Filed: 4/28/2026ACC: 0001910641-26-000003
๐ What this filing means
BRYANT WOODS INVESTMENT ADVISORS, LLC filed this quarterly 13FโHR report disclosing 58 equity positions with a total reported market value of $271.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$271.79M
Total AUM (reported)
2.26M
Total Shares
Allocation by class
CORE S&P500 ETF$85.00M31.3%
COM$29.27M10.8%
CORE S&P MCP ETF$26.84M9.9%
S&P 500 ETF SHS$26.57M9.8%
WORLD EQUITY ETF$12.46M4.6%
INTRNL RES EQT$11.42M4.2%
ENHANCED INTL$10.98M4.0%
Portfolio Concentration
Top 3$138.41M50.9%
4โ10$79.81M29.4%
11โ25$36.33M13.4%
Rest$17.24M6.3%
Top 3 weight
50.9%
Top 10 weight
80.3%
Voting Authority Distribution
Total shares with voting rights: 2.26M
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
2.26M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings58
Rows:
ISHARES TR
SOLEShares130.13K
TypeSH
Market value$85.00M
31.28%
Sole
0.00
Shared
0.00
None
130.13K
ISHARES TR
SOLEShares397.43K
TypeSH
Market value$26.84M
9.87%
Sole
0.00
Shared
0.00
None
397.43K
VANGUARD INDEX FDS
SOLEShares44.46K
TypeSH
Market value$26.57M
9.77%
Sole
0.00
Shared
0.00
None
44.46K
APPLE INC
SOLEShares65.87K
TypeSH
Market value$16.72M
6.15%
Sole
0.00
Shared
0.00
None
65.87K
DIMENSIONAL ETF TRUST
SOLEShares168.83K
TypeSH
Market value$12.46M
4.58%
Sole
0.00
Shared
0.00
None
168.83K
J P MORGAN EXCHANGE TRADED F
SOLEShares150.82K
TypeSH
Market value$11.42M
4.20%
Sole
0.00
Shared
0.00
None
150.82K
FIDELITY COVINGTON TRUST
SOLEShares295.10K
TypeSH
Market value$10.98M
4.04%
Sole
0.00
Shared
0.00
None
295.10K
ISHARES TR
SOLEShares88.31K
TypeSH
Market value$10.98M
4.04%
Sole
0.00
Shared
0.00
None
88.31K
VANGUARD ADMIRAL FDS INC
SOLEShares85.29K
TypeSH
Market value$9.75M
3.59%
Sole
0.00
Shared
0.00
None
85.29K
ISHARES INC
SOLEShares107.68K
TypeSH
Market value$7.51M
2.76%
Sole
0.00
Shared
0.00
None
107.68K
T ROWE PRICE ETF INC
SOLEShares148.45K
TypeSH
Market value$6.07M
2.23%
Sole
0.00
Shared
0.00
None
148.45K
VANGUARD ADMIRAL FDS INC
SOLEShares44.67K
TypeSH
Market value$5.13M
1.89%
Sole
0.00
Shared
0.00
None
44.67K
DIMENSIONAL ETF TRUST
SOLEShares103.44K
TypeSH
Market value$3.80M
1.40%
Sole
0.00
Shared
0.00
None
103.44K
FIDELITY MERRIMACK STR TR
SOLEShares81.15K
TypeSH
Market value$3.70M
1.36%
Sole
0.00
Shared
0.00
None
81.15K
ISHARES TR
SOLEShares32.11K
TypeSH
Market value$2.91M
1.07%
Sole
0.00
Shared
0.00
None
32.11K
AMAZON COM INC
SOLEShares9.95K
TypeSH
Market value$2.07M
0.76%
Sole
0.00
Shared
0.00
None
9.95K
ISHARES TR
SOLEShares6.83K
TypeSH
Market value$1.64M
0.60%
Sole
0.00
Shared
0.00
None
6.83K
VANGUARD BD INDEX FDS
SOLEShares19.64K
TypeSH
Market value$1.45M
0.53%
Sole
0.00
Shared
0.00
None
19.64K
NVIDIA CORPORATION
SOLEShares8.25K
TypeSH
Market value$1.44M
0.53%
Sole
0.00
Shared
0.00
None
8.25K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.44M
0.53%
Sole
0.00
Shared
0.00
None
