B. Riley Wealth Advisors, Inc.
All 13F Filings
- Location
- Memphis, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,167,149
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 1,020 | 2,167,149 | 13F-HR | B. Riley Wealth Advisors, Inc. |
| Q3 2025 | 10/31/2025 | 1,073 | 2,162,008 | 13F-HR | B. Riley Wealth Advisors, Inc. |
| Q2 2025 | 8/19/2025 | 1,037 | 2,130,561 | 13F-HR | B. Riley Wealth Advisors, Inc. |
| Q1 2014 | 5/2/2014 | 754 | 330,832 | 13F-HR | National Asset Management, Inc. |
| Q4 2013 | 1/21/2014 | 676 | 313,115 | 13F-HR | National Asset Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
52.2 K
(2.4% of total reported value)
· QoQ Δ:
-28.72 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.719 M | 81.4% | 19.01 K | 0 | 19.01 K |
| ETFs | 377.7 K | 17.9% | 15.88 K | 0 | 15.88 K |
| Debt | 8.653 K | 0.4% | 0 | 338 | -338 |
| Other | 6.457 K | 0.3% | 0 | 438 | -438 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
2,167,149
Holdings
1020
QoQ value change ($000)
5,141
(0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.