Bay Capital Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$162.2M
Q ending 2026-03-31
Prior quarter
$163.9M
Q ending 2025-12-31
Change
-1.0% QoQ · +35.1% YoY
Positions
107
reported holdings

Largest positions

Top 100 of 107 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Spdr Series TrustSPYMShares$18.0M235K
Invesco Qqq TrQQQShares$15.6M27K
Ishares TrICSHShares$12.2M242K
Ishares TrIWFShares$9.3M22K
Vanguard Whitehall FdsVYMShares$8.9M60K
Spdr Index Shs FdsSPDWShares$8.1M177K
Vanguard Bd Index FdsBIVShares$6.9M89K
Ishares TrIJRShares$4.1M33K
Select Sector Spdr TrXLKShares$3.5M26K
Wisdomtree TrWTVShares$3.3M35K
Vanguard Bd Index FdsBLVShares$3.2M47K
Legg Mason Etf InvtLVHIShares$3.2M78K
Invesco Exch Traded Fd Tr IiBKLNShares$3.1M152K
Apple IncAAPLShares$3.0M12K
J P Morgan Exchange Traded FJEPIShares$2.6M46K
Jpmorgan Chase & CoJPMShares$2.5M8K
Alphabet IncGOOGLShares$1.9M7K
Vanguard Index FdsVTVShares$1.8M9K
Ishares TrIVVShares$1.7M3K
Nvidia CorporationNVDAShares$1.5M9K
Barrick Mng CorpBShares$1.5M36K
Eli Lilly & CoLLYShares$1.3M1K
Invesco Exchange Traded Fd TIGPTShares$1.3M22K
Microsoft CorpMSFTShares$1.2M3K
Etfs Gold TrSGOLShares$1.1M26K
Townebank Portsmouth VaTOWNShares$1.1M34K
Spdr Series TrustSPYGShares$1.1M11K
Broadcom IncAVGOShares$1.1M4K
Exxon Mobil CorpXOMShares$1.0M6K
Visa IncVShares$953K3K
Invesco Exchange Traded Fd TRSPShares$908K5K
Caterpillar IncCATShares$897K1K
Vanguard Tax-Managed FdsVEAShares$894K14K
Vanguard Index FdsVBKShares$856K3K
Neos Etf TrustSPYIShares$845K17K
Amplify Etf TrHACKShares$828K11K
Vanguard Index FdsVUGShares$819K2K
Select Sector Spdr TrXLEShares$804K13K
Vanguard Specialized FundsVIGShares$787K4K
Vanguard Index FdsVVShares$768K3K
Ishares TrIJJShares$768K6K
Fidelity Covington TrustFELGShares$726K19K
Walmart IncWMTShares$689K6K
Dominion Energy IncDShares$677K11K
Vanguard Intl Equity Index FVEUShares$677K9K
Abbvie IncABBVShares$676K3K
Morgan StanleyMSShares$662K4K
Newmont CorpNEMShares$651K6K
Ishares TrIJHShares$627K9K
Amazon Com IncAMZNShares$621K3K
Goldman Sachs Group IncGSShares$619K731
State Str Spdr S&P 500 Etf TSPYShares$608K935
Alphabet IncGOOGShares$600K2K
Dimensional Etf TrustDFAUShares$589K13K
Vanguard World FdMGCShares$587K2K
Vanguard World FdVDCShares$581K3K
Ishares IncEUSAShares$560K6K
Bank America CorpBACShares$549K11K
Steel Dynamics IncSTLDShares$541K3K
United Rentals IncURIShares$511K701
Vanguard World FdMGVShares$507K4K
Citigroup IncCShares$496K4K
Vanguard Index FdsVTIShares$465K1K
Vanguard World FdVGTShares$463K663
Dimensional Etf TrustDFACShares$448K12K
Ishares TrDGROShares$443K6K
Intuitive Surgical IncISRGShares$440K955
Pepsico IncPEPShares$427K3K
Procter & Gamble CoPGShares$406K3K
Chevron CorporationCVXShares$397K2K
Global X FdsQYLDShares$397K23K
Ishares TrIWDShares$391K2K
Berkshire Hathaway Inc DelBRK/BShares$388K809
Ishares TrIJKShares$375K4K
Invesco Exch Traded Fd Tr IiSPMOShares$374K3K
Vanguard Index FdsVXFShares$362K2K
Verizon Communications IncVZShares$347K7K
Spdr Series TrustSDYShares$346K2K
Ishares TrIWMShares$342K1K
Spdr Gold TrGLDShares$342K794
Vanguard Index FdsVOOShares$338K565
Ryder Sys IncRShares$337K2K
Pacer Fds TrCOWZShares$335K5K
Northrop Grumman CorpNOCShares$312K458
Fidelity Covington TrustFFSMShares$312K10K
Rtx CorporationRTXShares$309K2K
Cisco Sys IncCSCOShares$309K4K
Thermo Fisher Scientific IncTMOShares$309K628
Coca-Cola Europacific PartneShares$305K3K
Proshares TrSMDVShares$303K4K
Calamos Strategic Total RetuCSQShares$300K18K
Vaneck Etf TrustMOATShares$284K3K
Nuveen Nasdaq 100 Dynamic OvQQQXShares$267K10K
Vanguard Index FdsVOShares$259K903
Norfolk Southn CorpNSCShares$258K899
Leidos Holdings IncLDOSShares$250K2K
Astrazeneca PlcShares$248K1K
Nuveen S&P 500 Dynamic OverwXSSPXShares$240K15K
Gilead Sciences IncGILDShares$240K2K
Dimensional Etf TrustDFCFShares$225K5K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.