Bryant Woods Investment Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Bryant Woods Investment Advisors, LLC reported 49 stock positions worth $258.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 33.1% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 10.1%) and iShares Core S&P Midcap ETF (IJH, 9.8%). Compared with Q3 2025, it opened 1 new position, sold out of 6, added to 13 and reduced 22. The biggest buy was Fidelity Enhanced Intl ETF (FENI, shares +12%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- GETZVILLE, NY
- CIK
- 0001910641
- Portfolio Value
- $258.0M (Q4 2025)
- SEC Filing
- 0001910641-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 49 stocks · $258.0M
| IVV iShares Core S&P 500 ETF | 33.10% | 124,701 | $85.4M | Reduce -2.5% |
| VOO Vanguard S&P 500 ETF | 10.09% | 41,534 | $26.0M | Reduce -3.5% |
| IJH iShares Core S&P Midcap ETF | 9.81% | 383,427 | $25.3M | Reduce -0.3% |
| AAPL Apple Inc. | 7.01% | 66,513 | $18.1M | Reduce -1.2% |
| DFAW Dimensional World Eqty ETF | 4.55% | 158,740 | $11.7M | Reduce -0.5% |
| IJR iShares Core S&P Small-Cap E | 4.08% | 87,503 | $10.5M | Reduce -1.6% |
| JIRE JPMorgan Int Res Enh Eqty | 3.73% | 128,458 | $9.6M | Add +11.8% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 3.57% | 82,493 | $9.2M | Reduce -1.7% |
| FENI Fidelity Enhanced Intl ETF | 3.48% | 245,645 | $9.0M | Add +11.6% |
| IEMG iShares Core MSCI Emerging | 2.89% | 110,803 | $7.4M | Reduce -1.8% |
| TSPA T Rowe Price US Eqy Research | 2.21% | 133,184 | $5.7M | Add +8.3% |
| VIOO Vanguard S&P Small-Cap 600 E | 1.96% | 45,693 | $5.1M | Reduce -2.6% |
| DUHP Dimensional US High Profi Et | 1.31% | 89,082 | $3.4M | Reduce -3.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.94% | 27,059 | $2.4M | Reduce -12.1% |
| FBND Fidelity Total Bond ETF | 0.88% | 49,409 | $2.3M | Add +19.8% |
| AMZN Amazon.com Inc. | 0.83% | 9,329 | $2.2M | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.67% | 6,874 | $1.7M | Reduce -6.3% |
| NVDA Nvidia Corp. | 0.59% | 8,218 | $1.5M | Reduce -11.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.59% | 2 | $1.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 2,967 | $1.5M | Reduce -0.7% |
| LHX L3HARRIS Technologies Inc. | 0.46% | 4,000 | $1.2M | Reduce -0.4% |
| LIN Linde PLC | 0.45% | 2,727 | $1.2M | Add +0.3% |
| VXUS Vanguard Total Intl Stock | 0.43% | 14,817 | $1.1M | No change |
| MSFT Microsoft Corp. | 0.43% | 2,308 | $1.1M | Reduce -6.7% |
| FDMO Fidelity Momentum Factor ETF | 0.39% | 11,917 | $1.0M | Add +0.1% |
| BND Vanguard Total Bond Market | 0.38% | 13,155 | $974K | Add +1.3% |
| DFAI Dimensional International Co. | 0.37% | 25,288 | $964K | Add +0.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.30% | 8,341 | $785K | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 1,124 | $766K | No change |
| UNP Union Pacific Corp. | 0.29% | 3,239 | $749K | No change |
| WTM White Mountains Insurance GP | 0.27% | 340 | $707K | No change |
| MOG.A Moog Inc. Class A | 0.27% | 2,895 | $705K | Reduce -2.4% |
| ACWV iShares MSCI Global Min Vol | 0.26% | 5,674 | $674K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.25% | 3,209 | $646K | Add +0.7% |
| VNQ Vanguard Real Estate ETF | 0.24% | 7,038 | $623K | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 0.24% | 1,944 | $608K | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 830 | $509K | Reduce -8.7% |
