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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, exited 4, added to 44, and trimmed 2.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$15.6M +18.4%
  • ISHARES TR$5.4M +186.8%
  • ISHARES TR$4.8M +17.7%
  • ISHARES INC$4.2M +56.0%
  • VANGUARD INDEX FDS$3.7M +14.0%
Show all 44 →

Top Trims

  • L3HARRIS TECHNOLOGIES INC-$218.2K -15.8%
  • WHITE MTNS INS GROUP LTD-$42.0K -5.6%
Show all 2 →

New Positions

  • SELECT SECTOR SPDR TR$4.3M
  • ISHARES TR$4.3M
  • ISHARES TR$2.2M
  • ISHARES TR$2.2M
  • VANGUARD INDEX FDS$2.2M
Show all 31 →

Exited Positions

  • EVERSOURCE ENERGY$579.2K
  • DIGIMARC CORP NEW$470.9K
  • DOMINION ENERGY INC$237.1K
  • SLB LIMITED$205.6K
Show all 4 →
All Holdings

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