CIK 1464811
B. Riley Wealth Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
934
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | 85K | $1M+ | SH |
| IWM | ISHARES TR | 19K | $1M+ | SH |
| LDOS | LEIDOS HOLDINGS INC | 25K | $1M+ | SH |
| BROS | DUTCH BROS INC | 73K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 74K | $1M+ | SH |
| IJR | ISHARES TR | 37K | $1M+ | SH |
| C | CITIGROUP INC | 38K | $1M+ | SH |
| XSOE | WISDOMTREE TR | 112K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 125K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 35K | $1M+ | SH |
| ITOT | ISHARES TR | 28K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 22K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 128K | $1M+ | SH |
| CDE | COEUR MNG INC | 229K | $1M+ | SH |
| IWP | ISHARES TR | 30K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 45K | $1M+ | SH |
| RTX | RTX CORPORATION | 22K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 94K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 7K | $1M+ | SH |
| MRK | MERCK & CO INC | 37K | $1M+ | SH |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | 91K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| EFG | ISHARES TR | 33K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 48K | $1M+ | SH |
| MNA | NEW YORK LIFE INVESTMENTS ET | 106K | $1M+ | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 29K | $1M+ | SH |
| MCD | MCDONALDS CORP | 12K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 14K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 66K | $1M+ | SH |
| AX | AXOS FINANCIAL INC | 43K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 13K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 35K | $1M+ | SH |
| EFV | ISHARES TR | 51K | $1M+ | SH |
| QUAL | ISHARES TR | 18K | $1M+ | SH |
| QCOM | QUALCOMM INC | 20K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 77K | $1M+ | SH |
| CRM | SALESFORCE INC | 13K | $1M+ | SH |
| DE | DEERE & CO | 7K | $1M+ | SH |
| T | AT&T INC | 131K | $1M+ | SH |
| SGOV | ISHARES TR | 32K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 12K | $1M+ | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 27K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 58K | $1M+ | SH |
| IGM | ISHARES TR | 24K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 57K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 48K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 76K | $1M+ | SH |
| BP | BP PLC | 90K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 10K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 55K | $1M+ | SH |