Fund Universe

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☆Bryant Woods Investment Advisors, LLC

CIK 0001910641 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.620
AUM ($M)
360
Positions
85
Turnover
0.12
Top-10 wt
72%
Herfindahl
0.106
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 89 positions · portfolio value $360M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR ADD — 28.0% -3.3% 100.6 134,386 +4,261 5 —
☆IJH funds › ISHARES TR ADD — 8.8% -1.1% 31.6 409,810 +12,382 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 8.4% -1.4% 30.3 44,105 -355 5 —
☆AAPL funds › APPLE INC ADD — 5.3% -0.8% 19.1 66,133 +263 5 —
☆DFAW funds › DIMENSIONAL ETF TRUST ADD — 4.0% -0.5% 14.5 175,702 +6,872 5 —
☆JIRE funds › J P MORGAN EXCHANGE TRADED F ADD — 3.8% -0.4% 13.5 164,127 +13,304 5 —
☆IJR funds › ISHARES TR ADD — 3.7% -0.4% 13.2 89,277 +972 5 —
☆FENI funds › FIDELITY COVINGTON TRUST ADD — 3.6% -0.4% 13.0 325,035 +29,938 5 —
☆IEMG funds › ISHARES INC ADD — 3.3% +0.5% 11.7 141,488 +33,805 5 —
☆IVOO funds › VANGUARD ADMIRAL FDS INC TRIM — 3.1% -0.5% 11.1 85,263 -28 5 —
☆IEFA funds › ISHARES TR ADD — 2.3% +1.2% 8.3 86,308 +54,202 5 —
☆TSPA funds › T ROWE PRICE EXCHANGE-TRADED ADD — 2.2% -0.0% 7.9 165,486 +17,033 5 —
☆VIOO funds › VANGUARD ADMIRAL FDS INC TRIM — 1.7% -0.2% 6.1 44,096 -579 5 —
☆DUHP funds › DIMENSIONAL ETF TRUST ADD — 1.2% -0.2% 4.4 106,210 +2,765 5 —
☆XLK funds › SELECT SECTOR SPDR TR NEW — 1.2% +1.2% 4.3 22,700 +22,700 1 —
☆AGG funds › ISHARES TR NEW — 1.2% +1.2% 4.3 43,230 +43,230 1 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 1.1% -0.3% 3.9 86,343 +5,195 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.7% -0.1% 2.4 10,060 +111 5 —
☆MTUM funds › ISHARES TR ADD — 0.7% +0.1% 2.4 6,859 +25 5 —
☆IVW funds › ISHARES TR NEW — 0.6% +0.6% 2.2 16,060 +16,060 1 —
☆IVE funds › ISHARES TR NEW — 0.6% +0.6% 2.2 9,709 +9,709 1 —
☆VO funds › VANGUARD INDEX FDS NEW — 0.6% +0.6% 2.2 27,283 +27,283 1 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.6% +0.4% 2.1 1,813 +1 2 —
☆LQD funds › ISHARES TR NEW — 0.6% +0.6% 2.0 18,675 +18,675 1 —
☆BINC funds › BLACKROCK ETF TRUST II NEW — 0.6% +0.6% 2.0 38,375 +38,375 1 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.5% +0.1% 1.9 8,073 +3,060 2 —
☆IGSB funds › ISHARES TR NEW — 0.5% +0.5% 1.9 35,931 +35,931 1 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.5% -0.0% 1.8 8,860 +614 5 —
☆QUAL funds › ISHARES TR NEW — 0.5% +0.5% 1.6 7,407 +7,407 1 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.4% -0.1% 1.5 2 +0 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.4% -0.1% 1.5 2,977 +10 5 —
☆IQLT funds › ISHARES TR NEW — 0.4% +0.4% 1.5 29,447 +29,447 1 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.4% -0.1% 1.5 19,854 +219 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.4% -0.1% 1.4 34,538 +2,885 5 —
☆LIN funds › LINDE PLC ADD — 0.4% -0.1% 1.4 2,740 +6 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.4% -0.1% 1.3 3,504 +16 5 —
☆VXUS funds › VANGUARD STAR FDS HOLD — 0.4% -0.1% 1.3 14,937 +0 5 —
☆PULS funds › PGIM ETF TR NEW — 0.3% +0.3% 1.3 25,275 +25,275 1 —
☆MOGA funds › MOOG INC HOLD — 0.3% +0.0% 1.2 2,895 +0 5 —
☆FDMO funds › FIDELITY COVINGTON TRUST ADD — 0.3% -0.0% 1.2 11,942 +13 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC HOLD — 0.3% -0.2% 1.2 4,000 +0 5 —
☆XLI funds › SELECT SECTOR SPDR TR NEW — 0.3% +0.3% 1.0 5,559 +5,559 1 —
☆FQAL funds › FIDELITY COVINGTON TRUST ADD — 0.3% +0.2% 1.0 11,749 +7,941 2 —
