Q2 2026 13F · SEC CIK 1798924

Bay Rivers Group

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $292.6M
Reported positions: 125
Top holdings a year, 3 yrs: +25.9%
Assets under management: $326.2M

Bay Rivers Group is a wealth manager that reported 125 positions worth $292.6M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Apple Inc (AAPL, 6.4%), Nvidia Corporation (NVDA, 5.9%), Broadcom Inc (AVGO, 5.9%). A portfolio copying its top holdings returned 25.9% a year over the last 3 years, against 22.3% for the S&P 500.

Bay Rivers Group holdings largest 50 of 125 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bay Rivers Group 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	6.4%	6.8%	64,451	-0.1%	$18.6M
NVDANvidia Corporation	5.9%	6.4%	86,369	-2.1%	$17.3M
AVGOBroadcom Inc	5.9%	6.0%	45,376	-2.4%	$17.1M
AMDAdvanced Micro Devices Inc	4.7%	2.1%	23,763	-6.2%	$13.8M
BINCBlackrock ETF Trust II	3.9%	4.5%	220,795	+7.1%	$11.6M
USMVIshares Tr	3.5%	4.1%	107,471	+1.8%	$10.4M
LRCXLam Research Corp	3.4%	2.1%	22,979	-4.0%	$10.0M
GOOGLAlphabet Inc	3.2%	3.1%	26,061	-0.7%	$9.3M
SMHVaneck ETF Trust	3.0%	2.6%	13,181	-17.5%	$8.6M
QQQInvesco Qqq Tr	2.9%	3.1%	11,612	-9.3%	$8.6M
SPYState Str Spdr S&p 500 ETF T	2.5%	2.7%	9,946	+0.6%	$7.4M
VIGVanguard Specialized Funds	2.5%	2.8%	31,058	+1.1%	$7.3M
DIASpdr Dow Jones Indl Average	2.2%	2.4%	12,301	+0.8%	$6.4M
VUGVanguard Index Fds	2.1%	2.1%	70,625	+516.2%	$6.1M
VBRVanguard Index Fds	2.0%	2.2%	24,048	-0.8%	$5.8M
MDYState Str Spdr S&p Midcap 40	2.0%	2.1%	8,290	+1.5%	$5.8M
COSTCostco Wholesale Corporation	2.0%	2.6%	6,173	+0.0%	$5.8M
AMZNAmazon Com Inc	2.0%	2.1%	24,076	-1.2%	$5.7M
BNDVanguard Bd Index Fds	2.0%	2.2%	77,878	+6.8%	$5.7M
METAMeta Platforms Inc	1.9%	2.3%	10,096	+5.3%	$5.7M
MSFTMicrosoft Corp	1.9%	2.3%	15,003	-0.3%	$5.6M
VCITVanguard Scottsdale Fds	1.9%	2.0%	67,109	+18.2%	$5.5M
CLSCelestica Inc	1.9%	1.7%	14,922	+0.3%	$5.4M
XLVSelect Sector Spdr Tr	1.5%	1.6%	27,434	+3.7%	$4.4M
STRLSterling Infrastructure Inc	1.5%	0.9%	5,102	-4.5%	$4.3M
XLFSelect Sector Spdr Tr	1.2%	1.1%	63,731	+16.0%	$3.4M
AMGNAmgen Inc	1.1%	1.3%	8,944	+3.9%	$3.2M
PLTRPalantir Technologies Inc	1.1%	1.6%	27,087	+0.4%	$3.2M
XLPSelect Sector Spdr Tr	1.0%	—	35,974	—	$3.0M
BABoeing Co	1.0%	1.1%	12,914	-0.6%	$2.8M
HDHome Depot Inc	0.9%	1.0%	7,639	+2.6%	$2.7M
BEBloom Energy Corp	0.8%	0.5%	8,076	-0.8%	$2.4M
NFLXNetflix Inc.	0.8%	1.4%	32,652	-4.3%	$2.3M
VTIVanguard Index Fds	0.8%	0.8%	6,009	-0.2%	$2.2M
BXBlackstone Inc	0.7%	0.8%	16,903	-0.5%	$2.0M
JPMJpmorgan Chase & Co	0.7%	0.7%	6,041	+0.0%	$2.0M
POWLPowell Inds Inc	0.6%	0.5%	5,988	+199.1%	$1.7M
TSLATesla Inc	0.5%	0.6%	3,670	-7.6%	$1.5M
24477V105Definium Therapeutics Inc	0.5%	—	31,208	—	$1.5M
WMTWalmart Inc	0.5%	0.6%	12,381	+0.2%	$1.4M
CRDOCredo Technology Group Holdi	0.5%	—	4,884	—	$1.3M
JEPIJ P Morgan Exchange Traded F	0.5%	0.5%	23,360	+14.8%	$1.3M
MODModine Manufacturing Co	0.4%	0.4%	4,378	+0.9%	$1.2M
APPApplovin Corp	0.4%	0.4%	2,198	+0.0%	$1.1M
JNJJohnson & Johnson	0.4%	0.4%	4,268	+13.1%	$1.1M
VOOVanguard Index Fds	0.4%	0.5%	1,567	-26.8%	$1.1M
VRTXVertex Pharmaceuticals Inc	0.4%	0.4%	2,100	+5.0%	$1.0M
GEGe Aerospace	0.4%	—	2,768	—	$1.0M
GEVGe Vernova Inc	0.3%	—	870	—	$1.0M
TSMTaiwan Semiconductor Manufac	0.3%	—	2,134	—	$1.0M

