Bryant Woods Investment Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$3.7M |
| 2 |
Fidelity Enhanced International ETF
FENI
|
+$1.9M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.83M |
| 4 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$1.75M |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$1.46M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Visa
V
|
+$241K |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$225K |
| 3 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
+$207K |
| 4 |
Apple
AAPL
|
+$167K |
| 5 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$119K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.79% |
| 2 | Financials | 1.57% |
| 3 | Industrials | 1.28% |
| 4 | Consumer Discretionary | 0.76% |
| 5 | Materials | 0.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Fidelity Quality Factor ETF
FQAL
$1.46B
| $277K | 0.1% |
+3,808
| New | +$288K |
|
52
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
| $261K | 0.1% |
814
+217
| +36% | +$72.8K |
|
53
Dominion Energy
D
$59.4B
| $237K | 0.09% |
+3,836
| New | +$237K |
|
54
BlackRock US Equity Factor Rotation ETF
DYNF
$40.1B
| $235K | 0.09% |
+4,033
| New | +$244K |
|
55
Teledyne Technologies
TDY
$31.5B
| $222K | 0.08% |
+367
| New | +$229K |
|
56
Vistra
VST
$48.7B
| $218K | 0.08% |
1,450
| – | – |
|
57
PPG Industries
PPG
$25.8B
| $214K | 0.08% |
2,000
| – | – |
|
58
SLB Ltd
SLB
$79.3B
| $206K | 0.08% |
+4,000
| New | +$194K |
|
|
59
Pacer Trendpilot US Large Cap ETF
PTLC
$3.36B
| – | – |
-3,718
| Closed | -$207K |
|
|
60
Visa
V
$680B
| – | – |
-687
| Closed | -$241K |
|
Similar funds
Bryant Woods Investment Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Bryant Woods Investment Advisors held 60 positions worth $272M, up 5.3% from $258M the previous quarter. Its ten largest holdings account for 80% of the portfolio.
Bryant Woods Investment Advisors deployed $19.7M of net new capital in Q1 2026, opening 11 new positions and adding to 26 existing holdings. Its largest new stake was Vanguard Dividend Appreciation ETF: 5,013 shares worth $1.08M.
By sector, the portfolio is most concentrated in Technology at 7.8% of assets, down from 8.4% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was iShares Core MSCI Emerging Markets ETF, an estimated $225K trimmed.
- Bryant Woods Investment Advisors's largest Q1 2026 buy was Vanguard Dividend Appreciation ETF: 5,013 shares worth $1.08M.
- Bryant Woods Investment Advisors added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $3.7M increase.
- Bryant Woods Investment Advisors's biggest Q1 2026 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $225K.
- Bryant Woods Investment Advisors fully exited Visa in Q1 2026, selling an estimated $241K.
- Bryant Woods Investment Advisors's ten largest holdings make up 80% of its $272M portfolio in Q1 2026.
- Bryant Woods Investment Advisors opened 11 new positions and closed 2 in Q1 2026.
- Bryant Woods Investment Advisors's portfolio value rose 5.3% quarter-over-quarter to $272M.
Based on Bryant Woods Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.