Bryant Woods Investment Advisors

Latest statistics and disclosures from Bryant Woods Investment Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, VOO, IJH, AAPL, DFAW, and represent 64.57% of Bryant Woods Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: JIRE, FENI, TSPA, FBND, VTI, BND, VNQ, DFAI, MTB, LIN.
  • Started 1 new stock position in VTI.
  • Reduced shares in these 10 stocks: IVV, VOO, IEFA, , , , EEMV, TDY, AAPL, NVDA.
  • Sold out of its positions in EXR, META, EEMV, MPC, OBE, TDY.
  • Bryant Woods Investment Advisors was a net seller of stock by $-3.3M.
  • Bryant Woods Investment Advisors has $258M in assets under management (AUM), dropping by 0.89%.
  • Central Index Key (CIK): 0001910641

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Portfolio Holdings for Bryant Woods Investment Advisors

Bryant Woods Investment Advisors holds 49 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 33.1 $85M -2% 125k 684.95
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.1 $26M -3% 42k 627.12
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Ishares Tr Core S&p Mcp Etf (IJH) 9.8 $25M 383k 66.00
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Apple (AAPL) 7.0 $18M 67k 271.87
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Dimensional Etf Trust World Equity Etf (DFAW) 4.6 $12M 159k 73.98
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Ishares Tr Core S&p Scp Etf (IJR) 4.1 $11M 88k 120.19
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J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 3.7 $9.6M +11% 129k 74.88
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 3.6 $9.2M 83k 111.80
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Fidelity Covington Trust Enhanced Intl (FENI) 3.5 $9.0M +11% 246k 36.58
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Ishares Core Msci Emkt (IEMG) 2.9 $7.4M 111k 67.22
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T Rowe Price Etf Us Equity Resear (TSPA) 2.2 $5.7M +8% 133k 42.78
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 2.0 $5.1M -2% 46k 110.95
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Dimensional Etf Trust Us High Profitab (DUHP) 1.3 $3.4M -3% 89k 38.03
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Ishares Tr Core Msci Eafe (IEFA) 0.9 $2.4M -12% 27k 89.47
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.9 $2.3M +19% 49k 46.04
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Amazon (AMZN) 0.8 $2.2M 9.3k 230.83
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Ishares Tr Msci Usa Mmentm (MTUM) 0.7 $1.7M -6% 6.9k 250.31
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NVIDIA Corporation (NVDA) 0.6 $1.5M -11% 8.2k 186.52
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.5M 2.00 754800.00
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.5M 3.0k 502.65
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L3harris Technologies (LHX) 0.5 $1.2M 4.0k 293.57
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Linde SHS (LIN) 0.5 $1.2M 2.7k 426.38
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $1.1M 15k 75.44
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Microsoft Corporation (MSFT) 0.4 $1.1M -6% 2.3k 483.49
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Fidelity Covington Trust Momentum Factr (FDMO) 0.4 $1.0M 12k 83.97
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $974k 13k 74.07
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $964k 25k 38.11
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $785k 8.3k 94.16
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $767k 1.1k 681.94
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Union Pacific Corporation (UNP) 0.3 $749k 3.2k 231.33
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White Mountains Insurance Gp (WTM) 0.3 $707k 340.00 2078.03
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Moog Cl A (MOG.A) 0.3 $705k -2% 2.9k 243.55
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Ishares Msci Gbl Min Vol (ACWV) 0.3 $674k 5.7k 118.74
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M&T Bank Corporation (MTB) 0.3 $646k 3.2k 201.41
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $623k 7.0k 88.48
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $609k 1.9k 313.01
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $509k -8% 830.00 612.86
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Broadcom (AVGO) 0.2 $476k 1.4k 345.86
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Vanguard Index Fds Value Etf (VTV) 0.2 $473k 2.5k 190.99
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Alphabet Cap Stk Cl C (GOOG) 0.2 $470k 1.5k 314.03
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Digimarc Corporation (DMRC) 0.2 $469k -7% 72k 6.56
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Johnson & Johnson (JNJ) 0.2 $389k -4% 1.9k 206.96
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Curtiss-Wright (CW) 0.1 $382k 692.00 551.27
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $351k 1.7k 209.12
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Visa Com Cl A (V) 0.1 $241k 687.00 350.81
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Vistra Energy (VST) 0.1 $234k 1.5k 161.33
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $207k 3.7k 55.58
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PPG Industries (PPG) 0.1 $205k -16% 2.0k 102.46
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $200k NEW 597.00 335.06
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Past Filings by Bryant Woods Investment Advisors

SEC 13F filings are viewable for Bryant Woods Investment Advisors going back to 2021