account_balance

Investment manager · 13F filer · SEC CIK 1910641

Bryant Woods Investment Advisors, LLC

Reported value$355Mas of Sep 30, 2026
Positions68 5 new, 22 sold out
Top 10 weight78.8%IVV alone is 32%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 31.6% Added +9%
IJH iShares Tr 9.3% Added +12%
VOO Vanguard Index FDS 9.0% Added +3%
AAPL Apple Inc. 6.2% Held
JIRE J P Morgan Exchange Traded F 4.4% Added +17%
DFAW Dimensional ETF Trust 4.3% Added +6%
FENI Fidelity Covington Trust 4.3% Added +18%
IJR iShares Tr 3.7% Added +8%
IVOO Vanguard Admiral FDS Inc 3.0% Added +3%
IEMG iShares Inc 2.8% Trimmed −13%
TSPA T Rowe Price Exchange-Traded 2.6% Added +14%
VIOO Vanguard Admiral FDS Inc 1.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • BSV $2.03M
  • RSP $1.44M
  • GLD $729K
  • DFUS $343K
arrow_upwardAdded
  • FQAL +118%
  • BND +56%
  • VIG +39%
  • FENI +18%
arrow_downwardTrimmed
  • IEFA −43%
  • IQLT −39%
  • IEMG −13%
  • LHX −6%
remove_circleSold out
  • XLK $4.32M
  • AGG $4.28M
  • IVW $2.21M
  • IVE $2.2M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist