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Bryant Woods Investment Advisors, LLC

Q1 2025 · 13F-HR

Bryant Woods Investment Advisors, LLCholdings as filed

Filed 2025-04-30 · accession 0001085146-25-002470

$208.0M
Reported value
49
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$70.5M33.9%125,542CommonNONE
464287507IJHISHARES TR$22.6M10.9%386,706CommonNONE
922908363VOOVANGUARD INDEX FDS$20.9M10.0%40,572CommonNONE
037833100AAPLAPPLE INC$15.0M7.21%67,467CommonNONE
464287804IJRISHARES TR$9.6M4.61%91,715CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$8.8M4.25%144,076CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$7.7M3.69%77,735CommonNONE
46434G103IEMGISHARES INC$6.8M3.28%126,211CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$4.6M2.20%47,320CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$4.4M2.12%69,258CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$3.9M1.86%129,643CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$3.1M1.50%94,026CommonNONE
87283Q503TSPAT ROWE PRICE ETF INC$2.6M1.24%73,411CommonNONE
46432F842IEFAISHARES TR$2.5M1.18%32,566CommonNONE
023135106AMZNAMAZON COM INC$1.6M0.79%8,649CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.6M0.79%3,085CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$1.6M0.79%35,907CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.6M0.77%2CommonNONE
46432F396MTUMISHARES TR$1.5M0.72%7,365CommonNONE
G54950103LINLINDE PLC$1.3M0.63%2,827CommonNONE
25381B101DMRCDIGIMARC CORP NEW$993,5530.48%77,500CommonNONE
67066G104NVDANVIDIA CORPORATION$938,3640.45%8,657CommonNONE
921937835BNDVANGUARD BD INDEX FDS$935,2430.45%12,733CommonNONE
921909768VXUSVANGUARD STAR FDS$920,1360.44%14,817CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$837,2400.40%4,000CommonNONE
316092816FDMOFIDELITY COVINGTON TRUST$824,1390.40%12,668CommonNONE
594918104MSFTMICROSOFT CORP$806,3260.39%2,146CommonNONE
46429B697USMVISHARES TR$790,8770.38%8,444CommonNONE
907818108UNPUNION PAC CORP$765,0630.37%3,239CommonNONE
464286525ACWVISHARES INC$749,2190.36%6,439CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$746,7060.36%23,911CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$699,7970.34%1,251CommonNONE
G9618E107WTMWHITE MTNS INS GROUP LTD$654,7750.31%340CommonNONE
55261F104MTBM & T BK CORP$562,0640.27%3,144CommonNONE
46090E103QQQINVESCO QQQ TR$514,1680.25%1,096CommonNONE
615394202MOG/AMOOG INC$513,9830.25%2,965CommonNONE
922908553VNQVANGUARD INDEX FDS$484,8020.23%5,354CommonNONE
922908744VTVVANGUARD INDEX FDS$427,5320.21%2,475CommonNONE
478160104JNJJOHNSON & JOHNSON$333,2410.16%2,009CommonNONE
922908652VXFVANGUARD INDEX FDS$289,3970.14%1,680CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$287,4770.14%1,936CommonNONE
02079K305GOOGLALPHABET INC$282,0170.14%1,822CommonNONE
693506107PPGPPG INDS INC$262,4400.13%2,400CommonNONE
92826C839VVISA INC$241,1380.12%688CommonNONE
11135F101AVGOBROADCOM INC$221,0950.11%1,320CommonNONE
231561101CWCURTISS WRIGHT CORP$219,5510.11%692CommonNONE
464286533EEMVISHARES INC$209,3030.10%3,588CommonNONE
02079K107GOOGALPHABET INC$204,7200.10%1,310CommonNONE
674482203OBEOBSIDIAN ENERGY LTD$59,1860.03%10,100CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.