Bay Rivers Group

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Bay Rivers Group reported 109 stock positions worth $240.0 million. Its top holding was Apple (AAPL) at 6.8% of the portfolio, followed by Nvidia (NVDA, 6.4%) and Broadcom (AVGO, 6.0%). Compared with Q4 2025, it opened 14 new positions, sold out of 2, added to 46 and reduced 37. The biggest buy was iShares Flex I A ETF-Usd (BINC, shares +43%) and the biggest sale an exit from iShares 20+ Year Treasury BD (TLT).

Most Recent 13F
Q2 2026
Location
Williamsburg, VA
CIK
0001798924
Portfolio Value
$240.0M (Q1 2026)
SEC Filing
0002085853-26-000366 ↗ filed Apr 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $182.1M Q1 2024 Q2 2024: $192.4M Q2 2024 Q3 2024: $201.3M Q3 2024 Q4 2024: $206.3M Q4 2024 Q1 2025: $190.7M Q1 2025 Q2 2025: $218.6M Q2 2025 Q3 2025: $237.5M Q3 2025 Q4 2025: $247.3M Q4 2025 Q1 2026: $240.0M $240.0M Q1 2026 Q2 2026: $292.6M Q2 2026

Holdings 109 stocks · $240.0M
AAPL Apple Inc. 6.82% 64,541 $16.4M Reduce -1.0%
NVDA Nvidia Corp. 6.41% 88,230 $15.4M Reduce -1.8%
AVGO Broadcom Inc. 5.99% 46,477 $14.4M Reduce -2.5%
BINC iShares Flex I A ETF-Usd Inc. 4.46% 206,250 $10.7M Add +43.3%
USMV iShares MSCI USA Min Vol Fac 4.08% 105,608 $9.8M Add +2.4%
GOOGL Alphabet Inc. Class A 3.14% 26,247 $7.5M Reduce -1.1%
QQQ Invesco QQQ Trust Series 1 3.08% 12,807 $7.4M Add +4.7%
VIG Vanguard Dividend Apprec ETF 2.75% 30,730 $6.6M Add +1.6%
SPY SS SPDR S&P 500 ETF Trust-US 2.68% 9,888 $6.4M Add +1.8%
COST Costco Wholesale Corp. 2.56% 6,170 $6.1M Reduce -1.2%
SMH Vaneck Semiconductor ETF 2.55% 15,981 $6.1M Reduce -13.0%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 2.35% 12,203 $5.7M Add +0.8%
MSFT Microsoft Corp. 2.32% 15,046 $5.6M Reduce -0.3%
META Meta Platforms Inc. Class A 2.29% 9,587 $5.5M Reduce -1.4%
BND Vanguard Total Bond Market 2.24% 72,893 $5.4M Add +3.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.19% 24,243 $5.3M Reduce -0.4%
AMD Advanced Micro Devices 2.15% 25,326 $5.2M Reduce -4.7%
LRCX Lam Research Corp. 2.13% 23,948 $5.1M Reduce -2.7%
AMZN Amazon.com Inc. 2.11% 24,360 $5.1M Add +0.0%
MDY State Street SPDR S&P Midcap 2.10% 8,166 $5.0M Add +2.4%
VUG Vanguard Mrngstar GR ETF-Sui 2.09% 11,462 $5.0M Add +3.1%
VCIT Vanguard Int-Term Corporate 1.96% 56,772 $4.7M Add +3.3%
CLS Celestica Inc. 1.75% 14,875 $4.2M Add +3.9%
PLTR Palantir Technologies Inc. Class A 1.64% 26,968 $3.9M Reduce -2.9%
XLV SS Health Care Select Sector 1.62% 26,456 $3.9M Add +1.9%
NFLX Netflix Inc. 1.37% 34,115 $3.3M Reduce -4.2%
AMGN Amgen Inc. 1.26% 8,607 $3.0M Reduce -9.8%
XLF SS Financial Select Sector 1.13% 54,958 $2.7M Add +3.9%
BA The Boeing Co. 1.08% 12,994 $2.6M Add +72.6%
HD Home Depot Inc. 1.02% 7,449 $2.4M Add +0.7%
VNQ Vanguard Real Estate ETF 0.96% 25,885 $2.3M Add +2.3%
STRL Sterling Infrastructure Inc. 0.91% 5,343 $2.2M Add +7.3%
BX Blackstone Inc. 0.81% 16,990 $2.0M Reduce -8.8%
VTI VG Morningstar TS MKT ETF-US 0.81% 6,024 $1.9M Reduce -0.1%
JPM JPMorgan Chase & Co. 0.74% 6,041 $1.8M Reduce -0.1%
