Bryant Woods Investment Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Bryant Woods Investment Advisors, LLC reported 58 stock positions worth $271.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 31.3% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 9.9%) and Vanguard S&P 500 ETF (VOO, 9.8%). Compared with Q4 2025, it opened 11 new positions, sold out of 2, added to 26 and reduced 10. The biggest buy was Fidelity Enhanced Intl ETF (FENI, shares +20%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- GETZVILLE, NY
- CIK
- 0001910641
- Portfolio Value
- $271.8M (Q1 2026)
- SEC Filing
- 0001910641-26-000003 ↗ filed Apr 28, 2026
Holdings Value
Holdings 58 stocks · $271.8M
| IVV iShares Core S&P 500 ETF | 31.28% | 130,125 | $85.0M | Add +4.3% |
| IJH iShares Core S&P Midcap ETF | 9.87% | 397,428 | $26.8M | Add +3.6% |
| VOO Vanguard S&P 500 ETF | 9.77% | 44,460 | $26.6M | Add +7.0% |
| AAPL Apple Inc. | 6.15% | 65,870 | $16.7M | Reduce -1.0% |
| DFAW Dimensional World Eqty ETF | 4.58% | 168,830 | $12.5M | Add +6.4% |
| JIRE JPMorgan Int Res Enh Eqty | 4.20% | 150,823 | $11.4M | Add +17.4% |
| FENI Fidelity Enhanced Intl ETF | 4.04% | 295,097 | $11.0M | Add +20.1% |
| IJR iShares Core S&P Small-Cap E | 4.04% | 88,305 | $11.0M | Add +0.9% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 3.59% | 85,291 | $9.8M | Add +3.4% |
| IEMG iShares Core MSCI Emerging | 2.76% | 107,683 | $7.5M | Reduce -2.8% |
| TSPA T Rowe Price US Eqy Research | 2.23% | 148,453 | $6.1M | Add +11.5% |
| VIOO Vanguard S&P Small-Cap 600 E | 1.89% | 44,675 | $5.1M | Reduce -2.2% |
| DUHP Dimensional US High Profi Et | 1.40% | 103,445 | $3.8M | Add +16.1% |
| FBND Fidelity Total Bond ETF | 1.36% | 81,148 | $3.7M | Add +64.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.07% | 32,106 | $2.9M | Add +18.6% |
| AMZN Amazon.com Inc. | 0.76% | 9,949 | $2.1M | Add +6.7% |
| MTUM iShares MSCI USA Momentum Fa | 0.60% | 6,834 | $1.6M | Reduce -0.6% |
| BND Vanguard Total Bond Market | 0.53% | 19,635 | $1.4M | Add +49.3% |
| NVDA Nvidia Corp. | 0.53% | 8,246 | $1.4M | Add +0.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.53% | 2 | $1.4M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 2,967 | $1.4M | No change |
| LHX L3HARRIS Technologies Inc. | 0.51% | 4,000 | $1.4M | No change |
| LIN Linde PLC | 0.50% | 2,734 | $1.4M | Add +0.3% |
| MSFT Microsoft Corp. | 0.48% | 3,488 | $1.3M | Add +51.1% |
| DFAI Dimensional International Co. | 0.45% | 31,653 | $1.2M | Add +25.2% |
| VXUS Vanguard Total Intl Stock | 0.42% | 14,937 | $1.2M | Add +0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.40% | 5,013 | $1.1M | New |
| FDMO Fidelity Momentum Factor ETF | 0.35% | 11,929 | $956K | Add +0.1% |
| MOG.A Moog Inc. Class A | 0.31% | 2,895 | $847K | No change |
| UNP Union Pacific Corp. | 0.29% | 3,239 | $786K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.28% | 8,134 | $754K | Reduce -2.5% |
| WTM White Mountains Insurance GP | 0.27% | 340 | $747K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 1,124 | $731K | No change |
| VNQ Vanguard Real Estate ETF | 0.25% | 7,634 | $677K | Add +8.5% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.25% | 3,231 | $668K | Add +0.7% |
| ACWV iShares MSCI Global Min Vol | 0.24% | 5,512 | $659K | Reduce -2.9% |
| MU Micron Technology Inc. | 0.23% | 1,812 | $612K | New |
| ES Eversource Energy | 0.21% | 8,360 | $579K | New |
| GOOGL Alphabet Inc. Class A | 0.19% | 1,835 | $528K | Reduce -5.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 878 | $506K | Add +5.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 2,475 | $486K | No change |
| CW Curtiss-Wright Corp. | 0.17% | 692 | $471K | No change |
| DMRC Digimarc Corp. | 0.17% | 95,904 | $471K | Add +34.2% |
| JNJ Johnson & Johnson | 0.16% | 1,829 | $447K | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 0.16% | 1,494 | $429K | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.15% | 1,347 | $417K | Reduce -2.2% |
| DTCR Global X Data Center & Digit | 0.14% | 16,133 | $387K | New |
| VXF Vanguard Extended Market ETF | 0.14% | 1,795 | $369K | Add +6.8% |
| LQDA Liquidia Corp. | 0.12% | 8,600 | $325K | New |
