Bay Rivers Group
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Bay Rivers Group reported 90 stock positions worth $218.6 million. Its top holding was Broadcom (AVGO) at 7.1% of the portfolio, followed by Nvidia (NVDA, 6.8%) and Apple (AAPL, 6.0%). Compared with Q1 2025, it opened 10 new positions, sold out of 1, added to 35 and reduced 36. The biggest buy was Palantir Technologies Class A (PLTR, shares +85%) and the biggest sale Apple (AAPL, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Williamsburg, VA
- CIK
- 0001798924
- Portfolio Value
- $218.6M (Q2 2025)
- SEC Filing
- 0001667731-25-000755 ↗ filed Jul 9, 2025
Holdings Value
Holdings 90 stocks · $218.6M
| AVGO Broadcom Inc. | 7.14% | 56,662 | $15.6M | Reduce -1.9% |
| NVDA Nvidia Corp. | 6.77% | 93,659 | $14.8M | Reduce -1.2% |
| AAPL Apple Inc. | 6.03% | 64,204 | $13.2M | Reduce -6.0% |
| USMV iShares MSCI USA Min Vol Fac | 4.34% | 100,976 | $9.5M | Add +1.9% |
| MSFT Microsoft Corp. | 3.35% | 14,706 | $7.3M | Add +0.2% |
| TLT iShares 20+ Year Treasury BD | 3.23% | 79,944 | $7.1M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 3.19% | 9,462 | $7.0M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 3.06% | 12,134 | $6.7M | Add +1.6% |
| VIG Vanguard Dividend Apprec ETF | 2.89% | 30,824 | $6.3M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.74% | 9,706 | $6.0M | Reduce -2.7% |
| COST Costco Wholesale Corp. | 2.66% | 5,883 | $5.8M | Reduce -0.1% |
| SMH Vaneck Semiconductor ETF | 2.64% | 20,660 | $5.8M | Add +1.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 2.46% | 12,196 | $5.4M | Add +1.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.44% | 12,156 | $5.3M | Add +1.7% |
| AMZN Amazon.com Inc. | 2.43% | 24,250 | $5.3M | Add +4.9% |
| BND Vanguard Total Bond Market | 2.33% | 69,275 | $5.1M | Reduce -0.0% |
| NFLX Netflix Inc. | 2.20% | 3,586 | $4.8M | Reduce -2.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.12% | 23,756 | $4.6M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 2.11% | 26,146 | $4.6M | Add +0.6% |
| VCIT Vanguard Int-Term Corporate | 2.06% | 54,408 | $4.5M | Reduce -1.4% |
| MDY State Street SPDR S&P Midcap | 2.04% | 7,861 | $4.5M | Add +0.7% |
| PLTR Palantir Technologies Inc. Class A | 1.75% | 28,084 | $3.8M | Add +85.5% |
| AMD Advanced Micro Devices | 1.70% | 26,179 | $3.7M | Add +0.6% |
| XLV SS Health Care Select Sector | 1.53% | 24,848 | $3.3M | Add +1.3% |
| CLS Celestica Inc. | 1.40% | 19,636 | $3.1M | Add +0.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.40% | 57,941 | $3.1M | Add +2.4% |
| XLF SS Financial Select Sector | 1.34% | 56,094 | $2.9M | Reduce -0.3% |
| NOW ServiceNow Inc. | 1.32% | 2,813 | $2.9M | Reduce -2.5% |
| BX Blackstone Inc. | 1.27% | 18,631 | $2.8M | Add +4.1% |
| CRM Salesforce Inc. | 1.25% | 10,001 | $2.7M | Reduce -0.1% |
| AMGN Amgen Inc. | 1.22% | 9,556 | $2.7M | Add +1.4% |
| HD Home Depot Inc. | 1.21% | 7,219 | $2.6M | Add +3.4% |
| VNQ Vanguard Real Estate ETF | 1.04% | 25,629 | $2.3M | Reduce -5.1% |
| LRCX Lam Research Corp. | 1.00% | 22,404 | $2.2M | Add +0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.84% | 6,058 | $1.8M | Add +6.2% |
| UNH Unitedhealth Group Inc. | 0.83% | 5,839 | $1.8M | Reduce -7.2% |
| JPM JPMorgan Chase & Co. | 0.81% | 6,133 | $1.8M | No change |
| BA The Boeing Co. | 0.71% | 7,400 | $1.6M | Add +3.3% |
| TSLA Tesla Inc. | 0.57% | 3,909 | $1.2M | Add +3.7% |
| WMT Walmart Inc. | 0.56% | 12,473 | $1.2M | Add +2.8% |
| O Realty Income Corp. | 0.52% | 19,829 | $1.1M | Reduce -10.6% |
| STRL Sterling Infrastructure Inc. | 0.51% | 4,786 | $1.1M | Reduce -4.8% |
| APP AppLovin Corp. Class A | 0.39% | 2,450 | $858K | Add +13.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 1,722 | $836K | Reduce -1.4% |
| PEP Pepsico Inc. | 0.30% | 4,940 | $652K | Reduce -2.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 13,716 | $649K | Reduce -0.7% |
| RVT Royce Small-Cap Trust Inc. | 0.29% | 42,559 | $641K | Add +5.7% |
