Latest Bryant Woods Investment Advisors, LLC Stock Portfolio

Bryant Woods Investment Advisors, LLC Performance:

2026 Q1: -1.96%YTD: -1.96%2025: 12.57%

Performance for 2026 Q1 is -1.96%, and YTD is -1.96%, and 2025 is 12.57%.

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

On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bryant Woods Investment Advisors, LLC reported an equity portfolio of $271.8 Millions as of 31 Mar, 2026.

The top stock holdings of Bryant Woods Investment Advisors, LLC are IJR, IJR, VB. The fund has invested 31.3% of it's portfolio in ISHARES TR and 9.9% of portfolio in ISHARES TR.

The fund managers got completely rid off VISA INC (V) and PACER FDS TR (AFTY) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), ISHARES INC (ACWV) and ISHARES INC (EMGF). Bryant Woods Investment Advisors, LLC opened new stock positions in VANGUARD SPECIALIZED FUNDS (VIG), MICRON TECHNOLOGY INC (MU) and EVERSOURCE ENERGY (ES). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY MERRIMACK STR TR (FBND), MICROSOFT CORP (MSFT) and VANGUARD BD INDEX FDS (BIV).

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 -1.96% in the last quarter. In trailing 12 months, it's portfolio return was 16.27%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard specialized funds	1,078,780
micron technology inc	612,167
eversource energy	579,181
global x fds	386,546
liquidia corporation	324,564
marathon pete corp	285,519
fidelity covington trust	276,622
dominion energy inc	237,142

New stocks bought by Bryant Woods Investment Advisors, LLC

Additions

Ticker	% Inc.
fidelity merrimack str tr	64.24
microsoft corp	51.13
vanguard bd index fds	49.26
vanguard index fds	36.35
digimarc corp new	34.2
dimensional etf trust	25.17
fidelity covington trust	20.13
ishares tr	18.65

Additions to existing portfolio by Bryant Woods Investment Advisors, LLC

Reductions

Ticker	% Reduced
alphabet inc	-5.61
ishares inc	-2.86
ishares inc	-2.82
johnson & johnson	-2.61
ishares tr	-2.48
vanguard admiral fds inc	-2.23
broadcom inc	-2.18
apple inc	-0.97

Bryant Woods Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
pacer fds tr	-206,630
visa inc	-241,004

Bryant Woods Investment Advisors, LLC got rid off the above stocks

Sector Distribution

Bryant Woods Investment Advisors, LLC has about 87.9% of it's holdings in Others sector.

Sector	%
Others	87.9
Technology	7.8

Market Cap. Distribution

Bryant Woods Investment Advisors, LLC has about 11.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	87.9
MEGA-CAP	9.3
LARGE-CAP	1.9

Stocks belong to which Index?

About 11% of the stocks held by Bryant Woods Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	88.4
S&P 500	11

Top 5 Winners (%)		%
CW	curtiss wright corp	23.6 %
	moog inc	20.2 %
JNJ	johnson & johnson	17.9 %
LHX	l3harris technologies inc	17.6 %
LIN	linde plc	16.2 %

Top 5 Winners ($)		$
IJR	ishares tr	0.6 M
IJR	ishares tr	0.4 M
EMGF	ishares inc	0.3 M
IVOG	vanguard admiral fds inc	0.2 M
LHX	l3harris technologies inc	0.2 M

Top 5 Losers (%)		%
DMRC	digimarc corp new	-22.7 %
MSFT	microsoft corp	-20.3 %
AVGO	broadcom inc	-10.5 %
AMZN	amazon com inc	-9.5 %
GOOG	alphabet inc	-8.6 %

Top 5 Losers ($)		$
IJR	ishares tr	-4.0 M
VB	vanguard index fds	-1.3 M
AAPL	apple inc	-1.2 M
MSFT	microsoft corp	-0.3 M
TAGG	t rowe price etf inc	-0.3 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 58 stocks in it's portfolio. About 80.3% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Bryant Woods Investment Advisors, LLC last quarter.

Last Reported on: 28 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.15	65,870	16,717,200	reduced	-0.97

ACWV	ishares inc	0.24	5,512	658,705	reduced	-2.86

AFTY	pacer fds tr	0.00	0.00	0.00	sold off	-100

AGNG	global x fds	0.14	16,133	386,546	new

AMPS	ishares tr	0.28	8,134	754,379	reduced	-2.48

AMZN	amazon com inc	0.76	9,949	2,072,180	added	6.65

AVGO	broadcom inc	0.15	1,347	416,617	reduced	-2.18

BBAX	j p morgan exchange traded f	4.20	150,823	11,423,100	added	17.41

BECO	blackrock etf trust	0.09	4,033	234,696	new

BIV	vanguard bd index fds	0.53	19,635	1,445,900	added	49.26

CW	curtiss wright corp	0.17	692	471,335	unchanged	0.00

D	dominion energy inc	0.09	3,836	237,142	new

DFAC	dimensional etf trust	4.58	168,830	12,456,800	added	6.36

DFAC	dimensional etf trust	1.40	103,445	3,802,670	added	16.12

DFAC	dimensional etf trust	0.45	31,653	1,233,270	added	25.17

DMRC	digimarc corp new	0.17	95,904	470,891	added	34.2

EMGF	ishares inc	2.76	107,683	7,511,050	reduced	-2.82

ES	eversource energy	0.21	8,360	579,181	new

FBCG	fidelity covington trust	0.35	11,929	955,550	added	0.1

FBCG	fidelity covington trust	0.10	3,808	276,622	new