Bryant Woods Investment Advisors, LLC Top Holdings and 13F Report (2026) About Bryant Woods Investment Advisors, LLCInvestment ActivityBryant Woods Investment Advisors, LLC has $271.79 million in total holdings as of March 31, 2026.Bryant Woods Investment Advisors, LLC owns shares of 58 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.37% of the portfolio was purchased this quarter.About 0.39% of the portfolio was sold this quarter.This quarter, Bryant Woods Investment Advisors, LLC has purchased 49 new stocks and bought additional shares in 26 stocks.Bryant Woods Investment Advisors, LLC sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $85,004,804iShares Core S&P Mid-Cap ETF $26,838,473Vanguard S&P 500 ETF $26,565,471Apple $16,717,180DIMENSIONAL ETF TRUST $12,456,760 Largest New Holdings this Quarter 921908844 - Vanguard Dividend Appreciation ETF $1,078,778 Holding595112103 - Micron Technology $612,167 Holding30040W108 - Eversource Energy $579,181 Holding37954Y236 - Global X Data Center & Digital Infrastructure ETF $386,546 Holding53635D202 - Liquidia $324,564 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 5,424 shares (about $3.54M)FIDELITY COVINGTON TRUST 49,452 shares (about $1.84M)Vanguard S&P 500 ETF 2,926 shares (about $1.75M)JPMorgan International Research Enhanced Equity ETF 22,365 shares (about $1.69M)Fidelity Total Bond ETF 31,739 shares (about $1.45M) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 3,120 shares (about $217.62K)Apple 643 shares (about $163.19K)Vanguard S&P Small-Cap 600 ETF 1,018 shares (about $116.89K)Alphabet 109 shares (about $31.35K)iShares MSCI Global Min Vol Factor ETF 162 shares (about $19.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBryant Woods Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$85,004,804$3,543,255 ▲4.3%130,12531.3%ETFIJHiShares Core S&P Mid-Cap ETF$26,838,473$945,493 ▲3.7%397,4289.9%ETFVOOVanguard S&P 500 ETF$26,565,471$1,748,326 ▲7.0%44,4609.8%ETFAAPLApple$16,717,180$163,187 ▼-1.0%65,8706.2%Computer and TechnologyDIMENSIONAL ETF TRUST$12,456,760$744,469 ▲6.4%168,8304.6%WORLD EQUITY ETFJIREJPMorgan International Research Enhanced Equity ETF$11,423,102$1,693,891 ▲17.4%150,8234.2%ETFFIDELITY COVINGTON TRUST$10,977,284$1,839,560 ▲20.1%295,0974.0%ENHANCED INTLIJRiShares Core S&P Small-Cap ETF$10,977,127$99,696 ▲0.9%88,3054.0%ETFIVOOVanguard S&P Mid-Cap 400 ETF$9,750,596$319,872 ▲3.4%85,2913.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$7,511,051$217,625 ▼-2.8%107,6832.8%ETFTSPAT. Rowe Price U.S. Equity Research ETF$6,071,869$624,517 ▲11.5%148,4532.2%ManufacturingVIOOVanguard S&P Small-Cap 600 ETF$5,129,611$116,887 ▼-2.2%44,6751.9%ETFDUHPDimensional US High Profitability ETF$3,802,672$527,989 ▲16.1%103,4451.4%ETFFBNDFidelity Total Bond ETF$3,702,093$1,447,981 ▲64.2%81,1481.4%ETFIEFAiShares Core MSCI EAFE ETF$2,906,670$456,923 ▲18.7%32,1061.1%ETFAMZNAmazon.com$2,072,183$129,134 ▲6.6%9,9490.8%Retail/WholesaleMTUMiShares MSCI USA Momentum Factor ETF$1,640,091$9,600 ▼-0.6%6,8340.6%ETFBNDVanguard Total Bond Market ETF$1,445,897$477,179 ▲49.3%19,6350.5%ETFNVDANVIDIA$1,438,292$4,884 ▲0.3%8,2460.5%Computer and TechnologyBRK.ABerkshire Hathaway$1,436,2800.0%20.5%FinanceBRK.BBerkshire Hathaway$1,421,7870.0%2,9670.5%FinanceLHXL3Harris Technologies$1,380,6000.0%4,0000.5%AerospaceLINDE PLC$1,355,172$3,470 ▲0.3%2,7340.5%SHSMSFTMicrosoft$1,291,751$437,003 ▲51.1%3,4880.5%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$1,233,269$247,994 ▲25.2%31,6530.5%ETFVXUSVanguard Total International Stock ETF$1,151,792$9,253 ▲0.8%14,9370.4%ETFVIGVanguard Dividend Appreciation ETF$1,078,778$1,078,778 ▲New Holding5,0130.4%ETFFDMOFidelity Momentum Factor ETF$955,550$961 ▲0.1%11,9290.4%ETFMOG.AMoog$847,1980.0%2,8950.3%AerospaceUNPUnion Pacific$785,9450.0%3,2390.3%TransportationUSMViShares MSCI USA Min Vol Factor ETF$754,379$19,198 ▼-2.5%8,1340.3%ETFWTMWhite Mountains Insurance Group$746,9660.0%3400.3%FinanceSPYSPDR S&P 500 ETF Trust$731,0190.0%1,1240.3%FinanceVNQVanguard Real Estate ETF$677,117$52,864 ▲8.5%7,6340.2%ETFMTBM&T Bank$667,661$4,546 ▲0.7%3,2310.2%FinanceACWViShares MSCI Global Min Vol Factor ETF$658,705$19,360 ▼-2.9%5,5120.2%ETFMUMicron Technology$612,167$612,167 ▲New Holding1,8120.2%Computer and TechnologyESEversource Energy$579,181$579,181 ▲New Holding8,3600.2%UtilitiesGOOGLAlphabet$527,840$31,354 ▼-5.6%1,8350.2%Computer and TechnologyQQQInvesco QQQ$506,001$27,663 ▲5.8%8780.2%FinanceVTVVanguard Value ETF$485,5950.0%2,4750.2%ETFCWCurtiss-Wright$471,3350.0%6920.2%AerospaceDMRCDigimarc$470,891$119,991 ▲34.2%95,9040.2%IndustrialsJNJJohnson & Johnson$447,151$11,979 ▼-2.6%1,8290.2%MedicalGOOGAlphabet$428,880$287 ▼-0.1%1,4940.2%Computer and TechnologyAVGOBroadcom$416,617$9,279 ▼-2.2%1,3470.2%Computer and TechnologyVPNGlobal X Data Center & Digital Infrastructure ETF$386,546$386,546 ▲New Holding16,1330.1%ManufacturingVXFVanguard Extended Market ETF$369,411$23,667 ▲6.8%1,7950.1%ETFLQDALiquidia$324,564$324,564 ▲New Holding8,6000.1%MedicalMPCMarathon Petroleum$285,519$285,519 ▲New Holding1,1700.1%EnergyFQALFidelity Quality Factor ETF$276,622$276,622 ▲New Holding3,8080.1%ETFVTIVanguard Total Stock Market ETF$260,985$69,575 ▲36.3%8140.1%ETFDDominion Energy$237,142$237,142 ▲New Holding3,8360.1%UtilitiesDYNFiShares U.S. Equity Factor Rotation Active ETF$234,696$234,696 ▲New Holding4,0330.1%ETFTDYTeledyne Technologies$222,039$222,039 ▲New Holding3670.1%AerospaceVSTVistra$217,9790.0%1,4500.1%UtilitiesPPGPPG Industries$213,7600.0%2,0000.1%Basic MaterialsSLBSLB$205,560$205,560 ▲New Holding4,0000.1%EnergyVVisa$0$241,004 ▼-100.0%00.0%Business ServicesPTLCPacer Trendpilot US Large Cap ETF$0$206,630 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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