Bay Rivers Group
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Bay Rivers Group reported 125 stock positions worth $292.6 million. Its top holding was Apple (AAPL) at 6.4% of the portfolio, followed by Nvidia (NVDA, 5.9%) and Broadcom (AVGO, 5.9%). Compared with Q1 2026, it opened 22 new positions, sold out of 6, added to 57 and reduced 32. The biggest buy was a new position in SS Consumer Staples Sel Sect (XLP) and the biggest sale an exit from Vanguard Real Estate ETF (VNQ).
- Most Recent 13F
- Q2 2026
- Location
- Williamsburg, VA
- CIK
- 0001798924
- Portfolio Value
- $292.6M (Q2 2026)
- SEC Filing
- 0002085853-26-000669 ↗ filed Jul 9, 2026
Holdings Value
Holdings 125 stocks · $292.6M
| AAPL Apple Inc. | 6.37% | 64,451 | $18.6M | Reduce -0.1% |
| NVDA Nvidia Corp. | 5.91% | 86,369 | $17.3M | Reduce -2.1% |
| AVGO Broadcom Inc. | 5.86% | 45,376 | $17.1M | Reduce -2.4% |
| AMD Advanced Micro Devices | 4.72% | 23,763 | $13.8M | Reduce -6.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 3.95% | 220,795 | $11.6M | Add +7.0% |
| USMV iShares MSCI USA Min Vol Fac | 3.54% | 107,471 | $10.4M | Add +1.8% |
| LRCX Lam Research Corp. | 3.40% | 22,979 | $10.0M | Reduce -4.0% |
| GOOGL Alphabet Inc. Class A | 3.18% | 26,061 | $9.3M | Reduce -0.7% |
| SMH Vaneck Semiconductor ETF | 2.95% | 13,181 | $8.6M | Reduce -17.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.92% | 11,612 | $8.6M | Reduce -9.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.54% | 9,946 | $7.4M | Add +0.6% |
| VIG Vanguard Dividend Apprec ETF | 2.51% | 31,058 | $7.3M | Add +1.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 2.20% | 12,301 | $6.4M | Add +0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.08% | 70,625 | $6.1M | Add +2.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.00% | 24,048 | $5.8M | Reduce -0.8% |
| MDY State Street SPDR S&P Midcap | 1.99% | 8,290 | $5.8M | Add +1.5% |
| COST Costco Wholesale Corp. | 1.97% | 6,173 | $5.8M | Add +0.1% |
| AMZN Amazon.com Inc. | 1.96% | 24,076 | $5.7M | Reduce -1.2% |
| BND Vanguard Total Bond Market | 1.95% | 77,878 | $5.7M | Add +6.8% |
| META Meta Platforms Inc. Class A | 1.94% | 10,096 | $5.7M | Add +5.3% |
| MSFT Microsoft Corp. | 1.91% | 15,003 | $5.6M | Reduce -0.3% |
| VCIT Vanguard Int-Term Corporate | 1.90% | 67,109 | $5.5M | Add +18.2% |
| CLS Celestica Inc. | 1.86% | 14,922 | $5.4M | Add +0.3% |
| XLV SS Health Care Select Sector | 1.49% | 27,434 | $4.4M | Add +3.7% |
| STRL Sterling Infrastructure Inc. | 1.46% | 5,102 | $4.3M | Reduce -4.5% |
| XLF SS Financial Select Sector | 1.17% | 63,731 | $3.4M | Add +16.0% |
| AMGN Amgen Inc. | 1.11% | 8,944 | $3.2M | Add +3.9% |
| PLTR Palantir Technologies Inc. Class A | 1.08% | 27,087 | $3.2M | Add +0.4% |
| XLP SS Consumer Staples Sel Sect | 1.02% | 35,974 | $3.0M | New |
| BA The Boeing Co. | 0.96% | 12,914 | $2.8M | Reduce -0.6% |
| HD Home Depot Inc. | 0.92% | 7,639 | $2.7M | Add +2.5% |
| BE Bloom Energy Corp. Class A | 0.84% | 8,076 | $2.4M | Reduce -0.8% |
| NFLX Netflix Inc. | 0.80% | 32,652 | $2.3M | Reduce -4.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.76% | 6,009 | $2.2M | Reduce -0.3% |
| BX Blackstone Inc. | 0.68% | 16,903 | $2.0M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.68% | 6,041 | $2.0M | No change |
| POWL Powell Industries Inc. | 0.59% | 5,988 | $1.7M | Reduce -0.3% |
| TSLA Tesla Inc. | 0.53% | 3,670 | $1.5M | Reduce -7.7% |
| DFTX Definium Therapeutics Inc. | 0.50% | 31,208 | $1.5M | Add +18.4% |
| WMT Walmart Inc. | 0.48% | 12,381 | $1.4M | Add +0.2% |
| CRDO Credo Technology Group Holdi | 0.45% | 4,884 | $1.3M | Add +126.3% |
| JEPI JPMorgan Equity Premium Inco | 0.45% | 23,360 | $1.3M | Add +14.8% |
| MOD Modine Manufacturing Co. | 0.40% | 4,378 | $1.2M | Add +0.9% |
| APP AppLovin Corp. Class A | 0.39% | 2,198 | $1.1M | No change |
