Bryant Woods Investment Advisors, LLC holds a focused book of 85 stocks worth $359.6M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened SS Technology Select Sector and trimmed Vanguard S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 28% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Bryant Woods Investment Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 79 / 80 | $504.3B |
| JPMorgan Chase & Co | 79 / 80 | $447.9B |
| Raymond James Financial Inc | 79 / 80 | $108.5B |
| LPL Financial LLC | 79 / 80 | $101.9B |
| Osaic Holdings, Inc. | 79 / 80 | $18.7B |
| Wealth Enhancement Advisory Services, LLC | 79 / 80 | $18.3B |
| Allworth Financial LP | 79 / 80 | $8.5B |
| Integrated Wealth Concepts LLC | 79 / 80 | $4.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Bryant Woods Investment Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $100.6M | 134.4K | 28.0% | ▲+3.3% Added · +4K sh | |
| 2 | Ishares TR CORE S&P MCP ETF | $31.6M | 409.8K | 8.8% | ▲+3.1% Added · +12K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $30.3M | 44.1K | 8.4% | ▼−0.8% Reduced · −355 sh | |
| 4 | Apple Inc COM | $19.1M | 66.1K | 5.3% | ▲+0.4% Added · +263 sh | |
| 5 | Dimensional ETF Trust WORLD EQUITY ETF | $14.5M | 175.7K | 4.0% | ▲+4.1% Added · +7K sh | |
| 6 | J P Morgan Exchange Traded F INTRNL RES EQT | $13.5M | 164.1K | 3.8% | ▲+8.8% Added · +13K sh | |
| 7 | Ishares TR CORE S&P SCP ETF | $13.2M | 89.3K | 3.7% | ▲+1.1% Added · +972 sh | |
| 8 | Fidelity Covington Trust ENHANCED INTL | $13.0M | 325.0K | 3.6% | ▲+10% Added · +30K sh | |
| 9 | Ishares Inc CORE MSCI EMKT | $11.7M | 141.5K | 3.3% | ▲+31% Added · +34K sh | |
| 10 | Vanguard Admiral FDS Inc MIDCP 400 IDX | $11.1M | 85.3K | 3.1% | ▼~0% Reduced · −28 sh | |
| 11 | Ishares TR CORE MSCI EAFE | $8.3M | 86.3K | 2.3% | ▲+169% Added · +54K sh | |
| 12 | T Rowe Price Exchange-Traded US EQUI RESH ETF | $7.9M | 165.5K | 2.2% | ▲+11% Added · +17K sh | |
| 13 | Vanguard Admiral FDS Inc SMLLCP 600 IDX | $6.1M | 44.1K | 1.7% | ▼−1.3% Reduced · −579 sh | |
| 14 | Dimensional ETF Trust US HIGH PROF ETF | $4.4M | 106.2K | 1.2% | ▲+2.7% Added · +3K sh | |
| 15 | Select Sector SPDR TR ST STR TECHN ETF | $4.3M | 22.7K | 1.2% | ▲New New position | |
| 16 | Ishares TR CORE US AGGBD ET | $4.3M | 43.2K | 1.2% | ▲New New position | |
| 17 | Fidelity Merrimack STR TR TOTAL BD ETF | $3.9M | 86.3K | 1.1% | ▲+6.4% Added · +5K sh | |
| 18 | Amazon Com Inc COM | $2.4M | 10.1K | 0.7% | ▲+1.1% Added · +111 sh | |
| 19 | Ishares TR MSCI USA MMENTM | $2.4M | 6.9K | 0.7% | ▲+0.4% Added · +25 sh | |
| 20 | Ishares TR S&P 500 GRWT ETF | $2.2M | 16.1K | 0.6% | ▲New New position | |
| 21 | Ishares TR S&P 500 VAL ETF | $2.2M | 9.7K | 0.6% | ▲New New position | |
| 22 | Vanguard Index FDS MID CAP ETF | $2.2M | 27.3K | 0.6% | ▲New New position | |
| 23 | Micron Technology Inc COM | $2.1M | 1.8K | 0.6% | ▲+0.1% Added · +1 sh | |
