Bryant Woods Investment Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Bryant Woods Investment Advisors, LLC reported 49 stock positions worth $206.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 33.1% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 11.7%) and Vanguard S&P 500 ETF (VOO, 10.1%). Compared with Q3 2024, it opened 5 new positions, sold out of 2, added to 16 and reduced 17. The biggest buy was a new position in Fidelity Total Bond ETF (FBND) and the biggest sale iShares Core MSCI Emerging (IEMG, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- GETZVILLE, NY
- CIK
- 0001910641
- Portfolio Value
- $206.4M (Q4 2024)
- SEC Filing
- 0001085146-25-000389 ↗ filed Jan 22, 2025
Holdings Value
Holdings 49 stocks · $206.4M
| IVV iShares Core S&P 500 ETF | 33.11% | 116,100 | $68.3M | Add +2.6% |
| IJH iShares Core S&P Midcap ETF | 11.74% | 389,098 | $24.2M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 10.09% | 38,671 | $20.8M | Add +8.2% |
| AAPL Apple Inc. | 8.19% | 67,500 | $16.9M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 5.55% | 99,349 | $11.4M | Reduce -0.2% |
| IEMG iShares Core MSCI Emerging | 4.08% | 161,107 | $8.4M | Reduce -2.5% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 3.97% | 77,596 | $8.2M | Add +6.8% |
| DFAW Dimensional World Eqty ETF | 3.69% | 121,970 | $7.6M | Add +9.1% |
| VIOO Vanguard S&P Small-Cap 600 E | 2.60% | 50,584 | $5.4M | Add +0.1% |
| JIRE JPMorgan Int Res Enh Eqty | 1.49% | 52,495 | $3.1M | Add +18.1% |
| DMRC Digimarc Corp. | 1.38% | 76,305 | $2.9M | Reduce -8.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.14% | 33,485 | $2.4M | Add +4.2% |
| AMZN Amazon.com Inc. | 1.03% | 9,667 | $2.1M | Reduce -4.5% |
| NVDA Nvidia Corp. | 0.89% | 13,744 | $1.8M | Reduce -4.0% |
| MTUM iShares MSCI USA Momentum Fa | 0.74% | 7,384 | $1.5M | Reduce -3.9% |
| FBND Fidelity Total Bond ETF | 0.73% | 33,398 | $1.5M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.69% | 3,122 | $1.4M | Add +6.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.66% | 2 | $1.4M | No change |
| LIN Linde PLC | 0.57% | 2,820 | $1.2M | Reduce -1.1% |
| TSPA T Rowe Price US Eqy Research | 0.45% | 25,171 | $931K | New |
| BND Vanguard Total Bond Market | 0.44% | 12,654 | $910K | New |
| MSFT Microsoft Corp. | 0.44% | 2,147 | $906K | Add +10.8% |
| FDMO Fidelity Momentum Factor ETF | 0.43% | 12,793 | $891K | Reduce -0.6% |
| VXUS Vanguard Total Intl Stock | 0.42% | 14,817 | $873K | No change |
| LHX L3HARRIS Technologies Inc. | 0.41% | 4,000 | $841K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.37% | 8,662 | $769K | Reduce -1.6% |
| UNP Union Pacific Corp. | 0.36% | 3,238 | $738K | No change |
| ACWV iShares MSCI Global Min Vol | 0.36% | 6,725 | $734K | Reduce -7.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 1,251 | $733K | No change |
| DFAI Dimensional International Co. | 0.33% | 23,396 | $683K | Add +5.9% |
| WTM White Mountains Insurance GP | 0.32% | 340 | $661K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.28% | 3,122 | $587K | Reduce -1.2% |
| MOG.A Moog Inc. Class A | 0.28% | 2,965 | $584K | Reduce -2.7% |
| DUHP Dimensional US High Profi Et | 0.26% | 16,061 | $543K | New |
| VNQ Vanguard Real Estate ETF | 0.25% | 5,712 | $509K | Reduce -1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 2,760 | $467K | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,764 | $334K | Add +22.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 639 | $327K | Reduce -18.6% |
| VXF Vanguard Extended Market ETF | 0.15% | 1,680 | $319K | No change |
| AVGO Broadcom Inc. | 0.15% | 1,317 | $305K | Add +3.5% |
| JNJ Johnson & Johnson | 0.14% | 2,012 | $291K | Reduce -1.2% |
