Bryant Woods Investment Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Bryant Woods Investment Advisors, LLC reported 54 stock positions worth $255.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 33.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 10.3%) and iShares Core S&P Midcap ETF (IJH, 9.8%). Compared with Q2 2025, it opened 3 new positions, sold out of 1, added to 24 and reduced 14. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale Digimarc (DMRC, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- GETZVILLE, NY
- CIK
- 0001910641
- Portfolio Value
- $255.7M (Q3 2025)
- SEC Filing
- 0001910641-25-000002 ↗ filed Oct 22, 2025
Holdings Value
Holdings 54 stocks · $255.7M
| IVV iShares Core S&P 500 ETF | 33.47% | 127,876 | $85.6M | Add +0.6% |
| VOO Vanguard S&P 500 ETF | 10.30% | 43,028 | $26.4M | Add +3.5% |
| IJH iShares Core S&P Midcap ETF | 9.81% | 384,476 | $25.1M | Add +0.9% |
| AAPL Apple Inc. | 6.70% | 67,297 | $17.1M | Add +0.3% |
| DFAW Dimensional World Eqty ETF | 4.48% | 159,558 | $11.5M | Add +2.9% |
| IJR iShares Core S&P Small-Cap E | 4.13% | 88,907 | $10.6M | Add +1.2% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 3.62% | 83,910 | $9.3M | Add +4.1% |
| JIRE JPMorgan Int Res Enh Eqty | 3.31% | 114,955 | $8.5M | Add +12.6% |
| FENI Fidelity Enhanced Intl ETF | 3.04% | 220,167 | $7.8M | Add +17.2% |
| IEMG iShares Core MSCI Emerging | 2.91% | 112,779 | $7.4M | Reduce -0.8% |
| VIOO Vanguard S&P Small-Cap 600 E | 2.03% | 46,905 | $5.2M | Add +1.4% |
| TSPA T Rowe Price US Eqy Research | 2.02% | 123,021 | $5.2M | Add +14.3% |
| DUHP Dimensional US High Profi Et | 1.36% | 92,138 | $3.5M | Add +2.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.05% | 30,778 | $2.7M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 0.80% | 9,329 | $2.0M | Add +3.7% |
| FBND Fidelity Total Bond ETF | 0.75% | 41,228 | $1.9M | Reduce -2.4% |
| MTUM iShares MSCI USA Momentum Fa | 0.74% | 7,340 | $1.9M | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.68% | 9,320 | $1.7M | Add +1.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.59% | 2 | $1.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 2,987 | $1.5M | Reduce -2.8% |
| LIN Linde PLC | 0.51% | 2,719 | $1.3M | Reduce -4.1% |
| MSFT Microsoft Corp. | 0.50% | 2,474 | $1.3M | Add +13.3% |
| LHX L3HARRIS Technologies Inc. | 0.48% | 4,015 | $1.2M | Add +0.4% |
| VXUS Vanguard Total Intl Stock | 0.43% | 14,817 | $1.1M | No change |
| FDMO Fidelity Momentum Factor ETF | 0.39% | 11,904 | $990K | Reduce -6.1% |
| BND Vanguard Total Bond Market | 0.38% | 12,985 | $966K | Add +1.0% |
| DFAI Dimensional International Co. | 0.36% | 25,127 | $913K | Add +0.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.31% | 8,396 | $799K | Add +0.1% |
| UNP Union Pacific Corp. | 0.30% | 3,239 | $766K | No change |
| DMRC Digimarc Corp. | 0.30% | 77,581 | $758K | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 1,124 | $749K | Reduce -0.6% |
| ACWV iShares MSCI Global Min Vol | 0.27% | 5,674 | $680K | Reduce -6.0% |
| VNQ Vanguard Real Estate ETF | 0.25% | 6,904 | $631K | Add +28.4% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.25% | 3,187 | $630K | Add +0.7% |
| MOG.A Moog Inc. Class A | 0.24% | 2,965 | $616K | No change |
| WTM White Mountains Insurance GP | 0.22% | 340 | $568K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 909 | $545K | Reduce -14.3% |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,938 | $471K | Add +4.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 2,475 | $462K | No change |
| AVGO Broadcom Inc. | 0.18% | 1,373 | $453K | Reduce -8.0% |
