Fund HoldingsBay Capital Advisors, LLC

Total Portfolio Value
$163.90M
Total Bought
$37.58M
Total Sold
$28.60M
Net Transaction
+$8.98M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0227,071+227,071018,21611.11%+18,216
SELECT SECTOR SPDR TR
ST STR TECHN ETF
026,838+26,83803,8642.36%+3,864
VANGUARD BD INDEX FDS5,94252,894+46,9524213,6772.24%+3,256
VANGUARD BD INDEX FDS36,80868,242+31,4342,8745,3153.24%+2,440
SPDR SERIES TRUST
ST STR P500GRW
011,585+11,58501,2360.75%+1,236
NEOS ETF TRUST
NEOS S&P 500 HI
015,285+15,28508030.49%+803
SPDR INDEX SHS FDS
ST STR PO EX ETF
160,583171,941+11,3586,8717,6364.66%+765
INVESCO QQQ TR25,66926,227+55815,41116,1119.83%+701
VANGUARD WHITEHALL FDS52,41355,862+3,4497,3888,0174.89%+630
SELECT SECTOR SPDR TR
ST STR ENERG ETF
013,799+13,79906170.38%+617
ALPHABET INC(GOOG)6,7006,788+881,6292,1251.30%+496
ELI LILLY & CO(LLY)1,4791,481+21,1291,5920.97%+463
ISHARES TR20,01520,642+6279,3759,7705.96%+395
BARRICK MNG CORP(B)36,11236,11201,1831,5730.96%+389
LEGG MASON ETF INVT
FRANKLIN INTL LW
55,64962,962+7,3131,9342,3181.41%+384
WISDOMTREE TR(WT)28,13631,167+3,0312,5612,9081.77%+347
SPDR SERIES TRUST
ST STR SP DIV
02,466+2,46603430.21%+343
APPLE INC(AAPL)11,63212,051+4192,9623,2762.00%+314
TOWNEBANK PORTSMOUTH VA
COM
23,90633,760+9,8548261,1270.69%+300
ISHARES TR
ULTRA SHORT DUR
201,130207,569+6,43910,20710,4996.41%+291
SSGA ACTIVE ETF TR
ST STR BL LN ETF
05,845+5,84502410.15%+241
ASTRAZENECA PLC(AZN)02,512+2,51202310.14%+231
GILEAD SCIENCES INC(GILD)01,719+1,71902110.13%+211
CATERPILLAR INC(CAT)1,1281,274+1465387300.45%+192
INTUITIVE SURGICAL INC0955+95505410.33%+541
ETFS GOLD TR(SGOL)26,29926,068-2319681,0710.65%+103
NEWMONT CORP(NEM)6,0606,06005116050.37%+94
STEEL DYNAMICS INC(STLD)3,0033,00304195090.31%+90
INVESCO EXCHANGE TRADED FD T
AI AND NEXT GEN
22,62821,966-6621,2231,3060.80%+84
MORGAN STANLEY(MS)4,2594,25906777560.46%+79
CITIGROUP INC(C)4,5584,55804635320.32%+69
AMAZON COM INC(AMZN)2,8272,983+1566216890.42%+68
THERMO FISHER SCIENTIFIC INC(TMO)66766703243860.24%+63
ISHARES TR33,28233,404+1223,9554,0142.45%+59
JPMORGAN CHASE & CO.(JPM)8,4488,44802,6652,7221.66%+57
VISA INC(V)3,0773,154+771,0511,1060.67%+56
ISHARES TR2,5762,597+211,7241,7791.09%+55
VANGUARD INDEX FDS2,8062,899+939219720.59%+51
BANK AMERICA CORP11,10711,264+1575736200.38%+47
WALMART INC(WMT)5,5475,54705726180.38%+46
VANGUARD INDEX FDS487547+602993430.21%+44
VANGUARD TAX-MANAGED FDS14,84514,858+138909280.57%+39
VANGUARD INDEX FDS9,4009,380-201,7531,7911.09%+38
ALPHABET INC(GOOG)2,5452,090-4556206560.40%+36
CISCO SYS INC(CSCO)3,9813,98102723070.19%+34
EXXON MOBIL CORP6,0495,941-1086827150.44%+33
SPDR GOLD TR(GLD)79479402823150.19%+32
VANGUARD INTL EQUITY INDEX F11,73611,783+478388670.53%+29
