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Manager record

B. Riley Wealth Advisors, Inc.

Memphis, TN · CIK 1464811 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$2.57BReported 13F valueQ3 2026 · as filed
1,092Holdings listed
-51.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $2.1B$2.1BQ2 20251,037 holdingsQ3 2025: $2.2B$2.2BQ3 20251,073 holdingsQ4 2025: $2.2B$2.2BQ4 20251,020 holdingsQ1 2026: $1.6B$1.6BQ1 2026898 holdingsQ2 2026: $5.3B$5.3BQ2 20262,235 holdingsQ3 2026: $2.6B$2.6BQ3 20261,092 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$2.57B · 1,092 holdings listed · View original SEC filing ↗
Aug 28 2026 13F-HR · period Q2 2026

$3.39B · 1,321 holdings listed · View original SEC filing ↗
Jul 14 2026 13F-HR · period Q2 2026

$1.87B · 914 holdings listed · View original SEC filing ↗
Apr 27 2026 13F-HR · period Q1 2026

$1.58B · 898 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$2.17B · 1,020 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$2.16B · 1,073 holdings listed · View original SEC filing ↗
Aug 19 2025 13F-HR · period Q2 2025

$2.13B · 1,037 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology