Bryant Woods Investment Advisors, LLC 13F Holdings · Q2 2026
Bryant Woods Investment Advisors, LLC reported 85 securities worth $359.58M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (27.99%), IJH (8.79%), VOO (8.42%). Among its top 25 positions this quarter: 7 new, 15 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $100.6M | 27.99% | 134,386 | Added |
| 2 | IJH | ISHARES TR | $31.6M | 8.79% | 409,810 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $30.3M | 8.42% | 44,105 | Trimmed |
| 4 | AAPL | APPLE INC | $19.1M | 5.32% | 66,133 | Added |
| 5 | DFAW | DIMENSIONAL ETF TRUST | $14.5M | 4.05% | 175,702 | Added |
| 6 | JIRE | J P MORGAN EXCHANGE TRADED F | $13.5M | 3.77% | 164,127 | Added |
| 7 | IJR | ISHARES TR | $13.2M | 3.68% | 89,277 | Added |
| 8 | FENI | FIDELITY COVINGTON TRUST | $13.0M | 3.63% | 325,035 | Added |
| 9 | IEMG | ISHARES INC | $11.7M | 3.26% | 141,488 | Added |
| 10 | IVOO | VANGUARD ADMIRAL FDS INC | $11.1M | 3.09% | 85,263 | Trimmed |
| 11 | IEFA | ISHARES TR | $8.3M | 2.32% | 86,308 | Added |
| 12 | TSPA | T ROWE PRICE EXCHANGE-TRADED | $7.9M | 2.19% | 165,486 | Added |
| 13 | VIOO | VANGUARD ADMIRAL FDS INC | $6.1M | 1.69% | 44,096 | Trimmed |
| 14 | DUHP | DIMENSIONAL ETF TRUST | $4.4M | 1.23% | 106,210 | Added |
| 15 | XLK | SELECT SECTOR SPDR TR | $4.3M | 1.20% | 22,700 | New |
| 16 | AGG | ISHARES TR | $4.3M | 1.19% | 43,230 | New |
| 17 | FBND | FIDELITY MERRIMACK STR TR | $3.9M | 1.09% | 86,343 | Added |
| 18 | AMZN | AMAZON COM INC | $2.4M | 0.67% | 10,060 | Added |
| 19 | MTUM | ISHARES TR | $2.4M | 0.65% | 6,859 | Added |
| 20 | IVE | ISHARES TR | $2.2M | 0.61% | 9,709 | New |
| 21 | IVW | ISHARES TR | $2.2M | 0.61% | 16,060 | New |
| 22 | VO | VANGUARD INDEX FDS | $2.2M | 0.61% | 27,283 | New |
| 23 | MU | MICRON TECHNOLOGY INC | $2.1M | 0.58% | 1,813 | Added |
| 24 | LQD | ISHARES TR | $2.0M | 0.57% | 18,675 | New |
| 25 | BINC | BLACKROCK ETF TRUST II | $2.0M | 0.56% | 38,375 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR