Bryant Woods Investment Advisors, LLC Top Holdings and 13F Report (2025) About Bryant Woods Investment Advisors, LLCInvestment ActivityBryant Woods Investment Advisors, LLC has $231.67 million in total holdings as of June 30, 2025.Bryant Woods Investment Advisors, LLC owns shares of 52 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.09% of the portfolio was purchased this quarter.About 0.91% of the portfolio was sold this quarter.This quarter, Bryant Woods Investment Advisors, LLC has purchased 49 new stocks and bought additional shares in 22 stocks.Bryant Woods Investment Advisors, LLC sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $78,936,223iShares Core S&P Mid-Cap ETF $23,631,670Vanguard S&P 500 ETF $23,614,916Apple $13,770,900DIMENSIONAL ETF TRUST $10,397,538 Largest New Holdings this Quarter 92840M102 - Vistra $281,025 Holding30303M102 - Meta Platforms $226,660 Holding22788C105 - CrowdStrike $206,780 Holding Largest Purchases this Quarter JPMorgan International Research Enhanced Equity ETF 32,873 shares (about $2.33M)FIDELITY COVINGTON TRUST 58,150 shares (about $1.93M)T. Rowe Price U.S. Equity Research ETF 34,266 shares (about $1.33M)iShares Core S&P 500 ETF 1,589 shares (about $986.62K)DIMENSIONAL ETF TRUST 10,931 shares (about $733.23K) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 12,582 shares (about $755.30K)iShares Core S&P Small-Cap ETF 3,889 shares (about $425.07K)iShares Core S&P Mid-Cap ETF 5,677 shares (about $352.09K)Dimensional US High Profitability ETF 3,871 shares (about $137.65K)Vanguard S&P Small-Cap 600 ETF 1,072 shares (about $108.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBryant Woods Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$78,936,223$986,617 ▲1.3%127,13134.1%ETFIJHiShares Core S&P Mid-Cap ETF$23,631,670$352,091 ▼-1.5%381,02910.2%ETFVOOVanguard S&P 500 ETF$23,614,916$568,603 ▲2.5%41,57310.2%ETFAAPLApple$13,770,900$70,987 ▼-0.5%67,1215.9%Computer and TechnologyDIMENSIONAL ETF TRUST$10,397,538$733,228 ▲7.6%155,0074.5%WORLD EQUITY ETFIJRiShares Core S&P Small-Cap ETF$9,599,525$425,074 ▼-4.2%87,8264.1%ETFIVOOVanguard S&P Mid-Cap 400 ETF$8,462,121$301,604 ▲3.7%80,6083.7%ETFJIREJPMorgan International Research Enhanced Equity ETF$7,227,747$2,326,402 ▲47.5%102,1313.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$6,821,200$755,303 ▼-10.0%113,6292.9%ETFFIDELITY COVINGTON TRUST$6,245,957$1,934,057 ▲44.9%187,7932.7%ENHANCED INTLVIOOVanguard S&P Small-Cap 600 ETF$4,682,052$108,527 ▼-2.3%46,2482.0%ETFTSPAT. Rowe Price U.S. Equity Research ETF$4,187,530$1,332,596 ▲46.7%107,6771.8%ManufacturingDUHPDimensional US High Profitability ETF$3,205,799$137,648 ▼-4.1%90,1551.4%ETFIEFAiShares Core MSCI EAFE ETF$2,626,660$91,997 ▼-3.4%31,4641.1%ETFAMZNAmazon.com$1,973,081$75,474 ▲4.0%8,9930.9%Retail/WholesaleFBNDFidelity Total Bond ETF$1,932,699$289,923 ▲17.6%42,2440.8%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,767,555$2,403 ▼-0.1%7,3550.8%ETFBRK.BBerkshire Hathaway$1,493,258$5,343 ▼-0.4%3,0740.6%FinanceBRK.ABerkshire Hathaway$1,457,6000.0%20.6%FinanceNVDANVIDIA$1,445,737$77,896 ▲5.7%9,1500.6%Computer and TechnologyLINDE PLC$1,329,642$3,284 ▲0.2%2,8340.6%SHSMSFTMicrosoft$1,086,395$18,413 ▲1.7%2,1830.5%Computer and TechnologyDMRCDigimarc$1,038,651$14,874 ▲1.5%78,6260.4%IndustrialsVXUSVanguard Total International Stock ETF$1,023,7070.0%14,8170.4%ETFLHXL3Harris Technologies$1,003,3600.0%4,0000.4%AerospaceFDMOFidelity Momentum Factor ETF$961,908$910 ▲0.1%12,6800.4%ETFBNDVanguard Total Bond Market ETF$946,800$9,277 ▲1.0%12,8590.4%ETFDFAIDimensional International Core Equity Market ETF$861,923$35,330 ▲4.3%24,9330.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$787,809$4,882 ▼-0.6%8,3920.3%ETFUNPUnion Pacific$745,1660.0%3,2390.3%TransportationACWViShares MSCI Global Min Vol Factor ETF$715,549$47,901 ▼-6.3%6,0350.3%ETFSPYSPDR S&P 500 ETF Trust$698,788$74,142 ▼-9.6%1,1310.3%FinanceMTBM&T Bank$613,869$4,266 ▲0.7%3,1660.3%FinanceWTMWhite Mountains Insurance Group$610,5450.0%3400.3%FinanceQQQInvesco QQQ$585,498$19,314 ▼-3.2%1,0610.3%FinanceMOG.AMoog$536,5760.0%2,9650.2%AerospaceVNQVanguard Real Estate ETF$479,163$2,227 ▲0.5%5,3790.2%ETFVTVVanguard Value ETF$437,4320.0%2,4750.2%ETFAVGOBroadcom$411,777$47,714 ▲13.1%1,4930.2%Computer and TechnologyCWCurtiss-Wright$338,0770.0%6920.1%AerospaceGOOGLAlphabet$328,443$7,228 ▲2.3%1,8630.1%Computer and TechnologyVXFVanguard Extended Market ETF$323,7530.0%1,6800.1%ETFJNJJohnson & Johnson$307,364$458 ▲0.1%2,0120.1%MedicalEXRExtra Space Storage$285,4430.0%1,9360.1%FinanceVSTVistra$281,025$281,025 ▲New Holding1,4500.1%UtilitiesPPGPPG Industries$273,0000.0%2,4000.1%Basic MaterialsVVisa$240,400$3,906 ▼-1.6%6770.1%Business ServicesGOOGAlphabet$232,723$178 ▲0.1%1,3110.1%Computer and TechnologyMETAMeta Platforms$226,660$226,660 ▲New Holding3070.1%Computer and TechnologyEEMViShares MSCI Emerging Markets Min Vol Factor ETF$219,012$6,344 ▼-2.8%3,4870.1%ETFCRWDCrowdStrike$206,780$206,780 ▲New Holding4060.1%Computer and TechnologyOBEObsidian Energy$56,0550.0%10,1000.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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