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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 $359.58 million in total holdings as of June 30, 2026.
  • Bryant Woods Investment Advisors, LLC owns shares of 85 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 14.15% of the portfolio was purchased this quarter.
  • About 0.52% of the portfolio was sold this quarter.
  • This quarter, Bryant Woods Investment Advisors, LLC has purchased 58 new stocks and bought additional shares in 34 stocks.
  • Bryant Woods Investment Advisors, LLC sold shares of 7 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple
$19,136,126
DIMENSIONAL ETF TRUST
$14,545,946

Largest New Holdings this Quarter

81369Y803 - Technology Select Sector SPDR Fund
$4,324,614 Holding
464287226 - iShares Core U.S. Aggregate Bond ETF
$4,278,905 Holding
464287309 - iShares S&P 500 Growth ETF
$2,208,703 Holding
464287408 - iShares S&P 500 Value ETF
$2,204,570 Holding
922908629 - Vanguard Mid-Cap ETF
$2,198,238 Holding

Largest Purchases this Quarter

iShares Core MSCI EAFE ETF
54,202 shares (about $5.23M)
Technology Select Sector SPDR Fund
22,700 shares (about $4.32M)
iShares Core U.S. Aggregate Bond ETF
43,230 shares (about $4.28M)
iShares Core S&P 500 ETF
4,261 shares (about $3.19M)
iShares Core MSCI Emerging Markets ETF
33,805 shares (about $2.80M)

Largest Sales this Quarter

Vanguard S&P 500 ETF
355 shares (about $243.81K)
Vanguard S&P Small-Cap 600 ETF
579 shares (about $79.63K)
Vanguard Extended Market ETF
123 shares (about $30.28K)
M&T Bank
72 shares (about $17.14K)
iShares MSCI USA Min Vol Factor ETF
81 shares (about $7.81K)