WMT Walmart Inc. 0.64% 12,356 $1.5M Add +0.0%
CRM Salesforce Inc. 0.64% 8,205 $1.5M Reduce -13.0%
TSLA Tesla Inc. 0.62% 3,974 $1.5M Add +8.2%
VOO Vanguard S&P 500 ETF 0.53% 2,141 $1.3M Add +8.3%
NOW ServiceNow Inc. 0.52% 11,910 $1.2M Reduce -13.7%
JEPI JPMorgan Equity Premium Inco 0.48% 20,354 $1.2M Add +24.6%
BE Bloom Energy Corp. Class A 0.46% 8,145 $1.1M Add +4.3%
POWL Powell Industries Inc. 0.45% 2,002 $1.1M No change
MOD Modine Manufacturing Co. 0.39% 4,338 $940K Reduce -5.5%
JNJ Johnson & Johnson 0.38% 3,774 $923K Reduce -4.4%
O Realty Income Corp. 0.38% 14,818 $907K Reduce -11.5%
VRTX Vertex Pharmaceuticals Inc. 0.37% 2,000 $893K New
APP AppLovin Corp. Class A 0.36% 2,198 $875K Add +1.7%
HEQT Simplify Hedged Equity ETF 0.36% 27,490 $866K Add +39.1%
RVT Royce Small-Cap Trust Inc. 0.36% 51,425 $854K Add +9.5%
MTUM iShares MSCI USA Momentum Fa 0.31% 3,101 $744K Add +40.9%
GEV GE Vernova Inc. 0.31% 850 $742K New
AGGH Simplify Aggregate Bond ETF 0.30% 35,922 $731K Add +29.2%
TSM Taiwan Semiconductor-SP ADR 0.30% 2,134 $721K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.28% 13,996 $682K Add +0.1%
GE General Electric filed as GE AEROSPACE 0.28% 2,398 $681K Add +35.9%
SHY iShares 1-3 Year Treasury Bo 0.26% 7,657 $632K Add +21.9%
GOOG Alphabet Inc. Class C 0.26% 2,179 $625K Add +2.8%
BP BP PLC-Spons ADR 0.25% 13,000 $611K No change
PEP Pepsico Inc. 0.25% 3,931 $610K Reduce -16.3%
XOM Exxon Mobil Corp. 0.25% 3,552 $603K Reduce -2.7%
TOWN Towne Bank 0.25% 17,526 $590K Add +0.8%
VYM Vanguard High DVD Yield ETF 0.24% 3,968 $588K No change
SCHD Schwab US DVD Equity ETF 0.24% 18,673 $573K Add +30.1%
PSIX Power Solutions Internationa 0.23% 9,186 $559K Add +18.0%
MHO M/I Homes Inc. 0.22% 4,355 $533K Reduce -8.0%
COWZ Pacer US Cash Cows 100 ETF 0.22% 8,285 $518K New
DFTX Definium Therapeutics Inc. 0.21% 26,346 $498K Add +64.7%
D Dominion Energy Inc. 0.21% 7,967 $493K Reduce -2.4%
PG The Procter & Gamble Co. 0.20% 3,395 $490K Reduce -4.4%
AEP American Electric Power 0.20% 3,725 $488K New
VBIL Vanguard 0-3M T-Bill ETF 0.20% 6,434 $487K New
RTX RTX Corp. 0.19% 2,332 $450K Reduce -20.5%
TDG Transdigm Group Inc. 0.18% 378 $438K Reduce -2.6%
MKL Markel Group Inc. 0.18% 225 $431K Reduce -8.2%
BRK.B Berkshire Hathaway Inc. Class B 0.17% 874 $419K No change
IAUM iShares Gold Trust Micro 0.16% 8,376 $391K Add +45.1%
BKNG Booking Holdings Inc. 0.16% 91 $383K Add +3.4%
IBB iShares Biotechnology ETF 0.15% 2,122 $358K No change
XLY SS Consumer Disc Select Sect 0.14% 3,121 $340K No change
EMR Emerson Electric Co. 0.14% 2,533 $332K New
STX Seagate Technology Holdings 0.13% 815 $319K Add +5.0%
PANW Palo Alto Networks Inc. 0.13% 1,938 $311K No change
CVX Chevron Corp. 0.13% 1,470 $304K Reduce -3.3%
TTMI TTM Technologies 0.12% 3,053 $297K New
CSCO Cisco Systems Inc. 0.12% 3,810 $296K Add +1.3%
GD General Dynamics Corp. 0.12% 845 $290K Add +13.4%
GCT Gigacloud Technology Inc. Class A 0.11% 6,037 $274K Add +1.7%
LOW Lowe's Cos Inc. 0.11% 1,154 $273K Reduce -23.7%
