Bryant Woods Investment Advisors, LLC — Q1 2025 13F Holdings

Name: Bryant Woods Investment Advisors, LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001910641

Total reported value

$359.6M

← Back to latest quarter

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
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%	—	-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%	—	—
19	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	0.72%	+0.05%	-0.26%
20	LIN	Linde plc	Stock-Materials	0.63%	—	+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%	—	+0.62%
24	VXUS	Vanguard Total Intl Stock	ETF-Other	0.44%	—	—
25	LHX	L3harris Technologies INC	Stock-Industrials	0.40%	—	—
26	FDMO	Fidelity Momentum Factor ETF	ETF-Other	0.40%	—	-0.98%
27	MSFT	Microsoft CORP	Stock-Tech	0.39%	—	-0.05%
28	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.38%	—	-2.52%
29	UNP	Union Pacific CORP	Stock-Industrials	0.37%	—	+0.03%
30	ACWV	Ishares Msci Global Min Vol	ETF-Other	0.36%	—	-4.25%
31	DFAI	Dimensional International Co	ETF-Other	0.36%	—	+2.20%
32	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.34%	—	—
33	WTM	White Mountains Insurance Group, Ltd.	Stock-Financials	0.31%	—	—
34	MTB	M & T Bank CORP	Stock-Financials	0.27%	—	+0.70%
35	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.25%	—	+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%	—	-6.27%
38	VTV	Vanguard Value ETF	ETF-Other	0.21%	—	-10.33%
39	JNJ	Johnson & Johnson	Stock-Healthcare	0.16%	—	-0.15%
40	VXF	Vanguard Extended Market ETF	ETF-Other	0.14%	—	—
41	EXR	Extra Space Storage INC	Stock-Real Estate	0.14%	—	—
42	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.14%	—	+3.29%
43	PPG	Ppg Industries INC	Stock-Materials	0.13%	—	—
44	V	Visa Inc-class A Shares	Stock-Financials	0.12%	+0.06%	NEW
45	AVGO	Broadcom INC	Stock-Tech	0.11%	—	+0.23%
46	CW	Curtiss-wright CORP	Stock-Industrials	0.11%	—	—
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%	—	—

Holding changes this quarter

Position changes disclosed by Bryant Woods Investment Advisors, LLC for the quarter ending Q1 2025, including ticker, issuer, weight change, shares change, and action
#	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