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: $293.0M125 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$305K	0.1%	1,211 SH	New
ADVANCED MICRO DEVICES INC	COM	$13.8M	4.7%Prev: 1.7%	23,763 SH	Increased-2,416 SH
AFLAC INC	COM	$247K	0.1%Prev: 0.1%	2,108 SH	Decreased-840 SH
ALPHABET INC	CAP STK CL A	$9.3M	3.2%Prev: 2.1%	26,061 SH	Increased-85 SH
ALPHABET INC	CAP STK CL C	$784K	0.3%Prev: 0.2%	2,218 SH	Increased-2 SH
AMAZON COM INC	COM	$5.7M	2.0%Prev: 2.4%	24,076 SH	Increased-174 SH
AMERICAN ELEC PWR CO INC	COM	$510K	0.2%	3,725 SH	New
AMGEN INC	COM	$3.2M	1.1%Prev: 1.2%	8,944 SH	Increased-612 SH
APPLE INC	COM	$18.6M	6.4%Prev: 6.0%	64,451 SH	Increased+247 SH
APPLOVIN CORP	COM CL A	$1.1M	0.4%Prev: 0.4%	2,198 SH	Increased-252 SH
BANK OF AMER CORP	COM	$805K	0.3%	14,121 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$437K	0.1%Prev: 0.4%	874 SH	Decreased-848 SH
BIGBEAR AI HLDGS INC	COM	$43K	0.0%Prev: 0.0%	11,701 SH	Decreased+740 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$11.6M	3.9%	220,795 SH	New
BLACKSTONE INC	COM	$2.0M	0.7%Prev: 1.3%	16,903 SH	Decreased-1,728 SH
BLOOM ENERGY CORP	COM CL A	$2.4M	0.8%	8,076 SH	New
BOEING CO	COM	$2.8M	1.0%Prev: 0.7%	12,914 SH	Increased+5,514 SH
BOOKING HOLDINGS INC	COM	$405K	0.1%Prev: 0.2%	2,275 SH	Decreased+2,188 SH
BP PLC	SPONSORED ADR	$480K	0.2%Prev: 0.2%	13,000 SH	Increased
BROADCOM INC	COM	$17.1M	5.8%Prev: 7.1%	45,376 SH	Increased-11,286 SH
CELESTICA INC	COM	$5.4M	1.9%Prev: 1.4%	14,922 SH	Increased-4,714 SH
CHEVRON CORPORATION	COM	$290K	0.1%	1,748 SH	New
CIENA CORP	COM NEW	$324K	0.1%	661 SH	New
CISCO SYS INC	COM	$500K	0.2%Prev: 0.1%	4,261 SH	Increased+101 SH
COCA COLA CO	COM	$213K	0.1%	2,627 SH	New
COHERENT CORP	COM	$293K	0.1%	744 SH	New
COREWEAVE INC	COM CL A	$255K	0.1%	2,565 SH	New
CORNING INC	COM	$204K	0.1%	799 SH	New
COSTCO WHOLESALE CORPORATION	COM	$5.8M	2.0%	6,173 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$1.3M	0.5%	4,884 SH	New
D-WAVE QUANTUM INC	COM	$416K	0.1%	17,357 SH	New
DEFINIUM THERAPEUTICS INC	COM SHS	$1.5M	0.5%	31,208 SH	New
DOMINION ENERGY INC	COM	$496K	0.2%Prev: 0.2%	7,263 SH	Increased-1,366 SH
EMERSON ELEC CO	COM	$391K	0.1%	2,733 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$345K	0.1%Prev: 0.1%	9,395 SH	Increased+2,395 SH
EXXON MOBIL CORP	COM	$590K	0.2%Prev: 0.2%	4,313 SH	Increased+651 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$214K	0.1%	750 SH	New
GE AEROSPACE	COM NEW	$1.0M	0.4%Prev: 0.2%	2,768 SH	Increased+1,025 SH
GE VERNOVA INC	COM	$1.0M	0.3%	870 SH	New
GENERAL DYNAMICS CORP	COM	$299K	0.1%Prev: 0.1%	845 SH	Increased+150 SH
GLOBAL X FDS	GLOBAL X COPPER	$200K	0.1%	2,600 SH	New
HASBRO INC	COM	$270K	0.1%	3,275 SH	New
HOME DEPOT INC	COM	$2.7M	0.9%Prev: 1.2%	7,639 SH	Increased+420 SH
INTEL CORP	COM	$311K	0.1%	2,228 SH	New
INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$227K	0.1%	3,000 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$577K	0.2%	2,710 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$484K	0.2%	7,584 SH	New
