B. Riley Wealth Advisors 13F: Adds $3.7M to SOXX Stake

B. Riley Wealth Advisors has boosted its holdings in SOXX by over 1,200%, now holding 7,031 shares.

By EarningsIQ Research Desk · Published Oct 15, 2026, 9:41 PM EDT · Updated Oct 15, 2026, 9:44 PM EDT

Reviewed by automated data checks against the source filing. How we make and check alerts

B. Riley Wealth Advisors added 6,495 shares to its stake in Soxx ($SOXX), a 1211.75% increase, according to a 13F filing with the SEC dated October 13, 2026. It reported 7,031 shares worth $4 million at the end of the quarter.

Since the filing, $SOXX is down 9.3% to date (from the $543.90 close on Oct 13, 2026).

Find the original: B. Riley Wealth Advisors 13F filings on SEC EDGAR

SOXX Soxx

$493.39 +57.56% year to date

Daily close · Oct 16, 2026

Key Points

B. Riley Wealth Advisors increased its stake in SOXX by 6,495 shares, bringing its total to 7,031 shares.
The value of B. Riley's holdings in SOXX is now approximately $3.99 million.
This filing reflects B. Riley's position as of the reported period and may not represent its current holdings.

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B. Riley Wealth Advisors has significantly boosted its holdings in SOXX, adding 6,495 shares. This brings its total to 7,031 shares, valued at approximately $3.99 million. The move represents a dramatic 1,211.8% increase from its previous holding of 536 shares, as reported in its latest Form 13F filing with the SEC.

13F track record

B. Riley Wealth Advisors vs. the S&P 500

YTD return +6.64% hypothetical

All-time return +6.64% S&P 500 +4.87%

vs. S&P 500 +1.77% ahead of the index

Hypothetical returns from B. Riley Wealth Advisors's disclosed trades, not real profit or advice. How we model this.

What Changed in B. Riley Wealth Advisors' SOXX Position

B. Riley Wealth Advisors increased its stake in SOXX by 1,211.8%, adding 6,495 shares to its previous 536 shares. This brings the total to 7,031 shares, valued at about $3.99 million.

SOXX Stock Snapshot

As of the recent filing, specific trading details for SOXX were not available for Friday. However, this significant increase in holdings by B. Riley Wealth Advisors suggests a strong interest in the stock. While other financial metrics were not provided, such a substantial increase in shares could indicate confidence in the potential performance of SOXX.

Bottom Line

B. Riley Wealth Advisors' substantial increase in its SOXX holdings highlights its confidence in the stock's potential. Investors often track such filings to gauge institutional sentiment, though it's important to remember that these filings are backward-looking and may not represent the fund's current position.

More on this

Source: B. Riley Wealth Advisors's 13F filing on $SOXX (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: B. Riley Wealth Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts