Bryant Woods Investment Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Bryant Woods Investment Advisors, LLC reported 49 stock positions worth $208.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 33.9% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 10.9%) and Vanguard S&P 500 ETF (VOO, 10.0%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 18 and reduced 19. The biggest buy was a new position in Fidelity Enhanced Intl ETF (FENI) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- GETZVILLE, NY
- CIK
- 0001910641
- Portfolio Value
- $208.0M (Q1 2025)
- SEC Filing
- 0001085146-25-002470 ↗ filed Apr 30, 2025
Holdings Value
Holdings 49 stocks · $208.0M
| IVV iShares Core S&P 500 ETF | 33.92% | 125,542 | $70.5M | Add +8.1% |
| IJH iShares Core S&P Midcap ETF | 10.85% | 386,706 | $22.6M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 10.03% | 40,572 | $20.9M | Add +4.9% |
| AAPL Apple Inc. | 7.21% | 67,467 | $15.0M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 4.61% | 91,715 | $9.6M | Reduce -7.7% |
| DFAW Dimensional World Eqty ETF | 4.25% | 144,076 | $8.8M | Add +18.1% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 3.69% | 77,735 | $7.7M | Add +0.2% |
| IEMG iShares Core MSCI Emerging | 3.28% | 126,211 | $6.8M | Reduce -21.7% |
| VIOO Vanguard S&P Small-Cap 600 E | 2.20% | 47,320 | $4.6M | Reduce -6.5% |
| JIRE JPMorgan Int Res Enh Eqty | 2.12% | 69,258 | $4.4M | Add +31.9% |
| FENI Fidelity Enhanced Intl ETF | 1.86% | 129,643 | $3.9M | New |
| DUHP Dimensional US High Profi Et | 1.50% | 94,026 | $3.1M | Add +485.4% |
| TSPA T Rowe Price US Eqy Research | 1.24% | 73,411 | $2.6M | Add +191.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.18% | 32,566 | $2.5M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 0.79% | 8,649 | $1.6M | Reduce -10.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.79% | 3,085 | $1.6M | Reduce -1.2% |
| FBND Fidelity Total Bond ETF | 0.79% | 35,907 | $1.6M | Add +7.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.77% | 2 | $1.6M | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.72% | 7,365 | $1.5M | Reduce -0.3% |
| LIN Linde PLC | 0.63% | 2,827 | $1.3M | Add +0.3% |
| DMRC Digimarc Corp. | 0.48% | 77,500 | $994K | Add +1.6% |
| NVDA Nvidia Corp. | 0.45% | 8,657 | $938K | Reduce -37.0% |
| BND Vanguard Total Bond Market | 0.45% | 12,733 | $935K | Add +0.6% |
| VXUS Vanguard Total Intl Stock | 0.44% | 14,817 | $920K | No change |
| LHX L3HARRIS Technologies Inc. | 0.40% | 4,000 | $837K | No change |
| FDMO Fidelity Momentum Factor ETF | 0.40% | 12,668 | $824K | Reduce -1.0% |
| MSFT Microsoft Corp. | 0.39% | 2,146 | $806K | Reduce -0.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.38% | 8,444 | $791K | Reduce -2.5% |
| UNP Union Pacific Corp. | 0.37% | 3,239 | $765K | Add +0.0% |
| ACWV iShares MSCI Global Min Vol | 0.36% | 6,439 | $749K | Reduce -4.3% |
| DFAI Dimensional International Co. | 0.36% | 23,911 | $747K | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 1,251 | $700K | No change |
| WTM White Mountains Insurance GP | 0.31% | 340 | $655K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.27% | 3,144 | $562K | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 1,096 | $514K | Add +71.5% |
| MOG.A Moog Inc. Class A | 0.25% | 2,965 | $514K | No change |