| EXR Extra Space Storage Inc. | 0.14% | 1,936 | $290K | No change |
| PPG PPG Industries Inc. | 0.14% | 2,400 | $287K | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 0.13% | 4,804 | $279K | Reduce -1.7% |
| ABBV Abbvie Inc. | 0.13% | 1,561 | $277K | Add +0.9% |
| GOOG Alphabet Inc. Class C | 0.12% | 1,308 | $249K | New |
| CW Curtiss-Wright Corp. | 0.12% | 692 | $246K | No change |
| V Visa Inc. Class A | 0.11% | 703 | $222K | Reduce -6.6% |
| OBE Obsidian Energy Ltd. | 0.03% | 10,100 | $58K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| IEMG iShares Core MSCI Emerging | Reduce -2.5% | 4.08% | −0.75 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.2% | 5.55% | −0.38 |
| SCZ iShares MSCI Eafe Small-Cap | Sold out | 0.00% | −0.13 |
| LIN Linde PLC | Reduce -1.1% | 0.57% | −0.12 |
| FDLO Fidelity Low Volat Fact ETF | Sold out | 0.00% | −0.11 |
| ACWV iShares MSCI Global Min Vol | Reduce -7.0% | 0.36% | −0.07 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -3.9% | 0.74% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -1.6% | 0.25% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -18.6% | 0.16% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.6% | 0.37% | −0.04 |
| MOG.A Moog Inc. Class A | Reduce -2.7% | 0.28% | −0.03 |
| JNJ Johnson & Johnson | Reduce -1.2% | 0.14% | −0.03 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -1.7% | 0.13% | −0.02 |
| MTB M & T Bank Corp. | Reduce -1.2% | 0.28% | −0.00 |
| FDMO Fidelity Momentum Factor ETF | Reduce -0.6% | 0.43% | −0.00 |
| V Visa Inc. Class A | Reduce -6.6% | 0.11% | +0.00 |
| NVDA Nvidia Corp. | Reduce -4.0% | 0.89% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -4.5% | 1.03% | +0.07 |
| DMRC Digimarc Corp. | Reduce -8.8% | 1.38% | +0.24 |
Portfolio Buys Q3 2024 → Q4 2024
| FBND Fidelity Total Bond ETF | New | 0.73% | +0.73 |
| VOO Vanguard S&P 500 ETF | Add +8.2% | 10.09% | +0.49 |
| TSPA T Rowe Price US Eqy Research | New | 0.45% | +0.45 |
| BND Vanguard Total Bond Market | New | 0.44% | +0.44 |
| DUHP Dimensional US High Profi Et | New | 0.26% | +0.26 |
| AAPL Apple Inc. | Add +0.1% | 8.19% | +0.19 |
| GOOG Alphabet Inc. Class C | New | 0.12% | +0.12 |
| DFAW Dimensional World Eqty ETF | Add +9.1% | 3.69% | +0.08 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +6.8% | 3.97% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +22.9% | 0.16% | +0.04 |
| AVGO Broadcom Inc. | Add +3.5% | 0.15% | +0.04 |
| MSFT Microsoft Corp. | Add +10.8% | 0.44% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.1% | 0.69% | −0.00 |
| JIRE JPMorgan Int Res Enh Eqty | Add +18.1% | 1.49% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.0% | 0.23% | −0.02 |
| ABBV Abbvie Inc. | Add +0.9% | 0.13% | −0.02 |
| DFAI Dimensional International Co. | Add +5.9% | 0.33% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.2% | 1.14% | −0.14 |
| IVV iShares Core S&P 500 ETF | Add +2.6% | 33.11% | −0.14 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +0.1% | 2.60% | −0.18 |
| IJH iShares Core S&P Midcap ETF | Add +0.1% | 11.74% | −0.59 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 85 | $359.6M | IVV, IJH, VOO, AAPL, DFAW |
| Q1 2026 | 58 | $271.8M | IVV, IJH, VOO, AAPL, DFAW |
| Q4 2025 | 49 | $258.0M | IVV, VOO, IJH, AAPL, DFAW |
| Q3 2025 | 54 | $255.7M | IVV, VOO, IJH, AAPL, DFAW |
| Q2 2025 | 52 | $231.7M | IVV, IJH, VOO, AAPL, DFAW |
| Q1 2025 | 49 | $208.0M | IVV, IJH, VOO, AAPL, IJR |
| Q4 2024 | 49 | $206.4M | IVV, IJH, VOO, AAPL, IJR |
| Q3 2024 | 46 | $196.4M | IVV, IJH, VOO, AAPL, IJR |
| Q2 2024 | 42 | $137.5M | IVV, IJH, IJR, AAPL, VOO |
| Q1 2024 | 46 | $169.5M | IVV, IJH, VOO, AAPL, IJR |