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
$100,645,489$3,191,184 â–²3.3%134,38628.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$31,600,782$954,786 â–²3.1%409,8108.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$30,290,754$243,809 â–¼-0.8%44,1058.4%ETF
Apple Inc. stock logo
AAPL
Apple
$19,136,126$76,101 â–²0.4%66,1335.3%Computer and Technology
DIMENSIONAL ETF TRUST
$14,545,946$568,916 â–²4.1%175,7024.0%WORLD EQUITY ETF
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$13,538,545$1,097,423 â–²8.8%164,1273.8%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$13,240,781$144,159 â–²1.1%89,2773.7%ETF
FIDELITY COVINGTON TRUST
$13,043,597$1,201,407 â–²10.1%325,0353.6%ENHANCED INTL
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$11,720,950$2,800,426 â–²31.4%141,4883.3%ETF
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$11,118,066$3,651 â–¼0.0%85,2633.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$8,335,660$5,234,850 â–²168.8%86,3082.3%ETF
T. Rowe Price U.S. Equity Research ETF stock logo
TSPA
T. Rowe Price U.S. Equity Research ETF
$7,865,701$809,594 â–²11.5%165,4862.2%Manufacturing
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$6,064,511$79,630 â–¼-1.3%44,0961.7%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$4,432,009$115,380 â–²2.7%106,2101.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,324,614$4,324,614 â–²New Holding22,7001.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$4,278,905$4,278,905 â–²New Holding43,2301.2%Finance
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$3,927,613$236,313 â–²6.4%86,3431.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,397,817$26,457 â–²1.1%10,0600.7%Retail/Wholesale
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$2,351,482$8,571 â–²0.4%6,8590.7%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$2,208,703$2,208,703 â–²New Holding16,0600.6%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$2,204,570$2,204,570 â–²New Holding9,7090.6%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,198,238$2,198,238 â–²New Holding27,2830.6%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$2,092,282$1,154 â–²0.1%1,8130.6%Computer and Technology
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$2,036,882$2,036,882 â–²New Holding18,6750.6%Finance
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$2,008,549$2,008,549 â–²New Holding38,3750.6%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,910,618$724,203 â–²61.0%8,0730.5%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,883,144$1,883,144 â–²New Holding35,9310.5%Manufacturing
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,772,857$122,859 â–²7.4%8,8600.5%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,625,383$1,625,383 â–²New Holding7,4070.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,497,7000.0%20.4%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,489,662$5,004 â–²0.3%2,9770.4%Finance
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$1,459,091$1,459,091 â–²New Holding29,4470.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,457,520$16,077 â–²1.1%19,8540.4%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$1,424,767$119,012 â–²9.1%34,5380.4%ETF
LINDE PLC
$1,421,815$3,113 â–²0.2%2,7400.4%SHS
Microsoft Corporation stock logo
MSFT
Microsoft
$1,307,409$5,970 â–²0.5%3,5040.4%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,276,9640.0%14,9370.4%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$1,252,377$1,252,377 â–²New Holding25,2750.3%ETF
Moog Inc. stock logo
MOG.A
Moog
$1,227,0240.0%2,8950.3%Aerospace
FDMO
Fidelity Momentum Factor ETF
$1,177,064$1,281 â–²0.1%11,9420.3%ETF
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$1,162,3600.0%4,0000.3%Aerospace
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$1,029,650$1,029,650 â–²New Holding5,5590.3%ETF
Fidelity Quality Factor ETF stock logo
FQAL
Fidelity Quality Factor ETF
$956,024$646,164 â–²208.5%11,7490.3%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$881,173$272 â–²0.0%3,2400.2%Transportation
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$839,4300.0%1,1240.2%Finance
DIGIMARC CORP
$819,478$819,478 â–²New Holding99,6930.2%COM
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$789,933$789,933 â–²New Holding4,9920.2%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$776,836$7,814 â–¼-1.0%8,0530.2%ETF
M&T Bank Corporation stock logo
MTB
M&T Bank
$751,987$17,139 â–¼-2.2%3,1590.2%Finance
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$748,603$748,603 â–²New Holding6,1660.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$734,818$1,350 â–¼-0.2%7,6200.2%ETF
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$704,9530.0%3400.2%Finance
Liquidia Corporation stock logo
LQDA
Liquidia
$685,6780.0%8,6000.2%Medical
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$662,7130.0%5,5120.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$659,698$13,974 â–²2.2%8970.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$656,688$715 â–²0.1%1,8370.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$571,675$43,812 â–²8.3%1,6180.2%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$539,3770.0%2,4750.2%ETF
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$524,3700.0%6920.1%Aerospace
VPN
Global X Data Center & Digital Infrastructure ETF
$517,354$27,394 â–²5.6%17,0350.1%Manufacturing
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$516,777$52,313 â–²11.3%2,0350.1%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$509,079$378 â–²0.1%1,3480.1%Computer and Technology
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$424,467$424,467 â–²New Holding8,3920.1%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$411,663$30,284 â–¼-6.9%1,6720.1%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$392,712$118,460 â–²43.2%5,7750.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$376,855$376,855 â–²New Holding2,3750.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$301,667$370 â–²0.1%8150.1%ETF
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$299,506$511 â–²0.2%1,1720.1%Energy
CrowdStrike stock logo
CRWD
CrowdStrike
$292,283$292,283 â–²New Holding3830.1%Computer and Technology
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$284,339$284,339 â–²New Holding9390.1%ETF
Nucor Corporation stock logo
NUE
Nucor
$255,740$255,740 â–²New Holding1,1480.1%Basic Materials
ATI Inc. stock logo
ATI
ATI
$253,076$253,076 â–²New Holding1,2840.1%Basic Materials
KLA Corporation stock logo
KLAC
KLA
$251,326$251,326 â–²New Holding8330.1%Computer and Technology
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$244,7520.0%3670.1%Aerospace
PPG Industries, Inc. stock logo
PPG
PPG Industries
$242,5800.0%2,0000.1%Basic Materials
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$235,386$235,386 â–²New Holding4,5540.1%ETF
Vistra Corp. stock logo
VST
Vistra
$230,0140.0%1,4500.1%Utilities
Visa Inc. stock logo
V
Visa
$226,440$226,440 â–²New Holding6600.1%Business Services
Amgen Inc. stock logo
AMGN
Amgen
$223,427$223,427 â–²New Holding6170.1%Medical
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$219,560$219,560 â–²New Holding1,3360.1%ETF
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$218,891$218,891 â–²New Holding3,7570.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$207,420$207,420 â–²New Holding5550.1%Aerospace
JetBlue Airways Corporation stock logo
JBLU
JetBlue Airways
$64,279$64,279 â–²New Holding11,2180.0%Transportation
Archer Aviation Inc. stock logo
ACHR
Archer Aviation
$56,798$56,798 â–²New Holding12,0080.0%Aerospace
Ambev S.A. stock logo
ABEV
Ambev
$40,424$40,424 â–²New Holding12,8740.0%Consumer Staples
Eversource Energy stock logo
ES
Eversource Energy
$0$579,181 â–¼-100.0%00.0%Utilities
Digimarc Corporation stock logo
DMRC
Digimarc
$0$470,891 â–¼-100.0%00.0%Industrials
Dominion Energy Inc. stock logo
D
Dominion Energy
$0$237,142 â–¼-100.0%00.0%Utilities
SLB Limited stock logo
SLB
SLB
$0$205,560 â–¼-100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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