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

Q2 2026 13F Holdings

  • Location
    concord, MA
  • Num holdings

    493

  • Value ($000)

    $902,794

  • Date Filed
    07/09/2026
  • Form type
    13F-HR
  • CIK
    0001748861
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREAT UNIT
14020W106
$54.25M
6 %

1,100,905

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$42.48M
5 %

114,793

A
AAPL

APPLE INC

COM
037833100
$24.59M
3 %

84,986

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$23.15M
3 %

508,997

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$22.76M
3 %

33,134

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$22.37M
3 %

111,821

A
AMZN

AMAZON COM INC

COM
023135106
$20.6M
2 %

86,413

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$19.82M
2 %

26,472

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$16.9M
2 %

196,224

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$13.57M
2 %

27,128

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