| AVGO Broadcom Inc. | 0.18% | 1,377 | $476K | Add +0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 2,475 | $473K | No change |
| GOOG Alphabet Inc. Class C | 0.18% | 1,495 | $469K | Add +0.1% |
| DMRC Digimarc Corp. | 0.18% | 71,466 | $469K | Reduce -7.9% |
| JNJ Johnson & Johnson | 0.15% | 1,878 | $389K | Reduce -4.1% |
| CW Curtiss-Wright Corp. | 0.15% | 692 | $381K | No change |
| VXF Vanguard Extended Market ETF | 0.14% | 1,680 | $351K | No change |
| V Visa Inc. Class A | 0.09% | 687 | $241K | No change |
| VST Vistra Corp. | 0.09% | 1,450 | $234K | No change |
| PTLC Pacer Trendpilot US Large Ca | 0.08% | 3,718 | $207K | No change |
| PPG PPG Industries Inc. | 0.08% | 2,000 | $205K | Reduce -16.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 597 | $200K | New |
Portfolio Sells Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Reduce -2.5% | 33.10% | −0.36 |
| VOO Vanguard S&P 500 ETF | Reduce -3.5% | 10.09% | −0.21 |
| DMRC Digimarc Corp. | Reduce -7.9% | 0.18% | −0.11 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -12.1% | 0.94% | −0.11 |
| EXR Extra Space Storage Inc. | Sold out | 0.00% | −0.11 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.09 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.09 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.09 |
| NVDA Nvidia Corp. | Reduce -11.8% | 0.59% | −0.09 |
| TDY Teledyne Technologies Inc. | Sold out | 0.00% | −0.08 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -6.3% | 0.67% | −0.07 |
| MSFT Microsoft Corp. | Reduce -6.7% | 0.43% | −0.07 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -2.6% | 1.96% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.6% | 4.08% | −0.06 |
| DUHP Dimensional US High Profi Et | Reduce -3.3% | 1.31% | −0.05 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Reduce -1.7% | 3.57% | −0.05 |
| OBE Obsidian Energy Ltd. | Sold out | 0.00% | −0.03 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.4% | 0.46% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -1.8% | 2.89% | −0.02 |
| PPG PPG Industries Inc. | Reduce -16.7% | 0.08% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.7% | 0.20% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 0.58% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.7% | 0.30% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.3% | 9.81% | −0.00 |
| JNJ Johnson & Johnson | Reduce -4.1% | 0.15% | +0.01 |
| MOG.A Moog Inc. Class A | Reduce -2.4% | 0.27% | +0.03 |
| DFAW Dimensional World Eqty ETF | Reduce -0.5% | 4.55% | +0.07 |
| AAPL Apple Inc. | Reduce -1.2% | 7.01% | +0.31 |
Portfolio Buys Q3 2025 → Q4 2025
| FENI Fidelity Enhanced Intl ETF | Add +11.6% | 3.48% | +0.45 |
| JIRE JPMorgan Int Res Enh Eqty | Add +11.8% | 3.73% | +0.42 |
| TSPA T Rowe Price US Eqy Research | Add +8.3% | 2.21% | +0.19 |
| FBND Fidelity Total Bond ETF | Add +19.8% | 0.88% | +0.14 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 0.24% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.18% | +0.04 |
| DFAI Dimensional International Co. | Add +0.6% | 0.37% | +0.02 |
| AVGO Broadcom Inc. | Add +0.3% | 0.18% | +0.01 |
| MTB M & T Bank Corp. | Add +0.7% | 0.25% | +0.00 |
| FDMO Fidelity Momentum Factor ETF | Add +0.1% | 0.39% | +0.00 |
| BND Vanguard Total Bond Market | Add +1.3% | 0.38% | 0.00 |
| VNQ Vanguard Real Estate ETF | Add +1.9% | 0.24% | −0.01 |
| LIN Linde PLC | Add +0.3% | 0.45% | −0.05 |
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 |