Bryant Woods Investment Advisors, LLC

CIK

1910641

Location

GETZVILLE, NY

Portfolio Value

Small $342,703,915

Diversification

Highly concentrated

Filing Date

Global Rank

#4,804 / 8,816 ▲ 554

Top Industry

Consumer Electronics 44.2%

Period ended 4 months ago

Filed Jul 22, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 89.1% of the book (60%+)

Turnover

Low turnover

2.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.9 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 83.5%; sector active share 74.9% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

85 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

49.3%

−2.0 pts

Top 5

75.6%

−5.5 pts

Top 10

89.1%

−2.6 pts

HHI

2,665

Highly concentrated−242

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	87.4%	$299,404,251	50
Technology	7.7%	$26,425,871	9
Financial Services	1.4%	$4,955,113	6
Industrials	1.3%	$4,376,597	8
Consumer Cyclical	0.7%	$2,397,700	1
Basic Materials	0.6%	$1,920,192	3
Healthcare	0.4%	$1,425,934	3
Communication Services	0.4%	$1,228,175	2
Energy	0.1%	$299,645	1
Utilities	0.1%	$230,013	1
Consumer Defensive	0.0%	$40,424	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IEFA	iShares Core MSCI EAFE ETF	+54,202	86,308	$8,335,626
IEMG	iShares Trust	+33,805	141,488	$0
FENI	Fidelity Enhanced International ETF	+29,938	325,035	$13,043,654
TSPA	T. Rowe Price U.S. Equity Research ETF	+17,033	165,486	$7,865,549
JIRE	JPMorgan International Research Enhanced Equity ETF	+13,304	164,127	$13,538,836
IJH	iShares Core S&P Mid-Cap ETF	+12,382	409,810	$31,600,449
FQAL	Fidelity Quality Factor ETF	+7,941	11,749	$955,910
DFAW	Dimensional World Equity ETF	+6,872	175,702	$14,546,368
FBND	Fidelity Total Bond ETF	+5,195	86,343	$3,927,743
IVV	iShares Core S&P 500 ETF	+4,261	134,386	$100,640,331
DMRC	Digimarc Corp	+3,789	99,693	$819,476
VIG	Vanguard Specialized Funds	+3,060	8,073	$1,910,233
DFAI	Dimensional International Core Equity Market ETF	+2,885	34,538	$1,424,692
DUHP	Dimensional US High Profitability ETF	+2,765	106,210	$4,432,143
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+1,742	5,775	$392,757
IJR	iShares Core S&P Small-Cap ETF	+972	89,277	$13,240,671
DTCR	Global X Data Center & Digital Infrastructure ETF	+902	17,035	$0
NVDA	Nvidia Corp	+614	8,860	$1,772,797
AAPL	Apple Inc.	+263	66,133	$19,136,244
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+219	19,854	$1,457,482
JNJ	Johnson & Johnson	+206	2,035	$516,828
GOOG	Alphabet Inc.	+124	1,618	$571,687
AMZN	Amazon Com Inc	+111	10,060	$2,397,700
MTUM	iShares MSCI USA Momentum Factor ETF	+25	6,859	$0
QQQ	Invesco Qqq Trust, Series 1	+19	897	$660,550
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	−579	44,096	$6,064,963
VOO	VANGUARD 500 INDEX FUND	−355	44,105	$30,291,755
—		−123	1,672	$411,663
USMV	iShares MSCI USA Min Vol Factor ETF	−81	8,053	$776,792
MTB	M&T Bank Corp	−72	3,159	$751,873
IVOO	VANGUARD S&P MID-CAP 400 INDEX FUND	−28	85,263	$11,118,295
VNQ	VANGUARD REAL ESTATE INDEX FUND	−14	7,620	$734,796
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	22,700	$4,324,804
AGG	iShares Core U.S. Aggregate Bond ETF	43,230	$4,278,905
IVW	iShares S&P 500 Growth ETF	16,060	$2,208,731
IVE	iShares S&P 500 Value ETF	9,709	$2,204,525
VO	VANGUARD MID-CAP INDEX FUND	27,283	$2,198,191
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	18,675	$2,036,882
BINC		38,375	$2,008,547
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	35,931	$1,883,143
IQLT	iShares MSCI Intl Quality Factor ETF	29,447	$1,459,098
PULS	PGIM Ultra Short Bond ETF	25,275	$1,252,376
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	5,559	$1,029,693
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	4,992	$789,984
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	6,166	$748,675
ICSH	iShares Ultra Short Duration Bond Active ETF	8,392	$424,467
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	2,375	$376,817
CRWD	CrowdStrike Holdings, Inc.	383	$292,282
QQQM	Invesco Ltd.	939	$284,488
NUE	Nucor Corp	1,148	$255,717
ATI	Ati Inc	1,284	$253,076
KLAC	Kla Corp	833	$251,324
DFAU	Dimensional US Core Equity Market ETF	4,554	$235,396
V	Visa Inc.	660	$226,439
AMGN	Amgen Inc	617	$223,428
ITOT	iShares Core S&P Total U.S. Stock Market ETF	1,336	$219,464
PTLC	Pacer Trendpilot US Large Cap ETF	3,757	$218,882
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ES	Eversource Energy	8,360	$579,180
D	Dominion Energy, Inc	3,836	$237,141
SLB	Slb Limited	4,000	$205,560
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

