Back to Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Q2 2026 13F filing

Updated 66 days ago

493 disclosed positions worth $902.8M

Portfolio value
$902.8M
Total holdings
493
New positions
72
Closed positions
68
Increased
201
Decreased
206
Turnover
28.4%
Filed
2026-07-09

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

CAPITAL GROUP DIVIDEND VALUE

+2.1%
Value
$54.3M
Shares
1.10M
% Port
6.01%
V

VANGUARD INDEX FDS

+0.6%
Value
$42.5M
Shares
114.8K
% Port
4.71%
A

APPLE INC

-4.1%
Value
$24.6M
Shares
85.0K
% Port
2.72%
?
4.N/A

FIDELITY MERRIMACK STR TR

+36.0%
Value
$23.2M
Shares
509.0K
% Port
2.56%
V

VANGUARD INDEX FDS

+8.6%
Value
$22.8M
Shares
33.1K
% Port
2.52%
N

NVIDIA CORPORATION

+3.1%
Value
$22.4M
Shares
111.8K
% Port
2.48%
A

AMAZON COM INC

-1.0%
Value
$20.6M
Shares
86.4K
% Port
2.28%
E

ISHARES TR

+0.8%
Value
$19.8M
Shares
26.5K
% Port
2.20%
V

VANGUARD INDEX FDS

+488.1%
Value
$16.9M
Shares
196.2K
% Port
1.87%
B

BERKSHIRE HATHAWAY INC DEL

+3.4%
Value
$13.6M
Shares
27.1K
% Port
1.50%
?
11.N/A

CAPITAL GROUP GROWTH ETF

+1.2%
Value
$13.5M
Shares
286.3K
% Port
1.50%
G
12.GLD

SPDR GOLD TR

-2.1%
Value
$12.8M
Shares
34.6K
% Port
1.41%
M
13.MSFT

MICROSOFT CORP

-1.4%
Value
$12.6M
Shares
33.8K
% Port
1.40%
D
14.DNP

DNP SELECT INCOME FD INC

-9.2%
Value
$12.1M
Shares
1.12M
% Port
1.34%
?
15.N/A

MARVELL TECHNOLOGY INC

+1.7%
Value
$12M
Shares
40.4K
% Port
1.33%
G

ALPHABET INC

+7.3%
Value
$11.6M
Shares
32.3K
% Port
1.28%
S
17.SPY

STATE STR SPDR S&P 500 ETF T

-2.1%
Value
$11.1M
Shares
14.9K
% Port
1.23%
?
18.N/A

VANECK ETF TRUST

+1.4%
Value
$11M
Shares
16.8K
% Port
1.22%
?
19.N/A

VANGUARD SCOTTSDALE FDS

+6.9%
Value
$10.3M
Shares
130.0K
% Port
1.14%
B
20.BX

VANGUARD SPECIALIZED FUNDS

-7.5%
Value
$10.2M
Shares
43.2K
% Port
1.13%
?
21.N/A

VANGUARD STAR FDS

+61.4%
Value
$9.4M
Shares
110.5K
% Port
1.05%
?
22.N/A

J P MORGAN EXCHANGE TRADED F

-10.4%
Value
$8.8M
Shares
156.5K
% Port
0.98%
A
23.AVGO

BROADCOM INC

-10.4%
Value
$8.3M
Shares
22.0K
% Port
0.92%
?
24.N/A

FIRST TR EXCHANGE-TRADED FD

+306.9%
Value
$8.2M
Shares
395.1K
% Port
0.91%
?
25.N/A

FIRST TR EXCHANGE-TRADED FD

+99.8%
Value
$7.9M
Shares
41.3K
% Port
0.88%
A
26.AMD

ADVANCED MICRO DEVICES INC

+0.5%
Value
$7.8M
Shares
13.4K
% Port
0.86%
?
27.N/A

AMERICAN CENTY ETF TR

+12.5%
Value
$7.5M
Shares
82.5K
% Port
0.83%
G
28.GE

GE AEROSPACE

+0.2%
Value
$7.4M
Shares
19.8K
% Port
0.82%
I
29.IVZ

INVESCO EXCHANGE TRADED FD T

-1.3%
Value
$7.2M
Shares
33.7K
% Port
0.79%
T
30.TSLA

TESLA INC

+5.8%
Value
$7.1M
Shares
16.9K
% Port
0.79%
G
31.GEV

GE VERNOVA INC

-0.9%
Value
$6.6M
Shares
5.6K
% Port
0.73%
?
32.N/A

INVESCO QQQ TR

+1.2%
Value
$6.3M
Shares
8.5K
% Port
0.70%
L
33.LLY

ELI LILLY & CO

+1.7%
Value
$6.1M
Shares
5.1K
% Port
0.68%
?
34.N/A

INVESCO EXCH TRADED FD TR II

+3.4%
Value
$5.8M
Shares
282.6K
% Port
0.64%
J

JPMORGAN CHASE & CO

-0.1%
Value
$5.5M
Shares
16.9K
% Port
0.61%
S

SCHWAB STRATEGIC TR

+3.4%
Value
$5.4M
Shares
174.9K
% Port
0.60%
S

SELECT SECTOR SPDR TR

-2.2%
Value
$5M
Shares
26.1K
% Port
0.55%
I
38.INTC

INTEL CORP

+6.9%
Value
$4.9M
Shares
35.3K
% Port
0.55%
?
39.N/A

VANECK ETF TRUST

+0.3%
Value
$4.7M
Shares
118.1K
% Port
0.52%
A
40.AMGN

AMGEN INC

+0.0%
Value
$4.6M
Shares
12.8K
% Port
0.51%
R
41.RTX

RTX CORPORATION

-0.0%
Value
$4.5M
Shares
23.8K
% Port
0.50%
G

ALPHABET INC

-5.5%
Value
$4.3M
Shares
12.2K
% Port
0.48%
?
43.N/A

ISHARES TR

-15.2%
Value
$4.3M
Shares
84.1K
% Port
0.48%
C
44.CAT

CATERPILLAR INC

+62.8%
Value
$4.3M
Shares
4.0K
% Port
0.48%
?
45.N/A

DIMENSIONAL ETF TRUST

-0.4%
Value
$4.1M
Shares
58.1K
% Port
0.45%
?
46.N/A

INVESCO EXCHANGE TRADED FD T

+1.7%
Value
$4M
Shares
62.7K
% Port
0.45%
?
47.N/A

FIRST TR EXCHANGE-TRADED FD

+0.8%
Value
$4M
Shares
44.9K
% Port
0.45%
C
48.COST

COSTCO WHOLESALE CORPORATION

+0.0%
Value
$4M
Shares
4.2K
% Port
0.44%
J
49.JNJ

JOHNSON & JOHNSON

+2.2%
Value
$3.8M
Shares
15.2K
% Port
0.43%
S

SCHWAB STRATEGIC TR

+4.0%
Value
$3.8M
Shares
112.4K
% Port
0.42%