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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 $354.83 million in total holdings as of September 30, 2026.
  • Bryant Woods Investment Advisors, LLC owns shares of 68 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 9.85% of the portfolio was purchased this quarter.
  • About 11.10% of the portfolio was sold this quarter.
  • This quarter, Bryant Woods Investment Advisors, LLC has purchased 85 new stocks and bought additional shares in 33 stocks.
  • Bryant Woods Investment Advisors, LLC sold shares of 19 stocks and completely divested from 23 stocks this quarter.

Largest New Holdings this Quarter

25239Y196 - DFA INVT DIMENSIONS GROUP IN
$4,791,648 Holding
921937827 - Vanguard Short-Term Bond ETF
$2,034,622 Holding
46137V357 - Invesco S&P 500 Equal Weight ETF
$1,436,371 Holding
78463V107 - SPDR Gold Shares
$729,308 Holding
25434V401 - Dimensional U.S. Equity ETF
$343,465 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
12,155 shares (about $9.31M)
DFA INVT DIMENSIONS GROUP IN
114,330 shares (about $4.79M)
iShares Core S&P Mid-Cap ETF
50,940 shares (about $3.67M)
FIDELITY COVINGTON TRUST
59,895 shares (about $2.39M)

Largest Sales this Quarter

iShares Core MSCI EAFE ETF
37,085 shares (about $3.59M)
iShares Core MSCI Emerging Markets ETF
17,964 shares (about $1.46M)
iShares MSCI Intl Quality Factor ETF
11,499 shares (about $568.85K)
DIGIMARC CORP
36,058 shares (about $209.86K)
Microsoft
179 shares (about $91.83K)