LMT Lockheed Martin Corp. 0.11% 440 $266K No change
EPD Enterprise Products Partners 0.11% 7,000 $265K No change
RSP Invesco S&P 500 Equal Weight 0.11% 1,363 $262K New
MRK Merck & Co. Inc. 0.10% 2,005 $241K Reduce -9.1%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.10% 4,311 $239K Add +9.9%
HAS Hasbro Inc. 0.10% 2,535 $237K New
AFL Aflac Inc. 0.10% 2,108 $231K Reduce -28.5%
IWF iShares Russell 1000 Growth 0.09% 520 $222K No change
MU Micron Technology Inc. 0.09% 631 $213K New
TWLO Twilio Inc. Class A 0.09% 1,691 $213K Reduce -11.4%
PWV Invesco Large Cap Value ETF 0.09% 3,000 $209K New
ADBE Adobe Inc. 0.09% 857 $208K Reduce -12.0%
CRDO Credo Technology Group Holdi 0.08% 2,158 $203K Add +4.9%
COHR Coherent Corp. 0.08% 844 $201K New
OPEN Opendoor Technologies Inc. 0.08% 42,271 $198K Add +97.9%
QBTS D-Wave Quantum Inc. 0.06% 10,700 $154K New
QS Quantumscape Corp. 0.04% 14,061 $90K New
BBAI Bigbear.ai Holdings Inc. 0.02% 10,961 $39K No change
MIST Milestone Pharmaceuticals Inc. 0.01% 29,911 $36K Add +3.6%
FEMY Femasys Inc. 0.00% 19,000 $8K Reduce -43.0%

Portfolio Sells Q4 2025 → Q1 2026
TLT iShares 20+ Year Treasury BD Sold out 0.00% −2.42
AVGO Broadcom Inc. Reduce -2.5% 5.99% −0.68
MSFT Microsoft Corp. Reduce -0.3% 2.32% −0.63
CRM Salesforce Inc. Reduce -13.0% 0.64% −0.37
NVDA Nvidia Corp. Reduce -1.8% 6.41% −0.37
PLTR Palantir Technologies Inc. Class A Reduce -2.9% 1.64% −0.35
BX Blackstone Inc. Reduce -8.8% 0.81% −0.35
AAPL Apple Inc. Reduce -1.0% 6.82% −0.34
NOW ServiceNow Inc. Reduce -13.7% 0.52% −0.34
META Meta Platforms Inc. Class A Reduce -1.4% 2.29% −0.31
GOOGL Alphabet Inc. Class A Reduce -1.1% 3.14% −0.21
AMD Advanced Micro Devices Reduce -4.7% 2.15% −0.16
SMH Vaneck Semiconductor ETF Reduce -13.0% 2.55% −0.12
RDDT Reddit Inc. Class A Sold out 0.00% −0.11
ADBE Adobe Inc. Reduce -12.0% 0.09% −0.05
JPM JPMorgan Chase & Co. Reduce -0.1% 0.74% −0.05
AFL Aflac Inc. Reduce -28.5% 0.10% −0.04
LOW Lowe's Cos Inc. Reduce -23.7% 0.11% −0.03
MKL Markel Group Inc. Reduce -8.2% 0.18% −0.03
RTX RTX Corp. Reduce -20.5% 0.19% −0.03
TDG Transdigm Group Inc. Reduce -2.6% 0.18% −0.03
MHO M/I Homes Inc. Reduce -8.0% 0.22% −0.02
TWLO Twilio Inc. Class A Reduce -11.4% 0.09% −0.02
PEP Pepsico Inc. Reduce -16.3% 0.25% −0.02
VTI VG Morningstar TS MKT ETF-US Reduce -0.1% 0.81% −0.01
FEMY Femasys Inc. Reduce -43.0% 0.00% −0.00
O Realty Income Corp. Reduce -11.5% 0.38% −0.00
AMGN Amgen Inc. Reduce -9.8% 1.26% −0.00
PG The Procter & Gamble Co. Reduce -4.4% 0.20% −0.00
MRK Merck & Co. Inc. Reduce -9.1% 0.10% +0.01
D Dominion Energy Inc. Reduce -2.4% 0.21% +0.01
NFLX Netflix Inc. Reduce -4.2% 1.37% +0.02
CVX Chevron Corp. Reduce -3.3% 0.13% +0.03
JNJ Johnson & Johnson Reduce -4.4% 0.38% +0.05
XOM Exxon Mobil Corp. Reduce -2.7% 0.25% +0.07
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.4% 2.19% +0.11
MOD Modine Manufacturing Co. Reduce -5.5% 0.39% +0.14
COST Costco Wholesale Corp. Reduce -1.2% 2.56% +0.38
LRCX Lam Research Corp. Reduce -2.7% 2.13% +0.43

