Bay Capital Advisors, Llc Portfolio Stock Holdings

Bay Capital Advisors, Llc disclosed 108 stock positions valued at approximately $186.5 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, INVESCO QQQ TR, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 21, 2026.

Report Period
June 30, 2026
No. of Stocks
108
Portfolio Value
$186.5M
Holdings by Sector
Bay Capital Advisors, Llc Portfolio Holdings in Q2 2026

106 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SPDR SERIES TRUSTSPLGOther11.60%246,194+11,468+4.89%$21,635,493
INVESCO QQQ TRQQQOther11.03%27,946+991+3.68%$20,579,757
ISHARES TRICSHOther6.66%245,687+4,146+1.72%$12,426,823
ISHARES TRIWFOther6.06%90,986+69,188+317.41%$11,297,778
VANGUARD WHITEHALL FDSVYMOther5.38%63,487+3,370+5.61%$10,032,894
SPDR INDEX SHS FDSSPDWOther4.93%182,385+5,386+3.04%$9,190,355
VANGUARD BD INDEX FDSBIVOther4.28%104,171+15,058+16.90%$7,989,924
ISHARES TRIJROther2.63%33,065+331+1.01%$4,903,908
SELECT SECTOR SPDR TRXLKOther2.60%25,494-938-3.55%$4,857,043
WISDOMTREE TRWTVOther2.07%37,941+3,405+9.86%$3,859,325
LEGG MASON ETF INVTLVHIOther1.95%89,748+11,517+14.72%$3,642,406
APPLE INCAAPLTechnology1.83%11,824-99-0.83%$3,421,328
VANGUARD BD INDEX FDSBLVOther1.70%46,029-836-1.78%$3,172,771
INVESCO EXCH TRADED FD TR IIBKLNOther1.60%146,308-5,377-3.54%$2,980,291
JPMORGAN CHASE & COJPMFinancial Services1.47%8,380-18-0.21%$2,743,126
J P MORGAN EXCHANGE TRADED FJEPIOther1.37%45,085-828-1.80%$2,546,383
ALPHABET INCGOOGLCommunication Services1.27%6,607-91-1.36%$2,361,113
INVESCO EXCHANGE TRADED FD TIGPTOther1.21%21,753-159-0.73%$2,264,495
ISHARES TRIVVOther1.01%2,520-80-3.08%$1,887,432
VANGUARD INDEX FDSVTVOther1.00%8,563-689-7.45%$1,866,202
ELI LILLY & COLLYHealthcare0.94%1,466-1-0.07%$1,758,442
NVIDIA CORPORATIONNVDATechnology0.92%8,551-263-2.98%$1,710,979
CATERPILLAR INCCATIndustrials0.72%1,266--$1,348,163
BARRICK MNG CORPBOther0.71%36,112--$1,326,394
SPDR SERIES TRUSTSPYGOther0.70%10,988-493-4.29%$1,307,489
BROADCOM INCAVGOTechnology0.69%3,400-210-5.82%$1,284,180
TOWNEBANK PORTSMOUTH VATOWNFinancial Services0.66%33,760--$1,223,462
MICROSOFT CORPMSFTTechnology0.64%3,191+12+0.38%$1,190,127
AMPLIFY ETF TRHACKOther0.61%10,776-250-2.27%$1,130,714
VISA INCVFinancial Services0.60%3,254+100+3.17%$1,116,544
INVESCO EXCH TRADED FD TR IISPMOOther0.57%6,559+3,227+96.85%$1,059,517
VANGUARD INDEX FDSVBKOther0.54%2,767-65-2.30%$1,011,888
VANGUARD TAX-MANAGED FDSVEAOther0.53%13,872-80-0.57%$988,378
VANGUARD INDEX FDSVUGOther0.52%11,263+9,387+500.37%$970,208
ETFS GOLD TRSGOLOther0.52%25,162-455-1.78%$961,943
NEOS ETF TRUSTSPYIOther0.51%18,096+984+5.75%$960,716
INVESCO EXCHANGE TRADED FD TRSPOther0.48%4,238-494-10.44%$901,767
ISHARES TRIJJOther0.46%5,797--$856,391
FIDELITY COVINGTON TRUSTFELGOther0.46%19,484+124+0.64%$852,432
VANGUARD SPECIALIZED FUNDSVIGOther0.46%3,596-64-1.75%$850,886
MORGAN STANLEYMSFinancial Services0.45%4,023--$840,870
VANGUARD INDEX FDSVVOther0.43%2,356-215-8.36%$810,198
EXXON MOBIL CORPXOMEnergy0.41%5,600-340-5.72%$765,660
ABBVIE INCABBVHealthcare0.40%2,976-134-4.31%$748,928
