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: $240.0M109 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$208K	0.1%Prev: 0.2%	857 SH	Decreased-118 SH
ADVANCED MICRO DEVICES INC	COM	$5.2M	2.1%Prev: 1.4%	25,326 SH	Increased-708 SH
AFLAC INC	COM	$231K	0.1%Prev: 0.2%	2,108 SH	Decreased-840 SH
ALPHABET INC	CAP STK CL A	$7.5M	3.1%Prev: 2.1%	26,247 SH	Increased+251 SH
ALPHABET INC	CAP STK CL C	$625K	0.3%Prev: 0.2%	2,179 SH	Increased-41 SH
AMAZON COM INC	COM	$5.1M	2.1%Prev: 2.3%	24,360 SH	Increased+1,245 SH
AMERICAN ELEC PWR CO INC	COM	$488K	0.2%	3,725 SH	New
AMGEN INC	COM	$3.0M	1.3%Prev: 1.5%	8,607 SH	Increased-817 SH
APPLE INC	COM	$16.4M	6.8%Prev: 8.0%	64,541 SH	Increased-3,759 SH
APPLOVIN CORP	COM CL A	$875K	0.4%Prev: 0.3%	2,198 SH	Increased+45 SH
BANK AMERICA CORP	COM	$682K	0.3%Prev: 0.3%	13,996 SH	Increased+180 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$419K	0.2%Prev: 0.5%	874 SH	Decreased-872 SH
BIGBEAR AI HLDGS INC	COM	$39K	0.0%	10,961 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$10.7M	4.5%Prev: 1.6%	206,250 SH	Increased+149,654 SH
BLACKSTONE INC	COM	$2.0M	0.8%Prev: 1.3%	16,990 SH	Decreased-906 SH
BLOOM ENERGY CORP	COM CL A	$1.1M	0.5%	8,145 SH	New
BOEING CO	COM	$2.6M	1.1%Prev: 0.6%	12,994 SH	Increased+5,829 SH
BOOKING HOLDINGS INC	COM	$383K	0.2%Prev: 0.2%	91 SH	Decreased+4 SH
BP PLC	SPONSORED ADR	$611K	0.3%Prev: 0.2%	13,000 SH	Increased
BROADCOM INC	COM	$14.4M	6.0%Prev: 5.1%	46,477 SH	Increased-11,266 SH
CELESTICA INC	COM	$4.2M	1.7%Prev: 0.8%	14,875 SH	Increased-4,619 SH
CHEVRON CORPORATION	COM	$304K	0.1%	1,470 SH	New
CISCO SYS INC	COM	$296K	0.1%Prev: 0.1%	3,810 SH	Increased-350 SH
COHERENT CORP	COM	$201K	0.1%	844 SH	New
COSTCO WHOLESALE CORPORATION	COM	$6.1M	2.6%	6,170 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$203K	0.1%	2,158 SH	New
D-WAVE QUANTUM INC	COM	$154K	0.1%	10,700 SH	New
DEFINIUM THERAPEUTICS INC	COM SHS	$498K	0.2%	26,346 SH	New
DOMINION ENERGY INC	COM	$493K	0.2%Prev: 0.8%	7,967 SH	Decreased-19,988 SH
EMERSON ELEC CO	COM	$332K	0.1%	2,533 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$265K	0.1%Prev: 0.1%	7,000 SH	Increased
EXXON MOBIL CORP	COM	$603K	0.3%Prev: 0.2%	3,552 SH	Increased-210 SH
FEMASYS INC	COM	$8K	0.0%	19,000 SH	New
GE AEROSPACE	COM NEW	$681K	0.3%Prev: 0.2%	2,398 SH	Increased+555 SH
GE VERNOVA INC	COM	$742K	0.3%	850 SH	New
GENERAL DYNAMICS CORP	COM	$290K	0.1%	845 SH	New
GIGACLOUD TECHNOLOGY INC	CLASS A ORD	$274K	0.1%	6,037 SH	New
HASBRO INC	COM	$237K	0.1%	2,535 SH	New
HOME DEPOT INC	COM	$2.4M	1.0%Prev: 1.3%	7,449 SH	Decreased+465 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$209K	0.1%	3,000 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$262K	0.1%	1,363 SH	New