INVESCO QQQ TR	UNIT SER 1	$8.6M	2.9%Prev: 3.1%	11,612 SH	Increased-522 SH
IONQ INC	COM	$337K	0.1%	6,335 SH	New
ISHARES GOLD TRUST MICRO	SHS REPSTG UN TR	$347K	0.1%	8,677 SH	New
ISHARES TR	1 3 YR TREAS BD	$696K	0.2%Prev: 0.2%	8,480 SH	Increased+2,939 SH
ISHARES TR	ISHARES BIOTECH	$385K	0.1%Prev: 0.1%	2,026 SH	Increased-152 SH
ISHARES TR	MSCI USA MIN ETF	$10.4M	3.5%	107,471 SH	New
ISHARES TR	MSCI USA MMENTM	$981K	0.3%Prev: 0.2%	2,861 SH	Increased+1,394 SH
ISHARES TR	RUS 1000 GRW ETF	$258K	0.1%Prev: 0.1%	2,080 SH	Increased+1,560 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.3M	0.5%Prev: 0.3%	23,360 SH	Increased+12,776 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$304K	0.1%Prev: 0.1%	4,951 SH	Increased+1,036 SH
JOHNSON & JOHNSON	COM	$1.1M	0.4%Prev: 0.3%	4,268 SH	Increased+320 SH
JPMORGAN CHASE & CO	COM	$2.0M	0.7%	6,041 SH	New
KOHLS CORP	COM	$555K	0.2%	31,341 SH	New
LAM RESEARCH CORP	COM NEW	$10.0M	3.4%Prev: 1.0%	22,979 SH	Increased+575 SH
LOCKHEED MARTIN CORP	COM	$224K	0.1%	440 SH	New
LOWES COS INC	COM	$254K	0.1%Prev: 0.2%	1,154 SH	Decreased-358 SH
LUMENTUM HLDGS INC	COM	$414K	0.1%	483 SH	New
M/I HOMES INC	COM	$684K	0.2%Prev: 0.2%	4,255 SH	Increased-591 SH
MAIN STR CAP CORP	COM	$203K	0.1%	3,910 SH	New
MARKEL GROUP INC	COM	$391K	0.1%Prev: 0.2%	200 SH	Decreased-45 SH
MARRIOTT INTL INC NEW	CL A	$223K	0.1%	603 SH	New
MERCK & CO INC	COM	$309K	0.1%	2,408 SH	New
META PLATFORMS INC	CL A	$5.7M	1.9%Prev: 3.2%	10,096 SH	Decreased+634 SH
MICRON TECHNOLOGY INC	COM	$381K	0.1%	330 SH	New
MICROSOFT CORP	COM	$5.6M	1.9%Prev: 3.3%	15,003 SH	Decreased+297 SH
MILESTONE PHARMACEUTICALS IN	COM	$62K	0.0%Prev: 0.0%	46,633 SH	Increased+32,312 SH
MODINE MFG CO	COM	$1.2M	0.4%Prev: 0.3%	4,378 SH	Increased-1,880 SH
NETFLIX INC.	COM	$2.3M	0.8%	32,652 SH	New
NVIDIA CORPORATION	COM	$17.3M	5.9%Prev: 6.8%	86,369 SH	Increased-7,290 SH
OPENDOOR TECHNOLOGIES INC	COM	$673K	0.2%	145,641 SH	New
PACER FDS TR	US CASH COWS 100	$556K	0.2%	8,946 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$3.2M	1.1%Prev: 1.8%	27,087 SH	Decreased-997 SH
PALO ALTO NETWORKS INC	COM	$581K	0.2%Prev: 0.2%	1,703 SH	Increased-235 SH
PEPSICO INC	COM	$614K	0.2%Prev: 0.3%	4,531 SH	Decreased-409 SH
PHILLIPS 66	COM	$217K	0.1%	1,282 SH	New
POWELL INDS INC	COM	$1.7M	0.6%Prev: 0.2%	5,988 SH	Increased+3,686 SH
POWER SOLUTIONS INTL INC	COM NEW	$355K	0.1%Prev: 0.1%	9,141 SH	Increased+5,541 SH
PROCTER & GAMBLE CO	COM	$543K	0.2%	3,701 SH	New
PROSHARES TR	PSHS ULT S&P 500	$246K	0.1%	3,645 SH	New
QUANTUMSCAPE CORP	COM CL A	$121K	0.0%	15,967 SH	New
REALTY INCOME CORP	COM	$898K	0.3%Prev: 0.5%	14,493 SH	Decreased-5,336 SH
REDDIT INC	CL A	$685K	0.2%	3,948 SH	New
ROYCE SMALL CAP TRUST INC	COM	$988K	0.3%Prev: 0.3%	53,475 SH	Increased+10,916 SH
