Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Bryant Woods Investment Advisors

Latest statistics and disclosures from Bryant Woods Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IJH, VOO, AAPL, DFAW, and represent 54.57% of Bryant Woods Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: IEFA (+$5.2M), XLK, AGG, IVV, IEMG, IVW, IVE, VO, LQD, BINC.
Started 31 new stock positions in CRWD, QQQM, DFAU, AMGN, XBI, XLI, IQLT, IVW, QUAL, AGG.
Reduced shares in these 10 stocks: ES, , VOO, , SLB, VIOO, VXF, MTB, USMV, IVOO.
Sold out of its positions in Digimarc Corporation, D, ES, SLB.
Bryant Woods Investment Advisors was a net buyer of stock by $49M.
Bryant Woods Investment Advisors has $360M in assets under management (AUM), dropping by 32.30%.
Central Index Key (CIK): 0001910641

Tip: Access up to 7 years of quarterly data

Positions held by Bryant Woods Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Bryant Woods Investment Advisors

Bryant Woods Investment Advisors holds 85 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	28.0	$101M	+3%	134k	748.93	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	8.8	$32M	+3%	410k	77.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	8.4	$30M		44k	686.79	View chart
Apple (AAPL)	5.3	$19M		66k	289.36	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	4.0	$15M	+4%	176k	82.79	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	3.8	$14M	+8%	164k	82.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.7	$13M		89k	148.31	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	3.6	$13M	+10%	325k	40.13	View chart
Ishares Core Msci Emkt (IEMG)	3.3	$12M	+31%	142k	82.84	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	3.1	$11M		85k	130.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.3	$8.3M	+168%	86k	96.58	View chart
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)	2.2	$7.9M	+11%	166k	47.53	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	1.7	$6.1M		44k	137.53	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	1.2	$4.4M	+2%	106k	41.73	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.2	$4.3M	NEW	23k	190.51	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$4.3M	NEW	43k	98.98	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.1	$3.9M	+6%	86k	45.49	View chart
Amazon (AMZN)	0.7	$2.4M		10k	238.35	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$2.4M		6.9k	342.83	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$2.2M	NEW	16k	137.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$2.2M	NEW	9.7k	227.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$2.2M	NEW	27k	80.57	View chart
Micron Technology (MU)	0.6	$2.1M		1.8k	1154.04	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$2.0M	NEW	19k	109.07	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.6	$2.0M	NEW	38k	52.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.9M	+61%	8.1k	236.67	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$1.9M	NEW	36k	52.41	View chart
NVIDIA Corporation (NVDA)	0.5	$1.8M	+7%	8.9k	200.10	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$1.6M	NEW	7.4k	219.44	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.5M		2.00	748850.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.5M		3.0k	500.39	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$1.5M	NEW	29k	49.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.5M		20k	73.41	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$1.4M	+9%	35k	41.25	View chart
Linde SHS (LIN)	0.4	$1.4M		2.7k	518.91	View chart
Microsoft Corporation (MSFT)	0.4	$1.3M		3.5k	373.12	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$1.3M		15k	85.49	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$1.3M	NEW	25k	49.55	View chart
Moog Cl A (MOG.A)	0.3	$1.2M		2.9k	423.84	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.3	$1.2M		12k	98.57	View chart
L3harris Technologies (LHX)	0.3	$1.2M		4.0k	290.59	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$1.0M	NEW	5.6k	185.22	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.3	$956k	+208%	12k	81.37	View chart
Union Pacific Corporation (UNP)	0.2	$881k		3.2k	271.97	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$839k		1.1k	746.82	View chart
Digimarc Parent (DMRC)	0.2	$820k	NEW	100k	8.22	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.2	$790k	NEW	5.0k	158.24	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$777k		8.1k	96.47	View chart
M&T Bank Corporation (MTB)	0.2	$752k	-2%	3.2k	238.05	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$749k	NEW	6.2k	121.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$735k		7.6k	96.43	View chart
White Mountains Insurance Gp (WTM)	0.2	$705k		340.00	2073.39	View chart
Liquidia Corporation Com New (LQDA)	0.2	$686k		8.6k	79.73	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.2	$663k		5.5k	120.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$660k	+2%	897.00	735.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$657k		1.8k	357.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$572k	+8%	1.6k	353.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$539k		2.5k	217.93	View chart
Curtiss-Wright (CW)	0.1	$524k		692.00	757.76	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.1	$517k	+5%	17k	30.37	View chart
Johnson & Johnson (JNJ)	0.1	$517k	+11%	2.0k	253.94	View chart
Broadcom (AVGO)	0.1	$509k		1.3k	377.65	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$425k	NEW	8.4k	50.58	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$412k	-6%	1.7k	246.21	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$393k	+43%	5.8k	68.00	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$377k	NEW	2.4k	158.68	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$302k		815.00	370.14	View chart
Marathon Petroleum Corp (MPC)	0.1	$300k		1.2k	255.55	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$292k	NEW	383.00	763.14	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$284k	NEW	939.00	302.81	View chart
Nucor Corporation (NUE)	0.1	$256k	NEW	1.1k	222.77	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$253k	NEW	1.3k	197.10	View chart
Kla Corp Com New (KLAC)	0.1	$251k	NEW	833.00	301.71	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$245k		367.00	666.90	View chart
PPG Industries (PPG)	0.1	$243k		2.0k	121.29	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$235k	NEW	4.6k	51.69	View chart
Vistra Energy (VST)	0.1	$230k		1.5k	158.63	View chart
Visa Com Cl A (V)	0.1	$226k	NEW	660.00	343.09	View chart
Amgen (AMGN)	0.1	$223k	NEW	617.00	362.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$220k	NEW	1.3k	164.34	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$219k	NEW	3.8k	58.26	View chart
Ge Aerospace Com New (GE)	0.1	$207k	NEW	555.00	373.73	View chart
JetBlue Airways Corporation (JBLU)	0.0	$64k	NEW	11k	5.73	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$57k	NEW	12k	4.73	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$40k	NEW	13k	3.14	View chart

Past Filings by Bryant Woods Investment Advisors

SEC 13F filings are viewable for Bryant Woods Investment Advisors going back to 2021

Bryant Woods Investment Advisors 2026 Q2 filed July 22, 2026
Bryant Woods Investment Advisors 2026 Q1 filed April 28, 2026
Bryant Woods Investment Advisors 2025 Q4 filed Jan. 23, 2026
Bryant Woods Investment Advisors 2025 Q3 filed Oct. 22, 2025
Bryant Woods Investment Advisors 2025 Q2 filed July 24, 2025
Bryant Woods Investment Advisors 2025 Q1 filed April 30, 2025
Bryant Woods Investment Advisors 2024 Q4 filed Jan. 22, 2025
Bryant Woods Investment Advisors 2024 Q3 filed Nov. 13, 2024
Bryant Woods Investment Advisors 2024 Q2 filed July 25, 2024
Bryant Woods Investment Advisors 2024 Q1 filed May 3, 2024
Bryant Woods Investment Advisors 2023 Q4 filed Jan. 18, 2024
Bryant Woods Investment Advisors 2023 Q3 filed Nov. 13, 2023
Bryant Woods Investment Advisors 2023 Q2 filed July 18, 2023
Bryant Woods Investment Advisors 2023 Q1 filed April 14, 2023
Bryant Woods Investment Advisors 2022 Q4 filed Feb. 8, 2023
Bryant Woods Investment Advisors 2022 Q3 filed Nov. 4, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z