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CIK: 0001910641
Total reported value
$359.6M
$359.6M
49 檔
39.4%
During the Q4 2024 filing period, Bryant Woods Investment Advisors, LLC (CIK: 0001910641) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $359.6M across 49 reported positions.
Bryant Woods Investment Advisors, LLC executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 2 holdings and trimming 17 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, VOO) accounted for 39.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
FBND
市值: $1.5M
Top Position Liquidated / Trimmed
SCZ
前期市值: $257.6K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 33.11% | -3.29% | +2.58% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 11.74% | -1.08% | +0.15% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.09% | -1.35% | +8.16% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 8.19% | -0.83% | +0.08% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.55% | -0.36% | -0.18% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.08% | +0.50% | -2.48% | |
| 7 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 3.97% | -0.50% | +6.79% | |
| 8 | DFAW | Dimensional World Eqty ETF | ETF-Other | 3.69% | -0.53% | +9.11% | |
| 9 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 2.60% | -0.20% | +0.15% | |
| 10 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.49% | -0.43% | +18.05% | |
| 11 | DMRC | Digimarc Corporation | Stock-Other | 1.38% | -0.17% | EXIT | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.14% | +1.25% | +4.22% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | -0.09% | -4.46% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.04% | -3.99% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.74% | +0.05% | -3.94% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.73% | -0.27% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.11% | +6.12% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.66% | -0.11% | — | |
| 19 | LIN | Linde plc | Stock-Materials | 0.57% | -0.10% | -1.09% | |
| 20 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 0.45% | -0.04% | — | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 0.44% | -0.12% | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.12% | +10.78% | |
| 23 | FDMO | Fidelity Momentum Factor ETF | ETF-Other | 0.43% | -0.02% | -0.61% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.42% | -0.06% | — | |
| 25 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.41% | -0.19% | — | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.37% | -0.06% | -1.55% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 0.36% | -0.04% | — | |
| 28 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.36% | -0.06% | -7.05% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | -0.04% | — | |
| 30 | DFAI | Dimensional International Co | ETF-Other | 0.33% | -0.05% | +5.87% | |
| 31 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.32% | -0.07% | — | |
| 32 | MTB | M & T Bank CORP | Stock-Financials | 0.28% | -0.04% | -1.20% | |
| 33 | MOG-A | Moog Inc-class A | Stock-Other | 0.28% | +0.03% | -2.72% | |
| 34 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.26% | -0.17% | — | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.25% | -0.05% | -1.55% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | -0.03% | +0.04% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | -0.01% | +22.93% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | -0.01% | -18.60% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.15% | -0.03% | — | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | -0.01% | +3.54% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | -0.02% | -1.18% | |
| 42 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.14% | — | — | |
| 43 | PPG | Ppg Industries Inc | Stock-Materials | 0.14% | -0.01% | — | |
| 44 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.13% | — | -1.66% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.13% | — | +0.91% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | — | — | |
| 47 | CW | Curtiss-wright CORP | Stock-Industrials | 0.12% | -0.02% | — | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | +0.06% | NEW | |
| 49 | OBE | Obsidian Energy LTD | Stock-Other | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | +0.7% | NEW | New buy |
| 2 | VOO | Vanguard S&p 500 ETF | +0.5% | +8.16% | Add |
| 3 | TSPA | T Rowe Price US Eqy Research | +0.5% | NEW | New buy |
| 4 | BND | Vanguard Total Bond Market | +0.4% | NEW | New buy |
| 5 | DUHP | Dimensional US High Profi Et | +0.3% | NEW | New buy |
| 6 | DMRC | Digimarc Corporation | +0.2% | -8.77% | Trim |
| 7 | AAPL | Apple Inc | +0.2% | +0.08% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 9 | DFAW | Dimensional World Eqty ETF | +0.1% | +9.11% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | -4.46% | Trim |
| 11 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.1% | +6.79% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | 0% | +22.93% | Add |
| 13 | AVGO | Broadcom Inc | 0% | +3.54% | Add |
| 14 | WTM | White Mountains Insurance Group, Ltd. | 0% | — | Unchanged |
| 15 | MSFT | Microsoft CORP | 0% | +10.78% | Add |
| 16 | NVDA | Nvidia CORP | — | -3.99% | Trim |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | — | +6.12% | Add |
| 18 | FDMO | Fidelity Momentum Factor ETF | — | -0.61% | Trim |
| 19 | CW | Curtiss-wright CORP | — | — | Unchanged |
| 20 | V | Visa Inc-class A Shares | — | -6.64% | Trim |
| 21 | JIRE | Jpmorgan Int Res Enh Eqty | 0% | +18.05% | Add |
| 22 | MTB | M & T Bank CORP | 0% | -1.20% | Trim |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 24 | VXF | Vanguard Extended Market ETF | 0% | — | Unchanged |
| 25 | PPG | Ppg Industries Inc | 0% | — | Unchanged |
| 26 | VTV | Vanguard Value ETF | 0% | +0.04% | Add |
| 27 | JNJ | Johnson & Johnson | 0% | -1.18% | Trim |
| 28 | MOG-A | Moog Inc-class A | 0% | -2.72% | Trim |
| 29 | ABBV | Abbvie Inc | 0% | +0.91% | Add |
| 30 | EEMV | Ishares Msci Emg Mkt Min Vol | 0% | -1.66% | Trim |
| 31 | DFAI | Dimensional International Co | 0% | +5.87% | Add |
| 32 | EXR | Extra Space Storage Inc | 0% | — | Unchanged |
| 33 | VNQ | Vanguard Real Estate ETF | 0% | -1.55% | Trim |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | -18.60% | Trim |
| 35 | USMV | Ishares Msci USA Min Vol Fac | 0% | -1.55% | Trim |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 37 | UNP | Union Pacific CORP | -0.1% | — | Unchanged |
| 38 | MTUM | Ishares Msci USA Momentum Fa | -0.1% | -3.94% | Trim |
| 39 | ACWV | Ishares Msci Global Min Vol | -0.1% | -7.05% | Trim |
| 40 | LHX | L3harris Technologies Inc | -0.1% | — | Unchanged |
| 41 | VXUS | Vanguard Total Intl Stock | -0.1% | — | Unchanged |
| 42 | FDLO | Fidelity Low Volat Fact ETF | -0.1% | EXIT | Sold out |
| 43 | LIN | Linde plc | -0.1% | -1.09% | Trim |
| 44 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | EXIT | Sold out |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.1% | +2.58% | Add |
| 46 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +4.22% | Add |
| 47 | VIOO | Vanguard S&p Small-cap 600 E | -0.2% | +0.15% | Add |
| 48 | IJR | Ishares Core S&p Small-cap E | -0.4% | -0.18% | Trim |
| 49 | IJH | Ishares Core S&p Midcap ETF | -0.6% | +0.15% | Add |
| 50 | IEMG | Ishares Core Msci Emerging | -0.8% | -2.48% | 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 49 disclosed positions in Q4 2024.
During Q4 2024, Bryant Woods Investment Advisors, LLC's top holdings by market value included IVV (33.1%)、IJH (11.7%)、VOO (10.1%). The largest single position, IVV, represented 33.1% of total portfolio value.
In Q4 2024, Bryant Woods Investment Advisors, LLC made 40 total portfolio adjustments, initiating 5 new buys, adding to 16 positions, trimming 17 holdings, and fully liquidating 2 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.
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