Portfolio Buys Q4 2025 → Q1 2026
BINC iShares Flex I A ETF-Usd Inc. Add +43.3% 4.46% +1.39
BA The Boeing Co. Add +72.6% 1.08% +0.42
VRTX Vertex Pharmaceuticals Inc. New 0.37% +0.37
GEV GE Vernova Inc. New 0.31% +0.31
STRL Sterling Infrastructure Inc. Add +7.3% 0.91% +0.29
COWZ Pacer US Cash Cows 100 ETF New 0.22% +0.22
AEP American Electric Power New 0.20% +0.20
VBIL Vanguard 0-3M T-Bill ETF New 0.20% +0.20
BE Bloom Energy Corp. Class A Add +4.3% 0.46% +0.19
USMV iShares MSCI USA Min Vol Fac Add +2.4% 4.08% +0.15
MDY State Street SPDR S&P Midcap Add +2.4% 2.10% +0.15
EMR Emerson Electric Co. New 0.14% +0.14
BND Vanguard Total Bond Market Add +3.5% 2.24% +0.13
TTMI TTM Technologies New 0.12% +0.12
DFTX Definium Therapeutics Inc. Add +64.7% 0.21% +0.12
RSP Invesco S&P 500 Equal Weight New 0.11% +0.11
HEQT Simplify Hedged Equity ETF Add +39.1% 0.36% +0.10
JEPI JPMorgan Equity Premium Inco Add +24.6% 0.48% +0.10
HAS Hasbro Inc. New 0.10% +0.10
VCIT Vanguard Int-Term Corporate Add +3.3% 1.96% +0.10
MU Micron Technology Inc. New 0.09% +0.09
MTUM iShares MSCI USA Momentum Fa Add +40.9% 0.31% +0.09
PWV Invesco Large Cap Value ETF New 0.09% +0.09
COHR Coherent Corp. New 0.08% +0.08
WMT Walmart Inc. Add +0.0% 0.64% +0.08
SCHD Schwab US DVD Equity ETF Add +30.1% 0.24% +0.08
AGGH Simplify Aggregate Bond ETF Add +29.2% 0.30% +0.07
VIG Vanguard Dividend Apprec ETF Add +1.6% 2.75% +0.07
QBTS D-Wave Quantum Inc. New 0.06% +0.06
GE General Electric Add +35.9% 0.28% +0.06
IAUM iShares Gold Trust Micro Add +45.1% 0.16% +0.06
PSIX Power Solutions Internationa Add +18.0% 0.23% +0.05
SHY iShares 1-3 Year Treasury Bo Add +21.9% 0.26% +0.05
VNQ Vanguard Real Estate ETF Add +2.3% 0.96% +0.05
RVT Royce Small-Cap Trust Inc. Add +9.5% 0.36% +0.05
STX Seagate Technology Holdings Add +5.0% 0.13% +0.05
QQQ Invesco QQQ Trust Series 1 Add +4.7% 3.08% +0.04
QS Quantumscape Corp. New 0.04% +0.04
CLS Celestica Inc. Add +3.9% 1.75% +0.03
OPEN Opendoor Technologies Inc. Add +97.9% 0.08% +0.03
VOO Vanguard S&P 500 ETF Add +8.3% 0.53% +0.03
GCT Gigacloud Technology Inc. Class A Add +1.7% 0.11% +0.02
GD General Dynamics Corp. Add +13.4% 0.12% +0.02
TOWN Towne Bank Add +0.8% 0.25% +0.01
JEPQ JPM Nasdaq Equity Premium Add +9.9% 0.10% +0.01
CSCO Cisco Systems Inc. Add +1.3% 0.12% +0.01
DIA SS SPDR Dow Jones Indus Avg Add +0.8% 2.35% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +1.8% 2.68% +0.00
GOOG Alphabet Inc. Class C Add +2.8% 0.26% −0.01
MIST Milestone Pharmaceuticals Inc. Add +3.6% 0.01% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 125$292.6MAAPL, NVDA, AVGO, AMD, BINC
Q1 2026 109$240.0MAAPL, NVDA, AVGO, BINC, USMV
Q4 2025 97$247.3MAAPL, NVDA, AVGO, USMV, GOOGL
Q3 2025 91$237.5MNVDA, AAPL, AVGO, USMV, MSFT
Q2 2025 90$218.6MAVGO, NVDA, AAPL, USMV, MSFT
Q1 2025 81$190.7MAAPL, NVDA, AVGO, USMV, TLT
Q4 2024 83$206.3MAAPL, AVGO, NVDA, USMV, TLT
Q3 2024 84$201.3MAAPL, NVDA, AVGO, USMV, TLT
Q2 2024 80$192.4MAAPL, NVDA, AVGO, USMV, TLT
Q1 2024 80$182.1MAAPL, NVDA, AVGO, USMV, QQQ