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The Analysis of Bryant Woods Investment Advisors, LLC's Holdings & P&L

Currently, Bryant Woods Investment Advisors, LLC holds 58 types of securities in its portfolio with a total value $271.8M. In the most recent quarter, they have increased their positions in IVV (+5.4K shares, valued at $3.5M), FENI (+49.5K shares, valued at $1.8M), N/A (+2.9K shares, valued at $1.7M); decreased their positions in IEMG (-3.1K shares, valued at $217.6K), AAPL (-643 shares, valued at $163.2K), VIOO (-1.0K shares, valued at $116.9K); initiated new positions in VIG (+5.0K shares, valued at $1.1M), MU (+1.8K shares, valued at $612.2K), ES (+8.4K shares, valued at $579.2K).

1M P&L

+12.1M+4.66%

3M P&L

+15.9M+6.23%

HY P&L

+31.9M+13.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A211.2M

87.8%

2Consumer Electronics16.7M

6.9%

3Internet Retail2.1M

0.9%

Top Industries by Stock Count

1N/A31 stocks

60.8%

2Aerospace & Defense2 stocks

3.9%

3Utilities - Regulated Electric2 stocks

3.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR130.1K shares4.35%2026-03-312026-04-28

IJH ISHARES TR397.4K shares3.65%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS44.5K shares7.04%2026-03-312026-04-28

AAPL APPLE INC65.9K shares-0.97%2026-03-312026-04-28

DFAW DIMENSIONAL ETF TRUST168.8K shares6.36%2026-03-312026-04-28

JIRE J P MORGAN EXCHANGE TRADED F150.8K shares17.41%2026-03-312026-04-28

FENI FIDELITY COVINGTON TRUST295.1K shares20.13%2026-03-312026-04-28

IJR ISHARES TR88.3K shares0.92%2026-03-312026-04-28

Sponsored

IVOO VANGUARD ADMIRAL FDS INC85.3K shares3.39%2026-03-312026-04-28

IEMG ISHARES INC107.7K shares-2.82%2026-03-312026-04-28

TSPA T ROWE PRICE ETF INC148.5K shares11.46%2026-03-312026-04-28

VIOO VANGUARD ADMIRAL FDS INC44.7K shares-2.23%2026-03-312026-04-28

DUHP DIMENSIONAL ETF TRUST103.4K shares16.12%2026-03-312026-04-28

FBND FIDELITY MERRIMACK STR TR81.1K shares64.24%2026-03-312026-04-28

IEFA ISHARES TR32.1K shares18.65%2026-03-312026-04-28

AMZN AMAZON COM INC9.9K shares6.65%2026-03-312026-04-28

Sponsored

MTUM ISHARES TR6.8K shares-0.58%2026-03-312026-04-28

BND VANGUARD BD INDEX FDS19.6K shares49.26%2026-03-312026-04-28

NVDA NVIDIA CORPORATION8.2K shares0.34%2026-03-312026-04-28

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.0K shares0.00%2026-03-312026-04-28

LHX L3HARRIS TECHNOLOGIES INC4.0K shares0.00%2026-03-312026-04-28

LINDE PLC LINDE PLC2.7K shares0.26%2026-03-312026-04-28

MSFT MICROSOFT CORP3.5K shares51.13%2026-03-312026-04-28

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DFAI DIMENSIONAL ETF TRUST31.7K shares25.17%2026-03-312026-04-28

VXUS VANGUARD STAR FDS14.9K shares0.81%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS5.0K sharesnew addition2026-03-312026-04-28

FDMO FIDELITY COVINGTON TRUST11.9K shares0.10%2026-03-312026-04-28

MOG.A MOOG INC2.9K shares0.00%2026-03-312026-04-28

UNP UNION PAC CORP3.2K shares0.00%2026-03-312026-04-28

USMV ISHARES TR8.1K shares-2.48%2026-03-312026-04-28

WTM WHITE MTNS INS GROUP LTD340 shares0.00%2026-03-312026-04-28

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.1K shares0.00%2026-03-312026-04-28

VNQ VANGUARD INDEX FDS7.6K shares8.47%2026-03-312026-04-28

MTB M & T BK CORP3.2K shares0.69%2026-03-312026-04-28

ACWV ISHARES INC5.5K shares-2.86%2026-03-312026-04-28

MU MICRON TECHNOLOGY INC1.8K sharesnew addition2026-03-312026-04-28

ES EVERSOURCE ENERGY8.4K sharesnew addition2026-03-312026-04-28

ALPHABET INC ALPHABET INC1.8K shares-5.61%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR878 shares5.78%2026-03-312026-04-28

Sponsored

VTV VANGUARD INDEX FDS2.5K shares0.00%2026-03-312026-04-28

CW CURTISS WRIGHT CORP692 shares0.00%2026-03-312026-04-28

DMRC DIGIMARC CORP NEW95.9K shares34.20%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON1.8K shares-2.61%2026-03-312026-04-28

