Bryant Woods Investment Advisors, LLC Portfolio Holdings

Bryant Woods Investment Advisors, LLC

  • $233 Million
  • Q3 2025

Bryant Woods Investment Advisors, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $233 Million distributed in 54 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 $85.6M, Vanguard Index Fds S&P 500 ETF with a value of $26.3M, Ishares Core S&P Mid Cap ETF with a value of $25.1M, Apple Inc. with a value of $17.1M, and Ishares Core S&P Sm Cap ETF with a value of $10.6M.

Examining the 13F form we can see an increase of $20.8M in the current position value, from $212M to 233M.

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

Portfolio value $233 Million
ETFs: $200 Million
Technology: $21.6 Million
Financial Services: $4.44 Million
Industrials: $2.37 Million
Consumer Cyclical: $2.05 Million
Communication Services: $1.06 Million
Healthcare: $363,000
Energy: $290,000
Other: $808,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$85.6 Million 36.7% of portfolio
127,876
Q3 2025 Added 0.59%
$0
$26.3 Million 11.3% of portfolio
43,028
Q3 2025 Added 3.5%
$0
$25.1 Million 10.76% of portfolio
384,476
Q3 2025 Added 0.9%
$4.34T
$17.1 Million 7.35% of portfolio
67,297
Q3 2025 Added 0.26%
$0
$10.6 Million 4.53% of portfolio
88,907
Q3 2025 Added 1.23%
$0
$9.26 Million 3.97% of portfolio
83,910
Q3 2025 Added 4.1%
$0
$8.45 Million 3.62% of portfolio
114,955
Q3 2025 Added 12.56%
$0
$6.05 Million 2.59% of portfolio
112,779
Q3 2025 Reduced 0.75%
$0
$5.18 Million 2.22% of portfolio
46,905
Q3 2025 Added 1.42%
$0
$5.16 Million 2.21% of portfolio
123,021
Q3 2025 Added 14.25%
$0
$3.48 Million 1.49% of portfolio
92,138
Q3 2025 Added 2.2%
$0
$2.69 Million 1.15% of portfolio
30,778
Q3 2025 Reduced 2.18%
$2.48T
$2.05 Million 0.88% of portfolio
9,329
Q3 2025 Added 3.74%
$0
$1.91 Million 0.82% of portfolio
41,228
Q3 2025 Reduced 2.41%
$0
$1.88 Million 0.81% of portfolio
7,340
Q3 2025 Reduced 0.2%
$469B
$1.74 Million 0.75% of portfolio
9,320
Q3 2025 Added 1.86%
$635B
$1.5 Million 0.64% of portfolio
2,987
Q3 2025 Reduced 2.83%
$3.71T
$1.28 Million 0.55% of portfolio
2,474
Q3 2025 Added 13.33%
$54.5B
$1.23 Million 0.53% of portfolio
4,015
Q3 2025 Added 0.38%
$0
$1.09 Million 0.47% of portfolio
14,817
Q3 2024 Added 1.29%
$0
$990,000 0.42% of portfolio
11,904
Q3 2025 Reduced 6.12%
$0
$965,000 0.41% of portfolio
12,985
Q3 2025 Added 0.98%
$0
$913,000 0.39% of portfolio
25,127
Q3 2025 Added 0.78%
$0
$798,000 0.34% of portfolio
8,396
Q3 2025 Added 0.05%
$134B
$765,000 0.33% of portfolio
3,239
Q1 2025 Added 0.03%
$189M
$771,000 0.33% of portfolio
77,581
Q3 2025 Reduced 1.33%
$0
$748,000 0.32% of portfolio
1,124
Q3 2025 Reduced 0.62%
$0
$680,000 0.29% of portfolio
5,674
Q3 2025 Reduced 5.98%
$0
$631,000 0.27% of portfolio
6,904
Q3 2025 Added 28.35%
$31.3B
$629,000 0.27% of portfolio
3,187
Q3 2025 Added 0.66%
$4.95B
$568,000 0.24% of portfolio
340
Q4 2021 New
$0
$545,000 0.23% of portfolio
909
Q3 2025 Reduced 14.33%
$0
$461,000 0.2% of portfolio
2,475
Q1 2025 Reduced 10.33%
$1.66T
$471,000 0.2% of portfolio
1,938
Q3 2025 Added 4.03%
$144B
$452,000 0.19% of portfolio
1,373
Q3 2025 Reduced 8.04%
$489B
$363,000 0.16% of portfolio
1,958
Q3 2025 Reduced 2.68%
$1.74T
$363,000 0.16% of portfolio
1,493
Q3 2025 Added 13.88%
$22.5B
$375,000 0.16% of portfolio
692
Q3 2024 New
$0
$351,000 0.15% of portfolio
1,680
Q3 2024 Reduced 12.5%
$17.6B
$272,000 0.12% of portfolio
1,936
Q3 2024 Reduced 64.07%
$77.3B
$284,000 0.12% of portfolio
1,450
Q2 2025 New
$22.3B
$252,000 0.11% of portfolio
2,400
Q1 2024 Reduced 0.21%
$551B
$234,000 0.1% of portfolio
687
Q3 2025 Added 1.48%
$1.43T
$225,000 0.1% of portfolio
307
Q2 2025 New
$96.1B
$224,000 0.1% of portfolio
1,164
Q3 2025 New
$24B
$215,000 0.09% of portfolio
367
Q3 2025 New
$0
$221,000 0.09% of portfolio
3,477
Q3 2025 Reduced 0.29%
$0
$203,000 0.09% of portfolio
3,718
Q3 2025 New
$463M
$66,000 0.03% of portfolio
10,100
Q3 2023 Reduced 1.94%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $233 Million
  • Prior Value $212 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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