Bay Capital Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing reports that the firm holds 107 separate equity positions.
The largest position disclosed in the filing is a stake in SPDR Series Trust S&P 500 ETF Trust, which accounts for 25,327,500 shares. The firm also holds significant positions in Vanguard Index Funds Morningstar Small Cap Growth ETF with 1,011,319 shares, and Vanguard Index Funds Morningstar Large Cap ETF with 829,502 shares. Other notable holdings include SPDR Gold Trust Gold Shares with 302,387 shares, and WisdomTree Trust US Value Fund with 4,189,344 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), including various S&P 500, Russell 1000, and bond index funds managed by issuers such as iShares, Invesco, and Vanguard. Individual stock holdings include NVIDIA Corporation with 1,775,665 shares, Microsoft Corporation with 1,568,714 shares, and Johnson & Johnson with 230,230 shares.
