Bryant Woods Investment Advisors, LLC Portfolio Holdings

Bryant Woods Investment Advisors, LLC

  • $230 Million
  • Q4 2025

Bryant Woods Investment Advisors, LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $230 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $84.2M, Vanguard Index Fds S&P 500 ETF with a value of $25.7M, Ishares Core S&P Mid Cap ETF with a value of $24.6M, Apple Inc. with a value of $17.8M, and Ishares Core S&P Sm Cap ETF with a value of $10.2M.

Examining the 13F form we can see an decrease of $2.82M in the current position value, from $233M to 230M.

Below you can find more details about Bryant Woods Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $230 Million
ETFs: $198 Million
Technology: $21.5 Million
Financial Services: $4.5 Million
Industrials: $2.25 Million
Consumer Cyclical: $2.19 Million
Communication Services: $963,000
Healthcare: $374,000
Utilities: $253,000
Other: $194,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$84.2 Million 36.55% of portfolio
124,701
Q4 2025 Reduced 2.48%
$0
$25.7 Million 11.14% of portfolio
41,534
Q4 2025 Reduced 3.47%
$0
$24.6 Million 10.68% of portfolio
383,427
Q4 2025 Reduced 0.27%
$0
$10.2 Million 4.44% of portfolio
87,503
Q4 2025 Reduced 1.58%
$0
$9.64 Million 4.18% of portfolio
128,458
Q4 2025 Added 11.75%
$0
$8.96 Million 3.89% of portfolio
82,493
Q4 2025 Reduced 1.69%
$0
$5.94 Million 2.58% of portfolio
110,803
Q4 2025 Reduced 1.75%
$0
$5.63 Million 2.44% of portfolio
133,184
Q4 2025 Added 8.26%
$0
$4.97 Million 2.16% of portfolio
45,693
Q4 2025 Reduced 2.58%
$0
$3.35 Million 1.46% of portfolio
89,082
Q4 2025 Reduced 3.32%
$0
$2.4 Million 1.04% of portfolio
27,059
Q4 2025 Reduced 12.08%
$0
$2.29 Million 0.99% of portfolio
49,409
Q4 2025 Added 19.84%
$0
$1.69 Million 0.73% of portfolio
6,874
Q4 2025 Reduced 6.35%
$0
$1.11 Million 0.48% of portfolio
14,817
Q3 2024 Added 1.29%
$0
$980,000 0.43% of portfolio
11,917
Q4 2025 Added 0.11%
$0
$975,000 0.42% of portfolio
13,155
Q4 2025 Added 1.31%
$0
$785,000 0.34% of portfolio
8,341
Q4 2025 Reduced 0.66%
$0
$748,000 0.32% of portfolio
1,124
Q3 2025 Reduced 0.62%
$0
$683,000 0.3% of portfolio
5,674
Q3 2025 Reduced 5.98%
$0
$630,000 0.27% of portfolio
7,038
Q4 2025 Added 1.94%
$0
$501,000 0.22% of portfolio
830
Q4 2025 Reduced 8.69%
$0
$463,000 0.2% of portfolio
2,475
Q1 2025 Reduced 10.33%
$0
$343,000 0.15% of portfolio
1,680
Q3 2024 Reduced 12.5%
$0
$196,000 0.09% of portfolio
597
Q4 2025 New
$0
$205,000 0.09% of portfolio
3,718
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $230 Million
  • Prior Value $233 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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