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
52 檔
41.8%
The Q2 2025 SEC filing reveals that Bryant Woods Investment Advisors, LLC held a total portfolio value of $359.6M, covering 52 public equity positions.
In Q2 2025, Bryant Woods Investment Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 22 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, VOO) accounted for 41.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
VST
市值: $281.0K
Top Position Liquidated / Trimmed
IJH
前期市值: $22.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 34.07% | -3.29% | +1.27% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 10.20% | -1.08% | -1.47% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.19% | -1.35% | +2.47% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.94% | -0.83% | -0.51% | |
| 5 | DFAW | Dimensional World Eqty ETF | ETF-Other | 4.49% | -0.53% | +7.59% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.14% | -0.36% | -4.24% | |
| 7 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 3.65% | -0.50% | +3.70% | |
| 8 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 3.12% | -0.43% | +47.46% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.94% | +0.50% | -9.97% | |
| 10 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 2.70% | -0.41% | +44.85% | |
| 11 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 2.02% | -0.20% | -2.27% | |
| 12 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 1.81% | -0.04% | +46.68% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.38% | -0.17% | -4.12% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.13% | +1.25% | -3.38% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.09% | +3.98% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.83% | -0.27% | +17.65% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.76% | +0.05% | -0.14% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.11% | -0.36% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.63% | -0.11% | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | -0.04% | +5.69% | |
| 21 | LIN | Linde plc | Stock-Materials | 0.57% | -0.10% | +0.25% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.12% | +1.72% | |
| 23 | DMRC | Digimarc Corporation | Stock-Other | 0.45% | -0.17% | EXIT | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.44% | -0.06% | — | |
| 25 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.43% | -0.19% | — | |
| 26 | FDMO | Fidelity Momentum Factor ETF | ETF-Other | 0.42% | -0.02% | +0.09% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.41% | -0.12% | +0.99% | |
| 28 | DFAI | Dimensional International Co | ETF-Other | 0.37% | -0.05% | +4.27% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.34% | -0.06% | -0.62% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.32% | -0.04% | — | |
| 31 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.31% | -0.06% | -6.27% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | -0.04% | -9.59% | |
| 33 | MTB | M & T Bank CORP | Stock-Financials | 0.26% | -0.04% | +0.70% | |
| 34 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.26% | -0.07% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | -0.01% | -3.19% | |
| 36 | MOG-A | Moog Inc-class A | Stock-Other | 0.23% | +0.03% | — | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.21% | -0.05% | +0.47% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.19% | -0.03% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | -0.01% | +13.11% | |
| 40 | CW | Curtiss-wright CORP | Stock-Industrials | 0.15% | -0.02% | — | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | -0.01% | +2.25% | |
| 42 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.14% | -0.03% | — | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | -0.02% | +0.15% | |
| 44 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.12% | — | — | |
| 45 | VST | Vistra CORP | Stock-Utilities | 0.12% | -0.02% | — | |
| 46 | PPG | Ppg Industries Inc | Stock-Materials | 0.12% | -0.01% | — | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.10% | +0.06% | NEW | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | — | +0.08% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | — | — | |
| 50 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.09% | — | -2.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JIRE | Jpmorgan Int Res Enh Eqty | +1% | +47.46% | Add |
| 2 | FENI | Fidelity Enhanced Intl ETF | +0.8% | +44.85% | Add |
| 3 | TSPA | T Rowe Price US Eqy Research | +0.6% | +46.68% | Add |
| 4 | DFAW | Dimensional World Eqty ETF | +0.2% | +7.59% | Add |
| 5 | NVDA | Nvidia CORP | +0.2% | +5.69% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +2.47% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +1.27% | Add |
| 8 | VST | Vistra CORP | +0.1% | NEW | New buy |
| 9 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 11 | MSFT | Microsoft CORP | +0.1% | +1.72% | Add |
| 12 | AVGO | Broadcom Inc | +0.1% | +13.11% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +3.98% | Add |
| 14 | FBND | Fidelity Total Bond ETF | 0% | +17.65% | Add |
| 15 | MTUM | Ishares Msci USA Momentum Fa | 0% | -0.14% | Trim |
| 16 | CW | Curtiss-wright CORP | 0% | — | Unchanged |
| 17 | LHX | L3harris Technologies Inc | 0% | — | Unchanged |
| 18 | FDMO | Fidelity Momentum Factor ETF | 0% | +0.09% | Add |
| 19 | DFAI | Dimensional International Co | 0% | +4.27% | Add |
| 20 | VXUS | Vanguard Total Intl Stock | — | — | Unchanged |
| 21 | QQQ | Invesco Qqq Trust Series 1 | — | -3.19% | Trim |
| 22 | GOOGL | Alphabet Inc-cl A | — | +2.25% | Add |
| 23 | VXF | Vanguard Extended Market ETF | — | — | Unchanged |
| 24 | GOOG | Alphabet Inc-cl C | — | +0.08% | Add |
| 25 | MTB | M & T Bank CORP | 0% | +0.70% | Add |
| 26 | PPG | Ppg Industries Inc | 0% | — | Unchanged |
| 27 | EEMV | Ishares Msci Emg Mkt Min Vol | 0% | -2.81% | Trim |
| 28 | OBE | Obsidian Energy LTD | 0% | — | Unchanged |
| 29 | MOG-A | Moog Inc-class A | 0% | — | Unchanged |
| 30 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 31 | VNQ | Vanguard Real Estate ETF | 0% | +0.47% | Add |
| 32 | EXR | Extra Space Storage Inc | 0% | — | Unchanged |
| 33 | DMRC | Digimarc Corporation | 0% | +1.45% | Add |
| 34 | JNJ | Johnson & Johnson | 0% | +0.15% | Add |
| 35 | IVOO | Vanguard S&p Mid-cap 400 ETF | 0% | +3.70% | Add |
| 36 | BND | Vanguard Total Bond Market | 0% | +0.99% | Add |
| 37 | USMV | Ishares Msci USA Min Vol Fac | 0% | -0.62% | Trim |
| 38 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -3.38% | Trim |
| 39 | WTM | White Mountains Insurance Group, Ltd. | -0.1% | — | Unchanged |
| 40 | ACWV | Ishares Msci Global Min Vol | -0.1% | -6.27% | Trim |
| 41 | UNP | Union Pacific CORP | -0.1% | — | Unchanged |
| 42 | LIN | Linde plc | -0.1% | +0.25% | Add |
| 43 | DUHP | Dimensional US High Profi Et | -0.1% | -4.12% | Trim |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.36% | Trim |
| 46 | VIOO | Vanguard S&p Small-cap 600 E | -0.2% | -2.27% | Trim |
| 47 | IEMG | Ishares Core Msci Emerging | -0.3% | -9.97% | Trim |
| 48 | IJR | Ishares Core S&p Small-cap E | -0.5% | -4.24% | Trim |
| 49 | IJH | Ishares Core S&p Midcap ETF | -0.7% | -1.47% | Trim |
| 50 | AAPL | Apple Inc | -1.3% | -0.51% | 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 52 disclosed positions in Q2 2025.
During Q2 2025, Bryant Woods Investment Advisors, LLC's top holdings by market value included IVV (34.1%)、IJH (10.2%)、VOO (10.2%). The largest single position, IVV, represented 34.1% of total portfolio value.
In Q2 2025, Bryant Woods Investment Advisors, LLC made 38 total portfolio adjustments, initiating 3 new buys, adding to 22 positions, trimming 13 holdings, and fully liquidating 0 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.
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.
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.