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

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 Q1 2026 Q2 2026: $292.6M $292.6M Q2 2026

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%
TWLO Twilio Inc. Class A 0.10% 1,482 $306K Reduce -12.4%
ABBV Abbvie Inc. 0.10% 1,211 $305K New
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.10% 4,951 $304K Add +14.8%
GD General Dynamics Corp. 0.10% 845 $299K No change
COHR Coherent Corp. 0.10% 744 $293K Reduce -11.8%
CVX Chevron Corp. 0.10% 1,748 $290K Add +18.9%
WDC Western Digital Corp. 0.10% 448 $286K New
HAS Hasbro Inc. 0.09% 3,275 $270K Add +29.2%
IWF iShares Russell 1000 Growth 0.09% 2,080 $258K No change
CRWV Coreweave Inc. Class A 0.09% 2,565 $255K New
LOW Lowe's Cos Inc. 0.09% 1,154 $254K No change
AFL Aflac Inc. 0.08% 2,108 $247K No change
SSO Proshares Ultra S&P500 0.08% 3,645 $246K New
PWV Invesco Large Cap Value ETF 0.08% 3,000 $227K No change
LMT Lockheed Martin Corp. 0.08% 440 $224K No change
MAR Marriott International Class A 0.08% 603 $223K New
PSX Phillips 66 0.07% 1,282 $217K New
FTEC Fidelity MSCI Info Tech Indx 0.07% 750 $214K New
KO The Coca-Cola Co. 0.07% 2,627 $213K New
GLW Corning Inc. 0.07% 799 $204K New
MAIN Main Street Capital Corp. 0.07% 3,910 $203K New
COPX Global X Copper Miners ETF 0.07% 2,600 $200K New
QS Quantumscape Corp. 0.04% 15,967 $121K Add +13.6%
MIST Milestone Pharmaceuticals Inc. 0.02% 46,633 $62K Add +55.9%
BBAI Bigbear.ai Holdings Inc. 0.01% 11,701 $43K Add +6.8%

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

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