Bryant Woods Investment Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Bryant Woods Investment Advisors, LLC reported 52 stock positions worth $231.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 34.1% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 10.2%) and Vanguard S&P 500 ETF (VOO, 10.2%). Compared with Q1 2025, it opened 3 new positions, added to 22 and reduced 15. The biggest buy was JPMorgan Int Res Enh Eqty (JIRE, shares +47%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- GETZVILLE, NY
- CIK
- 0001910641
- Portfolio Value
- $231.7M (Q2 2025)
- SEC Filing
- 0001085146-25-004140 ↗ filed Jul 24, 2025
Holdings Value
Holdings 52 stocks · $231.7M
| IVV iShares Core S&P 500 ETF | 34.07% | 127,131 | $78.9M | Add +1.3% |
| IJH iShares Core S&P Midcap ETF | 10.20% | 381,029 | $23.6M | Reduce -1.5% |
| VOO Vanguard S&P 500 ETF | 10.19% | 41,573 | $23.6M | Add +2.5% |
| AAPL Apple Inc. | 5.94% | 67,121 | $13.8M | Reduce -0.5% |
| DFAW Dimensional World Eqty ETF | 4.49% | 155,007 | $10.4M | Add +7.6% |
| IJR iShares Core S&P Small-Cap E | 4.14% | 87,826 | $9.6M | Reduce -4.2% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 3.65% | 80,608 | $8.5M | Add +3.7% |
| JIRE JPMorgan Int Res Enh Eqty | 3.12% | 102,131 | $7.2M | Add +47.5% |
| IEMG iShares Core MSCI Emerging | 2.94% | 113,629 | $6.8M | Reduce -10.0% |
| FENI Fidelity Enhanced Intl ETF | 2.70% | 187,793 | $6.2M | Add +44.9% |
| VIOO Vanguard S&P Small-Cap 600 E | 2.02% | 46,248 | $4.7M | Reduce -2.3% |
| TSPA T Rowe Price US Eqy Research | 1.81% | 107,677 | $4.2M | Add +46.7% |
| DUHP Dimensional US High Profi Et | 1.38% | 90,155 | $3.2M | Reduce -4.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.13% | 31,464 | $2.6M | Reduce -3.4% |
| AMZN Amazon.com Inc. | 0.85% | 8,993 | $2.0M | Add +4.0% |
| FBND Fidelity Total Bond ETF | 0.83% | 42,244 | $1.9M | Add +17.6% |
| MTUM iShares MSCI USA Momentum Fa | 0.76% | 7,355 | $1.8M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 3,074 | $1.5M | Reduce -0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.63% | 2 | $1.5M | No change |
| NVDA Nvidia Corp. | 0.62% | 9,150 | $1.4M | Add +5.7% |
| LIN Linde PLC | 0.57% | 2,834 | $1.3M | Add +0.3% |
| MSFT Microsoft Corp. | 0.47% | 2,183 | $1.1M | Add +1.7% |
| DMRC Digimarc Corp. | 0.45% | 78,626 | $1.0M | Add +1.4% |
| VXUS Vanguard Total Intl Stock | 0.44% | 14,817 | $1.0M | No change |
| LHX L3HARRIS Technologies Inc. | 0.43% | 4,000 | $1.0M | No change |
| FDMO Fidelity Momentum Factor ETF | 0.42% | 12,680 | $962K | Add +0.1% |
| BND Vanguard Total Bond Market | 0.41% | 12,859 | $947K | Add +1.0% |
| DFAI Dimensional International Co. | 0.37% | 24,933 | $862K | Add +4.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.34% | 8,392 | $788K | Reduce -0.6% |
| UNP Union Pacific Corp. | 0.32% | 3,239 | $745K | No change |
| ACWV iShares MSCI Global Min Vol | 0.31% | 6,035 | $716K | Reduce -6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 1,131 | $699K | Reduce -9.6% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.27% | 3,166 | $614K | Add +0.7% |
| WTM White Mountains Insurance GP | 0.26% | 340 | $611K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 1,061 | $585K | Reduce -3.2% |
| MOG.A Moog Inc. Class A | 0.23% | 2,965 | $537K | No change |
| VNQ Vanguard Real Estate ETF | 0.21% | 5,379 | $479K | Add +0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 2,475 | $437K | No change |