| VNQ Vanguard Real Estate ETF | 0.23% | 5,354 | $485K | Reduce -6.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 2,475 | $428K | Reduce -10.3% |
| JNJ Johnson & Johnson | 0.16% | 2,009 | $333K | Reduce -0.1% |
| VXF Vanguard Extended Market ETF | 0.14% | 1,680 | $289K | No change |
| EXR Extra Space Storage Inc. | 0.14% | 1,936 | $287K | No change |
| GOOGL Alphabet Inc. Class A | 0.14% | 1,822 | $282K | Add +3.3% |
| PPG PPG Industries Inc. | 0.13% | 2,400 | $262K | No change |
| V Visa Inc. Class A | 0.12% | 688 | $241K | Reduce -2.1% |
| AVGO Broadcom Inc. | 0.11% | 1,320 | $221K | Add +0.2% |
| CW Curtiss-Wright Corp. | 0.11% | 692 | $220K | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 0.10% | 3,588 | $209K | Reduce -25.3% |
| GOOG Alphabet Inc. Class C | 0.10% | 1,310 | $205K | Add +0.1% |
| OBE Obsidian Energy Ltd. | 0.03% | 10,100 | $59K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.1% | 7.21% | −0.98 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.7% | 4.61% | −0.93 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.6% | 10.85% | −0.89 |
| IEMG iShares Core MSCI Emerging | Reduce -21.7% | 3.28% | −0.80 |
| NVDA Nvidia Corp. | Reduce -37.0% | 0.45% | −0.44 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -6.5% | 2.20% | −0.40 |
| AMZN Amazon.com Inc. | Reduce -10.5% | 0.79% | −0.24 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.13 |
| MSFT Microsoft Corp. | Reduce -0.1% | 0.39% | −0.05 |
| FDMO Fidelity Momentum Factor ETF | Reduce -1.0% | 0.40% | −0.04 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -25.3% | 0.10% | −0.03 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -0.3% | 0.72% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -10.3% | 0.21% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -6.3% | 0.23% | −0.01 |
| ACWV iShares MSCI Global Min Vol | Reduce -4.3% | 0.36% | +0.00 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.5% | 0.38% | +0.01 |
| V Visa Inc. Class A | Reduce -2.1% | 0.12% | +0.01 |
| JNJ Johnson & Johnson | Reduce -0.1% | 0.16% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.7% | 1.18% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 0.79% | +0.10 |
Portfolio Buys Q4 2024 → Q1 2025
| FENI Fidelity Enhanced Intl ETF | New | 1.86% | +1.86 |
| DUHP Dimensional US High Profi Et | Add +485.4% | 1.50% | +1.24 |
| IVV iShares Core S&P 500 ETF | Add +8.1% | 33.92% | +0.82 |
| TSPA T Rowe Price US Eqy Research | Add +191.7% | 1.24% | +0.79 |
| JIRE JPMorgan Int Res Enh Eqty | Add +31.9% | 2.12% | +0.63 |
| DFAW Dimensional World Eqty ETF | Add +18.1% | 4.25% | +0.56 |
| QQQ Invesco QQQ Trust Series 1 | Add +71.5% | 0.25% | +0.09 |
| FBND Fidelity Total Bond ETF | Add +7.5% | 0.79% | +0.06 |
| LIN Linde PLC | Add +0.3% | 0.63% | +0.06 |
| DFAI Dimensional International Co. | Add +2.2% | 0.36% | +0.03 |
| UNP Union Pacific Corp. | Add +0.0% | 0.37% | +0.01 |
| BND Vanguard Total Bond Market | Add +0.6% | 0.45% | +0.01 |
| MTB M & T Bank Corp. | Add +0.7% | 0.27% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.10% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +3.3% | 0.14% | −0.03 |
| AVGO Broadcom Inc. | Add +0.2% | 0.11% | −0.04 |
| VOO Vanguard S&P 500 ETF | Add +4.9% | 10.03% | −0.07 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +0.2% | 3.69% | −0.28 |
| DMRC Digimarc Corp. | Add +1.6% | 0.48% | −0.91 |
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 |