1y return+23.0%S&P 500 +20.9%
3y return+58.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $145 against $157 in the S&P 500.2
Bryant Woods Investment Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $100.6M | 28.0% | +3.3% |
| IJHIshares Tr | $31.6M | 8.8% | +3.1% |
| VOOVanguard Index Fds | $30.3M | 8.4% | |
| AAPLApple Inc | $19.1M | 5.3% | |
| DFAWDimensional Etf Trust | $14.5M | 4.0% | +4.1% |
| JIREJ P Morgan Exchange Traded F | $13.5M | 3.8% | +8.8% |
| IJRIshares Tr | $13.2M | 3.7% | +1.1% |
| FENIFidelity Covington Trust | $13.0M | 3.6% | +10.1% |
| IEMGIshares Inc | $11.7M | 3.3% | +31.4% |
| IVOOVanguard Admiral Fds Inc | $11.1M | 3.1% | |
| IEFAIshares Tr | $8.3M | 2.3% | +168.8% |
| TSPAT Rowe Price Exchange-traded | $7.9M | 2.2% | +11.5% |
| VIOOVanguard Admiral Fds Inc | $6.1M | 1.7% | −1.3% |
| Dimensional Etf TrustCUSIP 25434V831 | $4.4M | 1.2% | +2.7% |
| XLKSelect Sector Spdr Tr | $4.3M | 1.2% | New |
| AGGIshares Tr | $4.3M | 1.2% | New |
| FBNDFidelity Merrimack Str Tr | $3.9M | 1.1% | +6.4% |
| AMZNAmazon Com Inc | $2.4M | 0.7% | +1.1% |
| MTUMIshares Tr | $2.4M | 0.7% | |
| IVWIshares Tr | $2.2M | 0.6% | New |
| IVEIshares Tr | $2.2M | 0.6% | New |
| VOVanguard Index Fds | $2.2M | 0.6% | New |
| MUMicron Technology Inc | $2.1M | 0.6% | |
| LQDIshares Tr | $2.0M | 0.6% | New |
| BINCBlackrock Etf Trust II | $2.0M | 0.6% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MOG/AMoog Inc | December 31, 2021 | +423.5% | $1.2M |
| NVDANvidia Corporation | September 30, 2023 | +360.0% | $1.8M |
| MTUMIshares Tr | December 31, 2021 | +88.6% | $2.4M |
| VXUSVanguard Star Fds | September 30, 2022 | +86.8% | $1.3M |
| FDMOFidelity Covington Trust | December 31, 2021 | +83.6% | $1.2M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2021 | +67.4% | $1.5M |
| BRK/ABerkshire Hathaway Inc Del | December 31, 2021 | +66.2% | $1.5M |
| AAPLApple Inc | December 31, 2021 | +63.0% | $19.1M |
| VOOVanguard Index Fds | December 31, 2021 | +57.3% | $30.3M |
| IVVIshares Tr | December 31, 2021 | +57.0% | $100.6M |
Sold off last quarter
- ESEversource Energy was $579K
- Digimarc Corp NewCUSIP 25381B101 was $471K
- DDominion Energy Inc was $237K
- SLBSlb Limited was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.9% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +7.9% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −5.4% | −4.6% |
| December 31, 2024 | +1.0% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | +3.0% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +11.2% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +6.6% | +8.3% |
| March 31, 2023 | +5.4% | +7.0% |
| December 31, 2022 | +7.3% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −15.7% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bryant Woods Investment Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1910641&type=13F-HR&dateb=&owner=include&count=40CIK 1910641
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1910641/000191064126000004/Filed July 22, 2026 · accession 0001910641-26-000004