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 61.66% of Bryant Woods Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV, FENI, VOO, JIRE, FBND, VIG, IJH, DFAW, TSPA, MU.
- Started 11 new stock positions in D, DYNF, ES, VIG, TDY, FQAL, DTCR, LQDA, SLB, MPC. MU.
- Reduced shares in these 10 stocks: , IEMG, PTLC, AAPL, VIOO, GOOGL, ACWV, USMV, JNJ, MTUM.
- Sold out of its positions in PTLC, V.
- Bryant Woods Investment Advisors was a net buyer of stock by $19M.
- Bryant Woods Investment Advisors has $272M in assets under management (AUM), dropping by 5.33%.
- Central Index Key (CIK): 0001910641
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Portfolio Holdings for Bryant Woods Investment Advisors
Bryant Woods Investment Advisors holds 58 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 31.3 | $85M | +4% | 130k | 653.25 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 9.9 | $27M | +3% | 397k | 67.53 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.8 | $27M | +7% | 45k | 597.51 |
|
| Apple (AAPL) | 6.2 | $17M | 66k | 253.79 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 4.6 | $13M | +6% | 169k | 73.78 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 4.2 | $11M | +17% | 151k | 75.74 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 4.0 | $11M | +20% | 295k | 37.20 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.0 | $11M | 88k | 124.31 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 3.6 | $9.8M | +3% | 85k | 114.32 |
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| Ishares Core Msci Emkt (IEMG) | 2.8 | $7.5M | -2% | 108k | 69.75 |
|
| T Rowe Price Etf Us Equity Resear (TSPA) | 2.2 | $6.1M | +11% | 149k | 40.90 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 1.9 | $5.1M | -2% | 45k | 114.82 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 1.4 | $3.8M | +16% | 103k | 36.76 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.4 | $3.7M | +64% | 81k | 45.62 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $2.9M | +18% | 32k | 90.53 |
|
| Amazon (AMZN) | 0.8 | $2.1M | +6% | 9.9k | 208.28 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.6 | $1.6M | 6.8k | 239.99 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $1.4M | +49% | 20k | 73.64 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $1.4M | 8.2k | 174.42 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.4M | 2.00 | 718140.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.4M | 3.0k | 479.20 |
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| L3harris Technologies (LHX) | 0.5 | $1.4M | 4.0k | 345.15 |
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| Linde SHS (LIN) | 0.5 | $1.4M | 2.7k | 495.67 |
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| Microsoft Corporation (MSFT) | 0.5 | $1.3M | +51% | 3.5k | 370.34 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.5 | $1.2M | +25% | 32k | 38.96 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $1.2M | 15k | 77.11 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.1M | NEW | 5.0k | 215.20 |
|
| Fidelity Covington Trust Momentum Factr (FDMO) | 0.4 | $956k | 12k | 80.10 |
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| Moog Cl A (MOG.A) | 0.3 | $847k | 2.9k | 292.64 |
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| Union Pacific Corporation (UNP) | 0.3 | $786k | 3.2k | 242.65 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $754k | -2% | 8.1k | 92.74 |
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| White Mountains Insurance Gp (WTM) | 0.3 | $747k | 340.00 | 2196.96 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $731k | 1.1k | 650.37 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $677k | +8% | 7.6k | 88.70 |
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| M&T Bank Corporation (MTB) | 0.2 | $668k | 3.2k | 206.64 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $659k | -2% | 5.5k | 119.50 |
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| Micron Technology (MU) | 0.2 | $612k | NEW | 1.8k | 337.84 |
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| Eversource Energy (ES) | 0.2 | $579k | NEW | 8.4k | 69.28 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $528k | -5% | 1.8k | 287.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $506k | +5% | 878.00 | 576.31 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $486k | 2.5k | 196.20 |
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| Curtiss-Wright (CW) | 0.2 | $471k | 692.00 | 681.12 |
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| Digimarc Corporation (DMRC) | 0.2 | $471k | +34% | 96k | 4.91 |
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| Johnson & Johnson (JNJ) | 0.2 | $447k | -2% | 1.8k | 244.48 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $429k | 1.5k | 287.07 |
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| Broadcom (AVGO) | 0.2 | $417k | -2% | 1.3k | 309.29 |
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| Global X Fds Data Ctr & Digit (DTCR) | 0.1 | $387k | NEW | 16k | 23.96 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $369k | +6% | 1.8k | 205.80 |
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| Liquidia Corporation Com New (LQDA) | 0.1 | $325k | NEW | 8.6k | 37.74 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $286k | NEW | 1.2k | 244.03 |
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| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.1 | $277k | NEW | 3.8k | 72.64 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $261k | +36% | 814.00 | 320.62 |
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| Dominion Resources (D) | 0.1 | $237k | NEW | 3.8k | 61.82 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $235k | NEW | 4.0k | 58.19 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $222k | NEW | 367.00 | 605.01 |
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| Vistra Energy (VST) | 0.1 | $218k | 1.5k | 150.33 |
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| PPG Industries (PPG) | 0.1 | $214k | 2.0k | 106.88 |
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| SLB Com Stk (SLB) | 0.1 | $206k | NEW | 4.0k | 51.39 |
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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 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
- Bryant Woods Investment Advisors 2022 Q2 filed Aug. 5, 2022