| JNJ Johnson & Johnson | 0.37% | 4,268 | $1.1M | Add +13.1% |
| VOO Vanguard S&P 500 ETF | 0.37% | 1,567 | $1.1M | Reduce -26.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.36% | 2,100 | $1.0M | Add +5.0% |
| GE General Electric filed as GE AEROSPACE | 0.35% | 2,768 | $1.0M | Add +15.4% |
| GEV GE Vernova Inc. | 0.35% | 870 | $1.0M | Add +2.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.35% | 2,134 | $1.0M | No change |
| RVT Royce Small-Cap Trust Inc. | 0.34% | 53,475 | $988K | Add +4.0% |
| MTUM iShares MSCI USA Momentum Fa | 0.34% | 2,861 | $981K | Reduce -7.7% |
| HEQT Simplify Hedged Equity ETF | 0.33% | 28,608 | $960K | Add +4.1% |
| O Realty Income Corp. | 0.31% | 14,493 | $898K | Reduce -2.2% |
| STX Seagate Technology Holdings | 0.29% | 879 | $848K | Add +7.8% |
| VXUS Vanguard Total Intl Stock | 0.28% | 9,667 | $826K | New |
| BAC Bank of America Corp. | 0.28% | 14,121 | $805K | Add +0.9% |
| AGGH Simplify Aggregate Bond ETF | 0.27% | 39,011 | $787K | Add +8.6% |
| GOOG Alphabet Inc. Class C | 0.27% | 2,218 | $784K | Add +1.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.24% | 8,480 | $696K | Add +10.8% |
| SCHD Schwab US DVD Equity ETF | 0.24% | 21,870 | $694K | Add +17.1% |
| RDDT Reddit Inc. Class A | 0.23% | 3,948 | $685K | New |
| MHO M/I Homes Inc. | 0.23% | 4,255 | $684K | Reduce -2.3% |
| OPEN Opendoor Technologies Inc. | 0.23% | 145,641 | $673K | Add +244.5% |
| TOWN Towne Bank | 0.22% | 17,527 | $635K | Add +0.0% |
| PEP Pepsico Inc. | 0.21% | 4,531 | $614K | Add +15.3% |
| TTMI TTM Technologies | 0.21% | 3,238 | $606K | Add +6.1% |
| XOM Exxon Mobil Corp. | 0.20% | 4,313 | $590K | Add +21.4% |
| PANW Palo Alto Networks Inc. | 0.20% | 1,703 | $581K | Reduce -12.1% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 2,710 | $577K | Add +98.8% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.20% | 7,544 | $571K | Add +17.3% |
| VYM Vanguard High DVD Yield ETF | 0.19% | 3,568 | $564K | Reduce -10.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.19% | 8,946 | $556K | Add +8.0% |
| KSS Kohls Corp. | 0.19% | 31,341 | $555K | New |
| TDG Transdigm Group Inc. | 0.19% | 408 | $543K | Add +7.9% |
| PG The Procter & Gamble Co. | 0.19% | 3,701 | $543K | Add +9.0% |
| RTX RTX Corp. | 0.18% | 2,809 | $533K | Add +20.4% |
| AEP American Electric Power | 0.17% | 3,725 | $510K | No change |
| CSCO Cisco Systems Inc. | 0.17% | 4,261 | $500K | Add +11.8% |
| D Dominion Energy Inc. | 0.17% | 7,263 | $496K | Reduce -8.8% |
| RPG Invesco S&P 500 Pure Growth | 0.17% | 7,584 | $484K | New |
| BP BP PLC-Spons ADR | 0.16% | 13,000 | $480K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 874 | $437K | No change |
| QBTS D-Wave Quantum Inc. | 0.14% | 17,357 | $416K | Add +62.2% |
| LITE Lumentum Holdings Inc. | 0.14% | 483 | $414K | New |
| BKNG Booking Holdings Inc. | 0.14% | 2,275 | $405K | No change |
| EMR Emerson Electric Co. | 0.13% | 2,733 | $391K | Add +7.9% |
| MKL Markel Group Inc. | 0.13% | 200 | $391K | Reduce -11.1% |
| IBB iShares Biotechnology ETF | 0.13% | 2,026 | $385K | Reduce -4.5% |
| MU Micron Technology Inc. | 0.13% | 330 | $381K | Reduce -47.7% |
| VRT Vertiv Holdings Co. Class A | 0.13% | 1,136 | $380K | New |
| XLY SS Consumer Disc Select Sect | 0.13% | 3,121 | $366K | No change |
| PSIX Power Solutions Internationa | 0.12% | 9,141 | $355K | Reduce -0.5% |
| IAUM iShares Gold Trust Micro | 0.12% | 8,677 | $347K | Add +3.6% |
| EPD Enterprise Products Partners | 0.12% | 9,395 | $345K | Add +34.2% |
| IONQ Ionq Inc. | 0.12% | 6,335 | $337K | New |
| CIEN Ciena Corp. | 0.11% | 661 | $324K | New |
| SEZL Sezzle Inc. | 0.11% | 1,856 | $319K | New |
| INTC Intel Corp. | 0.11% | 2,228 | $311K | New |
| MRK Merck & Co. Inc. | 0.11% | 2,408 | $309K | Add +20.1% |
Options reported separately and not counted above: VRTX puts ($397K).
