Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Bay Capital Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Bay Capital Advisors, LLC (CIK 2055414) reported $162.2M across 107 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($18.0M, 11.07%), QQQ ($15.6M, 9.59%), ICSH ($12.2M, 7.54%), IWF ($9.3M, 5.73%), VYM ($8.9M, 5.49%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPLGSPDR SERIES TRUST$18.0M11.07%234,726Added
2QQQINVESCO QQQ TR$15.6M9.59%26,955Added
3ICSHISHARES TR$12.2M7.54%241,541Added
4IWFISHARES TR$9.3M5.73%21,798Added
5VYMVANGUARD WHITEHALL FDS$8.9M5.49%60,117Added
6SPDWSPDR INDEX SHS FDS$8.1M4.98%176,999Added
7BIVVANGUARD BD INDEX FDS$6.9M4.24%89,113Added
8IJRISHARES TR$4.1M2.51%32,734Trimmed
9XLKSELECT SECTOR SPDR TR$3.5M2.17%26,432Trimmed
10WTVWISDOMTREE TR$3.3M2.02%34,536Added
11BLVVANGUARD BD INDEX FDS$3.2M1.99%46,865Trimmed
12LVHILEGG MASON ETF INVT$3.2M1.95%78,231Added
13BKLNINVESCO EXCH TRADED FD TR II$3.1M1.91%151,685Trimmed
14AAPLAPPLE INC$3.0M1.87%11,923Trimmed
15JEPIJ P MORGAN EXCHANGE TRADED F$2.6M1.60%45,913Trimmed
16JPMJPMORGAN CHASE & CO$2.5M1.52%8,398Trimmed
17GOOGLALPHABET INC$1.9M1.19%6,698Trimmed
18VTVVANGUARD INDEX FDS$1.8M1.12%9,252Trimmed
19IVVISHARES TR$1.7M1.05%2,600Added
20NVDANVIDIA CORPORATION$1.5M0.95%8,814Trimmed
21BBARRICK MNG CORP$1.5M0.91%36,112Hold
22LLYELI LILLY & CO$1.3M0.83%1,467Trimmed
23IGPTINVESCO EXCHANGE TRADED FD T$1.3M0.78%21,912Trimmed
24MSFTMICROSOFT CORP$1.2M0.73%3,179Trimmed
25SGOLETFS GOLD TR$1.1M0.70%25,617Trimmed

Source: SEC Form 13F filings · as of 2026-03-31