Filed: 1/23/2026ACC: 0001910641-26-000001
📋 What this filing means
BRYANT WOODS INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $258.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$258.02M
Total AUM (reported)
2M
Total Shares
Allocation by class
CORE S&P500 ETF$85.41M33.1%
COM$28.32M11.0%
S&P 500 ETF SHS$26.05M10.1%
CORE S&P MCP ETF$25.31M9.8%
WORLD EQUITY ETF$11.74M4.6%
CORE S&P SCP ETF$10.52M4.1%
INTRNL RES EQT$9.62M3.7%
Portfolio Concentration
Top 3$136.77M53.0%
4–10$75.62M29.3%
11–25$32.83M12.7%
Rest$12.81M5.0%
Top 3 weight
53.0%
Top 10 weight
82.3%
Voting Authority Distribution
Total shares with voting rights: 2M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings49
Rows:
ISHARES TR
SOLEShares124.70K
TypeSH
Market value$85.41M
33.10%
Sole
0.00
Shared
0.00
None
124.70K
VANGUARD INDEX FDS
SOLEShares41.53K
TypeSH
Market value$26.05M
10.09%
Sole
0.00
Shared
0.00
None
41.53K
ISHARES TR
SOLEShares383.43K
TypeSH
Market value$25.31M
9.81%
Sole
0.00
Shared
0.00
None
383.43K
APPLE INC
SOLEShares66.51K
TypeSH
Market value$18.08M
7.01%
Sole
0.00
Shared
0.00
None
66.51K
DIMENSIONAL ETF TRUST
SOLEShares158.74K
TypeSH
Market value$11.74M
4.55%
Sole
0.00
Shared
0.00
None
158.74K
ISHARES TR
SOLEShares87.50K
TypeSH
Market value$10.52M
4.08%
Sole
0.00
Shared
0.00
None
87.50K
J P MORGAN EXCHANGE TRADED F
SOLEShares128.46K
TypeSH
Market value$9.62M
3.73%
Sole
0.00
Shared
0.00
None
128.46K
VANGUARD ADMIRAL FDS INC
SOLEShares82.49K
TypeSH
Market value$9.22M
3.57%
Sole
0.00
Shared
0.00
None
82.49K
FIDELITY COVINGTON TRUST
SOLEShares245.65K
TypeSH
Market value$8.99M
3.48%
Sole
0.00
Shared
0.00
None
245.65K
ISHARES INC
SOLEShares110.80K
TypeSH
Market value$7.45M
2.89%
Sole
0.00
Shared
0.00
None
110.80K
T ROWE PRICE ETF INC
SOLEShares133.18K
TypeSH
Market value$5.70M
2.21%
Sole
0.00
Shared
0.00
None
133.18K
VANGUARD ADMIRAL FDS INC
SOLEShares45.69K
TypeSH
Market value$5.07M
1.96%
Sole
0.00
Shared
0.00
None
45.69K
DIMENSIONAL ETF TRUST
SOLEShares89.08K
TypeSH
Market value$3.39M
1.31%
Sole
0.00
Shared
0.00
None
89.08K
ISHARES TR
SOLEShares27.06K
TypeSH
Market value$2.42M
0.94%
Sole
0.00
Shared
0.00
None
27.06K
FIDELITY MERRIMACK STR TR
SOLEShares49.41K
TypeSH
Market value$2.27M
0.88%
Sole
0.00
Shared
0.00
None
49.41K
AMAZON COM INC
SOLEShares9.33K
TypeSH
Market value$2.15M
0.83%
Sole
0.00
Shared
0.00
None
9.33K
ISHARES TR
SOLEShares6.87K
TypeSH
Market value$1.72M
0.67%
Sole
0.00
Shared
0.00
None
6.87K
NVIDIA CORPORATION
SOLEShares8.22K
TypeSH
Market value$1.53M
0.59%
Sole
0.00
Shared
0.00
None
8.22K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.51M
0.59%
Sole
0.00
Shared
0.00
None
2.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.97K
TypeSH
Market value$1.49M
0.58%
Sole
0.00
Shared
0.00
None
2.97K
L3HARRIS TECHNOLOGIES INC
SOLEShares4K
TypeSH
