Bryant Woods Investment Advisors, LLC Top Holdings and 13F Report (2025) About Bryant Woods Investment Advisors, LLCInvestment ActivityBryant Woods Investment Advisors, LLC has $207.95 million in total holdings as of March 31, 2025.Bryant Woods Investment Advisors, LLC owns shares of 49 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 8.29% of the portfolio was purchased this quarter.About 2.15% of the portfolio was sold this quarter.This quarter, Bryant Woods Investment Advisors, LLC has purchased 49 new stocks and bought additional shares in 18 stocks.Bryant Woods Investment Advisors, LLC sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $70,541,886iShares Core S&P Mid-Cap ETF $22,564,790Vanguard S&P 500 ETF $20,850,520Apple $14,986,806iShares Core S&P Small-Cap ETF $9,590,653 Largest New Holdings this Quarter 31609A404 - FIDELITY COVINGTON TRUST $3,858,014 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 9,442 shares (about $5.31M)FIDELITY COVINGTON TRUST 129,643 shares (about $3.86M)Dimensional US High Profitability ETF 77,965 shares (about $2.58M)T. Rowe Price U.S. Equity Research ETF 48,240 shares (about $1.70M)DIMENSIONAL ETF TRUST 22,106 shares (about $1.35M) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 34,896 shares (about $1.88M)iShares Core S&P Small-Cap ETF 7,634 shares (about $798.29K)NVIDIA 5,087 shares (about $551.40K)Vanguard S&P Small-Cap 600 ETF 3,264 shares (about $315.03K)Amazon.com 1,018 shares (about $193.70K) 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$70,541,886$5,305,447 ▲8.1%125,54233.9%ETFIJHiShares Core S&P Mid-Cap ETF$22,564,790$139,576 ▼-0.6%386,70610.9%ETFVOOVanguard S&P 500 ETF$20,850,520$976,951 ▲4.9%40,57210.0%ETFAAPLApple$14,986,806$7,330 ▼0.0%67,4677.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$9,590,653$798,289 ▼-7.7%91,7154.6%ETFDIMENSIONAL ETF TRUST$8,828,973$1,354,655 ▲18.1%144,0764.2%WORLD EQUITY ETFIVOOVanguard S&P Mid-Cap 400 ETF$7,672,518$13,719 ▲0.2%77,7353.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$6,811,318$1,883,257 ▼-21.7%126,2113.3%ETFVIOOVanguard S&P Small-Cap 600 ETF$4,567,202$315,033 ▼-6.5%47,3202.2%ETFJIREJPMorgan International Research Enhanced Equity ETF$4,413,036$1,068,118 ▲31.9%69,2582.1%ETFFIDELITY COVINGTON TRUST$3,858,014$3,858,014 ▲New Holding129,6431.9%ENHANCED INTLDUHPDimensional US High Profitability ETF$3,116,116$2,583,838 ▲485.4%94,0261.5%ETFTSPAT. Rowe Price U.S. Equity Research ETF$2,581,126$1,696,115 ▲191.6%73,4111.2%ManufacturingIEFAiShares Core MSCI EAFE ETF$2,463,730$69,526 ▼-2.7%32,5661.2%ETFAMZNAmazon.com$1,645,653$193,696 ▼-10.5%8,6490.8%Retail/WholesaleBRK.BBerkshire Hathaway$1,643,009$19,705 ▼-1.2%3,0850.8%FinanceFBNDFidelity Total Bond ETF$1,639,197$114,539 ▲7.5%35,9070.8%ETFBRK.ABerkshire Hathaway$1,596,8830.0%20.8%FinanceMTUMiShares MSCI USA Momentum Factor ETF$1,488,681$3,840 ▼-0.3%7,3650.7%ETFLINDE PLC$1,316,370$3,259 ▲0.2%2,8270.6%SHSDMRCDigimarc$993,553$15,320 ▲1.6%77,5000.5%IndustrialsNVDANVIDIA$938,364$551,399 ▼-37.0%8,6570.5%Computer and TechnologyBNDVanguard Total Bond Market ETF$935,243$5,803 ▲0.6%12,7330.4%ETFVXUSVanguard Total International Stock ETF$920,1360.0%14,8170.4%ETFLHXL3Harris Technologies$837,2400.0%4,0000.4%AerospaceFDMOFidelity Momentum Factor ETF$824,139$8,132 ▼-1.0%12,6680.4%ETFMSFTMicrosoft$806,326$376 ▼0.0%2,1460.4%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$790,877$20,418 ▼-2.5%8,4440.4%ETFUNPUnion Pacific$765,063$236 ▲0.0%3,2390.4%TransportationACWViShares MSCI Global Min Vol Factor ETF$749,219$33,278 ▼-4.3%6,4390.4%ETFDFAIDimensional International Core Equity Market ETF$746,706$16,083 ▲2.2%23,9110.4%ETFSPYSPDR S&P 500 ETF Trust$699,7970.0%1,2510.3%FinanceWTMWhite Mountains Insurance Group$654,7750.0%3400.3%FinanceMTBM&T Bank$562,064$3,933 ▲0.7%3,1440.3%FinanceQQQInvesco QQQ$514,168$214,393 ▲71.5%1,0960.2%FinanceMOG.AMoog$513,9830.0%2,9650.2%AerospaceVNQVanguard Real Estate ETF$484,802$32,417 ▼-6.3%5,3540.2%ETFVTVVanguard Value ETF$427,532$49,231 ▼-10.3%2,4750.2%ETFJNJJohnson & Johnson$333,241$498 ▼-0.1%2,0090.2%MedicalVXFVanguard Extended Market ETF$289,3970.0%1,6800.1%ETFEXRExtra Space Storage$287,4770.0%1,9360.1%FinanceGOOGLAlphabet$282,017$8,977 ▲3.3%1,8220.1%Computer and TechnologyPPGPPG Industries$262,4400.0%2,4000.1%Basic MaterialsVVisa$241,138$5,257 ▼-2.1%6880.1%Business ServicesAVGOBroadcom$221,095$502 ▲0.2%1,3200.1%Computer and TechnologyCWCurtiss-Wright$219,5510.0%6920.1%AerospaceEEMViShares MSCI Emerging Markets Min Vol Factor ETF$209,303$70,934 ▼-25.3%3,5880.1%ETFGOOGAlphabet$204,720$313 ▲0.2%1,3100.1%Computer and TechnologyOBEObsidian Energy$59,1860.0%10,1000.0%EnergyABBVAbbVie$0$277,422 ▼-100.0%00.0%MedicalShowing 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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