Bay Rivers Group

CIK 0001798924 • 6 13F filings • Apr 10, 2025 – Jul 9, 2026

Import this data to Google Sheets with:

=jivedata("bay-rivers-group","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Bay Rivers Group, Chief Compliance Officer
Address: 5107 Center Street B1, Williamsburg, VA, 23188
Phone: 757-259-2450
AUM: $247.3M

AUM over time

$293.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $247.3M97 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$341K	0.1%Prev: 0.2%	974 SH	Decreased-42 SH
ADVANCED MICRO DEVICES INC	COM	$5.7M	2.3%Prev: 1.8%	26,573 SH	Increased+613 SH
AFLAC INC	COM	$325K	0.1%Prev: 0.1%	2,948 SH	Decreased
ALPHABET INC	CAP STK CL A	$8.3M	3.4%Prev: 2.7%	26,531 SH	Increased+450 SH
ALPHABET INC	CAP STK CL C	$665K	0.3%Prev: 0.2%	2,120 SH	Increased-100 SH
AMAZON COM INC	COM	$5.6M	2.3%Prev: 2.2%	24,353 SH	Increased+240 SH
AMGEN INC	COM	$3.1M	1.3%Prev: 1.1%	9,543 SH	Increased-63 SH
APPLE INC	COM	$17.7M	7.2%Prev: 6.9%	65,190 SH	Increased+1,181 SH
APPLOVIN CORP	COM CL A	$1.5M	0.6%Prev: 0.7%	2,161 SH	Decreased-203 SH
BANK AMERICA CORP	COM	$769K	0.3%Prev: 0.3%	13,986 SH	Increased+250 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$439K	0.2%Prev: 0.2%	874 SH	Increased+4 SH
BIGBEAR AI HLDGS INC	COM	$59K	0.0%Prev: 0.0%	10,961 SH	Decreased
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$7.6M	3.1%Prev: 2.4%	143,897 SH	Increased+35,462 SH
BLACKSTONE INC	COM	$2.9M	1.2%Prev: 1.3%	18,636 SH	Decreased
BLOOM ENERGY CORP	COM CL A	$678K	0.3%	7,807 SH	New
BOEING CO	COM	$1.6M	0.7%Prev: 0.7%	7,528 SH	Increased+119 SH
BOOKING HOLDINGS INC	COM	$471K	0.2%Prev: 0.2%	88 SH	Decreased-2 SH
BP PLC	SPONSORED ADR	$451K	0.2%Prev: 0.2%	13,000 SH	Increased
BROADCOM INC	COM	$16.5M	6.7%Prev: 6.5%	47,671 SH	Increased+1,185 SH
CELESTICA INC	COM	$4.2M	1.7%Prev: 1.6%	14,317 SH	Increased-1,291 SH
CHEVRON CORP NEW	COM	$232K	0.1%Prev: 0.1%	1,520 SH	Decreased
CISCO SYS INC	COM	$290K	0.1%Prev: 0.1%	3,760 SH	Increased-400 SH
COSTCO WHSL CORP NEW	COM	$5.4M	2.2%Prev: 2.3%	6,246 SH	Decreased+331 SH
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$296K	0.1%Prev: 0.1%	2,058 SH	Increased+115 SH
DOMINION ENERGY INC	COM	$478K	0.2%Prev: 0.2%	8,161 SH	Decreased-102 SH
ENTERPRISE PRODS PARTNERS L	COM	$224K	0.1%Prev: 0.1%	7,000 SH	Increased
EXXON MOBIL CORP	COM	$439K	0.2%Prev: 0.2%	3,652 SH	Increased-10 SH
FEMASYS INC	COM	$19K	0.0%	33,333 SH	New
GE AEROSPACE	COM NEW	$544K	0.2%Prev: 0.2%	1,765 SH	Increased+164 SH
GENERAL DYNAMICS CORP	COM	$251K	0.1%Prev: 0.1%	745 SH	Increased+50 SH
GIGACLOUD TECHNOLOGY INC	CLASS A ORD	$233K	0.1%	5,937 SH	New
HOME DEPOT INC	COM	$2.5M	1.0%Prev: 1.2%	7,398 SH	Decreased+83 SH
INVESCO QQQ TR	UNIT SER 1	$7.5M	3.0%Prev: 3.1%	12,231 SH	Increased+150 SH
ISHARES GOLD TR	SHARES REPRESENT	$248K	0.1%	5,771 SH	New
ISHARES TR	1 3 YR TREAS BD	$520K	0.2%Prev: 0.2%	6,283 SH	Increased+405 SH
ISHARES TR	20 YR TR BD ETF	$6.0M	2.4%Prev: 3.0%	68,596 SH	Decreased-10,686 SH
ISHARES TR	ISHARES BIOTECH	$358K	0.1%Prev: 0.1%	2,122 SH	Increased-19 SH
ISHARES TR	MSCI USA MIN VOL	$9.7M	3.9%Prev: 4.1%	103,116 SH	Decreased+744 SH
ISHARES TR	MSCI USA MMENTM	$551K	0.2%Prev: 0.2%	2,201 SH	Increased+714 SH
ISHARES TR	RUS 1000 GRW ETF	$246K	0.1%Prev: 0.1%	520 SH	Increased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$935K	0.4%Prev: 0.3%	16,342 SH	Increased+4,316 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$228K	0.1%Prev: 0.1%	3,921 SH	Increased+6 SH
JOHNSON & JOHNSON	COM	$817K	0.3%Prev: 0.3%	3,948 SH	Increased
JPMORGAN CHASE & CO.	COM	$1.9M	0.8%Prev: 0.8%	6,044 SH	Increased-24 SH
LAM RESEARCH CORP	COM NEW	$4.2M	1.7%Prev: 1.3%	24,618 SH	Increased+2,154 SH
LOCKHEED MARTIN CORP	COM	$213K	0.1%	440 SH	New
LOWES COS INC	COM	$365K	0.1%Prev: 0.2%	1,512 SH	Decreased
M/I HOMES INC	COM	$606K	0.2%Prev: 0.3%	4,735 SH	Decreased-36 SH
MARKEL GROUP INC	COM	$527K	0.2%Prev: 0.2%	245 SH	Increased
MERCK & CO INC	COM	$232K	0.1%	2,205 SH	New
META PLATFORMS INC	CL A	$6.4M	2.6%Prev: 2.9%	9,726 SH	Decreased+382 SH
MICROSOFT CORP	COM	$7.3M	3.0%Prev: 3.2%	15,085 SH	Decreased+471 SH
MILESTONE PHARMACEUTICALS IN	COM	$58K	0.0%Prev: 0.0%	28,861 SH	Increased+12,170 SH
MIND MEDICINE MINDMED INC	COM NEW	$214K	0.1%Prev: 0.1%	16,001 SH	Increased+2,000 SH
MODINE MFG CO	COM	$613K	0.2%Prev: 0.4%	4,590 SH	Decreased-1,680 SH
NETFLIX INC	COM	$3.3M	1.4%Prev: 1.9%	35,612 SH	Decreased+31,935 SH
NVIDIA CORPORATION	COM	$16.8M	6.8%Prev: 7.1%	89,848 SH	Decreased-770 SH
OPENDOOR TECHNOLOGIES INC	COM	$125K	0.1%Prev: 0.0%	21,361 SH	Increased+7,319 SH
PALANTIR TECHNOLOGIES INC	CL A	$4.9M	2.0%Prev: 2.1%	27,770 SH	Decreased-110 SH
PALO ALTO NETWORKS INC	COM	$357K	0.1%Prev: 0.2%	1,938 SH	Decreased
PEPSICO INC	COM	$674K	0.3%Prev: 0.3%	4,697 SH	Increased-6 SH
POWELL INDS INC	COM	$638K	0.3%Prev: 0.3%	2,002 SH	Increased
POWER SOLUTIONS INTL INC	COM NEW	$445K	0.2%Prev: 0.2%	7,786 SH	Decreased+3,056 SH
PROCTER AND GAMBLE CO	COM	$509K	0.2%Prev: 0.2%	3,552 SH	Decreased+2 SH
REALTY INCOME CORP	COM	$944K	0.4%Prev: 0.5%	16,752 SH	Decreased-2,537 SH
REDDIT INC	CL A	$273K	0.1%Prev: 0.1%	1,187 SH	Decreased
ROYCE SMALL CAP TRUST INC	COM	$756K	0.3%Prev: 0.3%	46,975 SH	Increased+1,766 SH
RTX CORPORATION	COM	$538K	0.2%Prev: 0.2%	2,932 SH	Increased
