Bryant Woods Investment Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Getzville, NY
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
68
Total value ($000)
$354,832
Net value change ($000)
-4,752 (-1.3%)
New positions
5
Sold out positions
23
Turnover %
11.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 11,590 11.5%
DFA INVT DIMENSIONS GROUP IN 4,792 NEW
AAPL 2,802 14.6%
FENI 2,319 17.8%
JIRE 2,172 16.0%
VOO 1,658 5.5%
IJH 1,550 4.9%
RSP 1,436 NEW
TSPA 1,237 15.7%
FQAL 1,177 123.1%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -4,432 -100.0%
XLK -4,325 -100.0%
AGG -4,279 -100.0%
IEFA -3,567 -42.8%
IVW -2,209 -100.0%
IVE -2,205 -100.0%
VO -2,198 -100.0%
LQD -2,037 -100.0%
BINC -2,009 -100.0%
IGSB -1,883 -100.0%
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