Bryant Woods Investment Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Bryant Woods Investment Advisors, Llc disclosed 84 stock positions valued at approximately $359.58M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 84
- Portfolio Value
- $359.58M
Holdings by Sector
Bryant Woods Investment Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 27.99% | 134,386 | +4,261 | +3.27% | $100,645,489 |
| ISHARES TR | IJH | Other | 8.79% | 409,810 | +12,382 | +3.12% | $31,600,782 |
| VANGUARD INDEX FDS | VOO | Other | 8.42% | 44,105 | -355 | -0.80% | $30,290,754 |
| APPLE INC | AAPL | Technology | 5.32% | 66,133 | +263 | +0.40% | $19,136,126 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 4.05% | 175,702 | +6,872 | +4.07% | $14,545,946 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 3.77% | 164,127 | +13,304 | +8.82% | $13,538,545 |
| ISHARES TR | IJR | Other | 3.68% | 89,277 | +972 | +1.10% | $13,240,781 |
| FIDELITY COVINGTON TRUST | FENI | Other | 3.63% | 325,035 | +29,938 | +10.15% | $13,043,597 |
| ISHARES INC | IEMG | Other | 3.26% | 141,488 | +33,805 | +31.39% | $11,720,950 |
| VANGUARD ADMIRAL FDS INC | IVOO | Other | 3.09% | 85,263 | -28 | -0.03% | $11,118,066 |
| ISHARES TR | IEFA | Other | 2.32% | 86,308 | +54,202 | +168.82% | $8,335,660 |
| T ROWE PRICE EXCHANGE-TRADED | TSPA | Other | 2.19% | 165,486 | +17,033 | +11.47% | $7,865,701 |
| VANGUARD ADMIRAL FDS INC | VIOO | Other | 1.69% | 44,096 | -579 | -1.30% | $6,064,511 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 1.23% | 106,210 | +2,765 | +2.67% | $4,432,009 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.20% | 22,700 | +22,700 | +100.00% | $4,324,614 |
| ISHARES TR | AGG | Other | 1.19% | 43,230 | +43,230 | +100.00% | $4,278,905 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.09% | 86,343 | +5,195 | +6.40% | $3,927,613 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.67% | 10,060 | +111 | +1.12% | $2,397,817 |
| ISHARES TR | MTUM | Other | 0.65% | 6,859 | +25 | +0.37% | $2,351,482 |
| ISHARES TR | IVW | Other | 0.61% | 16,060 | +16,060 | +100.00% | $2,208,703 |
| ISHARES TR | IVE | Other | 0.61% | 9,709 | +9,709 | +100.00% | $2,204,570 |
| VANGUARD INDEX FDS | VO | Other | 0.61% | 27,283 | +27,283 | +100.00% | $2,198,238 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.58% | 1,813 | +1 | +0.06% | $2,092,282 |
| ISHARES TR | LQD | Other | 0.57% | 18,675 | +18,675 | +100.00% | $2,036,882 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.56% | 38,375 | +38,375 | +100.00% | $2,008,549 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.53% | 8,073 | +3,060 | +61.04% | $1,910,618 |
| ISHARES TR | IGSB | Other | 0.52% | 35,931 | +35,931 | +100.00% | $1,883,144 |
| NVIDIA CORPORATION | NVDA | Technology | 0.49% | 8,860 | +614 | +7.45% | $1,772,857 |
| ISHARES TR | QUAL | Other | 0.45% | 7,407 | +7,407 | +100.00% | $1,625,383 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.42% | 2 | - | - | $1,497,700 |
Showing 30 of 84 holdings in the latest reporting period.