| 24 | Ishares TR IBOXX INV CP ETF | $2.0M | 18.7K | 0.6% | ▲New New position | |
| 25 | BlackRock ETF Trust II ISHA FLEX IN ETF | $2.0M | 38.4K | 0.6% | ▲New New position | |
| 26 | Vanguard Specialized Funds DIV APP ETF | $1.9M | 8.1K | 0.5% | ▲+61% Added · +3K sh | |
| 27 | Ishares TR ISHS 1-5YR INVS | $1.9M | 35.9K | 0.5% | ▲New New position | |
| 28 | Nvidia Corporation COM | $1.8M | 8.9K | 0.5% | ▲+7.4% Added · +614 sh | |
| 29 | Ishares TR MSCI USA QLT FCT | $1.6M | 7.4K | 0.5% | ▲New New position | |
| 30 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.4% | —Held | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $1.5M | 3.0K | 0.4% | ▲+0.3% Added · +10 sh | |
| 32 | Ishares TR MSCI INTL QUALTY | $1.5M | 29.4K | 0.4% | ▲New New position | |
| 33 | Vanguard BD Index FDS TOTAL BND MRKT | $1.5M | 19.9K | 0.4% | ▲+1.1% Added · +219 sh | |
| 34 | Dimensional ETF Trust INTL CORE EQT MK | $1.4M | 34.5K | 0.4% | ▲+9.1% Added · +3K sh | |
| 35 | Linde PLC SHS | $1.4M | 2.7K | 0.4% | ▲+0.2% Added · +6 sh | |
| 36 | Microsoft Corp COM | $1.3M | 3.5K | 0.4% | ▲+0.5% Added · +16 sh | |
| 37 | Vanguard Star FDS VG TL INTL STK F | $1.3M | 14.9K | 0.4% | —Held | |
| 38 | Pgim ETF TR PGIM ULTRA SH BD | $1.3M | 25.3K | 0.3% | ▲New New position | |
| 39 | Moog Inc CL A | $1.2M | 2.9K | 0.3% | —Held | |
| 40 | Fidelity Covington Trust MOMENTUM FACTR | $1.2M | 11.9K | 0.3% | ▲+0.1% Added · +13 sh | |
| 41 | L3harris Technologies Inc COM | $1.2M | 4.0K | 0.3% | —Held | |
| 42 | Select Sector SPDR TR ST STR INDL ETF | $1.0M | 5.6K | 0.3% | ▲New New position | |
| 43 | Fidelity Covington Trust QLTY FCTOR ETF | $956K | 11.7K | 0.3% | ▲+209% Added · +8K sh | |
| 44 | Union Pac Corp COM | $881K | 3.2K | 0.2% | ▲~0% Added · +1 sh | |
| 45 | State STR SPDR S&P 500 ETF T TR UNIT | $839K | 1.1K | 0.2% | —Held | |
| 46 | Digimarc Corp COM | $819K | 99.7K | 0.2% | ▲New New position | |
| 47 | SPDR Series Trust ST STR SP BIOT | $790K | 5.0K | 0.2% | ▲New New position | |
| 48 | Ishares TR MSCI USA MIN ETF | $777K | 8.1K | 0.2% | ▼−1.0% Reduced · −81 sh | |
| 49 | M & T BK Corp COM | $752K | 3.2K | 0.2% | ▼−2.2% Reduced · −72 sh | |
| 50 | Vanguard Scottsdale FDS VNG RUS2000IDX | $749K | 6.2K | 0.2% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1910641/holdings"
Use Arkolith to show Bryant Woods Investment Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 85 | $359.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 58 | $271.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 49 | $258.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 54 | $255.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 52 | $231.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 49 | $208.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 49 | $206.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 46 | $196.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.