Bryant Woods Investment Advisors, LLC
SEC Form 13F institutional filer · CIK 0001910641
13F-HR · 28 reported holdings · 2026-03-31
Reported long-US-equity value
$0.22B
Top-10 concentration
96.0%
Bryant Woods Investment Advisors, LLC — $215M AUM allocation strategy
Bryant Woods Investment Advisors, LLC files SEC Form 13F and reports $215M of long US equity value across 28 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 9.3%, followed by Financials 3.8% and Industrials 1.7%.
The top 10 holdings account for 96% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Bryant Woods Investment Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$215M
total across 28 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
96% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +22.2K sh · +$2.13M+$TROW +15.3K sh · +$374K+$VOO +4.71K sh · +$1.11M
Biggest trims (shares)
−$AAPL −643 sh · −$1.37M−$GOOG −109 sh · −$80.6K−$JNJ −49 sh · +$58.5K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.7%—
- Asset Management & Custody Banks2.8%—
- Aerospace & Defense1.3%—
- Broadline Retail1.0%—
- Semiconductors1.0%—
- Multi-Sector Holdings0.7%—
- Industrial Gases0.6%—
- Systems Software0.6%—
- Other holdings84.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 65.9K | $16.7M | -643 | 7.8% |
| $TROW | T. Rowe Price Group Inc | 148K | $6.07M | +15.3K | 2.8% |
| $AMZN | Amazon.com Inc | 9.95K | $2.07M | +620 | 1.0% |
| $NVDA | NVIDIA Corporation | 8.25K | $1.44M | +28 | 0.7% |
| $HONA | Honeywell Aerospace Inc | 2 | $1.44M | +0 | 0.7% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 2.97K | $1.42M | +0 | 0.7% |
| $LHX | L3Harris Technologies Inc | 4K | $1.38M | +0 | 0.6% |
| $LIN | Linde plc | 2.73K | $1.36M | +7 | 0.6% |
…and 20 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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