Portfolio Sells Q1 2026 → Q2 2026
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.96 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.64 |
| NFLX Netflix Inc. | Reduce -4.3% | 0.80% | −0.57 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.52 |
| NVDA Nvidia Corp. | Reduce -2.1% | 5.91% | −0.50 |
| AAPL Apple Inc. | Reduce -0.1% | 6.37% | −0.45 |
| MSFT Microsoft Corp. | Reduce -0.3% | 1.91% | −0.41 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.8% | 2.00% | −0.20 |
| VOO Vanguard S&P 500 ETF | Reduce -26.8% | 0.37% | −0.17 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -9.3% | 2.92% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 1.96% | −0.15 |
| AVGO Broadcom Inc. | Reduce -2.4% | 5.86% | −0.13 |
| BX Blackstone Inc. | Reduce -0.5% | 0.68% | −0.13 |
| BA The Boeing Co. | Reduce -0.6% | 0.96% | −0.12 |
| GCT Gigacloud Technology Inc. Class A | Sold out | 0.00% | −0.11 |
| PSIX Power Solutions Internationa | Reduce -0.5% | 0.12% | −0.11 |
| TSLA Tesla Inc. | Reduce -7.7% | 0.53% | −0.09 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.09 |
| O Realty Income Corp. | Reduce -2.2% | 0.31% | −0.07 |
| VYM Vanguard High DVD Yield ETF | Reduce -10.1% | 0.19% | −0.05 |
| MKL Markel Group Inc. | Reduce -11.1% | 0.13% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.76% | −0.05 |
| D Dominion Energy Inc. | Reduce -8.8% | 0.17% | −0.04 |
| IBB iShares Biotechnology ETF | Reduce -4.5% | 0.13% | −0.02 |
| FEMY Femasys Inc. | Sold out | 0.00% | −0.00 |
| MHO M/I Homes Inc. | Reduce -2.3% | 0.23% | +0.01 |
| TWLO Twilio Inc. Class A | Reduce -12.4% | 0.10% | +0.02 |
| COHR Coherent Corp. | Reduce -11.8% | 0.10% | +0.02 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -7.7% | 0.34% | +0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 3.18% | +0.04 |
| MU Micron Technology Inc. | Reduce -47.7% | 0.13% | +0.04 |
| PANW Palo Alto Networks Inc. | Reduce -12.1% | 0.20% | +0.07 |
| POWL Powell Industries Inc. | Reduce -0.3% | 0.59% | +0.13 |
| BE Bloom Energy Corp. Class A | Reduce -0.8% | 0.84% | +0.38 |
| SMH Vaneck Semiconductor ETF | Reduce -17.5% | 2.95% | +0.40 |
| STRL Sterling Infrastructure Inc. | Reduce -4.5% | 1.46% | +0.56 |
| LRCX Lam Research Corp. | Reduce -4.0% | 3.40% | +1.27 |
| AMD Advanced Micro Devices | Reduce -6.2% | 4.72% | +2.57 |
Portfolio Buys Q1 2026 → Q2 2026
| XLP SS Consumer Staples Sel Sect | New | 1.02% | +1.02 |
| CRDO Credo Technology Group Holdi | Add +126.3% | 0.45% | +0.37 |
| DFTX Definium Therapeutics Inc. | Add +18.4% | 0.50% | +0.29 |
| VXUS Vanguard Total Intl Stock | New | 0.28% | +0.28 |
| RDDT Reddit Inc. Class A | New | 0.23% | +0.23 |
| KSS Kohls Corp. | New | 0.19% | +0.19 |
| RPG Invesco S&P 500 Pure Growth | New | 0.17% | +0.17 |
| STX Seagate Technology Holdings | Add +7.8% | 0.29% | +0.16 |
| OPEN Opendoor Technologies Inc. | Add +244.5% | 0.23% | +0.15 |
| LITE Lumentum Holdings Inc. | New | 0.14% | +0.14 |
