Bay Colony Advisors Q2 Portfolio Changes: Focus on Growth ETFs, Tech Stocks

Bay Colony Advisory Group Inc D/B/A Bay Colony Advisors, as reported in their latest filing dated June 30th, 2026, has demonstrated active management of its substantial portfolio valued at $875 million.

The firm's strategy this quarter involved both strategic additions and reductions. Notable purchases include significant increases in shares held across several Vanguard exchange-traded funds (ETFs), particularly the Vanguard Information Technology ETF (VUG) which saw a massive 488% increase in holdings. Similarly, there was substantial buying of the Fidelity Merrimack Strategic Treasury Trust (FBND), with shares rising by approximately 36%. Other ETFs like Vanguard STAR Fund Series (VXUS) and the general Vanguard Index Funds (VO) also experienced significant inflows, indicating a continued preference for broad market exposure.

In contrast to these large additions, Bay Colony Advisors divested from several positions. The most prominent exit was from Palantir Technologies (PLTR), where the value decreased by a staggering 63% and shares were reduced by over half, suggesting a major shift away from this high-growth software stock. Other notable disposals include Capital Group Emerging Income ETF (CGMU), which saw its value drop significantly (-24.6% in shares, leading to a portfolio percentage reduction from 0.37% to 0.12%), and Angel Oak Funds Trust (CARY), where the value decreased by nearly half due to share reductions.

The investor's portfolio also reflects changes in sector allocation, with Technology remaining a strong focus at around 13.4% of the total value ($117 million). Financial Services holds another significant portion at approximately 6.7%. Other substantial sectors include Healthcare (3.02%) and Communication Services (2.22%), while sectors like Consumer Defensive and Energy show smaller allocations.

Additionally, Bay Colony Advisors added positions in fixed-income related ETFs such as CGMU (Capital Grp Fixed Inc) which increased the allocation to 0.26%, and other small allocations like GRID. Their holdings also include several smaller ETFs, such as VOO, which increased slightly to 0.37%, and Angel Oak funds like AOHY at a minimal allocation of 0.05%.

Overall, the Q2 activity suggests Bay Colony Advisors is balancing broad market exposure through index funds with targeted investments in specific sectors and individual stocks, while strategically reducing positions from previous quarters, particularly high-risk/high-reward tech equities like PLTR.