Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors (CIK 1748861) reported $818.3M across 487 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGDV ($45.8M, 5.60%), VTI ($36.6M, 4.47%), AAPL ($22.5M, 2.75%), NVDA ($18.9M, 2.31%), VOO ($18.2M, 2.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $45.8M | 5.60% | 1.1M | Added |
| 2 | VTI | VANGUARD INDEX FDS | $36.6M | 4.47% | 114,103 | Added |
| 3 | AAPL | APPLE INC | $22.5M | 2.75% | 88,656 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $18.9M | 2.31% | 108,417 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $18.2M | 2.23% | 30,514 | Added |
| 6 | AMZN | AMAZON COM INC | $18.2M | 2.22% | 87,308 | Trimmed |
| 7 | IVV | ISHARES TR | $17.2M | 2.10% | 26,271 | Trimmed |
| 8 | FBND | FIDELITY MERRIMACK STR TR | $17.1M | 2.09% | 374,192 | Added |
| 9 | GLD | SPDR GOLD TR | $15.2M | 1.86% | 35,375 | Trimmed |
| 10 | VUG | VANGUARD INDEX FDS | $14.6M | 1.78% | 33,367 | Added |
| 11 | MSFT | MICROSOFT CORP | $12.7M | 1.55% | 34,273 | Trimmed |
| 12 | DNP | DNP SELECT INCOME FD INC | $12.7M | 1.55% | 1.2M | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.6M | 1.54% | 26,227 | Trimmed |
| 14 | CGGR | CAPITAL GROUP GROWTH ETF | $11.4M | 1.39% | 282,987 | Added |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $10.0M | 1.23% | 46,711 | Trimmed |
| 16 | XOM | EXXON MOBIL CORP | $10.0M | 1.22% | 59,025 | Trimmed |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $9.9M | 1.21% | 15,170 | Trimmed |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $9.9M | 1.21% | 174,695 | Trimmed |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS | $9.6M | 1.18% | 121,696 | Added |
| 20 | GOOGL | ALPHABET INC | $8.7M | 1.06% | 30,148 | Added |
| 21 | AVGO | BROADCOM INC | $7.6M | 0.93% | 24,499 | Trimmed |
| 22 | RSP | INVESCO EXCHANGE TRADED FD T | $6.5M | 0.80% | 34,090 | Added |
| 23 | SMH | VANECK ETF TRUST | $6.4M | 0.78% | 16,567 | Added |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | $6.3M | 0.77% | 42,997 | Added |
| 25 | TSLA | TESLA INC | $5.9M | 0.73% | 15,994 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31