85 tracked positions · $342,703,915 total · filing declares 85 positions · $359,584,226 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 85 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	134,386	+4,261	$100,640,331	+18.4%	19	before history	29.37%
IJH	iShares Core S&P Mid-Cap ETF	Added	409,810	+12,382	$31,600,449	+17.7%	19	before history	9.22%
VOO	VANGUARD 500 INDEX FUND	Reduced	44,105	-355	$30,291,755	+14.0%	19	before history	8.84%
AAPL	Apple Inc. Technology	Added	66,133	+263	$19,136,244	+14.5%	19	before history	5.58%
DFAW	Dimensional World Equity ETF	Added	175,702	+6,872	$14,546,368	+16.8%	8	$63.43	4.24%
JIRE	JPMorgan International Research Enhanced Equity ETF	Added	164,127	+13,304	$13,538,836	+18.5%	8	$69.06	3.95%
IJR	iShares Core S&P Small-Cap ETF	Added	89,277	+972	$13,240,671	+20.6%	19	before history	3.86%
FENI	Fidelity Enhanced International ETF	Added	325,035	+29,938	$13,043,654	+18.8%	6	$33.03	3.81%
IVOO	VANGUARD S&P MID-CAP 400 INDEX FUND	Reduced	85,263	-28	$11,118,295	—	19	before history	3.24%
IEFA	iShares Core MSCI EAFE ETF	Added	86,308	+54,202	$8,335,626	+186.8%	19	before history	2.43%
TSPA	T. Rowe Price U.S. Equity Research ETF	Added	165,486	+17,033	$7,865,549	+29.5%	7	$38.90	2.30%
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	Reduced	44,096	-579	$6,064,963	—	19	before history	1.77%
DUHP	Dimensional US High Profitability ETF	Added	106,210	+2,765	$4,432,143	+16.6%	7	$35.12	1.29%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	NEW	22,700	NEW	$4,324,804	NEW	1	$170.86	1.26%
AGG	iShares Core U.S. Aggregate Bond ETF	NEW	43,230	NEW	$4,278,905	NEW	1	unpriced	1.25%
FBND	Fidelity Total Bond ETF	Added	86,343	+5,195	$3,927,743	+6.1%	7	$45.87	1.15%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,060	+111	$2,397,700	+15.7%	19	before history	0.70%
IVW	iShares S&P 500 Growth ETF	NEW	16,060	NEW	$2,208,731	NEW	1	unpriced	0.64%
IVE	iShares S&P 500 Value ETF	NEW	9,709	NEW	$2,204,525	NEW	1	unpriced	0.64%
VO	VANGUARD MID-CAP INDEX FUND	NEW	27,283	NEW	$2,198,191	NEW	1	unpriced	0.64%
MU	Micron Technology Inc Technology	Added	1,813	+1	$2,092,727	+241.9%	2	$391.92	0.61%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	NEW	18,675	NEW	$2,036,882	NEW	1	unpriced	0.59%
BINC		NEW	38,375	NEW	$2,008,547	NEW	1	$52.23	0.59%
VIG	Vanguard Specialized Funds	Added	8,073	+3,060	$1,910,233	+77.2%	2	$225.47	0.56%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	NEW	35,931	NEW	$1,883,143	NEW	1	unpriced	0.55%
