Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Bryant Woods Investment Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Bryant Woods Investment Advisors, LLC (CIK 1910641) reported $359.6M across 85 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($100.6M, 27.99%), IJH ($31.6M, 8.79%), VOO ($30.3M, 8.42%), AAPL ($19.1M, 5.32%), DFAW ($14.5M, 4.05%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$100.6M27.99%134,386Added
2IJHISHARES TR$31.6M8.79%409,810Added
3VOOVANGUARD INDEX FDS$30.3M8.42%44,105Trimmed
4AAPLAPPLE INC$19.1M5.32%66,133Added
5DFAWDIMENSIONAL ETF TRUST$14.5M4.05%175,702Added
6JIREJ P MORGAN EXCHANGE TRADED F$13.5M3.77%164,127Added
7IJRISHARES TR$13.2M3.68%89,277Added
8FENIFIDELITY COVINGTON TRUST$13.0M3.63%325,035Added
9IEMGISHARES INC$11.7M3.26%141,488Added
10IVOOVANGUARD ADMIRAL FDS INC$11.1M3.09%85,263Trimmed
11IEFAISHARES TR$8.3M2.32%86,308Added
12TSPAT ROWE PRICE EXCHANGE-TRADED$7.9M2.19%165,486Added
13VIOOVANGUARD ADMIRAL FDS INC$6.1M1.69%44,096Trimmed
14DUHPDIMENSIONAL ETF TRUST$4.4M1.23%106,210Added
15XLKSELECT SECTOR SPDR TR$4.3M1.20%22,700New
16AGGISHARES TR$4.3M1.19%43,230New
17FBNDFIDELITY MERRIMACK STR TR$3.9M1.09%86,343Added
18AMZNAMAZON COM INC$2.4M0.67%10,060Added
19MTUMISHARES TR$2.4M0.65%6,859Added
20IVWISHARES TR$2.2M0.61%16,060New
21IVEISHARES TR$2.2M0.61%9,709New
22VOVANGUARD INDEX FDS$2.2M0.61%27,283New
23MUMICRON TECHNOLOGY INC$2.1M0.58%1,813Added
24LQDISHARES TR$2.0M0.57%18,675New
25BINCBLACKROCK ETF TRUST II$2.0M0.56%38,375New

Source: SEC Form 13F filings · as of 2026-06-30