13F Insight
DOSSIER · 13F-HR · Q2 2026

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

$903M in tracked AUM across 493 positions as of Q2 2026.

BC
CIK 0001748861 · last filed Jun 30, 2026
Total AUM
$903M
as of Q2 2026
Holdings
493
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CGDV
CAPITAL GROUP DIVIDEND VALUE
$54M1.1M6.0%02
VTI
VANGUARD INDEX FDS
$42M115K4.7%03
AAPL
APPLE INC
$25M85K2.7%04
FBND
FIDELITY MERRIMACK STR TR
$23M509K2.6%05
VOO
VANGUARD INDEX FDS
$23M33K2.5%06
NVDA
NVIDIA CORPORATION
$22M112K2.5%07
AMZN
AMAZON COM INC
$21M86K2.3%08
IVV
ISHARES TR
$20M26K2.2%09
VUG
VANGUARD INDEX FDS
$17M196K1.9%10
BRK/B
BERKSHIRE HATHAWAY INC DEL
$14M27K1.5%

Filing history

2026Q2Jun 30
$903M▲ 10.3%
493 positionsView →2026Q1Mar 31
$818M▼ 1.9%
489 positionsView →2025Q4Dec 31
$834M▼ 1.3%
499 positionsView →2025Q3Sep 30
$845M▲ 16.8%
514 positionsView →2025Q2Jun 30
$724M▲ 10.4%
467 positionsLocked2025Q1Mar 31
$656M▼ 2.8%
443 positionsLocked2024Q4Dec 31
$675M▲ 2.3%
452 positionsLocked2024Q3Sep 30
$660M▲ 10.1%
431 positionsLocked2024Q2Jun 30
$599M▲ 5.5%
424 positionsLocked2024Q1Mar 31
$568M▲ 11.5%
409 positionsLocked2023Q4Dec 31
$509M▲ 22.5%
394 positionsLocked2023Q3Sep 30
$416M▲ 0.4%
348 positionsLocked
Showing 12 of 31