What Bay Rivers Group bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.1% /yr; S&P 500 +11.7%
3 years: +25.9% /yr; S&P 500 +22.3%
5 years: +13.2% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$292.6M	125
Q1 2026	$240.0M	109
Q4 2025	$247.3M	97
Q3 2025	$237.5M	91
Q2 2025	$218.6M	90
Q1 2025	$190.7M	81
Q4 2024	$206.3M	83
Q3 2024	$201.3M	84
Q2 2024	$192.4M	80
Q1 2024	$182.1M	80
Q4 2023	$159.3M	71
Q3 2023	$130.0M	65

Questions about Bay Rivers Group's portfolio

What stocks does Bay Rivers Group own?

Bay Rivers Group's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 125 positions worth $292.6M. The largest are Apple Inc (AAPL) at 6.4%, Nvidia Corporation (NVDA) at 5.9%, Broadcom Inc (AVGO) at 5.9%, Advanced Micro Devices Inc (AMD) at 4.7% and Blackrock ETF Trust II (BINC) at 3.9%.

What did Bay Rivers Group buy last quarter?

In Q2 2026, Bay Rivers Group added Vanguard Index Fds (VUG) (+516.2% shares), Powell Inds Inc (POWL) (+199.1% shares) and Vanguard Scottsdale Fds (VCIT) (+18.2% shares), compared with its Q1 2026 filing.

What did Bay Rivers Group sell last quarter?

In Q2 2026, Bay Rivers Group cut from its top 50 Vanguard Index Fds (VNQ), cut from its top 50 Salesforce Inc (CRM), cut from its top 50 Servicenow Inc (NOW), cut from its top 50 Realty Income Corp. (O), cut from its top 50 Simplify Exchange Traded Fun (HEQT), Vanguard Index Fds (VOO) (-26.8% shares), Vaneck ETF Trust (SMH) (-17.5% shares) and Invesco Qqq Tr (QQQ) (-9.3% shares), compared with its Q1 2026 filing.

How has Bay Rivers Group's portfolio performed?

A portfolio copying Bay Rivers Group's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.9% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +8.1% against +11.7%. Over 5 years: +13.2% a year against +10.6%.

When is Bay Rivers Group's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bay Rivers Group's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bay Rivers Group manage?

Bay Rivers Group reported $326.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $292.6M.