Market value$1.17M
0.46%
Sole
0.00
Shared
0.00
None
4K
LINDE PLC
SOLEShares2.73K
TypeSH
Market value$1.16M
0.45%
Sole
0.00
Shared
0.00
None
2.73K
VANGUARD STAR FDS
SOLEShares14.82K
TypeSH
Market value$1.12M
0.43%
Sole
0.00
Shared
0.00
None
14.82K
MICROSOFT CORP
SOLEShares2.31K
TypeSH
Market value$1.12M
0.43%
Sole
0.00
Shared
0.00
None
2.31K
FIDELITY COVINGTON TRUST
SOLEShares11.92K
TypeSH
Market value$1.00M
0.39%
Sole
0.00
Shared
0.00
None
11.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 124.70K | SH | $85.41M 33.10% | 0.00 | 0.00 | 124.70K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 41.53K | SH | $26.05M 10.09% | 0.00 | 0.00 | 41.53K |
ISHARES TRSOLE | CORE S&P MCP ETF | 383.43K | SH | $25.31M 9.81% | 0.00 | 0.00 | 383.43K |
APPLE INCSOLE | COM | 66.51K | SH | $18.08M 7.01% | 0.00 | 0.00 | 66.51K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 158.74K | SH | $11.74M 4.55% | 0.00 | 0.00 | 158.74K |
ISHARES TRSOLE | CORE S&P SCP ETF | 87.50K | SH | $10.52M 4.08% | 0.00 | 0.00 | 87.50K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 128.46K | SH | $9.62M 3.73% | 0.00 | 0.00 | 128.46K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 82.49K | SH | $9.22M 3.57% | 0.00 | 0.00 | 82.49K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 245.65K | SH | $8.99M 3.48% | 0.00 | 0.00 | 245.65K |
ISHARES INCSOLE | CORE MSCI EMKT | 110.80K | SH | $7.45M 2.89% | 0.00 | 0.00 | 110.80K |
T ROWE PRICE ETF INCSOLE | US EQUITY RESEAR | 133.18K | SH | $5.70M 2.21% | 0.00 | 0.00 | 133.18K |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 45.69K | SH | $5.07M 1.96% | 0.00 | 0.00 | 45.69K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 89.08K | SH | $3.39M 1.31% | 0.00 | 0.00 | 89.08K |
ISHARES TRSOLE | CORE MSCI EAFE | 27.06K | SH | $2.42M 0.94% | 0.00 | 0.00 | 27.06K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 49.41K | SH | $2.27M 0.88% | 0.00 | 0.00 | 49.41K |
AMAZON COM INCSOLE | COM | 9.33K | SH | $2.15M 0.83% | 0.00 | 0.00 | 9.33K |
ISHARES TRSOLE | MSCI USA MMENTM | 6.87K | SH | $1.72M 0.67% | 0.00 | 0.00 | 6.87K |
NVIDIA CORPORATIONSOLE | COM | 8.22K | SH | $1.53M 0.59% | 0.00 | 0.00 | 8.22K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.51M 0.59% | 0.00 | 0.00 | 2.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.97K | SH | $1.49M 0.58% | 0.00 | 0.00 | 2.97K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 4K | SH | $1.17M 0.46% | 0.00 | 0.00 | 4K |
LINDE PLCSOLE | SHS | 2.73K | SH | $1.16M 0.45% | 0.00 | 0.00 | 2.73K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 14.82K | SH | $1.12M 0.43% | 0.00 | 0.00 | 14.82K |
MICROSOFT CORPSOLE | COM | 2.31K | SH | $1.12M 0.43% | 0.00 | 0.00 | 2.31K |
FIDELITY COVINGTON TRUSTSOLE | MOMENTUM FACTR | 11.92K | SH | $1.00M 0.39% | 0.00 | 0.00 | 11.92K |
Page 1 of 2