account_balance
Investment manager · 13F filer · SEC CIK 1748861
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Reported value$903Mas of Jun 30, 2026
Positions493 72 new, 68 sold out
Top 10 weight28.9%CGDV alone is 6%
FiledJul 99 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CGDVCapital Group Dividend Value
6.0%Added +2%
VTIVanguard Index FDS
4.7%
AAPLApple Inc
2.7%Trimmed −4%
FBNDFidelity Merrimack STR Tr
2.6%Added +36%
VOOVanguard Index FDS
2.5%Added +9%
NVDANvidia Corporation
2.5%Added +3%
AMZNAmazon Com Inc
2.3%
IVViShares Tr
2.2%
VUGVanguard Index FDS
1.9%Added +488%
BRK-BBerkshire Hathaway Inc
1.5%Added +3%
CGGRCapital Group Growth ETF
1.5%
GLDSPDR Gold Tr
1.4%Trimmed −2%
CGDVCapital Group Dividend Value
6.0%Added +2%
VTIVanguard Index FDS
4.7%
AAPLApple Inc
2.7%Trimmed −4%
FBNDFidelity Merrimack STR Tr
2.6%Added +36%
VOOVanguard Index FDS
2.5%Added +9%
IVV2.2%
VUG1.9%
BRK-B1.5%CGGR1.5%
GLD1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGDV Capital Group Dividend Value 6.0% Added +2%
VTI Vanguard Index FDS 4.7% Held
AAPL Apple Inc 2.7% Trimmed −4%FBND Fidelity Merrimack STR Tr 2.6% Added +36%
VOO Vanguard Index FDS 2.5% Added +9%
NVDA Nvidia Corporation 2.5% Added +3%AMZN Amazon Com Inc 2.3% HeldIVV iShares Tr 2.2% Held
VUG Vanguard Index FDS 1.9% Added +488%
BRK-B Berkshire Hathaway Inc 1.5% Added +3%CGGR Capital Group Growth ETF 1.5% Held
GLD SPDR Gold Tr 1.4% Trimmed −2%What changed