Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1910641) reported $271.8M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($85.0M, 31.28%), IJH ($26.8M, 9.87%), VOO ($26.6M, 9.77%), AAPL ($16.7M, 6.15%), DFAW ($12.5M, 4.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $85.0M | 31.28% | 130,125 | Added |
| 2 | IJH | ISHARES TR | $26.8M | 9.87% | 397,428 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $26.6M | 9.77% | 44,460 | Added |
| 4 | AAPL | APPLE INC | $16.7M | 6.15% | 65,870 | Trimmed |
| 5 | DFAW | DIMENSIONAL ETF TRUST | $12.5M | 4.58% | 168,830 | Added |
| 6 | JIRE | J P MORGAN EXCHANGE TRADED F | $11.4M | 4.20% | 150,823 | Added |
| 7 | FENI | FIDELITY COVINGTON TRUST | $11.0M | 4.04% | 295,097 | Added |
| 8 | IJR | ISHARES TR | $11.0M | 4.04% | 88,305 | Added |
| 9 | IVOO | VANGUARD ADMIRAL FDS INC | $9.8M | 3.59% | 85,291 | Added |
| 10 | IEMG | ISHARES INC | $7.5M | 2.76% | 107,683 | Trimmed |
| 11 | TSPA | T ROWE PRICE ETF INC | $6.1M | 2.23% | 148,453 | Added |
| 12 | VIOO | VANGUARD ADMIRAL FDS INC | $5.1M | 1.89% | 44,675 | Trimmed |
| 13 | DUHP | DIMENSIONAL ETF TRUST | $3.8M | 1.40% | 103,445 | Added |
| 14 | FBND | FIDELITY MERRIMACK STR TR | $3.7M | 1.36% | 81,148 | Added |
| 15 | IEFA | ISHARES TR | $2.9M | 1.07% | 32,106 | Added |
| 16 | AMZN | AMAZON COM INC | $2.1M | 0.76% | 9,949 | Added |
| 17 | MTUM | ISHARES TR | $1.6M | 0.60% | 6,834 | Trimmed |
| 18 | BND | VANGUARD BD INDEX FDS | $1.4M | 0.53% | 19,635 | Added |
| 19 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.53% | 2 | Hold |
| 20 | NVDA | NVIDIA CORPORATION | $1.4M | 0.53% | 8,246 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.52% | 2,967 | Hold |
| 22 | LHX | L3HARRIS TECHNOLOGIES INC | $1.4M | 0.51% | 4,000 | Hold |
| 23 | LIN | LINDE PLC | $1.4M | 0.50% | 2,734 | Added |
| 24 | MSFT | MICROSOFT CORP | $1.3M | 0.48% | 3,488 | Added |
| 25 | DFAI | DIMENSIONAL ETF TRUST | $1.2M | 0.45% | 31,653 | Added |
Source: SEC Form 13F filings · as of 2026-03-31