Bryant Woods Investment Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Getzville, NY
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$271,786
Net value change ($000)
+13,764 (5.3%)
New positions
11
Sold out positions
2
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FENI 1,991 22.2%
JIRE 1,804 18.8%
IJH 1,531 6.0%
FBND 1,427 62.7%
VIG 1,079 NEW
DFAW 713 6.1%
MU 612 NEW
ES 579 NEW
IVOO 528 5.7%
VOO 518 2.0%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -1,366 -7.6%
IVV -409 -0.5%
V -241 -100.0%
PTLC -207 -100.0%
NVDA -95 -6.2%
AMZN -81 -3.8%
MTUM -81 -4.7%
GOOGL -80 -13.2%
BRK-B -74 -4.9%
BRK-B -69 -4.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type