Q2 2026 13F · SEC CIK 1910641

Bryant Woods Investment Advisors, LLC

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $359.6M
Reported positions: 85
Top holdings a year, 3 yrs: +17.5%
Assets under management: $679.7M

Bryant Woods Investment Advisors, LLC is a wealth manager that reported 85 positions worth $359.6M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 28.0%), Ishares Tr (IJH, 8.8%), Vanguard S&p 500 ETF (VOO, 8.4%). A portfolio copying its top holdings returned 17.5% a year over the last 3 years, against 20.4% for the S&P 500.

Bryant Woods Investment Advisors, LLC holdings largest 50 of 85 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bryant Woods Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	28.0%	31.3%	134,386	+3.3%	$100.6M
IJHIshares Tr	8.8%	9.9%	409,810	+3.1%	$31.6M
VOOVanguard S&p 500 ETF	8.4%	9.8%	44,105	-0.8%	$30.3M
AAPLApple Inc	5.3%	6.2%	66,133	+0.4%	$19.1M
DFAWDimensional ETF Trust	4.0%	4.6%	175,702	+4.1%	$14.5M
JIREJ P Morgan Exchange Traded F	3.8%	4.2%	164,127	+8.8%	$13.5M
IJRIshares Core S&p Small Cap ETF	3.7%	4.0%	89,277	+1.1%	$13.2M
FENIFidelity Enhanced International ETF	3.6%	4.0%	325,035	+10.1%	$13.0M
IEMGIshares	3.3%	2.8%	141,488	+31.4%	$11.7M
IVOOVanguard Admiral Fds Inc	3.1%	3.6%	85,263	-0.0%	$11.1M
IEFAIshares Core Msci Eafe ETF	2.3%	1.1%	86,308	+168.8%	$8.3M
TSPAT Rowe Price ETF Inc	2.2%	2.2%	165,486	+11.5%	$7.9M
VIOOVanguard Admiral Fds Inc	1.7%	1.9%	44,096	-1.3%	$6.1M
DUHPDimensional ETF Trust	1.2%	1.4%	106,210	+2.7%	$4.4M
XLKState Street Technology Select Sector Sp	1.2%	—	22,700	—	$4.3M
AGGIshares Tr	1.2%	—	43,230	—	$4.3M
FBNDFidelity Merrimack Str Tr	1.1%	1.4%	86,343	+6.4%	$3.9M
AMZNAmazon Com Inc Com	0.7%	0.8%	10,060	+1.1%	$2.4M
MTUMIshares Msci USA Momentum Factor ETF	0.7%	0.6%	6,859	+0.4%	$2.4M
IVWIshares	0.6%	—	16,060	—	$2.2M
IVEIshares S&p 500 Value ETF	0.6%	—	9,709	—	$2.2M
VOVanguard Index Fds	0.6%	—	27,283	—	$2.2M
MUMicron Technology Inc	0.6%	0.2%	1,813	+0.1%	$2.1M
LQDIshares Tr	0.6%	—	18,675	—	$2.0M
BINCIshares Flexible Income Active ETF	0.6%	—	38,375	—	$2.0M
VIGVanguard Dividend Appreciation ETF	0.5%	0.4%	8,073	+61.0%	$1.9M
IGSBIshares 1-3 Yr Credit Bond ETF	0.5%	—	35,931	—	$1.9M
NVDANvidia Corporation Com	0.5%	0.5%	8,860	+7.4%	$1.8M
QUALIshares Msci USA Quality Factor ETF	0.5%	—	7,407	—	$1.6M
BRK-ABerkshire Hathaway Inc Del	0.4%	0.5%	2	+0.0%	$1.5M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.5%	2,977	+0.3%	$1.5M
IQLTIshares Tr	0.4%	—	29,447	—	$1.5M
BNDVanguard Total Bond Market ETF	0.4%	0.5%	19,854	+1.1%	$1.5M
DFAIDimensional International Core Equity Ma	0.4%	0.5%	34,538	+9.1%	$1.4M
LINLinde PLC	0.4%	0.5%	2,740	+0.2%	$1.4M
MSFTMicrosoft Corp	0.4%	0.5%	3,504	+0.5%	$1.3M
VXUSVanguard Star Fds Vanguard Total Intl St	0.4%	0.4%	14,937	+0.0%	$1.3M
PULSPgim Ultra Short Bond ETF	0.3%	—	25,275	—	$1.3M
MOG-AMoog Inc	0.3%	0.3%	2,895	+0.0%	$1.2M
FDMOFidelity Covington Trust	0.3%	0.4%	11,942	+0.1%	$1.2M
LHXL3harris Technologies Inc	0.3%	0.5%	4,000	+0.0%	$1.2M
XLISelect Sector Spdr Tr	0.3%	—	5,559	—	$1.0M
FQALFidelity Covington Trust	0.3%	—	11,749	—	$956K
UNPUnion Pac Corp	0.2%	0.3%	3,240	+0.0%	$881K
SPYSpdr S&p 500 ETF Tr	0.2%	0.3%	1,124	+0.0%	$839K
DMRCDigimarc Corp	0.2%	—	99,693	—	$819K
XBISpdr Series Trust	0.2%	—	4,992	—	$790K
USMVIshares Msci USA Min Volfctr ETF	0.2%	0.3%	8,053	-1.0%	$777K
MTBM & T Bk Corp	0.2%	0.2%	3,159	-2.2%	$752K
VTWOVanguard Scottsdale Fds	0.2%	—	6,166	—	$749K

