B. Riley Wealth Advisors, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Daniel Ortega, lists a total of 1,092 equity securities held by the firm.
The portfolio is diversified across various sectors, with notable positions in large-cap technology and healthcare companies. Apple Inc. is the largest holding, with 112,026,502 shares. Other significant positions include Amazon.com Inc. with 53,061,043 shares, Broadcom Inc. with 25,867,435 shares, and Blackstone Inc. with 6,313,771 shares.
The filing also reveals a mix of exchange-traded funds (ETFs) within the portfolio. Major holdings include the iShares Core S&P 500 ETF (IVV) with 4,414,721 shares, the iShares Core MSCI Emerging Markets ETF (IEMG) with 2,460,756 shares, and the iShares Core S&P Small-Cap ETF (IJR) with 1,923,333 shares. Additionally, the firm holds a significant position in the Amplify Cybersecurity ETF (CIBR) with 1,625,340 shares.
Derivative positions are also disclosed, including call options on Apple, Amazon, Broadcom, and Blackstone. The filing provides a comprehensive list of all equity securities and their respective share counts held by the firm as of the specified date.
