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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$189M
$771,000 0.33% of portfolio
77,581
Q3 2025 Reduced 1.33%

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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