INVESCO QQQ TR	UNIT SER 1	$7.4M	3.1%Prev: 2.9%	12,807 SH	Increased+863 SH
ISHARES GOLD TR	SHARES REPRESENT	$391K	0.2%	8,376 SH	New
ISHARES TR	1 3 YR TREAS BD	$632K	0.3%Prev: 0.2%	7,657 SH	Increased+2,994 SH
ISHARES TR	ISHARES BIOTECH	$358K	0.1%Prev: 0.2%	2,122 SH	Increased-236 SH
ISHARES TR	MSCI USA MIN VOL	$9.8M	4.1%Prev: 4.9%	105,608 SH	Increased+6,561 SH
ISHARES TR	MSCI USA MMENTM	$744K	0.3%	3,101 SH	New
ISHARES TR	RUS 1000 GRW ETF	$222K	0.1%	520 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.2M	0.5%Prev: 0.3%	20,354 SH	Increased+10,187 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$239K	0.1%Prev: 0.1%	4,311 SH	Increased+446 SH
JOHNSON & JOHNSON	COM	$923K	0.4%Prev: 0.3%	3,774 SH	Increased-199 SH
JPMORGAN CHASE & CO	COM	$1.8M	0.7%	6,041 SH	New
LAM RESEARCH CORP	COM NEW	$5.1M	2.1%Prev: 0.8%	23,948 SH	Increased+1,674 SH
LOCKHEED MARTIN CORP	COM	$266K	0.1%	440 SH	New
LOWES COS INC	COM	$273K	0.1%Prev: 0.2%	1,154 SH	Decreased-358 SH
M/I HOMES INC	COM	$533K	0.2%Prev: 0.3%	4,355 SH	Decreased-531 SH
MARKEL GROUP INC	COM	$431K	0.2%Prev: 0.2%	225 SH	Decreased-30 SH
MERCK & CO INC	COM	$241K	0.1%Prev: 0.1%	2,005 SH	Increased-655 SH
META PLATFORMS INC	CL A	$5.5M	2.3%Prev: 2.9%	9,587 SH	Increased+150 SH
MICRON TECHNOLOGY INC	COM	$213K	0.1%	631 SH	New
MICROSOFT CORP	COM	$5.6M	2.3%Prev: 2.9%	15,046 SH	Increased+373 SH
MILESTONE PHARMACEUTICALS IN	COM	$36K	0.0%	29,911 SH	New
MODINE MFG CO	COM	$940K	0.4%Prev: 0.3%	4,338 SH	Increased-1,970 SH
NETFLIX INC.	COM	$3.3M	1.4%	34,115 SH	New
NVIDIA CORPORATION	COM	$15.4M	6.4%Prev: 5.4%	88,230 SH	Increased-6,552 SH
OPENDOOR TECHNOLOGIES INC	COM	$198K	0.1%	42,271 SH	New
PACER FDS TR	US CASH COWS 100	$518K	0.2%	8,285 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$3.9M	1.6%Prev: 0.7%	26,968 SH	Increased+11,826 SH
PALO ALTO NETWORKS INC	COM	$311K	0.1%Prev: 0.2%	1,938 SH	Decreased-60 SH
PEPSICO INC	COM	$610K	0.3%Prev: 0.4%	3,931 SH	Decreased-1,156 SH
POWELL INDS INC	COM	$1.1M	0.5%Prev: 0.2%	2,002 SH	Increased-462 SH
POWER SOLUTIONS INTL INC	COM NEW	$559K	0.2%	9,186 SH	New
PROCTER & GAMBLE CO	COM	$490K	0.2%	3,395 SH	New
QUANTUMSCAPE CORP	COM CL A	$90K	0.0%	14,061 SH	New
REALTY INCOME CORP	COM	$907K	0.4%Prev: 0.7%	14,818 SH	Decreased-7,371 SH
ROYCE SMALL CAP TRUST INC	COM	$854K	0.4%Prev: 0.3%	51,425 SH	Increased+11,151 SH
RTX CORPORATION	COM	$450K	0.2%Prev: 0.2%	2,332 SH	Increased-950 SH
SALESFORCE INC	COM	$1.5M	0.6%Prev: 1.4%	8,205 SH	Decreased-1,805 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$573K	0.2%	18,673 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$319K	0.1%	815 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$340K	0.1%	3,121 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$2.7M	1.1%	54,958 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$3.9M	1.6%	26,456 SH	New
