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 64.76% of Bryant Woods Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: FENI, JIRE, VOO, TSPA, IVV, IVOO, DFAW, IJH, MPC, TDY.
- Started 3 new stock positions in MPC, TDY, PTLC.
- Reduced shares in these 10 stocks: CRWD, QQQ, FDMO, IEFA, IEMG, LIN, FBND, BRK.B, ACWV, AVGO.
- Sold out of its position in CRWD.
- Bryant Woods Investment Advisors was a net buyer of stock by $5.7M.
- Bryant Woods Investment Advisors has $256M in assets under management (AUM), dropping by 10.39%.
- Central Index Key (CIK): 0001910641
Tip: Access up to 7 years of quarterly data
Positions held by Bryant Woods Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Bryant Woods Investment Advisors
Bryant Woods Investment Advisors holds 54 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 33.5 | $86M | 128k | 669.30 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 10.3 | $26M | +3% | 43k | 612.42 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 9.8 | $25M | 385k | 65.26 |
|
|
| Apple (AAPL) | 6.7 | $17M | 67k | 254.63 |
|
|
| Dimensional Etf Trust World Equity Etf (DFAW) | 4.5 | $12M | +2% | 160k | 71.86 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 4.1 | $11M | 89k | 118.83 |
|
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 3.6 | $9.3M | +4% | 84k | 110.38 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 3.3 | $8.5M | +12% | 115k | 73.54 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 3.0 | $7.8M | +17% | 220k | 35.28 |
|
| Ishares Core Msci Emkt (IEMG) | 2.9 | $7.4M | 113k | 65.92 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 2.0 | $5.2M | 47k | 110.48 |
|
|
| T Rowe Price Etf Us Equity Resear (TSPA) | 2.0 | $5.2M | +14% | 123k | 41.91 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 1.4 | $3.5M | +2% | 92k | 37.77 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $2.7M | -2% | 31k | 87.31 |
|
| Amazon (AMZN) | 0.8 | $2.0M | +3% | 9.3k | 219.58 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.7 | $1.9M | -2% | 41k | 46.24 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.7 | $1.9M | 7.3k | 256.45 |
|
|
| NVIDIA Corporation (NVDA) | 0.7 | $1.7M | 9.3k | 186.61 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $1.5M | 2.00 | 754200.00 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.5M | -2% | 3.0k | 502.74 |
|
| Linde SHS (LIN) | 0.5 | $1.3M | -4% | 2.7k | 475.13 |
|
| Microsoft Corporation (MSFT) | 0.5 | $1.3M | +13% | 2.5k | 517.78 |
|
| L3harris Technologies (LHX) | 0.5 | $1.2M | 4.0k | 305.41 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $1.1M | 15k | 73.46 |
|
|
| Fidelity Covington Trust Momentum Factr (FDMO) | 0.4 | $990k | -6% | 12k | 83.17 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $966k | 13k | 74.37 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $913k | 25k | 36.35 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $799k | 8.4k | 95.14 |
|
|
| Union Pacific Corporation (UNP) | 0.3 | $766k | 3.2k | 236.37 |
|
|
| Digimarc Corporation (DMRC) | 0.3 | $758k | 78k | 9.77 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $749k | 1.1k | 666.18 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.3 | $680k | -5% | 5.7k | 119.91 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $631k | +28% | 6.9k | 91.42 |
|
| M&T Bank Corporation (MTB) | 0.2 | $630k | 3.2k | 197.58 |
|
|
| Moog Cl A (MOG.A) | 0.2 | $616k | 3.0k | 207.67 |
|
|
| White Mountains Insurance Gp (WTM) | 0.2 | $568k | 340.00 | 1671.52 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $545k | -14% | 909.00 | 599.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $471k | +4% | 1.9k | 243.09 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $462k | 2.5k | 186.49 |
|
|
| Broadcom (AVGO) | 0.2 | $453k | -8% | 1.4k | 330.22 |
|
| Curtiss-Wright (CW) | 0.1 | $376k | 692.00 | 542.94 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $364k | +13% | 1.5k | 243.58 |
|
| Johnson & Johnson (JNJ) | 0.1 | $363k | -2% | 2.0k | 185.39 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $352k | 1.7k | 209.34 |
|
|
| Vistra Energy (VST) | 0.1 | $284k | 1.5k | 195.92 |
|
|
| Extra Space Storage (EXR) | 0.1 | $273k | 1.9k | 140.94 |
|
|
| PPG Industries (PPG) | 0.1 | $252k | 2.4k | 105.11 |
|
|
| Visa Com Cl A (V) | 0.1 | $235k | 687.00 | 341.45 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $226k | 307.00 | 734.74 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $224k | NEW | 1.2k | 192.71 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $222k | 3.5k | 63.84 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $215k | NEW | 367.00 | 586.04 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $204k | NEW | 3.7k | 54.76 |
|
| Obsidian Energy (OBE) | 0.0 | $66k | 10k | 6.54 |
|
Past Filings by Bryant Woods Investment Advisors
SEC 13F filings are viewable for Bryant Woods Investment Advisors going back to 2021
- Bryant Woods Investment Advisors 2025 Q3 filed Oct. 22, 2025
- Bryant Woods Investment Advisors 2025 Q2 filed July 24, 2025
- Bryant Woods Investment Advisors 2025 Q1 filed April 30, 2025
- Bryant Woods Investment Advisors 2024 Q4 filed Jan. 22, 2025
- Bryant Woods Investment Advisors 2024 Q3 filed Nov. 13, 2024
- Bryant Woods Investment Advisors 2024 Q2 filed July 25, 2024
- Bryant Woods Investment Advisors 2024 Q1 filed May 3, 2024
- Bryant Woods Investment Advisors 2023 Q4 filed Jan. 18, 2024
- Bryant Woods Investment Advisors 2023 Q3 filed Nov. 13, 2023
- Bryant Woods Investment Advisors 2023 Q2 filed July 18, 2023
- Bryant Woods Investment Advisors 2023 Q1 filed April 14, 2023
- Bryant Woods Investment Advisors 2022 Q4 filed Feb. 8, 2023
- Bryant Woods Investment Advisors 2022 Q3 filed Nov. 4, 2022
- Bryant Woods Investment Advisors 2022 Q2 filed Aug. 5, 2022
- Bryant Woods Investment Advisors 2022 Q1 filed May 10, 2022
- Bryant Woods Investment Advisors 2021 Q4 filed Feb. 14, 2022