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Bay Rivers Group
Bay Rivers Group is a registered investment adviser headquartered in Williamsburg, Virginia. The firm primarily serves individual clients—including both high net worth and non-high net worth investors—and a small number of charitable organizations and business accounts. As of mid-2025, Bay Rivers Group oversees approximately $272 million in assets and employs around 4 professionals, the majority of whom are investment-focused. The firm is recognized for its discretionary portfolio management and personalized wealth advisory services tailored to US-based clients. Founding year is unavailable, but SEC filings date back to 2019, indicating at least a mid-2010s founding.
Investment Strategy
Bay Rivers Group utilizes a discretionary management approach focused on diversified equity portfolios for US-based individuals and select organizations. Its investment strategy is centered around large-cap technology and growth stocks, including significant allocations to firms such as NVDA, AAPL, AVGO, MSFT, and META, often representing over a quarter of the equity holdings. The firm actively manages allocations, adding new positions in ETFs and stocks while trimming or selling holdings based on market conditions and client needs. Portfolio updates show regular turnover and adaptive asset selection, reflective of a disciplined and research-driven investment philosophy.
Latest 13F Filing Activity
Bay Rivers Group filed their most recent 13F report on Sep 30, 2025 disclosing 91 equity positions with a total 13F market value of $237M. The fund increased holdings in Apple Inc., Blackrock Etf Trust II, Nvidia Corporation among other positions. Bay Rivers Group reduced exposure to Unitedhealth Group Inc., Salesforce Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.12% | $16.9M | 90,618 | $24.27 | $186.58 | +$2.1M |
A AAPL | APPLE INC | 6.86% | $16.3M | 64,009 | $90.20 | $254.63 | +$3.1M |
A AVGO | BROADCOM INC | 6.46% | $15.3M | 46,486 | $41.50 | $329.91 | -$282.7K |
U USMV | ISHARES TR | 4.10% | $9.7M | 102,372 | $66.79 | $95.14 | +$261.0K |
M MSFT | MICROSOFT CORP | 3.19% | $7.6M | 14,614 | $220.86 | $517.95 | +$254.4K |
Industry Allocation
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