SALESFORCE INC	COM	$2.5M	1.0%Prev: 1.0%	9,430 SH	Increased-343 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$394K	0.2%Prev: 0.1%	14,356 SH	Increased+4,899 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$214K	0.1%	776 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$373K	0.2%	3,121 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$2.9M	1.2%	52,917 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$4.0M	1.6%	25,963 SH	New
SERVICENOW INC	COM	$2.1M	0.9%Prev: 1.1%	13,805 SH	Decreased+10,961 SH
SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$576K	0.2%Prev: 0.2%	27,802 SH	Increased+8,829 SH
SIMPLIFY EXCHANGE TRADED FUN	HEDGED EQUITY	$633K	0.3%Prev: 0.2%	19,762 SH	Increased+3,198 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$5.8M	2.4%Prev: 2.4%	12,110 SH	Increased+39 SH
SPDR S&P 500 ETF TR	TR UNIT	$6.6M	2.7%Prev: 2.7%	9,711 SH	Increased+15 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$4.8M	1.9%Prev: 2.0%	7,972 SH	Increased+77 SH
STERLING INFRASTRUCTURE INC	COM	$1.5M	0.6%Prev: 0.7%	4,982 SH	Decreased+210 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$649K	0.3%Prev: 0.3%	2,134 SH	Increased-25 SH
TESLA INC	COM	$1.7M	0.7%Prev: 0.7%	3,673 SH	Increased+3 SH
TOWNEBANK PORTSMOUTH VA	COM	$580K	0.2%Prev: 0.3%	17,378 SH	Decreased
TRANSDIGM GROUP INC	COM	$516K	0.2%Prev: 0.2%	388 SH	Decreased-22 SH
TWILIO INC	CL A	$271K	0.1%	1,908 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$6.6M	2.7%Prev: 2.6%	18,362 SH	Increased-202 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.2M	2.1%Prev: 2.2%	70,457 SH	Increased+1,145 SH
VANGUARD INDEX FDS	GROWTH ETF	$5.4M	2.2%Prev: 2.5%	11,116 SH	Decreased-1,190 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.2M	0.9%Prev: 1.0%	25,304 SH	Decreased-208 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.5%Prev: 0.4%	1,976 SH	Increased+327 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$5.2M	2.1%Prev: 2.1%	24,331 SH	Increased+901 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	0.8%Prev: 0.8%	6,029 SH	Increased-29 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.6M	1.9%Prev: 1.9%	54,960 SH	Decreased+215 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.6M	2.7%Prev: 2.8%	30,242 SH	Increased-296 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$570K	0.2%Prev: 0.2%	3,968 SH	Increased
WALMART INC	COM	$1.4M	0.6%Prev: 0.5%	12,353 SH	Increased-65 SH

Sold (vs prior filing)

INVESCO EXCH TRADED FD TR II — $361K
ORACLE CORP — $278K
SELECT SECTOR SPDR TR — $3.0M
SELECT SECTOR SPDR TR — $382K
SELECT SECTOR SPDR TR — $3.5M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0002085853-26-000012	$247.3M	View
Oct 8, 2025	Q3 2025	13F-HR	0002085853-25-000021	$237.5M	View
Jul 9, 2026	Q2 2026