Bryant Woods Investment Advisors, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Bryant Woods Investment Advisors, LLC opened 24 positions, added to 18, reduced 5, sold out of 4 and left 4 unchanged. The largest increase in value was IVV (+$15,640,685); the largest decrease was TSPA (-$6,071,869).
- TSPA: Country of operation —; Class US EQUITY RESEAR; Shares 2026-03-31 148,453; Shares 2026-06-30 0.
- DUHP: Country of operation —; Class US HIGH PROFITAB; Shares 2026-03-31 103,445; Shares 2026-06-30 0.
- USMV: Country of operation —; Class MSCI USA MIN VOL; Shares 2026-03-31 8,134; Shares 2026-06-30 0.
- DTCR: Country of operation —; Class DATA CTR & DIGIT; Shares 2026-03-31 16,133; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1910641): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| RJA Asset Management LLC | United States | $0.272B | 4 |
| LINCOLN CAPITAL CORP | United States | $0.272B | 99 |
| TritonPoint Partners, LLC | United States | $0.272B | 200 |
| Franchise GP Ltd | Cayman Islands | $0.272B | 36 |
| SIEMENS AG | Germany | $0.272B | 1 |
| SELDON CAPITAL LP | United States | $0.272B | 65 |
| SWAN Capital LLC | United States | $0.272B | 554 |
| BOURNE LENT ASSET MANAGEMENT INC | United States | $0.272B | 63 |
| Vertrix Wealth Management, LLC | United States | $0.272B | 95 |
| SIMS INVESTMENT MANAGEMENT, LLC | United States | $0.272B | 35 |