| VRT Vertiv Holdings Co. Class A | New | 0.13% | +0.13 |
| IONQ Ionq Inc. | New | 0.12% | +0.12 |
| CLS Celestica Inc. | Add +0.3% | 1.86% | +0.11 |
| CIEN Ciena Corp. | New | 0.11% | +0.11 |
| SEZL Sezzle Inc. | New | 0.11% | +0.11 |
| INTC Intel Corp. | New | 0.11% | +0.11 |
| ABBV Abbvie Inc. | New | 0.10% | +0.10 |
| WDC Western Digital Corp. | New | 0.10% | +0.10 |
| RSP Invesco S&P 500 Equal Weight | Add +98.8% | 0.20% | +0.09 |
| CRWV Coreweave Inc. Class A | New | 0.09% | +0.09 |
| SSO Proshares Ultra S&P500 | New | 0.08% | +0.08 |
| TTMI TTM Technologies | Add +6.1% | 0.21% | +0.08 |
| QBTS D-Wave Quantum Inc. | Add +62.2% | 0.14% | +0.08 |
| MAR Marriott International Class A | New | 0.08% | +0.08 |
| PSX Phillips 66 | New | 0.07% | +0.07 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.07% | +0.07 |
| KO The Coca-Cola Co. | New | 0.07% | +0.07 |
| GE General Electric | Add +15.4% | 0.35% | +0.07 |
| GLW Corning Inc. | New | 0.07% | +0.07 |
| MAIN Main Street Capital Corp. | New | 0.07% | +0.07 |
| COPX Global X Copper Miners ETF | New | 0.07% | +0.07 |
| CSCO Cisco Systems Inc. | Add +11.8% | 0.17% | +0.05 |
| GEV GE Vernova Inc. | Add +2.4% | 0.35% | +0.04 |
| XLF SS Financial Select Sector | Add +16.0% | 1.17% | +0.04 |
| MOD Modine Manufacturing Co. | Add +0.9% | 0.40% | +0.01 |
| EPD Enterprise Products Partners | Add +34.2% | 0.12% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +1.8% | 0.27% | +0.01 |
| MIST Milestone Pharmaceuticals Inc. | Add +55.9% | 0.02% | +0.01 |
| MRK Merck & Co. Inc. | Add +20.1% | 0.11% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +14.8% | 0.10% | +0.00 |
| QS Quantumscape Corp. | Add +13.6% | 0.04% | +0.00 |
| TDG Transdigm Group Inc. | Add +7.9% | 0.19% | +0.00 |
| BBAI Bigbear.ai Holdings Inc. | Add +6.8% | 0.01% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Add +17.1% | 0.24% | −0.00 |
| EMR Emerson Electric Co. | Add +7.9% | 0.13% | −0.00 |
| RTX RTX Corp. | Add +20.4% | 0.18% | −0.01 |
| HAS Hasbro Inc. | Add +29.2% | 0.09% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.7% | 2.08% | −0.01 |
| VBIL Vanguard 0-3M T-Bill ETF | Add +17.3% | 0.20% | −0.01 |
| BAC Bank of America Corp. | Add +0.9% | 0.28% | −0.01 |
Options Activity Q1 2026 → Q2 2026
| VRTX Vertex Pharmaceuticals Inc. | put | New | 800 | $397K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 125 | $292.6M | AAPL, NVDA, AVGO, AMD, BINC |
| Q1 2026 | 109 | $240.0M | AAPL, NVDA, AVGO, BINC, USMV |
| Q4 2025 | 97 | $247.3M | AAPL, NVDA, AVGO, USMV, GOOGL |
| Q3 2025 | 91 | $237.5M | NVDA, AAPL, AVGO, USMV, MSFT |
| Q2 2025 | 90 | $218.6M | AVGO, NVDA, AAPL, USMV, MSFT |
| Q1 2025 | 81 | $190.7M | AAPL, NVDA, AVGO, USMV, TLT |
| Q4 2024 | 83 | $206.3M | AAPL, AVGO, NVDA, USMV, TLT |
| Q3 2024 | 84 | $201.3M | AAPL, NVDA, AVGO, USMV, TLT |
| Q2 2024 | 80 | $192.4M | AAPL, NVDA, AVGO, USMV, TLT |
| Q1 2024 | 80 | $182.1M | AAPL, NVDA, AVGO, USMV, QQQ |