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Latest Bryant Woods Investment Advisors, LLC Stock Portfolio

$354Million | No. of Holdings #68

Bryant Woods Investment Advisors, LLC Performance

2026 Q3-0.04%
YTD+10.16%
2025+12.57%

About Bryant Woods Investment Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bryant Woods Investment Advisors, LLC reported an equity portfolio of $354.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Bryant Woods Investment Advisors, LLC are IJR, IJR, VB. The fund has invested 31.6% of it's portfolio in ISHARES TR and 9.3% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), ISHARES TR (ACWF) and DIGIMARC CORP. Bryant Woods Investment Advisors, LLC opened new stock positions in DFA INVT DIMENSIONS GROUP IN, VANGUARD BD INDEX FDS (BIV) and INVESCO EXCHANGE TRADED FD T (CSD). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY COVINGTON TRUST (FBCG), VANGUARD BD INDEX FDS (BIV) and LIQUIDIA CORPORATION (LQDA).
Bryant Woods Investment Advisors, LLC Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$354Million
  as of Oct 26, 2026

Bryant Woods Investment Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Bryant Woods Investment Advisors, LLC made a return of -0.04% in the last quarter. In trailing 12 months, it's portfolio return was 12.55%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dfa invt dimensions group in4,791,650
vanguard bd index fds2,034,620
invesco exchange traded fd t1,436,370
spdr gold tr729,308
dimensional etf trust343,465
meta platforms inc206,273
New stocks bought by Bryant Woods Investment Advisors, LLC

Additions

Ticker% Inc.
fidelity covington trust118
vanguard bd index fds56.11
liquidia corporation47.41
blackrock etf trust47.27
invesco exch traded fd tr ii41.21
vanguard specialized funds38.87
fidelity covington trust18.43
j p morgan exchange traded f16.51
Additions to existing portfolio by Bryant Woods Investment Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-42.97
ishares tr-39.05
digimarc corp-36.17
crowdstrike hldgs inc-13.45
ishares inc-12.7
l3harris technologies inc-6.25
state str spdr s&p 500 etf t-5.96
johnson & johnson-5.26
Bryant Woods Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
dimensional etf trust-4,432,010
ishares tr-4,278,900
blackrock etf trust ii-2,008,550
ishares tr-1,883,140
vanguard index fds-2,198,240
pgim etf tr-1,252,380
select sector spdr tr-4,324,610
ishares tr-2,036,880
Bryant Woods Investment Advisors, LLC got rid off the above stocks

Sector Distribution

Bryant Woods Investment Advisors, LLC has about 88.7% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others88.7
Technology8

Market Cap. Distribution

Bryant Woods Investment Advisors, LLC has about 11% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED88.7
MEGA-CAP9.8
LARGE-CAP1.2

Stocks belong to which Index?

About 10.5% of the stocks held by Bryant Woods Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others89.1
S&P 50010.5
Top 5 Winners (%)%
MPC
marathon pete corp
54.5 %
MSFT
microsoft corp
36.5 %
CRWD
crowdstrike hldgs inc
36.2 %
AAPL
apple inc
15.1 %
NVDA
nvidia corporation
14.1 %
Top 5 Winners ($)$
AAPL
apple inc
2.9 M
IJR
ishares tr
2.4 M
VB
vanguard index fds
0.6 M
MSFT
microsoft corp
0.5 M
NVDA
nvidia corporation
0.3 M
Top 5 Losers (%)%
LQDA
liquidia corporation
-57.8 %
CW
curtiss wright corp
-28.2 %
digimarc corp
-23.9 %
LHX
l3harris technologies inc
-17.9 %
PPG
ppg inds inc
-14.0 %
Top 5 Losers ($)$
IJR
ishares tr
-2.2 M
IJR
ishares tr
-1.1 M
IVOG
vanguard admiral fds inc
-0.7 M
LQDA
liquidia corporation
-0.5 M
IVOG
vanguard admiral fds inc
-0.5 M

Bryant Woods Investment Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Bryant Woods Investment Advisors, LLC

Bryant Woods Investment Advisors, LLC has 68 stocks in it's portfolio. About 78.8% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Bryant Woods Investment Advisors, LLC last quarter.

$354.83MTotal Value
91.00Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Bryant Woods Investment Advisors, LLC, last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Bryant Woods Investment Advisors, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ABEV
Ambev Sa

Ambev Sa

ABEV
Bryant Woods Investment Advisors, LLC's holding in Ambev Sa over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Bryant Woods Investment Advisors, LLC's holding in Ishares Tr over time
0.25%17,948
$887.9K
0.25%
decreased 39.05 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Bryant Woods Investment Advisors, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWV
Ishares Inc

Ishares Inc

ACWV
Bryant Woods Investment Advisors, LLC's holding in Ishares Inc over time
0.19%5,492
$674.0K
0.19%
decreased 0.36 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Bryant Woods Investment Advisors, LLC's holding in Pacer Fds Tr over time
0.06%3,757
$223.6K
0.06%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Bryant Woods Investment Advisors, LLC's holding in Global X Fds over time
0.14%18,076
$490.6K
0.14%
increased 6.11 percentadded
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Bryant Woods Investment Advisors, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
0.11%1,326
$403.7K
0.11%
increased 41.21 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Bryant Woods Investment Advisors, LLC's holding in J P Morgan Exchange Traded F over time
4.43%191,224
$15.71M
4.43%
increased 16.51 percentadded
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
Bryant Woods Investment Advisors, LLC's holding in Blackrock Etf Trust over time
0.17%8,505
$589.1K
0.17%
increased 47.27 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Bryant Woods Investment Advisors, LLC's holding in Spdr Series Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Bryant Woods Investment Advisors, LLC's holding in Vanguard Bd Index Fds over time
0.61%30,994
$2.17M
0.61%
increased 56.11 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Bryant Woods Investment Advisors, LLC's holding in Vanguard Bd Index Fds over time
0.57%26,631
$2.03M
0.57%
new position