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
$112,234,511$9,309,412 ▲9.0%146,54131.6%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$33,151,093$3,665,147 ▲12.4%460,7509.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$31,949,071$1,035,928 ▲3.4%45,5839.0%ETF
Apple Inc. stock logo
AAPL
Apple
$21,937,817$85,920 ▼-0.4%65,8756.2%Technology
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$15,710,556$2,226,232 ▲16.5%191,2244.4%ETF
DIMENSIONAL ETF TRUST
$15,397,204$935,050 ▲6.5%187,0624.3%WORLD EQUITY ETF
FIDELITY COVINGTON TRUST
$15,362,539$2,390,407 ▲18.4%384,9304.3%ENHANCED INTL
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$13,111,524$966,417 ▲8.0%96,3813.7%ETF
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$10,641,885$260,559 ▲2.5%87,4033.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$10,025,480$1,457,998 ▼-12.7%123,5242.8%ETF
T. Rowe Price U.S. Equity Research ETF stock logo
TSPA
T. Rowe Price U.S. Equity Research ETF
$9,102,524$1,116,074 ▲14.0%188,6122.6%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$5,545,419$33,145 ▼-0.6%43,8341.6%ETF
DFA INVT DIMENSIONS GROUP IN
$4,791,648$4,791,648 ▲New Holding114,3301.4%U.S. HIGH RELATI
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$4,768,754$3,592,817 ▼-43.0%49,2231.3%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$3,722,869$15,935 ▼-0.4%85,9751.0%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,615,778$732,166 ▲38.9%11,2110.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,484,397$22,175 ▼-0.9%9,9710.7%Consumer Discretionary
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,174,259$781,482 ▲56.1%30,9940.6%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$2,156,801$19,994 ▼-0.9%6,7960.6%ETF
Fidelity Quality Factor ETF stock logo
FQAL
Fidelity Quality Factor ETF
$2,132,709$1,154,600 ▲118.0%25,6180.6%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$2,034,622$2,034,622 ▲New Holding26,6310.6%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,014,607$8,907 ▼-0.4%8,8210.6%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,928,832$2,130 ▼-0.1%1,8110.5%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,705,777$91,830 ▼-5.1%3,3250.5%Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,494,0100.0%20.4%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,484,887$2,490 ▲0.2%2,9820.4%Finance
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$1,448,616$17,691 ▲1.2%34,9650.4%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,436,371$1,436,371 ▲New Holding6,9060.4%ETF
LINDE PLC
$1,303,841$2,849 ▲0.2%2,7460.4%SHS
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,269,0480.0%14,9370.4%ETF
FDMO
Fidelity Momentum Factor ETF
$1,135,725$1,235 ▲0.1%11,9550.3%ETF
Moog Inc. stock logo
MOG.A
Moog
$1,091,011$13,352 ▼-1.2%2,8600.3%Industrials
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$887,925$59,195 ▼-6.3%3,7500.3%Industrials
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$887,885$568,854 ▼-39.0%17,9480.3%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$882,466$816 ▲0.1%3,2430.2%Industrials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$806,182$51,101 ▼-6.0%1,0570.2%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$786,879$2,144 ▲0.3%8,0750.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$729,308$729,308 ▲New Holding1,9150.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$712,298$29,223 ▲4.3%7,9460.2%ETF
M&T Bank Corporation stock logo
MTB
M&T Bank
$707,088$19,798 ▲2.9%3,2500.2%Finance
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$682,2070.0%3400.2%Finance
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$673,990$2,454 ▼-0.4%5,4920.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$667,507$4,435 ▲0.7%9030.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$636,406$3,788 ▲0.6%1,8480.2%Communication Services
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$589,141$189,107 ▲47.3%8,5050.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$536,294$15,342 ▼-2.8%1,5730.2%Communication Services
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$534,7980.0%2,4750.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$510,467$28,330 ▼-5.3%1,9280.1%Healthcare
VPN
Global X Data Center & Digital Infrastructure ETF
$490,575$28,252 ▲6.1%18,0760.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$479,147$5,967 ▲1.3%1,3650.1%Technology
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$466,148$2,768 ▲0.6%1,1790.1%Energy
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$403,663$117,811 ▲41.2%1,3260.1%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$387,2850.0%1,6720.1%ETF
Liquidia Corporation stock logo
LQDA
Liquidia
$383,606$123,370 ▲47.4%12,6770.1%Healthcare
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$376,3230.0%6920.1%Industrials
DIGIMARC CORP
$370,358$209,859 ▼-36.2%63,6350.1%COM
CrowdStrike stock logo
CRWD
CrowdStrike
$351,060$249,660 ▲246.2%1,3260.1%Technology
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$343,465$343,465 ▲New Holding4,1370.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$305,663$748 ▲0.2%8170.1%ETF
Nucor Corporation stock logo
NUE
Nucor
$268,767$467 ▲0.2%1,1500.1%Materials
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$257,517$19,060 ▲8.0%4,9180.1%ETF
Visa Inc. stock logo
V
Visa
$228,892$8,265 ▼-3.5%6370.1%Finance
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$226,189$3,992 ▲1.8%1,3600.1%ETF
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$223,5880.0%3,7570.1%ETF
PPG Industries, Inc. stock logo
PPG
PPG Industries
$208,6600.0%2,0000.1%Materials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$206,273$206,273 ▲New Holding2840.1%Communication Services
Vistra Corp. stock logo
VST
Vistra
$200,6080.0%1,4500.1%Utilities
Archer Aviation Inc. stock logo
ACHR
Archer Aviation
$59,6800.0%12,0080.0%Industrials
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$0$4,432,009 ▼-100.0%00.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$0$4,324,614 ▼-100.0%00.0%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$0$4,278,905 ▼-100.0%00.0%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$0$2,208,703 ▼-100.0%00.0%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$0$2,204,570 ▼-100.0%00.0%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$0$2,198,238 ▼-100.0%00.0%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$0$2,036,882 ▼-100.0%00.0%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$0$2,008,549 ▼-100.0%00.0%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$0$1,883,144 ▼-100.0%00.0%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$0$1,625,383 ▼-100.0%00.0%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$0$1,252,377 ▼-100.0%00.0%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$0$1,029,650 ▼-100.0%00.0%ETF
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$0$789,933 ▼-100.0%00.0%ETF
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$0$748,603 ▼-100.0%00.0%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$0$424,467 ▼-100.0%00.0%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$0$376,855 ▼-100.0%00.0%ETF
ATI Inc. stock logo
ATI
ATI
$0$253,076 ▼-100.0%00.0%Industrials
KLA Corporation stock logo
KLAC
KLA
$0$251,326 ▼-100.0%00.0%Technology
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$0$244,752 ▼-100.0%00.0%Technology
Amgen Inc. stock logo
AMGN
Amgen
$0$223,427 ▼-100.0%00.0%Healthcare
GE Aerospace stock logo
GE
GE Aerospace
$0$207,420 ▼-100.0%00.0%Industrials
JetBlue Airways Corporation stock logo
JBLU
JetBlue Airways
$0$64,279 ▼-100.0%00.0%Industrials
Ambev S.A. stock logo
ABEV
Ambev
$0$40,424 ▼-100.0%00.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
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