Bryant Woods Investment Advisors

Bryant Woods Investment Advisors as of June 30, 2026

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