0.0206% | SH | — | View | |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2025-03-31 | 2026-08-28 | 115,573 | $10.37M | 0.0047% | SH | — | View |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2025-03-31 | 2026-08-28 | 115,573 | $10.37M | 0.0047% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2025-03-31 | 2026-08-28 | 139,466 | $10.24M | 0.0025% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 324,223 | $10.04M | 0.1647% | SH | — | View | |
RTX Corporation(5UR.DE) | Industrials | Aerospace & Defense | 2025-03-31 | 2026-08-28 | 75,463 | $10.00M | 0.0056% | SH | — | View |
Blackstone Inc.(BX) | Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 70,985 | $9.92M | 0.0090% | SH | — | View |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 50,892 | $9.87M | 0.0094% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 37,813 | $9.78M | 0.0014% | SH | — | View | |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2025-03-31 | 2026-08-28 | 30,226 | $9.42M | 0.0056% | SH | — | View |
| Financial Services | Asset Management - Global | 2025-03-31 | 2026-08-28 | 33,883 | $9.31M | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 44,944 | $9.28M | 0.0069% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 70,765 | $9.28M | 0.0387% | SH | — | View | |
Thermo Fisher Scientific Inc.(TN8.DE) | Healthcare | Medical - Diagnostics & Research | 2025-03-31 | 2026-08-28 | 18,088 | $9.00M | 0.0049% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2025-03-31 | 2026-08-28 | 26,167 | $8.63M | 0.0057% | SH | — | View |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 57,820 | $8.44M | 0.0225% | SH | — | View | |
| Utilities | Regulated Electric | 2025-03-31 | 2026-08-28 | 68,998 | $8.42M | 0.0089% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2025-03-31 | 2026-08-28 | 105,855 | $8.36M | 0.0161% | SH | — | View | |
The Goldman Sachs Group,…(GOS.DE) | Financial Services | Financial - Capital Markets | 2025-03-31 | 2026-08-28 | 15,182 | $8.29M | 0.0051% | SH | — | View |
| Energy | Oil & Gas Midstream | 2025-03-31 | 2026-08-28 | 242,753 | $8.29M | 0.0112% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 57,382 | $8.06M | 0.0579% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 327,741 | $7.98M | 0.0610% | SH | — | View | |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 231,103 | $7.93M | 3.3541% | SH | — | View | |
| Communication Services | Telecommunications Services | 2025-03-31 | 2026-08-28 | 174,725 | $7.93M | 0.0042% | SH | — | View | |
Bank of America Corporation(NCB.DE) | Financial Services | Banks - Diversified | 2025-03-31 | 2026-08-28 | 187,996 | $7.85M | 0.0027% | SH | — | View |
| Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 157,595 | $7.69M | 0.0061% | SH | — | View | |
Stryker Corporation(SYK.DE) | Healthcare | Medical - Devices | 2025-03-31 | 2026-08-28 | 20,216 | $7.53M | 0.0053% | SH | — | View |
Stryker Corporation(SYK) | Healthcare | Medical - Devices | 2025-03-31 | 2026-08-28 | 20,216 | $7.53M | 0.0053% | SH | — | View |
Honeywell International Inc.(ALD.DE) | Technology | Semiconductors | 2025-03-31 | 2026-08-28 | 35,287 | $7.47M | 0.0111% | SH | — | View |
SRH Total Return Fund,…(STEW) | Financial Services | Asset Management | 2025-03-31 | 2026-08-28 | 426,001 | $7.35M | 0.4417% | SH | — | View |
| Financial Services | Asset Management - Income | 2025-03-31 | 2026-08-28 | 118,078 | $7.29M | 0.0224% | SH | — | View | |
Pfizer Inc.(PFE.DE) | Healthcare | Drug Manufacturers - General | 2025-03-31 | 2026-08-28 | 285,073 | $7.22M | 0.0050% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2025-03-31 | 2026-08-28 | 116,840 | $7.21M | 0.0030% | SH | — | View |
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