Bryant Woods Investment Advisors, LLC
Long book
$271.8M
Q1 2026
Positions
58
Top-10 weight
80%
concentration
Last quarter
+14.6%
SPY +14.8%
Turnover
22%
of book per quarter
Strategy in plain words
auto-generated from filingsBryant Woods Investment Advisors, LLC is a wealth-management firm allocating client money, specialised in technology (65% of the long book), running a $271.8M US long book across 58 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, ISHARES CORE S&P MIDCAP ETF, VANGUARD S&P 500 ETF, APPLE INC, DIMENSIONAL WORLD EQTY ETF.
Over the last 9 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.2%
Q2 2024
+7.4%
Q3 2024
+1.1%
Q4 2024
-4.3%
Q1 2025
+8.3%
Q2 2025
+8.3%
Q3 2025
+2.8%
Q4 2025
-1.8%
Q1 2026
+14.6%
Sector allocation
Technology 65%
Financials 12%
Industrials 6%
Consumer discretionary 6%
Materials 4%
Utilities 3%
Healthcare 2%
Energy 1%
Long book by quarter
What does Bryant Woods own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 65.9K | $16.7M | 6.2% | -1.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 9.9K | $2.1M | 0.8% | +6.6% |
| NVDA NVIDIA CORP | Technology | 8.2K | $1.4M | 0.5% | +0.3% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 2 | $1.4M | 0.5% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.0K | $1.4M | 0.5% | Held |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 4.0K | $1.4M | 0.5% | Held |
| LIN LINDE PLC | Materials | 2.7K | $1.4M | 0.5% | +0.3% |
| MSFT MICROSOFT CORP | Technology | 3.5K | $1.3M | 0.5% | +51.1% |
| MOG/A MOOG INC-CLASS A | Industrials | 2.9K | $847K | 0.3% | Held |
| UNP UNION PACIFIC CORP | Industrials | 3.2K | $786K | 0.3% | Held |
| WTM WHITE MOUNTAINS INSURANCE GP | Financials | 340 | $747K | 0.3% | Held |
| MTB M & T BANK CORP | Financials | 3.2K | $668K | 0.2% | +0.7% |
| MU MICRON TECHNOLOGY INC | Technology | 1.8K | $612K | 0.2% | New |
| ES EVERSOURCE ENERGY | Utilities | 8.4K | $579K | 0.2% | New |
| GOOGL ALPHABET INC-CL A | Technology | 1.8K | $528K | 0.2% | -5.6% |
| CW CURTISS-WRIGHT CORP | Industrials | 692 | $471K | 0.2% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.8K | $447K | 0.2% | -2.6% |
| GOOG ALPHABET INC-CL C | Technology | 1.5K | $429K | 0.2% | -0.1% |
| AVGO BROADCOM INC | Technology | 1.3K | $417K | 0.2% | -2.2% |
| LQDA LIQUIDIA CORP | Healthcare | 8.6K | $325K | 0.1% | New |
| MPC MARATHON PETROLEUM CORP | Energy | 1.2K | $286K | 0.1% | New |
| D DOMINION ENERGY INC | Utilities | 3.8K | $237K | 0.1% | New |
| TDY TELEDYNE TECHNOLOGIES INC | Technology | 367 | $222K | 0.1% | New |
| VST VISTRA CORP | Utilities | 1.4K | $218K | 0.1% | Held |
| PPG PPG INDUSTRIES INC | Other | 2.0K | $214K | 0.1% | Held |
| SLB SLB LTD | Energy | 4.0K | $206K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 28, 2026 | 58 | $271.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 49 | $258.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 22, 2025 | 54 | $255.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 24, 2025 | 52 | $231.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 49 | $208.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 22, 2025 | 49 | $206.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 46 | $196.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 42 | $137.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 3, 2024 | 46 | $169.5M | canonical | SEC ↗ |