RTX CORPORATION(RTX)1,6021,60202682940.18%+26
VANGUARD WORLD FD
HEALTH CAR ETF
779780+12022240.14%+22
VANGUARD WORLD FD2,8932,896+37067270.44%+21
VANGUARD INDEX FDS1,8641,876+128949150.56%+21
VANGUARD INDEX FDS2,5652,569+47908090.49%+19
CAPITAL ONE FINL CORP(COF)957917-402042220.14%+19
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
17,29617,310+146676850.42%+18
ISHARES TR1,3291,379+503223400.21%+18
GOLDMAN SACHS GROUP INC(GS)785731-546256430.39%+18
SPDR S&P 500 ETF TR(SPY)1,0281,02806857010.43%+16
DIMENSIONAL ETF TRUST
US CORE EQT MKT
14,84914,854+56796950.42%+16
VANGUARD SPECIALIZED FUNDS3,6603,66007908040.49%+15
VANECK ETF TRUST
MRNGSTR WDE MOAT
3,1073,115+83083230.20%+15
FIDELITY COVINGTON TRUST09,594+9,59402940.18%+294
ISHARES TR1,8741,87403813940.24%+13
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
6,6926,698+62432550.16%+12
VANGUARD WORLD FD3,5003,50004824940.30%+12
ISHARES TR5,7975,79707527630.47%+11
NUVEEN NASDAQ 100 DYNAMIC OV(QQQX)10,00310,00302752850.17%+11
ISHARES TR
CORE DIV GRWTH
6,3056,313+84294380.27%+9
RYDER SYS INC(R)1,7921,79203383430.21%+5
NUVEEN S&P 500 BUY-WRITE INC15,95015,95002302340.14%+4
ISHARES TR3,7223,72203573610.22%+4
GENWORTH FINL INC(GNW)17,00317,00301511540.09%+2
COHEN & STEERS CLOSED-END OP
COM
10,00010,00001301320.08%+2
VANGUARD WORLD FD
INF TECH ETF
724720-45415420.33%+2
COCA-COLA EUROPACIFIC PARTNE
SHS
3,8003,80003443450.21%+1
FIDELITY COVINGTON TRUST
ENHANCED LARGE
19,35319,107-2467967970.49%+1
ISHARES TR09,888+9,88806530.40%+653
PEPSICO INC(PEP)2,9232,864-594114110.25%+1
GLOBAL X FDS
NASDAQ 100 COVER
30,64529,515-1,1305215220.32%0
CHEVRON CORP NEW(CVX)1,8941,931+372942940.18%0
BERKSHIRE HATHAWAY INC DEL80980904074070.25%-0
DNP SELECT INCOME FD INC(DNP)11,40011,40001141140.07%-0
VANGUARD INDEX FDS1,7601,76003683680.22%-0
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
6,6646,684+202852840.17%-0
CALAMOS STRATEGIC TOTAL RETU(CSQ)18,02818,02803483460.21%-2
BROADCOM INC(AVGO)3,9453,755-1901,3011,2990.79%-2
PROSHARES TR
RUSS 2000 DIVD
4,4004,40002932910.18%-2
HUMANA INC(HUM)80180102082050.13%-3
NUVEEN REAL ESTATE INCOME FD11,00011,000090840.05%-6
DARDEN RESTAURANTS INC(DRI)01,143+1,14302100.13%+210
ISHARES INC5,6005,500-1005775690.35%-8
VANGUARD WORLD FD
CONSUM STP ETF
03,483+3,48307360.45%+736
ABBVIE INC(ABBV)3,1353,13507267160.44%-10
PROCTER AND GAMBLE CO(PG)2,7612,872+1114244120.25%-13
LEIDOS HOLDINGS INC(LDOS)1,6071,60703042900.18%-14
NORTHROP GRUMMAN CORP(NOC)48348302942750.17%-19
FIDELITY MERRIMACK STR TR05,560+5,56002560.16%+256
DOMINION ENERGY INC(D)10,95210,95206706420.39%-28
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
5,3685,160-2081,0189880.60%-30
VANGUARD INDEX FDS3,4033,231-1721,0139760.60%-37
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