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CIK: 0001910641
Total reported value
$359.6M
$359.6M
49 檔
38.5%
At the close of Q1 2025, Bryant Woods Investment Advisors, LLC disclosed equity holdings valued at approximately $359.6M, spread across 49 reported holdings.
Bryant Woods Investment Advisors, LLC executed strategic sector rebalancing during Q1 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 33.92% | -3.29% | +8.13% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 10.85% | -1.08% | -0.61% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.03% | -1.35% | +4.92% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 7.21% | -0.83% | -0.05% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.61% | -0.36% | -7.68% | |
| 6 | DFAW | Dimensional World Eqty ETF | ETF-Other | 4.25% | -0.53% | +18.12% | |
| 7 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 3.69% | -0.50% | +0.18% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.28% | +0.50% | -21.66% | |
| 9 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 2.20% | -0.20% | -6.45% | |
| 10 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.12% | -0.43% | +31.93% | |
| 11 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 1.86% | -0.41% | — | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.50% | -0.17% | +485.43% | |
| 13 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 1.24% | -0.04% | +191.65% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.18% | +1.25% | -2.74% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | -0.09% | -10.53% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.11% | -1.19% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.79% | -0.27% | +7.51% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.77% | -0.11% | — | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.72% | +0.05% | -0.26% | |
| 20 | LIN | Linde plc | Stock-Materials | 0.63% | -0.10% | +0.25% | |
| 21 | DMRC | Digimarc Corporation | Stock-Other | 0.48% | -0.17% | EXIT | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | -0.04% | -37.01% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.45% | -0.12% | +0.62% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.44% | -0.06% | — | |
| 25 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.40% | -0.19% | — | |
| 26 | FDMO | Fidelity Momentum Factor ETF | ETF-Other | 0.40% | -0.02% | -0.98% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.12% | -0.05% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.38% | -0.06% | -2.52% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.37% | -0.04% | +0.03% | |
| 30 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.36% | -0.06% | -4.25% | |
| 31 | DFAI | Dimensional International Co | ETF-Other | 0.36% | -0.05% | +2.20% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | -0.04% | — | |
| 33 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.31% | -0.07% | — | |
| 34 | MTB | M & T Bank CORP | Stock-Financials | 0.27% | -0.04% | +0.70% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | -0.01% | +71.52% | |
| 36 | MOG-A | Moog Inc-class A | Stock-Other | 0.25% | +0.03% | — | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.23% | -0.05% | -6.27% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | -0.03% | -10.33% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | -0.02% | -0.15% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.14% | -0.03% | — | |
| 41 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.14% | — | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | -0.01% | +3.29% | |
| 43 | PPG | Ppg Industries Inc | Stock-Materials | 0.13% | -0.01% | — | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.12% | +0.06% | NEW | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.11% | -0.01% | +0.23% | |
| 46 | CW | Curtiss-wright CORP | Stock-Industrials | 0.11% | -0.02% | — | |