RTX CORPORATION	COM	$533K	0.2%Prev: 0.2%	2,809 SH	Increased-323 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$694K	0.2%	21,870 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$848K	0.3%	879 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$4.4M	1.5%	27,434 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$366K	0.1%	3,121 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$3.4M	1.2%	63,731 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$3.0M	1.0%	35,974 SH	New
SEZZLE INC	COM	$319K	0.1%	1,856 SH	New
SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BD ETF	$787K	0.3%	39,011 SH	New
SIMPLIFY EXCHANGE TRADED FUN	HEDGED EQUITY	$960K	0.3%Prev: 0.2%	28,608 SH	Increased+14,139 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$6.4M	2.2%	12,301 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.4M	2.5%	9,946 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$5.8M	2.0%	8,290 SH	New
STERLING INFRASTRUCTURE INC	COM	$4.3M	1.5%Prev: 0.5%	5,102 SH	Increased+316 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.0M	0.3%	2,134 SH	New
TESLA INC	COM	$1.5M	0.5%Prev: 0.6%	3,670 SH	Increased-239 SH
TOWNEBANK PORTSMOUTH VA	COM	$635K	0.2%Prev: 0.3%	17,527 SH	Increased+149 SH
TRANSDIGM GROUP INC	COM	$543K	0.2%Prev: 0.3%	408 SH	Decreased+15 SH
TTM TECHNOLOGIES INC	COM	$606K	0.2%	3,238 SH	New
TWILIO INC	CL A	$306K	0.1%Prev: 0.1%	1,482 SH	Increased-426 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$8.6M	3.0%Prev: 2.6%	13,181 SH	Increased-7,479 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.7M	2.0%Prev: 2.3%	77,878 SH	Increased+8,603 SH
VANGUARD INDEX FDS	GROWTH ETF	$6.1M	2.1%Prev: 2.4%	70,625 SH	Increased+58,469 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	0.4%Prev: 0.3%	1,567 SH	Increased+580 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$5.8M	2.0%Prev: 2.1%	24,048 SH	Increased+292 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	0.8%Prev: 0.8%	6,009 SH	Increased-49 SH
VANGUARD INSTL INDEX FD	0 3 MO TR BI ETF	$571K	0.2%	7,544 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.5M	1.9%Prev: 2.1%	67,109 SH	Increased+12,701 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$7.3M	2.5%Prev: 2.9%	31,058 SH	Increased+234 SH
VANGUARD STAR FDS	VG TL INTL STK F	$826K	0.3%	9,667 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$564K	0.2%Prev: 0.2%	3,568 SH	Increased-375 SH
VERTEX PHARMACEUTICALS INC	COM	$1.4M	0.5%	2,900 SH	New
VERTIV HOLDINGS CO	COM CL A	$380K	0.1%	1,136 SH	New
WALMART INC	COM	$1.4M	0.5%Prev: 0.6%	12,381 SH	Increased-92 SH
WESTERN DIGITAL CORP	COM	$286K	0.1%	448 SH	New

Sold (vs prior filing)

ADOBE INC — $402K
BANK AMERICA CORP — $649K
BLACKROCK ETF TRUST II — $3.1M
CHEVRON CORP NEW — $218K
COSTCO WHSL CORP NEW — $5.8M
INVESCO EXCH TRADED FD TR II — $356K
ISHARES TR — $7.1M
ISHARES TR — $9.5M
JPMORGAN CHASE & CO. — $1.8M
MIND MEDICINE MINDMED INC — $75K
NETFLIX INC — $4.8M
PROCTER AND GAMBLE CO — $565K
SALESFORCE INC — $2.7M
SELECT SECTOR SPDR TR — $2.9M
SELECT SECTOR SPDR TR — $227K
SELECT SECTOR SPDR TR — $344K
SELECT SECTOR SPDR TR — $3.3M
SERVICENOW INC — $2.9M
SIMPLIFY EXCHANGE TRADED FUN — $349K
SPDR DOW JONES INDL AVERAGE — $5.4M
… and 6 more

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