Top Institutional Investors

Bryant Woods Investment Advisors, LLC — 13F Holdings & Portfolio

CIK 1910641 · latest 13F-HR filed 2026-07-22

Backtest portfolio

Bryant Woods Investment Advisors, LLC manages $359.6M in 13F-reported U.S. long-equity assets across 85 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (27.99%), IJH (8.79%), VOO (8.42%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 31 new positions and exited 4; 44 existing positions rose in reported value and 2 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$359.6M

Long-equity book

Holdings
85

Distinct positions

Period
2026-06-30

Filed 2026-07-22

Q/Q Activity
+31 / −4 / ↑44 / ↓2

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IVV28.0% · +3%IJH8.8% · +3%VOO8.4% · -1%AAPL5.3% · +0%DFAW4.0% · +4%JIRE3.8% · +9%IJR3.7% · +1%FENI3.6% · +10%IEMG3.3% · +31%IVOO3.1% · -0%IEFA2.3% · +169%TSPA2.2% · +12%VIOO1.7% · -1%DUHP1.2% · +3%XLK1.2% · newAGG1.2% · newFBND1.1% · +6%AMZN0.7% · +1%MTUM0.7% · +0%IVW0.6% · newIVE0.6% · newVO0.6% · newMU0.6% · +0%LQD0.6% · newBINC0.6% · newVIG0.5% · +61%IGSB0.5% · newNVDA0.5% · +7%QUAL0.5% · newBRK.A0.4% · 0%BRK.B0.4% · +0%IQLT0.4% · newBND0.4% · +1%DFAI0.4% · +9%LIN0.4% · +0%MSFT0.4% · +0%VXUS0.4% · 0%PULS0.3% · newMOG.A0.3% · 0%FDMO0.3% · +0%LHX0.3% · 0%XLI0.3% · newFQAL0.3% · +208%UNP0.2% · 0%SPY0.2% · 0%DMRC0.2% · +4%XBI0.2% · newUSMV0.2% · -1%MTB0.2% · -2%VTWO0.2% · newVNQ0.2% · -0%WTM0.2% · 0%LQDA0.2% · 0%ACWV0.2% · 0%QQQ0.2% · +2%GOOGL0.2% · +0%GOOG0.2% · +8%VTV0.1% · 0%CW0.1% · 0%DTCR0.1% · +6%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 72%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 18, 2026.