DOMINION ENERGY INCDUtilities0.40%10,952--$747,912
ALPHABET INCGOOGCommunication Services0.40%2,090--$738,460
GOLDMAN SACHS GROUP INCGSFinancial Services0.39%722-9-1.23%$730,625
ISHARES TRIJHOther0.39%9,406+127+1.37%$725,313
VANGUARD INTL EQUITY INDEX FVEUOther0.38%8,541-471-5.23%$715,309
AMAZON COM INCAMZNConsumer Cyclical0.38%2,956-27-0.91%$704,533
STATE STR SPDR S&P 500 ETF TSPYOther0.37%935--$698,230
STEEL DYNAMICS INCSTLDBasic Materials0.37%3,003--$689,068
DIMENSIONAL ETF TRUSTDFAUOther0.36%13,049+1+0.01%$674,513
SELECT SECTOR SPDR TRXLEOther0.36%12,566-555-4.23%$667,386
VANGUARD WORLD FDMGCOther0.35%2,404-80-3.22%$657,930
BANK OF AMER CORPBACFinancial Services0.34%11,264--$641,813
VANGUARD WORLD FDVGTOther0.34%5,306+4,643+700.30%$634,217
ISHARES INCEUSAOther0.34%5,500--$628,045
CITIGROUP INCCFinancial Services0.33%4,375--$612,390
VANGUARD WORLD FDMGVOther0.31%3,500--$572,075
NEWMONT CORPNEMBasic Materials0.30%6,010--$561,334
UNITED RENTALS INCURIIndustrials0.30%488-213-30.39%$552,850
VANGUARD WORLD FDVDCOther0.29%2,425-161-6.23%$546,813
VANGUARD INDEX FDSVTIOther0.29%1,456+7+0.48%$538,696
WALMART INCWMTConsumer Defensive0.29%4,727-820-14.78%$535,349
DIMENSIONAL ETF TRUSTDFACOther0.27%11,518--$510,938
ISHARES TRDGROOther0.25%6,186-132-2.09%$468,814
CISCO SYS INCCSCOTechnology0.25%3,981--$467,608
ISHARES TRIJKOther0.24%3,815+93+2.50%$448,288
RYDER SYS INCRIndustrials0.23%1,648--$434,611
ISHARES TRIWDOther0.23%1,770-62-3.38%$429,130
ISHARES TRIWMOther0.22%1,381+1+0.07%$414,849
PROCTER & GAMBLE COPGConsumer Defensive0.22%2,796-12-0.43%$409,937
FIDELITY COVINGTON TRUSTFFSMOther0.22%10,681+920+9.43%$408,105
VANGUARD INDEX FDSVXFOther0.21%1,607-153-8.69%$395,659
VANGUARD INDEX FDSVOOOther0.21%565--$388,323
INTUITIVE SURGICAL INCISRGHealthcare0.20%954-1-0.10%$379,387
PEPSICO INCPEPConsumer Defensive0.20%2,737-11-0.40%$370,626
GLOBAL X FDSQYLDOther0.19%19,167-3,981-17.20%$353,254
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.18%679-130-16.07%$339,765
PROSHARES TRSMDVOther0.18%4,400--$338,932
COCA-COLA EUROPACIFIC PARTNEG25839104Other0.18%3,362--$336,435
CHEVRON CORPORATIONCVXEnergy0.17%1,920--$318,304
HUMANA INCHUMHealthcare0.17%801--$318,173
PACER FDS TRCOWZOther0.17%5,035-317-5.92%$313,165
VANECK ETF TRUSTMOATOther0.16%2,940--$305,596
RTX CORPORATIONRTXIndustrials0.16%1,602--$303,947
SPDR SERIES TRUSTSDYOther0.16%1,937-435-18.34%$294,721
SPDR GOLD TRGLDOther0.16%794--$292,494
VANGUARD INDEX FDSVOOther0.15%3,526+2,623+290.48%$284,090
NORFOLK SOUTHN CORPNSCIndustrials0.15%899--$282,816
CALAMOS STRATEGIC TOTAL RETUCSQFinancial Services0.15%13,379-4,149-23.67%$275,072
NUVEEN NASDAQ 100 DYNAMIC OVQQQXFinancial Services0.14%8,860-1,143-11.43%$267,040
INTEL CORPINTCTechnology0.13%1,765+1,765+100.00%$246,447
DIMENSIONAL ETF TRUSTDFAIOther0.13%5,754--$237,353
DARDEN RESTAURANTS INCDRIConsumer Cyclical0.13%1,143--$235,469
NORTHROP GRUMMAN CORPNOCIndustrials0.13%458--$233,264
DIMENSIONAL ETF TRUSTDFCFOther0.12%5,466+140+2.63%$230,720
JOHNSON & JOHNSONJNJHealthcare0.12%870+49+5.97%$220,864
GILEAD SCIENCES INCGILDHealthcare0.12%1,718-1-0.06%$217,027