| CW Curtiss-Wright Corp. | 0.15% | 692 | $376K | No change |
| GOOG Alphabet Inc. Class C | 0.14% | 1,493 | $364K | Add +13.9% |
| JNJ Johnson & Johnson | 0.14% | 1,958 | $363K | Reduce -2.7% |
| VXF Vanguard Extended Market ETF | 0.14% | 1,680 | $352K | No change |
| VST Vistra Corp. | 0.11% | 1,450 | $284K | No change |
| EXR Extra Space Storage Inc. | 0.11% | 1,936 | $273K | No change |
| PPG PPG Industries Inc. | 0.10% | 2,400 | $252K | No change |
| V Visa Inc. Class A | 0.09% | 687 | $235K | Add +1.5% |
| META Meta Platforms Inc. Class A | 0.09% | 307 | $226K | No change |
| MPC Marathon Petroleum Corp. | 0.09% | 1,164 | $224K | New |
| EEMV iShares MSCI Emg MKT Min Vol | 0.09% | 3,477 | $222K | Reduce -0.3% |
| TDY Teledyne Technologies Inc. | 0.08% | 367 | $215K | New |
| PTLC Pacer Trendpilot US Large Ca | 0.08% | 3,718 | $204K | New |
| OBE Obsidian Energy Ltd. | 0.03% | 10,100 | $66K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| DMRC Digimarc Corp. | Reduce -1.3% | 0.30% | −0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.09 |
| FBND Fidelity Total Bond ETF | Reduce -2.4% | 0.75% | −0.09 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.2% | 1.05% | −0.08 |
| LIN Linde PLC | Reduce -4.1% | 0.51% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 0.59% | −0.06 |
| ACWV iShares MSCI Global Min Vol | Reduce -6.0% | 0.27% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -14.3% | 0.21% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -0.8% | 2.91% | −0.04 |
| FDMO Fidelity Momentum Factor ETF | Reduce -6.1% | 0.39% | −0.03 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -0.2% | 0.74% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 0.29% | −0.01 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -0.3% | 0.09% | −0.01 |
| AVGO Broadcom Inc. | Reduce -8.0% | 0.18% | −0.00 |
| JNJ Johnson & Johnson | Reduce -2.7% | 0.14% | +0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +0.3% | 6.70% | +0.76 |
| FENI Fidelity Enhanced Intl ETF | Add +17.2% | 3.04% | +0.34 |
| TSPA T Rowe Price US Eqy Research | Add +14.3% | 2.02% | +0.21 |
| JIRE JPMorgan Int Res Enh Eqty | Add +12.6% | 3.31% | +0.19 |
| VOO Vanguard S&P 500 ETF | Add +3.5% | 10.30% | +0.11 |
| MPC Marathon Petroleum Corp. | New | 0.09% | +0.09 |
| TDY Teledyne Technologies Inc. | New | 0.08% | +0.08 |
| PTLC Pacer Trendpilot US Large Ca | New | 0.08% | +0.08 |
| NVDA Nvidia Corp. | Add +1.9% | 0.68% | +0.06 |
| LHX L3HARRIS Technologies Inc. | Add +0.4% | 0.48% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +4.0% | 0.18% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +13.9% | 0.14% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +28.4% | 0.25% | +0.04 |
| MSFT Microsoft Corp. | Add +13.3% | 0.50% | +0.03 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +1.4% | 2.03% | +0.01 |
| DFAW Dimensional World Eqty ETF | Add +2.9% | 4.48% | −0.00 |
| V Visa Inc. Class A | Add +1.5% | 0.09% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Add +1.2% | 4.13% | −0.01 |
| DFAI Dimensional International Co. | Add +0.8% | 0.36% | −0.01 |
| MTB M & T Bank Corp. | Add +0.7% | 0.25% | −0.02 |
| DUHP Dimensional US High Profi Et | Add +2.2% | 1.36% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.1% | 0.31% | −0.03 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +4.1% | 3.62% | −0.03 |
| BND Vanguard Total Bond Market | Add +1.0% | 0.38% | −0.03 |
| AMZN Amazon.com Inc. | Add +3.7% | 0.80% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Add +0.9% | 9.81% | −0.39 |
| IVV iShares Core S&P 500 ETF | Add +0.6% | 33.47% | −0.61 |
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 |