Bryant Woods Investment Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Getzville, NY
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$359,584
Net value change ($000)
+87,798 (32.3%)
New positions
31
Sold out positions
4
Turnover %
9.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 15,640 18.4%
IEFA 5,429 186.8%
IJH 4,763 17.7%
XLK 4,325 NEW
AGG 4,279 NEW
IEMG 4,210 56.1%
VOO 3,726 14.0%
AAPL 2,419 14.5%
IJR 2,264 20.6%
IVW 2,209 NEW
Top Reduces (Value $000, Stocks/ETFs)
ES -579 -100.0%
DMRC -471 -100.0%
D -237 -100.0%
LHX -219 -15.9%
SLB -206 -100.0%
WTM -42 -5.6%
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