| MPC Marathon Petroleum Corp. | 0.11% | 1,170 | $286K | New |
| FQAL Fidelity Quality Factor ETF | 0.10% | 3,808 | $277K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 814 | $261K | Add +36.4% |
| D Dominion Energy Inc. | 0.09% | 3,836 | $237K | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.09% | 4,033 | $235K | New |
| TDY Teledyne Technologies Inc. | 0.08% | 367 | $222K | New |
| VST Vistra Corp. | 0.08% | 1,450 | $218K | No change |
| PPG PPG Industries Inc. | 0.08% | 2,000 | $214K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.08% | 4,000 | $206K | New |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -1.0% | 6.15% | −0.86 |
| IEMG iShares Core MSCI Emerging | Reduce -2.8% | 2.76% | −0.12 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.09 |
| PTLC Pacer Trendpilot US Large Ca | Sold out | 0.00% | −0.08 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -2.2% | 1.89% | −0.08 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -0.6% | 0.60% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -5.6% | 0.19% | −0.04 |
| AVGO Broadcom Inc. | Reduce -2.2% | 0.15% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.5% | 0.28% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 0.16% | −0.02 |
| ACWV iShares MSCI Global Min Vol | Reduce -2.9% | 0.24% | −0.02 |
| JNJ Johnson & Johnson | Reduce -2.6% | 0.16% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| FENI Fidelity Enhanced Intl ETF | Add +20.1% | 4.04% | +0.56 |
| FBND Fidelity Total Bond ETF | Add +64.2% | 1.36% | +0.48 |
| JIRE JPMorgan Int Res Enh Eqty | Add +17.4% | 4.20% | +0.48 |
| VIG Vanguard Dividend Apprec ETF | New | 0.40% | +0.40 |
| MU Micron Technology Inc. | New | 0.23% | +0.23 |
| ES Eversource Energy | New | 0.21% | +0.21 |
| BND Vanguard Total Bond Market | Add +49.3% | 0.53% | +0.15 |
| DTCR Global X Data Center & Digit | New | 0.14% | +0.14 |
| IEFA iShares Core MSCI Eafe ETF | Add +18.6% | 1.07% | +0.13 |
| LQDA Liquidia Corp. | New | 0.12% | +0.12 |
| MPC Marathon Petroleum Corp. | New | 0.11% | +0.11 |
| FQAL Fidelity Quality Factor ETF | New | 0.10% | +0.10 |
| D Dominion Energy Inc. | New | 0.09% | +0.09 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.09% | +0.09 |
| DUHP Dimensional US High Profi Et | Add +16.1% | 1.40% | +0.09 |
| TDY Teledyne Technologies Inc. | New | 0.08% | +0.08 |
| DFAI Dimensional International Co. | Add +25.2% | 0.45% | +0.08 |
| SLB SLB Ltd. | New | 0.08% | +0.08 |
| IJH iShares Core S&P Midcap ETF | Add +3.6% | 9.87% | +0.07 |
| LIN Linde PLC | Add +0.3% | 0.50% | +0.05 |
| MSFT Microsoft Corp. | Add +51.1% | 0.48% | +0.04 |
| DFAW Dimensional World Eqty ETF | Add +6.4% | 4.58% | +0.03 |
| TSPA T Rowe Price US Eqy Research | Add +11.5% | 2.23% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +36.4% | 0.10% | +0.02 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +3.4% | 3.59% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +8.5% | 0.25% | +0.01 |
| VXF Vanguard Extended Market ETF | Add +6.8% | 0.14% | −0.00 |
| MTB M & T Bank Corp. | Add +0.7% | 0.25% | −0.00 |
| DMRC Digimarc Corp. | Add +34.2% | 0.17% | −0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.8% | 0.42% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.8% | 0.19% | −0.01 |
| FDMO Fidelity Momentum Factor ETF | Add +0.1% | 0.35% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Add +0.9% | 4.04% | −0.04 |
| NVDA Nvidia Corp. | Add +0.3% | 0.53% | −0.06 |
| AMZN Amazon.com Inc. | Add +6.7% | 0.76% | −0.07 |
| VOO Vanguard S&P 500 ETF | Add +7.0% | 9.77% | −0.32 |
| IVV iShares Core S&P 500 ETF | Add +4.3% | 31.28% | −1.83 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 85 | $359.6M | IVV, IJH, VOO, AAPL, DFAW |
| Q1 2026 | 58 | $271.8M | IVV, IJH, VOO, AAPL, DFAW |
| Q4 2025 | 49 | $258.0M | IVV, VOO, IJH, AAPL, DFAW |
| Q3 2025 | 54 | $255.7M | IVV, VOO, IJH, AAPL, DFAW |
| Q2 2025 | 52 | $231.7M | IVV, IJH, VOO, AAPL, DFAW |
| Q1 2025 | 49 | $208.0M | IVV, IJH, VOO, AAPL, IJR |
| Q4 2024 | 49 | $206.4M | IVV, IJH, VOO, AAPL, IJR |
| Q3 2024 | 46 | $196.4M | IVV, IJH, VOO, AAPL, IJR |
| Q2 2024 | 42 | $137.5M | IVV, IJH, IJR, AAPL, VOO |
| Q1 2024 | 46 | $169.5M | IVV, IJH, VOO, AAPL, IJR |