2.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.97K
TypeSH
Market value$1.42M
0.52%
Sole
0.00
Shared
0.00
None
2.97K
L3HARRIS TECHNOLOGIES INC
SOLEShares4K
TypeSH
Market value$1.38M
0.51%
Sole
0.00
Shared
0.00
None
4K
LINDE PLC
SOLEShares2.73K
TypeSH
Market value$1.36M
0.50%
Sole
0.00
Shared
0.00
None
2.73K
MICROSOFT CORP
SOLEShares3.49K
TypeSH
Market value$1.29M
0.48%
Sole
0.00
Shared
0.00
None
3.49K
DIMENSIONAL ETF TRUST
SOLEShares31.65K
TypeSH
Market value$1.23M
0.45%
Sole
0.00
Shared
0.00
None
31.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 130.13K | SH | $85.00M 31.28% | 0.00 | 0.00 | 130.13K |
ISHARES TRSOLE | CORE S&P MCP ETF | 397.43K | SH | $26.84M 9.87% | 0.00 | 0.00 | 397.43K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 44.46K | SH | $26.57M 9.77% | 0.00 | 0.00 | 44.46K |
APPLE INCSOLE | COM | 65.87K | SH | $16.72M 6.15% | 0.00 | 0.00 | 65.87K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 168.83K | SH | $12.46M 4.58% | 0.00 | 0.00 | 168.83K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 150.82K | SH | $11.42M 4.20% | 0.00 | 0.00 | 150.82K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 295.10K | SH | $10.98M 4.04% | 0.00 | 0.00 | 295.10K |
ISHARES TRSOLE | CORE S&P SCP ETF | 88.31K | SH | $10.98M 4.04% | 0.00 | 0.00 | 88.31K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 85.29K | SH | $9.75M 3.59% | 0.00 | 0.00 | 85.29K |
ISHARES INCSOLE | CORE MSCI EMKT | 107.68K | SH | $7.51M 2.76% | 0.00 | 0.00 | 107.68K |
T ROWE PRICE ETF INCSOLE | US EQUITY RESEAR | 148.45K | SH | $6.07M 2.23% | 0.00 | 0.00 | 148.45K |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 44.67K | SH | $5.13M 1.89% | 0.00 | 0.00 | 44.67K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 103.44K | SH | $3.80M 1.40% | 0.00 | 0.00 | 103.44K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 81.15K | SH | $3.70M 1.36% | 0.00 | 0.00 | 81.15K |
ISHARES TRSOLE | CORE MSCI EAFE | 32.11K | SH | $2.91M 1.07% | 0.00 | 0.00 | 32.11K |
AMAZON COM INCSOLE | COM | 9.95K | SH | $2.07M 0.76% | 0.00 | 0.00 | 9.95K |
ISHARES TRSOLE | MSCI USA MMENTM | 6.83K | SH | $1.64M 0.60% | 0.00 | 0.00 | 6.83K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 19.64K | SH | $1.45M 0.53% | 0.00 | 0.00 | 19.64K |
NVIDIA CORPORATIONSOLE | COM | 8.25K | SH | $1.44M 0.53% | 0.00 | 0.00 | 8.25K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.44M 0.53% | 0.00 | 0.00 | 2.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.97K | SH | $1.42M 0.52% | 0.00 | 0.00 | 2.97K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 4K | SH | $1.38M 0.51% | 0.00 | 0.00 | 4K |
LINDE PLCSOLE | SHS | 2.73K | SH | $1.36M 0.50% | 0.00 | 0.00 | 2.73K |
MICROSOFT CORPSOLE | COM | 3.49K | SH | $1.29M 0.48% | 0.00 | 0.00 | 3.49K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 31.65K | SH | $1.23M 0.45% | 0.00 | 0.00 | 31.65K |
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