ALPHABET INC ALPHABET INC1.5K shares-0.07%2026-03-312026-04-28

BROADCOM INC BROADCOM INC1.3K shares-2.18%2026-03-312026-04-28

DTCR GLOBAL X FDS16.1K sharesnew addition2026-03-312026-04-28

VXF VANGUARD INDEX FDS1.8K shares6.85%2026-03-312026-04-28

Sponsored

LQDA LIQUIDIA CORPORATION8.6K sharesnew addition2026-03-312026-04-28

MPC MARATHON PETE CORP1.2K sharesnew addition2026-03-312026-04-28

FQAL FIDELITY COVINGTON TRUST3.8K sharesnew addition2026-03-312026-04-28

VTI VANGUARD INDEX FDS814 shares36.35%2026-03-312026-04-28

D DOMINION ENERGY INC3.8K sharesnew addition2026-03-312026-04-28

DYNF BLACKROCK ETF TRUST4.0K sharesnew addition2026-03-312026-04-28

TDY TELEDYNE TECHNOLOGIES INC367 sharesnew addition2026-03-312026-04-28

VST VISTRA CORP1.4K shares0.00%2026-03-312026-04-28

Sponsored

PPG PPG INDS INC2.0K shares0.00%2026-03-312026-04-28

SLB SLB LIMITED4.0K sharesnew addition2026-03-312026-04-28

IVV

ISHARES TR

4.35%

Shares130.1K

Event2026-03-31

Filed2026-04-28

IJH

ISHARES TR

3.65%

Shares397.4K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

7.04%

Shares44.5K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-0.97%

Shares65.9K

Event2026-03-31

Filed2026-04-28

DFAW

DIMENSIONAL ETF TRUST

6.36%

Shares168.8K

Event2026-03-31

Filed2026-04-28

JIRE

J P MORGAN EXCHANGE TRADED F

17.41%

Shares150.8K

Event2026-03-31

Filed2026-04-28

FENI

FIDELITY COVINGTON TRUST

20.13%

Shares295.1K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

0.92%

Shares88.3K

Event2026-03-31

Filed2026-04-28

IVOO

VANGUARD ADMIRAL FDS INC

3.39%

Shares85.3K

Event2026-03-31

Filed2026-04-28

IEMG

ISHARES INC

-2.82%

Shares107.7K

Event2026-03-31

Filed2026-04-28

TSPA

T ROWE PRICE ETF INC

11.46%

Shares148.5K

Event2026-03-31

Filed2026-04-28

VIOO

VANGUARD ADMIRAL FDS INC

-2.23%

Shares44.7K

Event2026-03-31

Filed2026-04-28

DUHP

DIMENSIONAL ETF TRUST

16.12%

Shares103.4K

Event2026-03-31

Filed2026-04-28

FBND

FIDELITY MERRIMACK STR TR

64.24%

Shares81.1K

Event2026-03-31

Filed2026-04-28

IEFA

ISHARES TR

18.65%

Shares32.1K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

6.65%

Shares9.9K

Event2026-03-31

Filed2026-04-28

MTUM

ISHARES TR

-0.58%

Shares6.8K

Event2026-03-31

Filed2026-04-28

BND

VANGUARD BD INDEX FDS

49.26%

Shares19.6K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

0.34%

Shares8.2K

Event2026-03-31

Filed2026-04-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-28

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-28

LINDE PLC

0.26%

Shares2.7K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

51.13%

Shares3.5K

Event2026-03-31

Filed2026-04-28

DFAI

DIMENSIONAL ETF TRUST

25.17%

Shares31.7K

Event2026-03-31

Filed2026-04-28

VXUS

VANGUARD STAR FDS

0.81%

Shares14.9K

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares5.0K

Event2026-03-31

Filed2026-04-28

FDMO

FIDELITY COVINGTON TRUST

0.10%

Shares11.9K

Event2026-03-31

Filed2026-04-28

MOG.A

MOOG INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-28

UNP

UNION PAC CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-28

USMV

ISHARES TR

-2.48%

Shares8.1K

Event2026-03-31

Filed2026-04-28

WTM

WHITE MTNS INS GROUP LTD

0.00%

Shares340

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-28

VNQ

VANGUARD INDEX FDS

8.47%

Shares7.6K

Event2026-03-31

Filed2026-04-28

MTB

M & T BK CORP

0.69%

Shares3.2K

Event2026-03-31

Filed2026-04-28

ACWV

ISHARES INC

-2.86%

Shares5.5K

Event2026-03-31

Filed2026-04-28

MICRON TECHNOLOGY INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-28

EVERSOURCE ENERGY

New

Shares8.4K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-5.61%

Shares1.8K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

5.78%

Shares878

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-28

CURTISS WRIGHT CORP

0.00%

Shares692

Event2026-03-31

Filed2026-04-28

DMRC

DIGIMARC CORP NEW

34.20%

Shares95.9K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

-2.61%

Shares1.8K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-0.07%

Shares1.5K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

-2.18%

Shares1.3K

Event2026-03-31

Filed2026-04-28

DTCR

GLOBAL X FDS

New

Shares16.1K

Event2026-03-31

Filed2026-04-28

VXF

VANGUARD INDEX FDS

6.85%

Shares1.8K

Event2026-03-31

Filed2026-04-28

LQDA

LIQUIDIA CORPORATION

New

Shares8.6K

Event2026-03-31

Filed2026-04-28

MPC

MARATHON PETE CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-28

FQAL

FIDELITY COVINGTON TRUST

New

Shares3.8K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

36.35%

Shares814

Event2026-03-31

Filed2026-04-28

DOMINION ENERGY INC

New

Shares3.8K

Event2026-03-31

Filed2026-04-28

DYNF

BLACKROCK ETF TRUST

New

Shares4.0K

Event2026-03-31

Filed2026-04-28

TDY

TELEDYNE TECHNOLOGIES INC

New

Shares367

Event2026-03-31

Filed2026-04-28

VST

VISTRA CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-28

PPG

PPG INDS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-28

SLB

SLB LIMITED

New

Shares4.0K

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available