SERVICENOW INC	COM	$1.2M	0.5%Prev: 1.2%	11,910 SH	Decreased+9,025 SH
SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$731K	0.3%Prev: 0.2%	35,922 SH	Increased+21,022 SH
SIMPLIFY EXCHANGE TRADED FUN	HEDGED EQUITY	$866K	0.4%Prev: 0.2%	27,490 SH	Increased+13,420 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$5.7M	2.4%	12,203 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.4M	2.7%	9,888 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$5.0M	2.1%	8,166 SH	New
STERLING INFRASTRUCTURE INC	COM	$2.2M	0.9%Prev: 0.3%	5,343 SH	Increased+317 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$721K	0.3%	2,134 SH	New
TESLA INC	COM	$1.5M	0.6%Prev: 0.5%	3,974 SH	Increased+206 SH
TOWNEBANK PORTSMOUTH VA	COM	$590K	0.2%Prev: 0.3%	17,526 SH	Decreased+148 SH
TRANSDIGM GROUP INC	COM	$438K	0.2%Prev: 0.3%	378 SH	Decreased-17 SH
TTM TECHNOLOGIES INC	COM	$297K	0.1%	3,053 SH	New
TWILIO INC	CL A	$213K	0.1%Prev: 0.1%	1,691 SH	Increased-435 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$6.1M	2.6%Prev: 2.2%	15,981 SH	Increased-4,285 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.4M	2.2%Prev: 2.7%	72,893 SH	Increased+3,611 SH
VANGUARD INDEX FDS	GROWTH ETF	$5.0M	2.1%Prev: 2.3%	11,462 SH	Increased-490 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.3M	1.0%Prev: 1.3%	25,885 SH	Decreased-1,109 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	0.5%Prev: 0.3%	2,141 SH	Increased+1,158 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$5.3M	2.2%Prev: 2.3%	24,243 SH	Increased+812 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	0.8%Prev: 0.8%	6,024 SH	Increased+318 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$487K	0.2%	6,434 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.7M	2.0%Prev: 2.4%	56,772 SH	Increased+1,614 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.6M	2.8%Prev: 3.1%	30,730 SH	Increased+188 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$588K	0.2%Prev: 0.3%	3,968 SH	Increased-253 SH
VERTEX PHARMACEUTICALS INC	COM	$893K	0.4%	2,000 SH	New
WALMART INC	COM	$1.5M	0.6%Prev: 0.6%	12,356 SH	Increased+218 SH

Sold (vs prior filing)

CHEVRON CORP NEW — $269K
COSTCO WHSL CORP NEW — $5.6M
ISHARES TR — $7.3M
JPMORGAN CHASE & CO. — $1.5M
NETFLIX INC — $3.4M
PROCTER AND GAMBLE CO — $621K
SELECT SECTOR SPDR TR — $2.8M
SELECT SECTOR SPDR TR — $332K
SELECT SECTOR SPDR TR — $3.6M
SPDR DOW JONES INDL AVERAGE — $5.1M
SPDR S&P 500 ETF TR — $5.6M
SPDR S&P MIDCAP 400 ETF TR — $4.2M
TAIWAN SEMICONDUCTOR MFG LTD — $342K
UNITEDHEALTH GROUP INC — $3.3M

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