Bryant Woods Investment Advisors, LLC holds a focused book of 85 stocks worth $359.6M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-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. Cloning the disclosed picks since 2024 would be +29% (+16.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 3.5 points over this window.
Growth of $10,000 cloning Bryant Woods Investment Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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, 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 |
| Farther Finance Advisors, LLC | 79 / 80 | $3.3B |
Ranked by how many of Bryant Woods Investment Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 |
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 ~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. The performance line is a simulation of the disclosed long book, not an audited return.