13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001910641
Total reported value
$359.6M
$359.6M
46 檔
37.7%
According to the latest 13F quarterly dataset, Bryant Woods Investment Advisors, LLC managed an equity portfolio of $359.6M at the end of Q3 2024, spanning 46 distinct U.S. exchange-listed positions.
In Q3 2024, Bryant Woods Investment Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 33.25% | -3.29% | +60.26% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 12.33% | -1.08% | +389.17% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.61% | -1.35% | +40.29% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 8.00% | -0.83% | +2.39% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.93% | -0.36% | -28.57% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.83% | +0.50% | -15.05% | |
| 7 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 3.91% | -0.50% | +11.09% | |
| 8 | DFAW | Dimensional World Eqty ETF | ETF-Other | 3.61% | -0.53% | — | |
| 9 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 2.78% | -0.20% | +1.25% | |
| 10 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.50% | -0.43% | — | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.28% | +1.25% | +19.44% | |
| 12 | DMRC | Digimarc Corporation | Stock-Other | 1.14% | -0.17% | EXIT | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | -0.09% | +0.05% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.04% | +715.67% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.79% | +0.05% | -81.29% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.70% | -0.11% | — | |
| 17 | LIN | Linde plc | Stock-Materials | 0.69% | -0.10% | -21.00% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.11% | -3.29% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.49% | -0.06% | +1.29% | |
| 20 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.48% | -0.19% | — | |
| 21 | FDMO | Fidelity Momentum Factor ETF | ETF-Other | 0.43% | -0.02% | -53.77% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.12% | +3.75% | |
| 23 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.42% | -0.06% | -89.29% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.41% | -0.06% | -29.69% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 0.41% | -0.04% | -0.71% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | -0.04% | +1.13% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.36% | -0.05% | — | |
| 28 | MOG-A | Moog Inc-class A | Stock-Other | 0.31% | +0.03% | -2.71% | |
| 29 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.29% | -0.07% | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.29% | -0.05% | +3.35% | |
| 31 | MTB | M & T Bank CORP | Stock-Financials | 0.29% | -0.04% | -47.15% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.25% | -0.03% | +2.87% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | -0.01% | — | |
| 34 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.18% | — | -64.07% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | -0.02% | +12.74% | |
| 36 | PPG | Ppg Industries Inc | Stock-Materials | 0.16% | -0.01% | — | |
| 37 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.16% | — | -43.93% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.16% | -0.03% | -12.50% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | — | +1.64% | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.13% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | -0.01% | — | |
| 42 | CW | Curtiss-wright CORP | Stock-Industrials | 0.12% | -0.02% | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.11% | -0.01% | — | |
| 44 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.11% | — | -56.70% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | +0.06% | NEW | |
| 46 | OBE | Obsidian Energy LTD | Stock-Other | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +11.2% | +60.26% | Add |
| 2 | DFAW | Dimensional World Eqty ETF | +3.6% | NEW | New buy |
| 3 | VOO | Vanguard S&p 500 ETF | +2.3% | +40.29% | Add |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | +1.5% | NEW | New buy |
| 5 | DFAI | Dimensional International Co | +0.4% | NEW | New buy |
| 6 | NVDA | Nvidia CORP | +0.3% | +715.67% | Add |
| 7 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 9 | CW | Curtiss-wright CORP | +0.1% | NEW | New buy |
| 10 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 11 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 12 | MOG-A | Moog Inc-class A | +0.1% | -2.71% | Trim |
| 13 | IEFA | Ishares Core Msci Eafe ETF | 0% | +19.44% | Add |
| 14 | AMZN | Amazon.com Inc | 0% | +0.05% | Add |
| 15 | MSFT | Microsoft CORP | — | +3.75% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 17 | ABBV | Abbvie Inc | — | +1.64% | Add |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.13% | Add |
| 19 | VNQ | Vanguard Real Estate ETF | 0% | +3.35% | Add |
| 20 | VTV | Vanguard Value ETF | 0% | +2.87% | Add |
| 21 | LHX | L3harris Technologies Inc | 0% | — | Unchanged |
| 22 | JNJ | Johnson & Johnson | 0% | +12.74% | Add |
| 23 | OBE | Obsidian Energy LTD | 0% | — | Unchanged |
| 24 | VXF | Vanguard Extended Market ETF | 0% | -12.50% | Trim |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 26 | UNP | Union Pacific CORP | -0.1% | -0.71% | Trim |
| 27 | PPG | Ppg Industries Inc | -0.1% | — | Unchanged |
| 28 | VXUS | Vanguard Total Intl Stock | -0.1% | +1.29% | Add |
| 29 | WTM | White Mountains Insurance Group, Ltd. | -0.1% | — | Unchanged |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.29% | Trim |
| 31 | IVOO | Vanguard S&p Mid-cap 400 ETF | -0.1% | +11.09% | Add |
| 32 | NUE | Nucor CORP | -0.2% | EXIT | Sold out |
| 33 | IGF | Ishares Global Infrastructur | -0.2% | EXIT | Sold out |
| 34 | SLB | Slb LTD | -0.2% | EXIT | Sold out |
| 35 | FDLO | Fidelity Low Volat Fact ETF | -0.2% | -56.70% | Trim |
| 36 | EEMV | Ishares Msci Emg Mkt Min Vol | -0.2% | -43.93% | Trim |
| 37 | AAPL | Apple Inc | -0.2% | +2.39% | Add |
| 38 | USMV | Ishares Msci USA Min Vol Fac | -0.3% | -29.69% | Trim |
| 39 | MTB | M & T Bank CORP | -0.3% | -47.15% | Trim |
| 40 | LIN | Linde plc | -0.3% | -21.00% | Trim |
| 41 | EXR | Extra Space Storage Inc | -0.3% | -64.07% | Trim |
| 42 | SCHD | Schwab US Dvd Equity ETF | -0.4% | EXIT | Sold out |
| 43 | VIOO | Vanguard S&p Small-cap 600 E | -0.4% | +1.25% | Add |
| 44 | FDMO | Fidelity Momentum Factor ETF | -0.5% | -53.77% | Trim |
| 45 | DMRC | Digimarc Corporation | -0.5% | +19.22% | Add |
| 46 | IEMG | Ishares Core Msci Emerging | -1.9% | -15.05% | Trim |
| 47 | IJH | Ishares Core S&p Midcap ETF | -2.1% | +389.17% | Add |
| 48 | MTUM | Ishares Msci USA Momentum Fa | -3.4% | -81.29% | Trim |
| 49 | IJR | Ishares Core S&p Small-cap E | -3.6% | -28.57% | Trim |
| 50 | ACWV | Ishares Msci Global Min Vol | -4.3% | -89.29% | Trim |
According to official SEC Form 13F filings, Bryant Woods Investment Advisors, LLC reported a total U.S. public equity portfolio value of $359.6M across 46 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, VOO) accounted for 37.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
DFAW
市值: $7.1M
Top Position Liquidated / Trimmed
SCHD
前期市值: $510.9K
During Q3 2024, Bryant Woods Investment Advisors, LLC's top holdings by market value included IVV (33.3%)、IJH (12.3%)、VOO (9.6%). The largest single position, IVV, represented 33.3% of total portfolio value.
In Q3 2024, Bryant Woods Investment Advisors, LLC made 44 total portfolio adjustments, initiating 8 new buys, adding to 17 positions, trimming 15 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.