B. Riley Wealth Advisors, Inc. ETF holdings
Memphis, TN
Reported $795.9M in 327 ETFs in its Form 13F for June 30, 2026.
ETF value
$795.9M
ETFs held
327
Change from prior quarter
+17.6%
With price moves
ETFs as a share of its 13F
43.5%
of $1.8B
Top 10 of 327 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $44.4M | 59,644 | +5,977 shares |
| VUG | Vanguard Morningstar Growth ETF | $29.3M | 345,642 | +287,926 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $25.0M | 33,701 | +9 shares |
| APUE | ActivePassive U.S. Equity ETF | $23.4M | 510,969 | +80,729 shares |
| QQQ | Invesco QQQ Trust | $21.2M | 29,270 | −4,937 shares |
| SMH | VanEck Semiconductor ETF | $20.9M | 33,074 | +2,455 shares |
| VTV | Vanguard Morningstar Value ETF | $20.3M | 92,789 | −1,459 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $18.8M | 101,529 | +10,956 shares |
| CSM | ProShares Large Cap Core Plus | $13.8M | 162,845 | −1,692 shares |
| CGBL | Capital Group Core Balanced ETF | $13.4M | 354,422 | +10,124 shares |
317 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001464811. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does B. Riley Wealth Advisors, Inc. own?
B. Riley Wealth Advisors, Inc. reported 327 ETF positions worth $795.9M in its Form 13F for June 30, 2026. The largest was IVV, at $44.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.