| MOD Modine Manufacturing Co. | 0.28% | 6,258 | $616K | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.28% | 3,948 | $603K | Reduce -0.6% |
| JEPI JPMorgan Equity Premium Inco | 0.28% | 10,584 | $602K | Add +4.1% |
| TDG Transdigm Group Inc. | 0.27% | 393 | $598K | Reduce -0.5% |
| TOWN Towne Bank | 0.27% | 17,378 | $594K | No change |
| PG The Procter & Gamble Co. | 0.26% | 3,544 | $565K | Reduce -2.7% |
| VOO Vanguard S&P 500 ETF | 0.26% | 987 | $560K | Add +0.4% |
| MHO M/I Homes Inc. | 0.25% | 4,846 | $543K | Reduce -0.8% |
| VYM Vanguard High DVD Yield ETF | 0.24% | 3,943 | $526K | Reduce -6.6% |
| BKNG Booking Holdings Inc. | 0.23% | 87 | $504K | No change |
| MKL Markel Group Inc. | 0.22% | 245 | $489K | Reduce -3.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 2,159 | $489K | Add +4.9% |
| D Dominion Energy Inc. | 0.22% | 8,629 | $488K | Reduce -69.1% |
| POWL Powell Industries Inc. | 0.22% | 2,302 | $484K | Reduce -6.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.21% | 5,541 | $459K | Add +18.8% |
| RTX RTX Corp. | 0.21% | 3,132 | $457K | Reduce -4.6% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 1,743 | $449K | Reduce -5.4% |
| HEQT Simplify Hedged Equity ETF | 0.20% | 14,469 | $435K | Add +2.8% |
| ADBE Adobe Inc. | 0.18% | 1,039 | $402K | Add +6.6% |
| PANW Palo Alto Networks Inc. | 0.18% | 1,938 | $397K | Reduce -3.0% |
| XOM Exxon Mobil Corp. | 0.18% | 3,662 | $395K | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 0.18% | 2,220 | $394K | No change |
| BP BP PLC-Spons ADR | 0.18% | 13,000 | $389K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.16% | 4,894 | $356K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.16% | 1,467 | $353K | New |
| AGGH Simplify Aggregate Bond ETF | 0.16% | 16,908 | $349K | Add +13.5% |
| XLY SS Consumer Disc Select Sect | 0.16% | 1,581 | $344K | Reduce -6.0% |
| LOW Lowe's Cos Inc. | 0.15% | 1,512 | $335K | No change |
| AFL Aflac Inc. | 0.14% | 2,948 | $311K | No change |
| CSCO Cisco Systems Inc. | 0.13% | 4,160 | $289K | No change |
| IBB iShares Biotechnology ETF | 0.13% | 2,178 | $276K | Reduce -7.6% |
| TWLO Twilio Inc. Class A | 0.11% | 1,908 | $237K | Reduce -10.3% |
| PSIX Power Solutions Internationa | 0.11% | 3,600 | $233K | New |
| XLI SS Industrial Select Sector | 0.10% | 1,541 | $227K | New |
| IWF iShares Russell 1000 Growth | 0.10% | 520 | $221K | New |
| CVX Chevron Corp. | 0.10% | 1,520 | $218K | Reduce -5.3% |
| EPD Enterprise Products Partners | 0.10% | 7,000 | $217K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 3,915 | $213K | Add +1.3% |
| GD General Dynamics Corp. | 0.09% | 695 | $203K | New |
| MIND MEDICINE MINDMED INC | 0.03% | 11,618 | $75K | New |
| BBAI Bigbear.ai Holdings Inc. | 0.03% | 10,961 | $74K | New |
| MIST Milestone Pharmaceuticals Inc. | 0.01% | 14,321 | $28K | New |
| WOLF Wolfspeed Inc. | 0.00% | 10,000 | $4K | New |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -6.0% | 6.03% | −1.93 |
| UNH Unitedhealth Group Inc. | Reduce -7.2% | 0.83% | −0.89 |
| TLT iShares 20+ Year Treasury BD | Reduce -0.7% | 3.23% | −0.61 |
| D Dominion Energy Inc. | Reduce -69.1% | 0.22% | −0.60 |
| BND Vanguard Total Bond Market | Reduce -0.0% | 2.33% | −0.33 |
| VCIT Vanguard Int-Term Corporate | Reduce -1.4% | 2.06% | −0.30 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 2.66% | −0.26 |
| VNQ Vanguard Real Estate ETF | Reduce -5.1% | 1.04% | −0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.7% | 2.74% | −0.18 |
| CRM Salesforce Inc. | Reduce -0.1% | 1.25% | −0.16 |
| O Realty Income Corp. | Reduce -10.6% | 0.52% | −0.15 |
| XLF SS Financial Select Sector | Reduce -0.3% | 1.34% | −0.13 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 0.38% | −0.10 |
| PEP Pepsico Inc. | Reduce -2.9% | 0.30% | −0.10 |