What Bryant Woods Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IEFA Ishares Core Msci Eafe ETF+168.8% shares
VIG Vanguard Dividend Appreciation ETF+61.0% shares
IEMG Ishares+31.4% shares
TSPA T Rowe Price ETF Inc+11.5% shares
FENI Fidelity Enhanced International ETF+10.1% shares
DFAI Dimensional International Core Equity Ma+9.1% shares
JIRE J P Morgan Exchange Traded F+8.8% shares
NVDA Nvidia Corporation Com+7.4% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.3% /yr; S&P 500 +20.1%
3 years: +17.5% /yr; S&P 500 +20.4%
5 years: +10.5% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$359.6M	85
Q1 2026	$271.8M	58
Q4 2025	$258.0M	49
Q3 2025	$255.7M	54
Q2 2025	$231.7M	52
Q1 2025	$208.0M	49
Q4 2024	$206.4M	49
Q3 2024	$196.4M	46
Q2 2024	$137.5M	42
Q1 2024	$169.5M	46
Q4 2023	$156.8M	43
Q3 2023	$137.5M	42

Questions about Bryant Woods Investment Advisors, LLC's portfolio

What stocks does Bryant Woods Investment Advisors, LLC own?

Bryant Woods Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 85 positions worth $359.6M. The largest are Ishares Core S&p 500 ETF (IVV) at 28.0%, Ishares Tr (IJH) at 8.8%, Vanguard S&p 500 ETF (VOO) at 8.4%, Apple Inc (AAPL) at 5.3% and Dimensional ETF Trust (DFAW) at 4.0%.

What did Bryant Woods Investment Advisors, LLC buy last quarter?

In Q2 2026, Bryant Woods Investment Advisors, LLC added Ishares Core Msci Eafe ETF (IEFA) (+168.8% shares), Vanguard Dividend Appreciation ETF (VIG) (+61.0% shares) and Ishares (IEMG) (+31.4% shares), compared with its Q1 2026 filing.

What did Bryant Woods Investment Advisors, LLC sell last quarter?

In Q2 2026, Bryant Woods Investment Advisors, LLC cut from its top 50 White Mtns Ins Group Ltd (WTM), cut from its top 50 Vanguard Real Estate ETF (VNQ), cut from its top 50 Ishares Inc (ACWV), cut from its top 50 Eversource Energy (ES) and cut from its top 50 Alphabet Inc (GOOGL), compared with its Q1 2026 filing.

How has Bryant Woods Investment Advisors, LLC's portfolio performed?

A portfolio copying Bryant Woods Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.3% against +20.1%. Over 5 years: +10.5% a year against +13.0%.

When is Bryant Woods Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bryant Woods Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bryant Woods Investment Advisors, LLC manage?

Bryant Woods Investment Advisors, LLC reported $679.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $359.6M.