StockDriftsStockDriftsTop 50 Bryant Woods Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 27.99% | 134.4K | $100.6M | +3.27%(+4.26K) | $517.27(+50.59%) | 2026-06-30 | |
| IJH | ISHARES TR | 8.79% | 409.8K | $31.6M | +3.12%(+12.38K) | $59.85(+31.25%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 8.42% | 44.1K | $30.3M | -0.80%(-355) | $457.44(+55.80%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.32% | 66.1K | $19.1M | +0.40%(+263) | $159.48(+91.49%) | 2026-06-30 | |
| DFAW | DIMENSIONAL ETF TRUST | 4.05% | 175.7K | $14.5M | +4.07%(+6.87K) | $60.70(+41.84%) | 2026-06-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 3.77% | 164.1K | $13.5M | +8.82%(+13.30K) | $68.50(+25.10%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.68% | 89.3K | $13.2M | +1.10%(+972) | $109.09(+37.46%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 3.63% | 325.0K | $13.0M | +10.15%(+29.94K) | $32.44(+28.12%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.26% | 141.5K | $11.7M | +31.39%(+33.80K) | $62.28(+32.66%) | 2026-06-30 | |
| IVOO | VANGUARD ADMIRAL FDS INC | 3.09% | 85.3K | $11.1M | -0.03%(-28) | $92.77(+41.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.22% | +61.07% | — | — | +45.37% |
| Top 20 Holdings Unweighted | +17.87% | +63.76% | — | — | +50.69% |
Bryant Woods Investment Advisors, LLC reports $359.58M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are IVV (28.0%), IJH (8.8%) and VOO (8.4%). The top 20 holdings account for 84.84% of reported assets. Its disclosed equity book has returned +61.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bryant Woods Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910641). View Bryant Woods Investment Advisors, LLC’s 13F filings on SEC