DOSSIER · 13F-HR · Q2 2026

Bay Rivers Group

$293M in tracked AUM across 126 positions as of Q2 2026.

BR
CIK 0001798924 · last filed Jun 30, 2026
Total AUM
$293M
as of Q2 2026
Holdings
126
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Bay Rivers Group 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
AAPL
APPLE INC
$19M64K6.4%
02
NVDA
NVIDIA CORPORATION
$17M86K5.9%
03
AVGO
BROADCOM INC
$17M45K5.8%
04
AMD
ADVANCED MICRO DEVICES INC
$14M24K4.7%
05
BINC
BLACKROCK ETF TRUST II
$12M221K3.9%
06
USMV
ISHARES TR
$10M107K3.5%
07
LRCX
LAM RESEARCH CORP
$10M23K3.4%
08
GOOGL
ALPHABET INC
$9M26K3.2%
09
SMH
VANECK ETF TRUST
$9M13K3.0%
10
QQQ
INVESCO QQQ TR
$9M12K2.9%

Filing history

2026Q2Jun 30
$293M 22.1%
126 positionsView →
2026Q1Mar 31
$240M 2.9%
109 positionsView →
2025Q4Dec 31
$247M 91.2%
97 positionsView →
2025Q3Sep 30
$129M 40.8%
43 positionsView →
2025Q2Jun 30
$219M 14.6%
90 positionsLocked
2025Q1Mar 31
$191M 7.6%
81 positionsLocked
2024Q4Dec 31
$206M 2.5%
83 positionsLocked
2024Q3Sep 30
$201M 4.6%
84 positionsLocked
2024Q2Jun 30
$192M 5.6%
80 positionsLocked
2024Q1Mar 31
$182M 14.3%
80 positionsLocked
2023Q4Dec 31
$159M 22.6%
71 positionsLocked
2023Q3Sep 30
$130M 2.6%
65 positionsLocked
Showing 12 of 27