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Baybridge Capital Group, LLC
BayBridge Capital Group, LLC is a boutique financial advisory and investment management firm headquartered in Livermore, California. Founded in 2016, it is a Registered Investment Adviser (RIA) with the SEC, focusing on providing objective, independent, and personalized financial solutions. The firm operates with a client-focused approach, emphasizing fiduciary responsibility and comprehensive financial wellness plans. As of 2025, BayBridge Capital Group employs approximately 5 people and serves primarily individual clients, including both high net worth and non-high net worth individuals.
Investment Strategy
BayBridge Capital Group primarily offers portfolio management and financial planning services to retail clients. The firm employs a holistic investment approach, tailoring portfolios to each client’s financial goals and needs. Investment management is discretionary and includes regular account monitoring, typically on a weekly basis. Their process emphasizes objective, client-centric advice and comprehensive financial wellness, with an aim to empower clients to make informed decisions and secure long-term financial health. Third-party investments may also be included, incurring potential additional fees such as for mutual funds or annuities.
Latest 13F Filing Activity
Baybridge Capital Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 94 equity positions with a total 13F market value of $157M. The fund increased holdings in Tesla Inc., Johnson & Johnson, Ishares TR among other positions. Baybridge Capital Group, LLC reduced exposure to Sanofi, Palantir Technologies Inc., Pfizer Inc. among others.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 16.06% | $25.2M | 251,269 | $99.17 | $100.25 | +$759.5K |
V VTI | VANGUARD INDEX FDS | 5.95% | $9.3M | 28,432 | $254.38 | $328.17 | +$860.9K |
S SPDW | SPDR INDEX SHS FDS | 4.56% | $7.1M | 166,972 | $34.24 | $42.79 | -$228.0K |
S SHY | ISHARES TR | 4.54% | $7.1M | 85,829 | $82.08 | $82.96 | -$662 |
I IJH | ISHARES TR | 3.89% | $6.1M | 93,420 | $56.26 | $65.26 | -$230.2K |
Industry Allocation
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