Assets Under Management
$679.7M
Discretionary
$567.8M
Employees
8
Accounts
298
Address
2410 NORTH FOREST ROAD
SUITE 101
GETZVILLE, NY 14068
Phone
(716) 810-9594
Website
Name Title / Status Ownership Type
Camilleri, Emilie ControlCHIEF COMPLIANCE OFFICER
since Mar 2025
Less than 5%Individual
LANDMARK WEALTH ADVISORS, LLC ControlMEMBER
since Nov 2011
25–50%Domestic Entity
ODYSSEY ADVISORS, INC. ControlMEMBER
since Jan 2005
25–50%Domestic Entity
CHIAMPOU TRAVIS BESAW & KERSHNER LLPMEMBER
since Nov 2011
10–25%Domestic Entity
KERSHNER, EUGENE, GERALDMEMBER
since Nov 1999
Less than 5%Individual
COLLARD, MARK, PATRICK Control
Indirect owner via ODYSSEY ADVISORS, INC.
MANAGING MEMBER
since Jan 2005
75% or moreIndividual
LAIBLE, BRIAN, K Control
Indirect owner via LANDMARK WEALTH ADVISORS, LLC
MANAGING MEMBER
since Nov 2011
75% or moreIndividual
Ownership & leadership changes · 6 filings with changes since Mar 15, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 20, 2025 filing
  • No longer listedWEIHRICH, BENJAMIN, F · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jun 2024
  • AddedCamilleri, Emilie · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Feb 14, 2025 filing
  • No longer listedKAPLAN, JOSHUA, J · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2018
  • AddedWEIHRICH, BENJAMIN, F · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Feb 26, 2018 filing
  • No longer listedCOLLARD, MARK, PATRICK · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2005
  • AddedKAPLAN, JOSHUA, J · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Feb 27, 2015 filing
  • No longer listedADVANCED WEALTH MANAGEMENT GROUP, LLC · MEMBER · 25–50% · control person · listed since Nov 2011
  • No longer listedLAIBLE, BRIAN, K · MEMBER · Less than 5% · control person · listed since Nov 2011
  • AddedLANDMARK WEALTH ADVISORS, LLC · MEMBER · 25–50% · control person
  • ChangedCOLLARD, MARK, PATRICK · indirect via ODYSSEY ADVISORS, INC.: ownership 25–50% → 75% or more
  • ChangedCOLLARD, MARK, PATRICK · title CHIEF COMPLIANCE OFFICER/MEMBER → CHIEF COMPLIANCE OFFICER
  • ChangedLAIBLE, BRIAN, K · indirect via LANDMARK WEALTH ADVISORS, LLC: ownership 25–50% → 75% or more
Jan 23, 2013 filing
  • Listed againCOLLARD, MARK, PATRICK · CHIEF COMPLIANCE OFFICER/MEMBER · Less than 5% · control person
  • ChangedCOLLARD, MARK, PATRICK · indirect via ODYSSEY ADVISORS, INC.: title DIRECTOR, SOLE SHAREHOLDER → MANAGING MEMBER
  • ChangedLAIBLE, BRIAN, K · indirect via LANDMARK WEALTH ADVISORS, LLC: title SOLE MEMBER → MANAGING MEMBER
  • ChangedLAIBLE, BRIAN, K · title CHIEF COMPLIANCE OFFICER/MANAGING MEMBER → MEMBER
Nov 20, 2012 filing
  • No longer listedCOLLARD, MARK, PATRICK · MANAGING PRINCIPAL · Less than 5% · control person · listed since Jan 2005
  • No longer listedGALDA, JOSEPH, PAUL · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jan 2011
  • No longer listedLAIBLE, BRIAN, KEVIN · SOLE MEMBER · 25–50% · indirect via ADVANCED WEALTH MANAGEMENT LLC · control person · listed since Nov 2011
  • AddedLAIBLE, BRIAN, K · SOLE MEMBER · 25–50% · indirect via LANDMARK WEALTH ADVISORS, LLC · control person
  • ChangedLAIBLE, BRIAN, K · title PRINCIPAL → CHIEF COMPLIANCE OFFICER/MANAGING MEMBER
Mar 15, 2012 filing (earliest on record)
  • ListedADVANCED WEALTH MANAGEMENT GROUP, LLC · MEMBER · 25–50% · control person
  • ListedCHIAMPOU TRAVIS BESAW & KERSHNER LLP · MEMBER · 10–25%
  • ListedCOLLARD, MARK, PATRICK · DIRECTOR, SOLE SHAREHOLDER · 25–50% · indirect via ODYSSEY ADVISORS, INC. · control person
  • ListedCOLLARD, MARK, PATRICK · MANAGING PRINCIPAL · Less than 5% · control person
  • ListedGALDA, JOSEPH, PAUL · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedKERSHNER, EUGENE, GERALD · MEMBER · Less than 5%
  • ListedLAIBLE, BRIAN, K · PRINCIPAL · Less than 5% · control person
  • ListedLAIBLE, BRIAN, KEVIN · SOLE MEMBER · 25–50% · indirect via ADVANCED WEALTH MANAGEMENT LLC · control person
  • ListedODYSSEY ADVISORS, INC. · MEMBER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 44 →

