Bryant Woods Investment Advisors, LLC

All 13F Filings

Location
Getzville, NY
Most recent 13F
Q2 2026
Holdings value ($000)
359,584
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/22/2026 85 359,584 13F-HR Bryant Woods Investment Advisors, LLC
Q1 2026 4/28/2026 58 271,786 13F-HR Bryant Woods Investment Advisors, LLC
Q4 2025 1/23/2026 49 258,022 13F-HR Bryant Woods Investment Advisors, LLC
Q3 2025 10/22/2025 54 255,745 13F-HR Bryant Woods Investment Advisors, LLC
Q2 2025 7/24/2025 52 231,673 13F-HR Bryant Woods Investment Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 57.45 K 16.0% 9.698 K 0 9.698 K
ETFs 302.1 K 84.0% 78.1 K 0 78.1 K
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Fund Snapshot

Q2 2026
Latest filed
7/22/2026
Total value ($000)
359,584
Holdings
85
QoQ value change ($000)
87,798 (32.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.