Bryant Woods Investment Advisors
Bryant Woods Investment Advisors reported 68 stocks worth $355M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are IVV (31.6%), IJH (9.3%) and VOO (9.0%). Compared with Q2 2026, the fund opened new positions in DUHP, BSV and RSP, added to IVV, IJH and VOO, trimmed AAPL, IEMG and VIOO and sold out of XLK, AGG and IVW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $112M | 31.6% | 147K | +12K (+9%) | 8 of 8 | |
| 2 |  IJH Ishares TR | $33.2M | 9.3% | 461K | +51K (+12%) | 8 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $31.9M | 9.0% | 46K | +1,478 (+3%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $21.9M | 6.2% | 66K | −258 (−0%) | 8 of 8 | |
| 5 |  JIRE J P Morgan Exchange Traded F | $15.7M | 4.4% | 191K | +27K (+17%) | 8 of 8 | |
| 6 |  DFAW Dimensional World Equity | $15.4M | 4.3% | 187K | +11K (+6%) | 8 of 8 | |
| 7 |  FENI Fidelity Covington Trust | $15.4M | 4.3% | 385K | +60K (+18%) | 7 of 8 | |
| 8 |  IJR Ishares TR | $13.1M | 3.7% | 96K | +7,104 (+8%) | 8 of 8 | |
| 9 |  IVOO Vanguard Admiral Fds Inc | $10.6M | 3.0% | 87K | +2,140 (+3%) | 8 of 8 | |
| 10 |  IEMG Ishares Inc | $10M | 2.8% | 124K | −18K (−13%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $4.4M | 106K |
 XLK Select Sector Spdr TR | $4.3M | 23K |
 AGG Ishares TR | $4.3M | 43K |
 IVW Ishares TR | $2.2M | 16K |
 IVE Ishares TR | $2.2M | 9,709 |
🔒 Free account: see all 23.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bryant Woods Investment Advisors 13F FAQ
What does Bryant Woods Investment Advisors own?
Bryant Woods Investment Advisors reported 68 stocks worth $355M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are IVV (31.6%), IJH (9.3%) and VOO (9.0%). The table above lists every position in the filing (the top 10 without an account).
What did Bryant Woods Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 32 added to, 19 trimmed and 23 sold out. New positions include DUHP, BSV and RSP. It sold all of XLK, AGG and IVW.
When will Bryant Woods Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Bryant Woods Investment Advisors's portfolio worth?
The Q3 2026 filing reports $355M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.