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Bryant Woods Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Bryant Woods Investment Advisors, LLC

Investment Activity

  • Bryant 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

Apple
$16,717,180
DIMENSIONAL ETF TRUST
$12,456,760

Largest New Holdings this Quarter

921908844 - Vanguard Dividend Appreciation ETF
$1,078,778 Holding
595112103 - Micron Technology
$612,167 Holding
30040W108 - Eversource Energy
$579,181 Holding
53635D202 - 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)
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 Time

Map of 500 Largest Holdings ofBryant Woods Investment Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$85,004,804$3,543,255 â–²4.3%130,12531.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$26,838,473$945,493 â–²3.7%397,4289.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$26,565,471$1,748,326 â–²7.0%44,4609.8%ETF
Apple Inc. stock logo
AAPL
Apple
$16,717,180$163,187 â–¼-1.0%65,8706.2%Computer and Technology
DIMENSIONAL ETF TRUST
$12,456,760$744,469 â–²6.4%168,8304.6%WORLD EQUITY ETF
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$11,423,102$1,693,891 â–²17.4%150,8234.2%ETF
FIDELITY COVINGTON TRUST
$10,977,284$1,839,560 â–²20.1%295,0974.0%ENHANCED INTL
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$10,977,127$99,696 â–²0.9%88,3054.0%ETF
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$9,750,596$319,872 â–²3.4%85,2913.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$7,511,051$217,625 â–¼-2.8%107,6832.8%ETF
T. Rowe Price U.S. Equity Research ETF stock logo
TSPA
T. Rowe Price U.S. Equity Research ETF
$6,071,869$624,517 â–²11.5%148,4532.2%Manufacturing
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$5,129,611$116,887 â–¼-2.2%44,6751.9%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$3,802,672$527,989 â–²16.1%103,4451.4%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$3,702,093$1,447,981 â–²64.2%81,1481.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$2,906,670$456,923 â–²18.7%32,1061.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,072,183$129,134 â–²6.6%9,9490.8%Retail/Wholesale
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$1,640,091$9,600 â–¼-0.6%6,8340.6%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,445,897$477,179 â–²49.3%19,6350.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,438,292$4,884 â–²0.3%8,2460.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,436,2800.0%20.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,421,7870.0%2,9670.5%Finance
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$1,380,6000.0%4,0000.5%Aerospace
LINDE PLC
$1,355,172$3,470 â–²0.3%2,7340.5%SHS
Microsoft Corporation stock logo
MSFT
Microsoft
$1,291,751$437,003 â–²51.1%3,4880.5%Computer and Technology
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$1,233,269$247,994 â–²25.2%31,6530.5%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,151,792$9,253 â–²0.8%14,9370.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,078,778$1,078,778 â–²New Holding5,0130.4%ETF
FDMO
Fidelity Momentum Factor ETF
$955,550$961 â–²0.1%11,9290.4%ETF
Moog Inc. stock logo
MOG.A
Moog
$847,1980.0%2,8950.3%Aerospace
Union Pacific Corporation stock logo
UNP
Union Pacific
$785,9450.0%3,2390.3%Transportation
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$754,379$19,198 â–¼-2.5%8,1340.3%ETF
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$746,9660.0%3400.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$731,0190.0%1,1240.3%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$677,117$52,864 â–²8.5%7,6340.2%ETF
M&T Bank Corporation stock logo
MTB
M&T Bank
$667,661$4,546 â–²0.7%3,2310.2%Finance
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$658,705$19,360 â–¼-2.9%5,5120.2%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$612,167$612,167 â–²New Holding1,8120.2%Computer and Technology
Eversource Energy stock logo
ES
Eversource Energy
$579,181$579,181 â–²New Holding8,3600.2%Utilities
Alphabet Inc. stock logo
GOOGL
Alphabet
$527,840$31,354 â–¼-5.6%1,8350.2%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$506,001$27,663 â–²5.8%8780.2%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$485,5950.0%2,4750.2%ETF
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$471,3350.0%6920.2%Aerospace
Digimarc Corporation stock logo
DMRC
Digimarc
$470,891$119,991 â–²34.2%95,9040.2%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$447,151$11,979 â–¼-2.6%1,8290.2%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$428,880$287 â–¼-0.1%1,4940.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$416,617$9,279 â–¼-2.2%1,3470.2%Computer and Technology
VPN
Global X Data Center & Digital Infrastructure ETF
$386,546$386,546 â–²New Holding16,1330.1%Manufacturing
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$369,411$23,667 â–²6.8%1,7950.1%ETF
Liquidia Corporation stock logo
LQDA
Liquidia
$324,564$324,564 â–²New Holding8,6000.1%Medical
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$285,519$285,519 â–²New Holding1,1700.1%Energy
Fidelity Quality Factor ETF stock logo
FQAL
Fidelity Quality Factor ETF
$276,622$276,622 â–²New Holding3,8080.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$260,985$69,575 â–²36.3%8140.1%ETF
Dominion Energy Inc. stock logo
D
Dominion Energy
$237,142$237,142 â–²New Holding3,8360.1%Utilities
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$234,696$234,696 â–²New Holding4,0330.1%ETF
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$222,039$222,039 â–²New Holding3670.1%Aerospace
Vistra Corp. stock logo
VST
Vistra
$217,9790.0%1,4500.1%Utilities
PPG Industries, Inc. stock logo
PPG
PPG Industries
$213,7600.0%2,0000.1%Basic Materials
SLB Limited stock logo
SLB
SLB
$205,560$205,560 â–²New Holding4,0000.1%Energy
Visa Inc. stock logo
V
Visa
$0$241,004 â–¼-100.0%00.0%Business Services
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$0$206,630 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data