Bryant Woods Investment Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, Bryant Woods Investment Advisors, Llc disclosed 67 stock positions valued at approximately $354.83M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 67
- Portfolio Value
- $354.83M
Holdings by Sector
Bryant Woods Investment Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 31.63% | 146,541 | +12,155 | +9.04% | $112,234,511 |
| ISHARES TR | IJH | Other | 9.34% | 460,750 | +50,940 | +12.43% | $33,151,093 |
| VANGUARD INDEX FDS | VOO | Other | 9.00% | 45,583 | +1,478 | +3.35% | $31,949,071 |
| APPLE INC | AAPL | Technology | 6.18% | 65,875 | -258 | -0.39% | $21,937,817 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 4.43% | 191,224 | +27,097 | +16.51% | $15,710,556 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 4.34% | 187,062 | +11,360 | +6.47% | $15,397,204 |
| FIDELITY COVINGTON TRUST | FENI | Other | 4.33% | 384,930 | +59,895 | +18.43% | $15,362,539 |
| ISHARES TR | IJR | Other | 3.70% | 96,381 | +7,104 | +7.96% | $13,111,524 |
| VANGUARD ADMIRAL FDS INC | IVOO | Other | 3.00% | 87,403 | +2,140 | +2.51% | $10,641,885 |
| ISHARES INC | IEMG | Other | 2.83% | 123,524 | -17,964 | -12.70% | $10,025,480 |
| T ROWE PRICE EXCHANGE-TRADED | TSPA | Other | 2.57% | 188,612 | +23,126 | +13.97% | $9,102,524 |
| VANGUARD ADMIRAL FDS INC | VIOO | Other | 1.56% | 43,834 | -262 | -0.59% | $5,545,419 |
| ISHARES TR | IEFA | Other | 1.34% | 49,223 | -37,085 | -42.97% | $4,768,754 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.05% | 85,975 | -368 | -0.43% | $3,722,869 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.74% | 11,211 | +3,138 | +38.87% | $2,615,778 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.70% | 9,971 | -89 | -0.88% | $2,484,397 |
| VANGUARD BD INDEX FDS | BND | Other | 0.61% | 30,994 | +11,140 | +56.11% | $2,174,259 |
| ISHARES TR | MTUM | Other | 0.61% | 6,796 | -63 | -0.92% | $2,156,801 |
| FIDELITY COVINGTON TRUST | FQAL | Other | 0.60% | 25,618 | +13,869 | +118.04% | $2,132,709 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.57% | 26,631 | +26,631 | +100.00% | $2,034,622 |
| NVIDIA CORPORATION | NVDA | Technology | 0.57% | 8,821 | -39 | -0.44% | $2,014,607 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.54% | 1,811 | -2 | -0.11% | $1,928,832 |
| MICROSOFT CORP | MSFT | Technology | 0.48% | 3,325 | -179 | -5.11% | $1,705,777 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.42% | 2 | - | - | $1,494,010 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.42% | 2,982 | +5 | +0.17% | $1,484,887 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.41% | 34,965 | +427 | +1.24% | $1,448,616 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.40% | 6,906 | +6,906 | +100.00% | $1,436,371 |
| LINDE PLC | LIN | Basic Materials | 0.37% | 2,746 | +6 | +0.22% | $1,303,841 |
| VANGUARD STAR FDS | VXUS | Other | 0.36% | 14,937 | - | - | $1,269,048 |
| FIDELITY COVINGTON TRUST | FDMO | Other | 0.32% | 11,955 | +13 | +0.11% | $1,135,725 |
Showing 30 of 67 holdings in the latest reporting period.