NVDA	Nvidia Corp Technology	Added	8,860	+614	$1,772,797	+23.3%	12	$118.24	0.52%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	2	0	$1,497,700	+4.3%	19	before history	0.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,977	+10	$1,489,661	+4.8%	19	before history	0.43%
IQLT	iShares MSCI Intl Quality Factor ETF	NEW	29,447	NEW	$1,459,098	NEW	1	unpriced	0.43%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	19,854	+219	$1,457,482	+0.8%	7	$73.48	0.43%
DFAI	Dimensional International Core Equity Market ETF	Added	34,538	+2,885	$1,424,692	+15.5%	8	$33.33	0.42%
LIN	Linde PLC Basic Materials	Added	2,740	+6	$1,421,895	+4.9%	14	$358.90	0.41%
MSFT	Microsoft Corp Technology	Added	3,504	+16	$1,307,062	+1.2%	19	before history	0.38%
VXUS	Vanguard Total International Stock ETF	Held	14,937	0	$1,276,964	+10.9%	16	$51.76	0.37%
PULS	PGIM Ultra Short Bond ETF	NEW	25,275	NEW	$1,252,376	NEW	1	$49.63	0.37%
MOG-A	Moog Inc. Industrials	Held	2,895	0	$1,227,016	+44.8%	19	before history	0.36%
FDMO	Fidelity Momentum Factor ETF	Added	11,942	+13	$1,177,122	+23.2%	19	before history	0.34%
LHX	L3harris Technologies, Inc. Industrials	Held	4,000	0	$1,162,360	−15.8%	19	before history	0.34%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	NEW	5,559	NEW	$1,029,693	NEW	1	$173.78	0.30%
FQAL	Fidelity Quality Factor ETF	Added	11,749	+7,941	$955,910	+245.8%	2	$77.85	0.28%
UNP	Union Pacific Corp Industrials	Added	3,240	+1	$881,280	+12.1%	19	before history	0.26%
SPY	Spdr S&P 500 ETF Trust	Held	1,124	0	$839,369	+14.8%	19	before history	0.24%
DMRC	Digimarc Corp Technology	Added	99,693	+3,789	$819,476	+74.0%	19	before history	0.24%
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	NEW	4,992	NEW	$789,984	NEW	1	$135.19	0.23%
USMV	iShares MSCI USA Min Vol Factor ETF	Reduced	8,053	-81	$776,792	+3.0%	19	before history	0.23%
MTB	M&T Bank Corp Financial Services	Reduced	3,159	-72	$751,873	+12.6%	18	$144.62	0.22%
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	NEW	6,166	NEW	$748,675	NEW	1	$113.54	0.22%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	7,620	-14	$734,796	+8.5%	19	before history	0.21%
WTM	White Mountains Insurance Group Ltd Financial Services	Held	340	0	$704,952	−5.6%	19	before history	0.21%
LQDA	Liquidia Corp Healthcare	Held	8,600	0	$685,678	+111.3%	2	$37.10	0.20%

Showing the top 50 of 85 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.