Institutional Fund
Bryant Woods Investment Advisors, LLC
Getzville, NYCIK 19106415 filings on record
Portfolio Value
$271.79M
Q1 2026
Holdings
58
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+5.3%
from $258.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr31.3%
- Ishares Tr9.9%
- Vanguard Index Fds9.8%
- Apple Inc6.2%
- Dimensional World Equity4.6%
- J P Morgan Exchange Traded F4.2%
- Other34.1%
Portfolio Holdings
58 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 130.1K | $85.00M | 31.3% | +5.4K | Added |
| 2 | Ishares Tr | 397.4K | $26.84M | 9.9% | +14.0K | Added |
| 3 | Vanguard Index Fds | 44.5K | $26.57M | 9.8% | +2.9K | Added |
| 4 | Apple Inc | 65.9K | $16.72M | 6.2% | −643 | Reduced |
| 5 | Dimensional World Equity | 168.8K | $12.46M | 4.6% | +10.1K | Added |
| 6 | J P Morgan Exchange Traded F | 150.8K | $11.42M | 4.2% | +22.4K | Added |
| 7 | Fidelity Covington Trust | 295.1K | $10.98M | 4.0% | +49.5K | Added |
| 8 | Ishares Tr | 88.3K | $10.98M | 4.0% | +802 | Added |
| 9 | Vanguard Admiral Fds Inc | 85.3K | $9.75M | 3.6% | +2.8K | Added |
| 10 | Ishares Inc | 107.7K | $7.51M | 2.8% | −3.1K | Reduced |
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