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Bryant Woods Investment Advisors, LLC

Portfolio Manager
Bryant Woods Investment Advisors, LLC
Performance
-2.26% (2026 Q1)
AUM (13F)
$271.79M
# of Holdings
58
Performance Rank
Allocation (Top 20)
91.18%

Bryant Woods Investment Advisors, LLC Holdings Map

Top 50 Bryant Woods Investment Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
31.28%130.1K$85.0M
+4.35%(+5.42K)
2025-Q1: 125.5K shares2025-Q2: 127.1K shares2025-Q3: 127.9K shares2025-Q4: 124.7K shares2026-Q1: 130.1K shares
$511.55(+45.78%)
2026-03-31
IJH
ISHARES TR
9.87%397.4K$26.8M
+3.65%(+14.00K)
2025-Q1: 386.7K shares2025-Q2: 381.0K shares2025-Q3: 384.5K shares2025-Q4: 383.4K shares2026-Q1: 397.4K shares
$59.49(+22.93%)
2026-03-31
VOO
VANGUARD INDEX FDS
9.77%44.5K$26.6M
+7.04%(+2.93K)
2025-Q1: 40.6K shares2025-Q2: 41.6K shares2025-Q3: 43.0K shares2025-Q4: 41.5K shares2026-Q1: 44.5K shares
$457.44(+49.18%)
2026-03-31
AAPL
APPLE INC
6.15%65.9K$16.7M
-0.97%(-643)
2025-Q1: 67.5K shares2025-Q2: 67.1K shares2025-Q3: 67.3K shares2025-Q4: 66.5K shares2026-Q1: 65.9K shares
$159.05(+87.92%)
2026-03-31
DFAW
DIMENSIONAL ETF TRUST
4.58%168.8K$12.5M
+6.36%(+10.09K)
2025-Q1: 144.1K shares2025-Q2: 155.0K shares2025-Q3: 159.6K shares2025-Q4: 158.7K shares2026-Q1: 168.8K shares
$60.03(+36.14%)
2026-03-31
JIRE
J P MORGAN EXCHANGE TRADED F
4.2%150.8K$11.4M
+17.41%(+22.36K)
2025-Q1: 69.3K shares2025-Q2: 102.1K shares2025-Q3: 115.0K shares2025-Q4: 128.5K shares2026-Q1: 150.8K shares
$67.66(+18.99%)
2026-03-31
FENI
FIDELITY COVINGTON TRUST
4.04%295.1K$11.0M
+20.13%(+49.45K)
2025-Q1: 129.6K shares2025-Q2: 187.8K shares2025-Q3: 220.2K shares2025-Q4: 245.6K shares2026-Q1: 295.1K shares
$31.87(+25.49%)
2026-03-31
IJR
ISHARES TR
4.04%88.3K$11.0M
+0.92%(+802)
2025-Q1: 91.7K shares2025-Q2: 87.8K shares2025-Q3: 88.9K shares2025-Q4: 87.5K shares2026-Q1: 88.3K shares
$108.81(+24.32%)
2026-03-31
IVOO
VANGUARD ADMIRAL FDS INC
3.59%85.3K$9.8M
+3.39%(+2.80K)
2025-Q1: 77.7K shares2025-Q2: 80.6K shares2025-Q3: 83.9K shares2025-Q4: 82.5K shares2026-Q1: 85.3K shares
$92.77(+33.42%)
2026-03-31
IEMG
ISHARES INC
2.76%107.7K$7.5M
-2.82%(-3.12K)
2025-Q1: 126.2K shares2025-Q2: 113.6K shares2025-Q3: 112.8K shares2025-Q4: 110.8K shares2026-Q1: 107.7K shares
$58.27(+40.81%)
2026-03-31

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