☆UNP funds › UNION PAC CORP ADD — 0.2% -0.0% 0.9 3,240 +1 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.2% -0.0% 0.8 1,124 +0 5 —
☆DMRC funds › DIGIMARC CORP NEW — 0.2% +0.2% 0.8 99,693 +99,693 1 —
☆XBI funds › SPDR SERIES TRUST NEW — 0.2% +0.2% 0.8 4,992 +4,992 1 —
☆USMV funds › ISHARES TR TRIM — 0.2% -0.1% 0.8 8,053 -81 5 —
☆MTB funds › M & T BK CORP TRIM — 0.2% -0.0% 0.8 3,159 -72 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS NEW — 0.2% +0.2% 0.7 6,166 +6,166 1 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 0.7 7,620 -14 5 —
☆WTM funds › WHITE MTNS INS GROUP LTD HOLD — 0.2% -0.1% 0.7 340 +0 5 —
☆LQDA funds › LIQUIDIA CORPORATION HOLD — 0.2% +0.1% 0.7 8,600 +0 2 —
☆ACWV funds › ISHARES INC HOLD — 0.2% -0.1% 0.7 5,512 +0 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.2% -0.0% 0.7 897 +19 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.2% -0.0% 0.7 1,837 +2 5 —
☆GOOG funds › ALPHABET INC ADD — 0.2% +0.0% 0.6 1,618 +124 5 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.2% -0.0% 0.5 2,475 +0 5 —
☆CW funds › CURTISS WRIGHT CORP HOLD — 0.1% -0.0% 0.5 692 +0 5 —
☆DTCR funds › GLOBAL X FDS ADD — 0.1% +0.0% 0.5 17,035 +902 2 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% -0.0% 0.5 2,035 +206 5 —
☆AVGO funds › BROADCOM INC ADD — 0.1% -0.0% 0.5 1,348 +1 5 —
☆ICSH funds › ISHARES TR NEW — 0.1% +0.1% 0.4 8,392 +8,392 1 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.4 1,672 -123 5 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 0.1% +0.0% 0.4 5,775 +1,742 2 —
☆XLV funds › SELECT SECTOR SPDR TR NEW — 0.1% +0.1% 0.4 2,375 +2,375 1 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.3 815 +1 3 —
☆MPC funds › MARATHON PETE CORP ADD — 0.1% -0.0% 0.3 1,172 +2 2 —
☆CRWD funds › CROWDSTRIKE HLDGS INC NEW — 0.1% +0.1% 0.3 383 +383 1 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II NEW — 0.1% +0.1% 0.3 939 +939 1 —
☆NUE funds › NUCOR CORP NEW — 0.1% +0.1% 0.3 1,148 +1,148 1 —
☆ATI funds › ATI INC NEW — 0.1% +0.1% 0.3 1,284 +1,284 1 —
☆KLAC funds › KLA CORP NEW — 0.1% +0.1% 0.3 833 +833 1 —
☆TDY funds › TELEDYNE TECHNOLOGIES INC HOLD — 0.1% -0.0% 0.2 367 +0 2 —
☆PPG funds › PPG INDS INC HOLD — 0.1% -0.0% 0.2 2,000 +0 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST NEW — 0.1% +0.1% 0.2 4,554 +4,554 1 —
☆VST funds › VISTRA CORP HOLD — 0.1% -0.0% 0.2 1,450 +0 5 —
☆V funds › VISA INC NEW — 0.1% +0.1% 0.2 660 +660 1 —
☆AMGN funds › AMGEN INC NEW — 0.1% +0.1% 0.2 617 +617 1 —
☆ITOT funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,336 +1,336 1 —
☆PTLC funds › PACER FDS TR NEW — 0.1% +0.1% 0.2 3,757 +3,757 1 —
☆GE funds › GE AEROSPACE NEW — 0.1% +0.1% 0.2 555 +555 1 —
☆JBLU funds › JETBLUE AIRWAYS CORP NEW — 0.0% +0.0% 0.1 11,218 +11,218 1 —
☆ACHR funds › ARCHER AVIATION INC NEW — 0.0% +0.0% 0.1 12,008 +12,008 1 —
☆ABEV funds › AMBEV SA NEW — 0.0% +0.0% 0.0 12,874 +12,874 1 —
☆SLB funds › SLB LIMITED EXIT — 0.0% -0.1% 0.0 0 -4,000 0 —
☆ES funds › EVERSOURCE ENERGY EXIT — 0.0% -0.2% 0.0 0 -8,360 0 —
☆D funds › DOMINION ENERGY INC EXIT — 0.0% -0.1% 0.0 0 -3,836 0 —
☆CUSIP:25381B101 funds › DIGIMARC CORP NEW EXIT — 0.0% -0.2% 0.0 0 -95,904 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 360 85 0.12 72% 0.106 0.619 — in
2026Q1 272 58 0.04 80% 0.132 0.789 — in
2025Q4 258 49 0.02 82% 0.144 0.796 — in
2025Q3 256 54 0.02 82% 0.146 0.792 — in
2025Q2 232 52 0.04 81% 0.150 0.783 — entered
2025Q1 208 49 0.00 82% 0.151 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status