account_balance
Investment manager · 13F filer · SEC CIK 1798924
Bay Rivers Group
Reported value$293Mas of Jun 30, 2026
Positions125 22 new, 6 sold out
Top 10 weight42.8%AAPL alone is 6%
FiledJul 99 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.4%
NVDANVIDIA Corp
5.9%Trimmed −2%
AVGOBroadcom Inc.
5.9%Trimmed −2%
AMDAdvanced Micro Devices Inc
4.7%Trimmed −6%
BINCBlackRock ETF Trust II
3.9%Added +7%
USMViShares Tr
3.5%
LRCXLam Research Corp
3.4%Trimmed −4%
GOOGLAlphabet Inc.
3.2%
SMHVaneck ETF Trust
3.0%Trimmed −18%
QQQInvesco QQQ Tr
2.9%Trimmed −9%
SPYSPDR S&P 500 ETF Trust
2.5%
VIGVanguard Specialized Funds
2.5%
AAPLApple Inc.
6.4%
NVDANVIDIA Corp
5.9%Trimmed −2%
AVGOBroadcom Inc.
5.9%Trimmed −2%
AMDAdvanced Micro Devices Inc
4.7%Trimmed −6%
BINCBlackRock ETF Trust II
3.9%+7%
USMViShares Tr
3.5%
LRCXLam Research Corp
3.4%
GOOGLAlphabet Inc.
3.2%
SMHVaneck ETF Trust
3.0%
QQQ2.9%
SPY2.5%VIG2.5%
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
AAPL Apple Inc. 6.4% HeldNVDA NVIDIA Corp 5.9% Trimmed −2%AVGO Broadcom Inc. 5.9% Trimmed −2%AMD Advanced Micro Devices Inc 4.7% Trimmed −6%
BINC BlackRock ETF Trust II 3.9% Added +7%
USMV iShares Tr 3.5% Held
LRCX Lam Research Corp 3.4% Trimmed −4%GOOGL Alphabet Inc. 3.2% HeldSMH Vaneck ETF Trust 3.0% Trimmed −18%
QQQ Invesco QQQ Tr 2.9% Trimmed −9%
SPY SPDR S&P 500 ETF Trust 2.5% HeldVIG Vanguard Specialized Funds 2.5% Held
What changed
Biggest moves since Mar 31, 2026
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