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CIK: 0001910641
Total reported value
$359.6M
$359.6M
58 檔
46.6%
During the Q1 2026 filing period, Bryant Woods Investment Advisors, LLC (CIK: 0001910641) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $359.6M across 58 reported positions.
In Q1 2026, Bryant Woods Investment Advisors, LLC displayed an active expansion posture, initiating 11 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 31.28% | -3.29% | +4.35% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.87% | -1.08% | +3.65% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.77% | -1.35% | +7.04% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.15% | -0.83% | -0.97% | |
| 5 | DFAW | Dimensional World Eqty ETF | ETF-Other | 4.58% | -0.53% | +6.36% | |
| 6 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 4.20% | -0.43% | +17.41% | |
| 7 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 4.04% | -0.41% | +20.13% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.04% | -0.36% | +0.92% | |
| 9 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 3.59% | -0.50% | +3.39% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.76% | +0.50% | -2.82% | |
| 11 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 2.23% | -0.04% | +11.46% | |
| 12 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 1.89% | -0.20% | -2.23% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.40% | -0.17% | +16.12% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.36% | -0.27% | +64.24% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.07% | +1.25% | +18.65% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | -0.09% | +6.65% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.60% | +0.05% | -0.58% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 0.53% | -0.12% | +49.26% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | -0.04% | +0.34% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | -0.11% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.11% | — | |
| 22 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.51% | -0.19% | — | |
| 23 | LIN | Linde plc | Stock-Materials | 0.50% | -0.10% | +0.26% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.12% | +51.13% | |
| 25 | DFAI | Dimensional International Co | ETF-Other | 0.45% | -0.05% | +25.17% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.42% | -0.06% | +0.81% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.40% | +0.13% | — | |
| 28 | FDMO | Fidelity Momentum Factor ETF | ETF-Other | 0.35% | -0.02% | +0.10% | |
| 29 | MOG-A | Moog Inc-class A | Stock-Other | 0.31% | +0.03% | — | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.29% | -0.04% | — | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.28% | -0.06% | -2.48% | |
| 32 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.27% | -0.07% | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | -0.04% | — | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.25% | -0.05% | +8.47% | |
| 35 | MTB | M & T Bank CORP | Stock-Financials | 0.25% | -0.04% | +0.69% | |
| 36 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.24% | -0.06% | -2.86% | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 0.23% | +0.35% | — | |
| 38 | ES | Eversource Energy | Stock-Utilities | 0.21% | -0.21% | EXIT | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | -0.01% | -5.61% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | -0.01% | +5.78% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.18% | -0.03% | — | |
| 42 | CW | Curtiss-wright CORP | Stock-Industrials | 0.17% | -0.02% | — | |
| 43 | DMRC | Digimarc Corporation | Stock-Other | 0.17% | -0.17% | EXIT | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | -0.02% | -2.61% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | — | -0.07% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | -0.01% | -2.18% | |
| 47 | DTCR | Global X Data Center & Digit | ETF-Other | 0.14% | — | — | |
| 48 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.14% | -0.03% | +6.85% | |
| 49 | LQDA | Liquidia CORP | Stock-Other | 0.12% | +0.07% | — | |
| 50 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.11% | -0.03% | — |
According to official SEC Form 13F filings, Bryant Woods Investment Advisors, LLC reported a total U.S. public equity portfolio value of $359.6M across 58 disclosed positions in Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, VOO) accounted for 46.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
VIG
市值: $1.1M
Top Position Liquidated / Trimmed
V
前期市值: $241.0K
During Q1 2026, Bryant Woods Investment Advisors, LLC's top holdings by market value included IVV (31.3%)、IJH (9.9%)、VOO (9.8%). The largest single position, IVV, represented 31.3% of total portfolio value.
In Q1 2026, Bryant Woods Investment Advisors, LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 26 positions, trimming 10 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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