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Bryant Woods Investment Advisors, LLC

Sector-focusedMomentum followerLong-term holder

Total reported value

$271.8M

Reporting period: 2026-03-31 · Number of holdings: 58

Bryant Woods Investment Advisors, LLC disclosed 58 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $271.8M and a quarterly turnover rate of 7.4%.

Personality snowflake

Concentration
52.76
Portfolio Stability
7.42
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
73.99

Recent moves

  • Trim IVV

    +4.3%　-$408.8K

  • Trim AAPL

    -1.0%　-$1.4M

  • Add FENI

    +20.1%　$2.0M

  • Add FBND

    +64.2%　$1.4M

  • Add JIRE

    +17.4%　$1.8M

  • Trim VOO

    +7.0%　$518.8K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth31.28%-1.82%+4.35%
2IJHIshares Core S&p Midcap ETFETF-Other9.87%+0.06%+3.65%
3VOOVanguard S&p 500 ETFETF-Large Cap & Growth9.77%-0.32%+7.04%
4AAPLApple INCStock-Tech6.15%-0.86%-0.97%
5DFAWDimensional World Eqty ETFETF-Other4.58%+0.03%+6.36%
6JIREJpmorgan Int Res Enh EqtyETF-Other4.20%+0.47%+17.41%
7FENIFidelity Enhanced Intl ETFETF-Other4.04%+0.56%+20.13%
8IJRIshares Core S&p Small-cap EETF-Small Cap4.04%-0.04%+0.92%
9IVOOVanguard S&p Mid-cap 400 ETFETF-Other3.59%+0.02%+3.39%
10IEMGIshares Core Msci EmergingETF-Emerging Markets2.76%-0.13%-2.82%
11TSPAT Rowe Price US Eqy ResearchETF-Other2.23%+0.02%+11.46%
12VIOOVanguard S&p Small-cap 600 EETF-Other1.89%-0.07%-2.23%
13DUHPDimensional US High Profi EtETF-Other1.40%+0.09%+16.12%
14FBNDFidelity Total Bond ETFETF-Other1.36%+0.48%+64.24%
15IEFAIshares Core Msci Eafe ETFETF-Other1.07%+0.13%+18.65%
16AMZNAmazon.com INCStock-Consumer Disc0.76%-0.07%+6.65%
17MTUMIshares Msci USA Momentum FaETF-Other0.60%-0.07%-0.58%
18BNDVanguard Total Bond MarketETF-Other0.53%+0.15%+49.26%
19NVDANvidia CORPStock-Tech0.53%-0.06%+0.34%
20BRK-ABerkshire Hathaway Inc-cl AStock-Other0.53%-0.06%—
21BRK-BBerkshire Hathaway Inc-cl BStock-Other0.52%-0.06%—
22LHXL3harris Technologies INCStock-Industrials0.51%+0.05%—
23LINLinde plcStock-Materials0.50%+0.05%+0.26%
24MSFTMicrosoft CORPStock-Tech0.48%+0.05%+51.13%
25DFAIDimensional International CoETF-Other0.45%+0.08%+25.17%
26VXUSVanguard Total Intl StockETF-Other0.42%—+0.81%
27VIGVanguard Dividend Apprec ETFETF-Other0.40%+0.40%NEW
28FDMOFidelity Momentum Factor ETFETF-Other0.35%-0.04%+0.10%
29MOG-AMoog Inc-class AStock-Other0.31%+0.04%—
30UNPUnion Pacific CORPStock-Industrials0.29%——
31USMVIshares Msci USA Min Vol FacETF-Other0.28%—-2.48%
32WTMWhite Mountains Insurance Group, Ltd.Stock-Financials0.27%——
33SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.27%-0.03%—
34VNQVanguard Real Estate ETFETF-Other0.25%+0.01%+8.47%
35MTBM & T Bank CORPStock-Financials0.25%—+0.69%
36ACWVIshares Msci Global Min VolETF-Other0.24%—-2.86%
37MUMicron Technology INCStock-Tech0.23%+0.23%NEW
38ESEversource EnergyStock-Utilities0.21%+0.21%NEW
39GOOGLAlphabet Inc-cl AStock-Comm Services0.19%-0.05%-5.61%
40QQQInvesco Qqq Trust Series 1ETF-Tech0.19%—+5.78%
41VTVVanguard Value ETFETF-Other0.18%——
42CWCurtiss-wright CORPStock-Industrials0.17%+0.02%—
43DMRCDigimarc CorporationStock-Other0.17%—+34.20%
44JNJJohnson & JohnsonStock-Healthcare0.16%+0.01%-2.61%
45GOOGAlphabet Inc-cl CStock-Comm Services0.16%-0.02%-0.07%
46AVGOBroadcom INCStock-Tech0.15%-0.03%-2.18%
47DTCRGlobal X Data Center & DigitETF-Other0.14%+0.14%NEW
48VXFVanguard Extended Market ETFETF-Other0.14%—+6.85%
49LQDALiquidia CORPStock-Other0.12%+0.12%NEW
50MPCMarathon Petroleum CORPStock-Energy0.11%+0.11%NEW
1–50 of 58

Holding changes this quarter

Bryant Woods Investment Advisors, LLC's most significant position changes for 2026-03-31: New buy: Vanguard Dividend Apprec ETF (VIG); New buy: Micron Technology INC (MU); New buy: Eversource Energy (ES); New buy: Global X Data Center & Digit (DTCR); New buy: Liquidia CORP (LQDA).

