Holdings of Bryant Woods Investment Advisors, LLC
50 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 84.6 % of the equity sleeve
Sector breakdown
- Funds 60.6 %
- Technology 8.2 %
- Financials 1.4 %
- Industrials 1.1 %
- Consumer discretionary 0.8 %
- Utilities 0.4 %
- Communication 0.4 %
- Health care 0.2 %
- Energy 0.1 %
- Materials 0.1 %
- Unattributed 26.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 50 | 250.3M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | iShares Core S&P 500 ETF | 130,125 | 85M $ | |
| 2 | iShares Core S&P Mid-Cap ETF | 397,428 | 26.8M $ | |
| 3 | Vanguard S&P 500 ETF | 44,460 | 26.6M $ | |
| 4 | Apple Inc | 65,870 | 16.7M $ | |
| 5 | JPMorgan International Research Enhanced Equity ETF | 150,823 | 11.4M $ | |
| 6 | Fidelity Covington Trust | 295,097 | 11M $ | |
| 7 | iShares Core S&P Small-Cap ETF | 88,305 | 11M $ | |
| 8 | VANGUARD ADMIRAL FDS INC | 85,291 | 9.8M $ | |
| 9 | iShares Core MSCI Emerging Markets ETF | 107,683 | 7.5M $ | |
| 10 | TRP US EQUITY RESEARCH ETF | 148,453 | 6.1M $ | |
| 11 | Dimensional ETF Trust | 103,445 | 3.8M $ | |
| 12 | Fidelity Total Bond ETF | 81,148 | 3.7M $ | |
| 13 | iShares Core MSCI EAFE ETF | 32,106 | 2.9M $ | |
| 14 | Amazon.com Inc | 9,949 | 2.1M $ | |
| 15 | iShares MSCI USA Momentum Factor ETF | 6,834 | 1.6M $ | |
| 16 | Vanguard Total Bond Market ETF | 19,635 | 1.4M $ | |
| 17 | NVIDIA Corp | 8,246 | 1.4M $ | |
| 18 | Berkshire Hathaway Inc | 2 | 1.4M $ | |
| 19 | Berkshire Hathaway Inc | 2,967 | 1.4M $ | |
| 20 | L3Harris Technologies Inc | 4,000 | 1.4M $ | |
| 21 | Microsoft Corp | 3,488 | 1.3M $ | |
| 22 | Dimensional ETF Trust | 31,653 | 1.2M $ | |
| 23 | Vanguard Total International S | 14,937 | 1.2M $ | |
| 24 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 5,013 | 1.1M $ | |
| 25 | Moog Inc | 2,895 | 847.2K $ | |
| 26 | Union Pacific Corp | 3,239 | 785.9K $ | |
| 27 | iShares MSCI USA Min Vol Factor ETF | 8,134 | 754.4K $ | |
| 28 | State Street SPDR S&P 500 ETF Trust | 1,124 | 731K $ | |
| 29 | Vanguard Real Estate ETF | 7,634 | 677.1K $ | |
| 30 | M&T Bank Corp | 3,231 | 667.7K $ | |
| 31 | iShares MSCI Global Min Vol Factor ETF | 5,512 | 658.7K $ | |
| 32 | Micron Technology Inc | 1,812 | 612.2K $ | |
| 33 | Eversource Energy | 8,360 | 579.2K $ | |
| 34 | Alphabet Inc | 1,835 | 527.8K $ | |
| 35 | Invesco QQQ Trust Series 1 | 878 | 506K $ | |
| 36 | Vanguard Value ETF | 2,475 | 485.6K $ | |
| 37 | Curtiss-Wright Corp | 692 | 471.3K $ | |
| 38 | Digimarc Corp | 95,904 | 470.9K $ | |
| 39 | Johnson & Johnson | 1,829 | 447.2K $ | |
| 40 | Alphabet Inc | 1,494 | 428.9K $ | |
| 41 | Broadcom Inc | 1,347 | 416.6K $ | |
| 42 | Vanguard Extended Market ETF | 1,795 | 369.4K $ | |
| 43 | Liquidia Corp | 8,600 | 324.6K $ | |
| 44 | Marathon Petroleum Corp | 1,170 | 285.5K $ | |
| 45 | Vanguard Total Stock Market ETF | 814 | 261K $ | |
| 46 | Dominion Energy Inc | 3,836 | 237.1K $ | |
| 47 | BlackRock ETF Trust | 4,033 | 234.7K $ | |
| 48 | Teledyne Technologies Inc | 367 | 222K $ | |
| 49 | Vistra Corp | 1,450 | 218K $ | |
| 50 | PPG Industries Inc | 2,000 | 213.8K $ | |