| 47 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.10% | — | -25.31% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | — | +0.15% | |
| 49 | OBE | Obsidian Energy LTD | Stock-Other | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FENI | Fidelity Enhanced Intl ETF | +1.9% | NEW | New buy |
| 2 | DUHP | Dimensional US High Profi Et | +1.2% | +485.43% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.8% | +8.13% | Add |
| 4 | TSPA | T Rowe Price US Eqy Research | +0.8% | +191.65% | Add |
| 5 | JIRE | Jpmorgan Int Res Enh Eqty | +0.6% | +31.93% | Add |
| 6 | DFAW | Dimensional World Eqty ETF | +0.6% | +18.12% | Add |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.19% | Trim |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +71.52% | Add |
| 10 | FBND | Fidelity Total Bond ETF | +0.1% | +7.51% | Add |
| 11 | LIN | Linde plc | +0.1% | +0.25% | Add |
| 12 | IEFA | Ishares Core Msci Eafe ETF | 0% | -2.74% | Trim |
| 13 | DFAI | Dimensional International Co | 0% | +2.20% | Add |
| 14 | VXUS | Vanguard Total Intl Stock | 0% | — | Unchanged |
| 15 | JNJ | Johnson & Johnson | 0% | -0.15% | Trim |
| 16 | UNP | Union Pacific CORP | 0% | +0.03% | Add |
| 17 | BND | Vanguard Total Bond Market | 0% | +0.62% | Add |
| 18 | USMV | Ishares Msci USA Min Vol Fac | 0% | -2.52% | Trim |
| 19 | V | Visa Inc-class A Shares | 0% | -2.13% | Trim |
| 20 | ACWV | Ishares Msci Global Min Vol | — | -4.25% | Trim |
| 21 | EXR | Extra Space Storage Inc | — | — | Unchanged |
| 22 | OBE | Obsidian Energy LTD | — | — | Unchanged |
| 23 | VXF | Vanguard Extended Market ETF | 0% | — | Unchanged |
| 24 | CW | Curtiss-wright CORP | 0% | — | Unchanged |
| 25 | MTB | M & T Bank CORP | 0% | +0.70% | Add |
| 26 | PPG | Ppg Industries Inc | 0% | — | Unchanged |
| 27 | WTM | White Mountains Insurance Group, Ltd. | 0% | — | Unchanged |
| 28 | LHX | L3harris Technologies Inc | 0% | — | Unchanged |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | +3.29% | Add |
| 30 | GOOG | Alphabet Inc-cl C | 0% | +0.15% | Add |
| 31 | VTV | Vanguard Value ETF | 0% | -10.33% | Trim |
| 32 | MTUM | Ishares Msci USA Momentum Fa | 0% | -0.26% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 34 | VNQ | Vanguard Real Estate ETF | 0% | -6.27% | Trim |
| 35 | MOG-A | Moog Inc-class A | 0% | — | Unchanged |
| 36 | EEMV | Ishares Msci Emg Mkt Min Vol | 0% | -25.31% | Trim |
| 37 | FDMO | Fidelity Momentum Factor ETF | 0% | -0.98% | Trim |
| 38 | AVGO | Broadcom Inc | 0% | +0.23% | Add |
| 39 | MSFT | Microsoft CORP | -0.1% | -0.05% | Trim |
| 40 | VOO | Vanguard S&p 500 ETF | -0.1% | +4.92% | Add |
| 41 | ABBV | Abbvie Inc | -0.1% | EXIT | Sold out |
| 42 | AMZN | Amazon.com Inc | -0.2% | -10.53% | Trim |
| 43 | IVOO | Vanguard S&p Mid-cap 400 ETF | -0.3% | +0.18% | Add |
| 44 | VIOO | Vanguard S&p Small-cap 600 E | -0.4% | -6.45% | Trim |
| 45 | NVDA | Nvidia CORP | -0.4% | -37.01% | Trim |
| 46 | IEMG | Ishares Core Msci Emerging | -0.8% | -21.66% | Trim |
| 47 | IJH | Ishares Core S&p Midcap ETF | -0.9% | -0.61% | Trim |
| 48 | DMRC | Digimarc Corporation | -0.9% | +1.57% | Add |
| 49 | IJR | Ishares Core S&p Small-cap E | -0.9% | -7.68% | Trim |
| 50 | AAPL | Apple Inc | -1% | -0.05% | 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 Q1 2025.
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 38.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
FENI
市值: $3.9M
Top Position Liquidated / Trimmed
ABBV
前期市值: $277.4K
During Q1 2025, Bryant Woods Investment Advisors, LLC's top holdings by market value included IVV (33.9%)、IJH (10.8%)、VOO (10.0%). The largest single position, IVV, represented 33.9% of total portfolio value.
In Q1 2025, Bryant Woods Investment Advisors, LLC made 39 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 19 holdings, and fully liquidating 1 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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