Top Trims

Show all 2 →

New Positions

Show all 31 →

Exited Positions

Show all 4 →

Bryant Woods Investment Advisors, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $100.6M 27.99% 134,386 SH
2 ISHARES TR IJH 464287507 $31.6M 8.79% 409,810 SH
3 VANGUARD INDEX FDS VOO 922908363 $30.3M 8.42% 44,105 SH
4 APPLE INC AAPL 037833100 $19.1M 5.32% 66,133 SH
5 DIMENSIONAL ETF TRUST DFAW 25434V617 $14.5M 4.05% 175,702 SH
6 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $13.5M 3.77% 164,127 SH
7 ISHARES TR IJR 464287804 $13.2M 3.68% 89,277 SH
8 FIDELITY COVINGTON TRUST FENI 31609A404 $13.0M 3.63% 325,035 SH
9 ISHARES INC IEMG 46434G103 $11.7M 3.26% 141,488 SH
10 VANGUARD ADMIRAL FDS INC IVOO 921932885 $11.1M 3.09% 85,263 SH
11 ISHARES TR IEFA 46432F842 $8.3M 2.32% 86,308 SH
12 T ROWE PRICE EXCHANGE-TRADED TSPA 87283Q503 $7.9M 2.19% 165,486 SH
13 VANGUARD ADMIRAL FDS INC VIOO 921932828 $6.1M 1.69% 44,096 SH
14 DIMENSIONAL ETF TRUST DUHP 25434V831 $4.4M 1.23% 106,210 SH
15 SELECT SECTOR SPDR TR XLK 81369Y803 $4.3M 1.20% 22,700 SH
16 ISHARES TR AGG 464287226 $4.3M 1.19% 43,230 SH
17 FIDELITY MERRIMACK STR TR FBND 316188309 $3.9M 1.09% 86,343 SH
18 AMAZON COM INC AMZN 023135106 $2.4M 0.67% 10,060 SH
19 ISHARES TR MTUM 46432F396 $2.4M 0.65% 6,859 SH
20 ISHARES TR IVW 464287309 $2.2M 0.61% 16,060 SH
21 ISHARES TR IVE 464287408 $2.2M 0.61% 9,709 SH
22 VANGUARD INDEX FDS VO 922908629 $2.2M 0.61% 27,283 SH
23 MICRON TECHNOLOGY INC MU 595112103 $2.1M 0.58% 1,813 SH
24 ISHARES TR LQD 464287242 $2.0M 0.57% 18,675 SH
25 BLACKROCK ETF TRUST II BINC 092528603 $2.0M 0.56% 38,375 SH
26 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.9M 0.53% 8,073 SH
27 ISHARES TR IGSB 464288646 $1.9M 0.52% 35,931 SH
28 NVIDIA CORPORATION NVDA 67066G104 $1.8M 0.49% 8,860 SH
29 ISHARES TR QUAL 46432F339 $1.6M 0.45% 7,407 SH
30 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $1.5M 0.42% 2 SH
31 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.5M 0.41% 2,977 SH
32 ISHARES TR IQLT 46434V456 $1.5M 0.41% 29,447 SH
33 VANGUARD BD INDEX FDS BND 921937835 $1.5M 0.41% 19,854 SH
34 DIMENSIONAL ETF TRUST DFAI 25434V203 $1.4M 0.40% 34,538 SH
35 LINDE PLC LIN G54950103 $1.4M 0.40% 2,740 SH
36 MICROSOFT CORP MSFT 594918104 $1.3M 0.36% 3,504 SH
37 VANGUARD STAR FDS VXUS 921909768 $1.3M 0.36% 14,937 SH
38 PGIM ETF TR PULS 69344A107 $1.3M 0.35% 25,275 SH
39 MOOG INC MOG.A 615394202 $1.2M 0.34% 2,895 SH
40 FIDELITY COVINGTON TRUST FDMO 316092816 $1.2M 0.33% 11,942 SH
41 L3HARRIS TECHNOLOGIES INC LHX 502431109 $1.2M 0.32% 4,000 SH
42 SELECT SECTOR SPDR TR XLI 81369Y704 $1.0M 0.29% 5,559 SH
43 FIDELITY COVINGTON TRUST FQAL 316092790 $956.0K 0.27% 11,749 SH
44 UNION PAC CORP UNP 907818108 $881.2K 0.25% 3,240 SH
45 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $839.4K 0.23% 1,124 SH
46 DIGIMARC CORP DMRC 25382K100 $819.5K 0.23% 99,693 SH
47 SPDR SERIES TRUST XBI 78464A870 $789.9K 0.22% 4,992 SH
48 ISHARES TR USMV 46429B697 $776.8K 0.22% 8,053 SH
49 M & T BK CORP MTB 55261F104 $752.0K 0.21% 3,159 SH
50 VANGUARD SCOTTSDALE FDS VTWO 92206C664 $748.6K 0.21% 6,166 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $359.6M 85 0001910641-26-000004
2026-03-31 2026-04-28 $271.8M 58 0001910641-26-000003
2025-12-31 2026-01-23 $258.0M 49 0001910641-26-000001
Filer Information
Address
2410 NORTH FOREST ROAD
SUITE 101
GETZVILLE, NY 14068
Phone
(716) 630-2489
Filing Manager
Bryant Woods Investment Advisors, LLC
GETZVILLE, NY
Signatory
Emilie Camilleri
Chief Compliance Officer