Position changes disclosed by Bryant Woods Investment Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1FENIFidelity Enhanced Intl ETF+0.6%+20.13%Add
2FBNDFidelity Total Bond ETF+0.5%+64.24%Add
3JIREJpmorgan Int Res Enh Eqty+0.5%+17.41%Add
4BNDVanguard Total Bond Market+0.2%+49.26%Add
5IEFAIshares Core Msci Eafe ETF+0.1%+18.65%Add
6DUHPDimensional US High Profi Et+0.1%+16.12%Add
7DFAIDimensional International Co+0.1%+25.17%Add
8IJHIshares Core S&p Midcap ETF+0.1%+3.65%Add
9LHXL3harris Technologies INC+0.1%—Unchanged
10LINLinde plc+0.1%+0.26%Add
11MSFTMicrosoft CORP+0.1%+51.13%Add
12MOG-AMoog Inc-class A0%—Unchanged
13DFAWDimensional World Eqty ETF0%+6.36%Add
14IVOOVanguard S&p Mid-cap 400 ETF0%+3.39%Add
15TSPAT Rowe Price US Eqy Research0%+11.46%Add
16CWCurtiss-wright CORP0%—Unchanged
17VTIVanguard Total Stock Mkt ETF0%+36.35%Add
18JNJJohnson & Johnson0%-2.61%Trim
19VNQVanguard Real Estate ETF0%+8.47%Add
20WTMWhite Mountains Insurance Group, Ltd.——Unchanged
21UNPUnion Pacific CORP——Unchanged
22GOOGAlphabet Inc-cl C0%-0.07%Trim
23AVGOBroadcom INC0%-2.18%Trim
24SPYSs Spdr S&p 500 ETF Trust-us0%—Unchanged
25IJRIshares Core S&p Small-cap E0%+0.92%Add
26FDMOFidelity Momentum Factor ETF0%+0.10%Add
27GOOGLAlphabet Inc-cl A-0.1%-5.61%Trim
28NVDANvidia CORP-0.1%+0.34%Add
29BRK-ABerkshire Hathaway Inc-cl A-0.1%—Unchanged
30BRK-BBerkshire Hathaway Inc-cl B-0.1%—Unchanged
31AMZNAmazon.com INC-0.1%+6.65%Add
32MTUMIshares Msci USA Momentum Fa-0.1%-0.58%Trim
33VIOOVanguard S&p Small-cap 600 E-0.1%-2.23%Trim
34IEMGIshares Core Msci Emerging-0.1%-2.82%Trim
35VOOVanguard S&p 500 ETF-0.3%+7.04%Add
36AAPLApple INC-0.9%-0.97%Trim
37IVVIshares Core S&p 500 ETF-1.8%+4.35%Add
38VIGVanguard Dividend Apprec ETF—NEWNew buy
39MUMicron Technology INC—NEWNew buy
40ESEversource Energy—NEWNew buy
41DTCRGlobal X Data Center & Digit—NEWNew buy
42LQDALiquidia CORP—NEWNew buy
43MPCMarathon Petroleum CORP—NEWNew buy
44FQALFidelity Quality Factor ETF—NEWNew buy
45VVisa Inc-class A Shares—EXITSold out
46DDominion Energy INC—NEWNew buy
47DYNFIshrs US E F R A Etf-usd INC—NEWNew buy
48TDYTeledyne Technologies INC—NEWNew buy
49PTLCPacer Trendpilot US Large Ca—EXITSold out
50SLBSlb LTD—NEWNew buy

FAQ

What is Bryant Woods Investment Advisors, LLC and what type of investor is it?
Bryant Woods Investment Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $271.8M, spread across 58 disclosed positions.
What are Bryant Woods Investment Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Bryant Woods Investment Advisors, LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $85.0M (31.3%) 2. Ishares Core S&p Midcap ETF (IJH) — $26.8M (9.9%) 3. Vanguard S&p 500 ETF (VOO) — $26.6M (9.8%) 4. Apple INC (AAPL) — $16.7M (6.2%) 5. Dimensional World Eqty ETF (DFAW) — $12.5M (4.6%)
What changes did Bryant Woods Investment Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Bryant Woods Investment Advisors, LLC made 42 notable position adjustments: 11 new positions were initiated, 21 existing holdings were added to, 8 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Vanguard Dividend Apprec ETF (VIG); New buy: Micron Technology INC (MU); New buy: Eversource Energy (ES); New buy: Global X Data Center & Digit (DTCR); New buy: Liquidia CORP (LQDA)
What sectors does Bryant Woods Investment Advisors, LLC focus on?
Bryant Woods Investment Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 76.8% • Consumer Discretionary: 7.8% • Financials: 5.3% • Communication Services: 3.6% • Industrials: 3.0% • Health Care: 1.7%