13F Insight
DOSSIER · 13F-HR · Q2 2026

Bryant Woods Investment Advisors, LLC

$360M in tracked AUM across 85 positions as of Q2 2026.

BW
CIK 0001910641 · last filed Jun 30, 2026
Total AUM
$360M
as of Q2 2026
Holdings
85
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Bryant Woods Investment Advisors, LLC
1. Portfolio Overview

Bryant Woods Investment Advisors, LLC has reported a dramatic expansion in assets under management (AUM), with the total portfolio value surging by 341.0% from $58.51M in the prior quarter (September 30, 2025) to $258.02M as of December 31, 2025. This substantial increase suggests significant capital inflows or the consolidation of reporting entities. The portfolio consists of...

The portfolio is heavily institutional in nature, characterized by a predominant allocation to Exchange Traded Funds (ETFs), which comprise approximately 83.8% of the total value. The structure suggests a "core-satellite" approach or a model-based portfolio strategy where the vast majority of assets are deployed in passive or factor-based indices, with a smaller selection of individual equities used for specific alpha generation or sector tilts.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$101M134K28.0%02
IJH
ISHARES TR
$32M410K8.8%03
VOO
VANGUARD INDEX FDS
$30M44K8.4%04
AAPL
APPLE INC
$19M66K5.3%05
DFAW
DIMENSIONAL ETF TRUST
$15M176K4.0%06
JIRE
J P MORGAN EXCHANGE TRADED F
$14M164K3.8%07
IJR
ISHARES TR
$13M89K3.7%08
FENI
FIDELITY COVINGTON TRUST
$13M325K3.6%09
IEMG
ISHARES INC
$12M141K3.3%10
IVOO
VANGUARD ADMIRAL FDS INC
$11M85K3.1%

Filing history

2026Q2Jun 30
$360M▲ 32.3%
85 positionsView →2026Q1Mar 31
$272M▲ 5.3%
58 positionsView →2025Q4Dec 31
$258M▲ 0.9%
49 positionsView →2025Q3Sep 30
$256M▲ 10.4%
54 positionsView →2025Q2Jun 30
$232M▲ 11.4%
52 positionsLocked2025Q1Mar 31
$208M▲ 0.7%
49 positionsLocked2024Q4Dec 31
$206M▲ 5.1%
49 positionsLocked2024Q3Sep 30
$196M▲ 42.9%
46 positionsLocked2024Q2Jun 30
$137M▼ 18.9%
42 positionsLocked2024Q1Mar 31
$169M▲ 8.1%
46 positionsLocked2023Q4Dec 31
$157M▲ 14.1%
43 positionsLocked2023Q3Sep 30
$137M▼ 2.3%
42 positionsLocked
Showing 12 of 19