| AVGO Broadcom Inc. | 0.18% | 1,493 | $412K | Add +13.1% |
| CW Curtiss-Wright Corp. | 0.15% | 692 | $338K | No change |
| GOOGL Alphabet Inc. Class A | 0.14% | 1,863 | $328K | Add +2.3% |
| VXF Vanguard Extended Market ETF | 0.14% | 1,680 | $324K | No change |
| JNJ Johnson & Johnson | 0.13% | 2,012 | $307K | Add +0.1% |
| EXR Extra Space Storage Inc. | 0.12% | 1,936 | $285K | No change |
| VST Vistra Corp. | 0.12% | 1,450 | $281K | New |
| PPG PPG Industries Inc. | 0.12% | 2,400 | $273K | No change |
| V Visa Inc. Class A | 0.10% | 677 | $240K | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.10% | 1,311 | $233K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.10% | 307 | $227K | New |
| EEMV iShares MSCI Emg MKT Min Vol | 0.09% | 3,487 | $219K | Reduce -2.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 406 | $207K | New |
| OBE Obsidian Energy Ltd. | 0.02% | 10,100 | $56K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.5% | 5.94% | −1.26 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.5% | 10.20% | −0.65 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.2% | 4.14% | −0.47 |
| IEMG iShares Core MSCI Emerging | Reduce -10.0% | 2.94% | −0.33 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -2.3% | 2.02% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.64% | −0.15 |
| DUHP Dimensional US High Profi Et | Reduce -4.1% | 1.38% | −0.11 |
| ACWV iShares MSCI Global Min Vol | Reduce -6.3% | 0.31% | −0.05 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.4% | 1.13% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.6% | 0.34% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.6% | 0.30% | −0.03 |
| V Visa Inc. Class A | Reduce -1.6% | 0.10% | −0.01 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -2.8% | 0.09% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.2% | 0.25% | +0.01 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -0.1% | 0.76% | +0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| JIRE JPMorgan Int Res Enh Eqty | Add +47.5% | 3.12% | +1.00 |
| FENI Fidelity Enhanced Intl ETF | Add +44.9% | 2.70% | +0.84 |
| TSPA T Rowe Price US Eqy Research | Add +46.7% | 1.81% | +0.57 |
| DFAW Dimensional World Eqty ETF | Add +7.6% | 4.49% | +0.24 |
| NVDA Nvidia Corp. | Add +5.7% | 0.62% | +0.17 |
| VOO Vanguard S&P 500 ETF | Add +2.5% | 10.19% | +0.17 |
| IVV iShares Core S&P 500 ETF | Add +1.3% | 34.07% | +0.15 |
| VST Vistra Corp. | New | 0.12% | +0.12 |
| META Meta Platforms Inc. Class A | New | 0.10% | +0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.09% | +0.09 |
| MSFT Microsoft Corp. | Add +1.7% | 0.47% | +0.08 |
| AVGO Broadcom Inc. | Add +13.1% | 0.18% | +0.07 |
| AMZN Amazon.com Inc. | Add +4.0% | 0.85% | +0.06 |
| FBND Fidelity Total Bond ETF | Add +17.6% | 0.83% | +0.05 |
| FDMO Fidelity Momentum Factor ETF | Add +0.1% | 0.42% | +0.02 |
| DFAI Dimensional International Co. | Add +4.3% | 0.37% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 0.14% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.10% | +0.00 |
| MTB M & T Bank Corp. | Add +0.7% | 0.27% | −0.01 |
| VNQ Vanguard Real Estate ETF | Add +0.5% | 0.21% | −0.03 |
| JNJ Johnson & Johnson | Add +0.1% | 0.13% | −0.03 |
| DMRC Digimarc Corp. | Add +1.4% | 0.45% | −0.03 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +3.7% | 3.65% | −0.04 |
| BND Vanguard Total Bond Market | Add +1.0% | 0.41% | −0.04 |
| LIN Linde PLC | Add +0.3% | 0.57% | −0.06 |
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 |