| JNJ Johnson & Johnson | Reduce -0.6% | 0.28% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -2.7% | 0.26% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -2.7% | 0.18% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.6% | 0.24% | −0.04 |
| MHO M/I Homes Inc. | Reduce -0.8% | 0.25% | −0.04 |
| CVX Chevron Corp. | Reduce -5.3% | 0.10% | −0.04 |
| IBB iShares Biotechnology ETF | Reduce -7.6% | 0.13% | −0.03 |
| MKL Markel Group Inc. | Reduce -3.9% | 0.22% | −0.03 |
| RTX RTX Corp. | Reduce -4.6% | 0.21% | −0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -6.0% | 0.16% | −0.02 |
| TDG Transdigm Group Inc. | Reduce -0.5% | 0.27% | −0.01 |
| BAC Bank of America Corp. | Reduce -0.7% | 0.30% | −0.01 |
| TWLO Twilio Inc. Class A | Reduce -10.3% | 0.11% | −0.00 |
| POWL Powell Industries Inc. | Reduce -6.6% | 0.22% | +0.00 |
| PANW Palo Alto Networks Inc. | Reduce -3.0% | 0.18% | +0.00 |
| GE General Electric | Reduce -5.4% | 0.21% | +0.01 |
| MOD Modine Manufacturing Co. | Reduce -0.8% | 0.28% | +0.03 |
| NOW ServiceNow Inc. | Reduce -2.5% | 1.32% | +0.12 |
| STRL Sterling Infrastructure Inc. | Reduce -4.8% | 0.51% | +0.21 |
| NFLX Netflix Inc. | Reduce -2.2% | 2.20% | +0.40 |
| NVDA Nvidia Corp. | Reduce -1.2% | 6.77% | +1.38 |
| AVGO Broadcom Inc. | Reduce -1.9% | 7.14% | +2.08 |
Portfolio Buys Q1 2025 → Q2 2025
| PLTR Palantir Technologies Inc. Class A | Add +85.5% | 1.75% | +1.08 |
| CLS Celestica Inc. | Add +0.7% | 1.40% | +0.60 |
| MSFT Microsoft Corp. | Add +0.2% | 3.35% | +0.46 |
| SMH Vaneck Semiconductor ETF | Add +1.9% | 2.64% | +0.39 |
| META Meta Platforms Inc. Class A | Add +0.3% | 3.19% | +0.34 |
| AMD Advanced Micro Devices | Add +0.6% | 1.70% | +0.30 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.16% | +0.16 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.16% | +0.16 |
| LRCX Lam Research Corp. | Add +0.6% | 1.00% | +0.15 |
| AMZN Amazon.com Inc. | Add +4.9% | 2.43% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.6% | 3.06% | +0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.7% | 2.44% | +0.11 |
| PSIX Power Solutions Internationa | New | 0.11% | +0.11 |
| XLI SS Industrial Select Sector | New | 0.10% | +0.10 |
| IWF iShares Russell 1000 Growth | New | 0.10% | +0.10 |
| APP AppLovin Corp. Class A | Add +13.8% | 0.39% | +0.09 |
| GD General Dynamics Corp. | New | 0.09% | +0.09 |
| BA The Boeing Co. | Add +3.3% | 0.71% | +0.07 |
| TSLA Tesla Inc. | Add +3.7% | 0.57% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.9% | 0.22% | +0.04 |
| MIND MEDICINE MINDMED INC | New | 0.03% | +0.03 |
| BBAI Bigbear.ai Holdings Inc. | New | 0.03% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.2% | 0.84% | +0.02 |
| MIST Milestone Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +18.8% | 0.21% | +0.01 |
| WOLF Wolfspeed Inc. | New | 0.00% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 2.11% | +0.00 |
| WMT Walmart Inc. | Add +2.8% | 0.56% | −0.00 |
| AGGH Simplify Aggregate Bond ETF | Add +13.5% | 0.16% | −0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +1.3% | 0.10% | −0.01 |
| RVT Royce Small-Cap Trust Inc. | Add +5.7% | 0.29% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.4% | 0.26% | −0.01 |
| HEQT Simplify Hedged Equity ETF | Add +2.8% | 0.20% | −0.01 |
| ADBE Adobe Inc. | Add +6.6% | 0.18% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +4.1% | 0.28% | −0.03 |
| BX Blackstone Inc. | Add +4.1% | 1.27% | −0.04 |
| HD Home Depot Inc. | Add +3.4% | 1.21% | −0.13 |
| MDY State Street SPDR S&P Midcap | Add +0.7% | 2.04% | −0.15 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +2.4% | 1.40% | −0.15 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.4% | 2.12% | −0.17 |
| DIA SS SPDR Dow Jones Indus Avg | Add +1.3% | 2.46% | −0.19 |
| VIG Vanguard Dividend Apprec ETF | Add +0.9% | 2.89% | −0.22 |
| AMGN Amgen Inc. | Add +1.4% | 1.22% | −0.32 |
| XLV SS Health Care Select Sector | Add +1.3% | 1.53% | −0.35 |
| USMV iShares MSCI USA Min Vol Fac | Add +1.9% | 4.34% | −0.53 |
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 |