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Bryant Woods Investment Advisors, LLC

Q3 2026 13F filing

Updated 10 days ago

68 disclosed positions worth $354.8M

Portfolio value
$354.8M
Total holdings
68
New positions
6
Closed positions
23
Increased
33
Decreased
19
Turnover
42.6%
Filed
2026-10-26

Full holdings

Every line item disclosed in Q3 2026

E

ISHARES TR

+9.0%
Value
$112.2M
Shares
146.5K
% Port
31.63%
E

ISHARES TR

+12.4%
Value
$33.2M
Shares
460.8K
% Port
9.34%
V

VANGUARD INDEX FDS

+3.4%
Value
$31.9M
Shares
45.6K
% Port
9.00%
A

APPLE INC

-0.4%
Value
$21.9M
Shares
65.9K
% Port
6.18%
J

J P MORGAN EXCHANGE TRADED F

+16.5%
Value
$15.7M
Shares
191.2K
% Port
4.43%
?
6.N/A

DIMENSIONAL ETF TRUST

+6.5%
Value
$15.4M
Shares
187.1K
% Port
4.34%
F
7.FIS

FIDELITY COVINGTON TRUST

+18.4%
Value
$15.4M
Shares
384.9K
% Port
4.33%
E

ISHARES TR

+8.0%
Value
$13.1M
Shares
96.4K
% Port
3.70%
V

VANGUARD ADMIRAL FDS INC

+2.5%
Value
$10.6M
Shares
87.4K
% Port
3.00%
E
10.ETHA

ISHARES INC

-12.7%
Value
$10M
Shares
123.5K
% Port
2.83%
T

T ROWE PRICE EXCHANGE-TRADED

+14.0%
Value
$9.1M
Shares
188.6K
% Port
2.57%
V
12.VGES

VANGUARD ADMIRAL FDS INC

-0.6%
Value
$5.5M
Shares
43.8K
% Port
1.56%
?
13.N/A

DFA INVT DIMENSIONS GROUP IN

Value
$4.8M
Shares
114.3K
% Port
1.35%
E
14.ETHA

ISHARES TR

-43.0%
Value
$4.8M
Shares
49.2K
% Port
1.34%
F
15.FIS

FIDELITY MERRIMACK STR TR

-0.4%
Value
$3.7M
Shares
86.0K
% Port
1.05%
B
16.BX

VANGUARD SPECIALIZED FUNDS

+38.9%
Value
$2.6M
Shares
11.2K
% Port
0.74%
A
17.AMZN

AMAZON COM INC

-0.9%
Value
$2.5M
Shares
10.0K
% Port
0.70%
V
18.VGES

VANGUARD BD INDEX FDS

+56.1%
Value
$2.2M
Shares
31.0K
% Port
0.61%
E
19.ETHA

ISHARES TR

-0.9%
Value
$2.2M
Shares
6.8K
% Port
0.61%
?
20.N/A

FIDELITY COVINGTON TRUST

+118.0%
Value
$2.1M
Shares
25.6K
% Port
0.60%
V
21.VGES

VANGUARD BD INDEX FDS

Value
$2M
Shares
26.6K
% Port
0.57%
N
22.NVDA

NVIDIA CORPORATION

-0.4%
Value
$2M
Shares
8.8K
% Port
0.57%
M
23.MU

MICRON TECHNOLOGY INC

-0.1%
Value
$1.9M
Shares
1.8K
% Port
0.54%
M
24.MSFT

MICROSOFT CORP

-5.1%
Value
$1.7M
Shares
3.3K
% Port
0.48%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$1.5M
Shares
2
% Port
0.42%
B

BERKSHIRE HATHAWAY INC DEL

+0.2%
Value
$1.5M
Shares
3.0K
% Port
0.42%
C
27.CRDO

DIMENSIONAL ETF TRUST

+1.2%
Value
$1.4M
Shares
35.0K
% Port
0.41%
I
28.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$1.4M
Shares
6.9K
% Port
0.40%
L
29.LIN

LINDE PLC

+0.2%
Value
$1.3M
Shares
2.7K
% Port
0.37%
V
30.VGES

VANGUARD STAR FDS

Unchanged
Value
$1.3M
Shares
14.9K
% Port
0.36%
?
31.N/A

FIDELITY COVINGTON TRUST

+0.1%
Value
$1.1M
Shares
12.0K
% Port
0.32%
M

MOOG INC

-1.2%
Value
$1.1M
Shares
2.9K
% Port
0.31%
L
33.LHX

L3HARRIS TECHNOLOGIES INC

-6.3%
Value
$888K
Shares
3.8K
% Port
0.25%
E
34.ETHA

ISHARES TR

-39.0%
Value
$888K
Shares
17.9K
% Port
0.25%
U
35.UNP

UNION PAC CORP

+0.1%
Value
$882K
Shares
3.2K
% Port
0.25%
S
36.SPY

STATE STR SPDR S&P 500 ETF T

-6.0%
Value
$806K
Shares
1.1K
% Port
0.23%
E
37.ETHA

ISHARES TR

+0.3%
Value
$787K
Shares
8.1K
% Port
0.22%
G
38.GLD

SPDR GOLD TR

Value
$729K
Shares
1.9K
% Port
0.21%
V
39.VGES

VANGUARD INDEX FDS

+4.3%
Value
$712K
Shares
7.9K
% Port
0.20%
M

M & T BK CORP

+2.9%
Value
$707K
Shares
3.3K
% Port
0.20%
W
41.WTM

WHITE MTNS INS GROUP LTD

Unchanged
Value
$682K
Shares
340
% Port
0.19%
E
42.ETHA

ISHARES INC

-0.4%
Value
$674K
Shares
5.5K
% Port
0.19%
Q
43.QQQ

INVESCO QQQ TR

+0.7%
Value
$668K
Shares
903
% Port
0.19%
G

ALPHABET INC

+0.6%
Value
$636K
Shares
1.8K
% Port
0.18%
E
45.ETHA

BLACKROCK ETF TRUST

+47.3%
Value
$589K
Shares
8.5K
% Port
0.17%
G

ALPHABET INC

-2.8%
Value
$536K
Shares
1.6K
% Port
0.15%
V
47.VGES

VANGUARD INDEX FDS

Unchanged
Value
$535K
Shares
2.5K
% Port
0.15%
J
48.JNJ

JOHNSON & JOHNSON

-5.3%
Value
$510K
Shares
1.9K
% Port
0.14%
?
49.N/A

GLOBAL X FDS

+6.1%
Value
$491K
Shares
18.1K
% Port
0.14%
A
50.AVGO

BROADCOM INC

+1.3%
Value
$479K
Shares
1.4K
% Port
0.14%