Bryant Woods Investment Advisors, LLC Portfolio Holdings

Bryant Woods Investment Advisors, LLC

  • $212 Million
  • Q2 2025

Bryant Woods Investment Advisors, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $212 Million distributed in 52 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 $78.9M, Ishares Core S&P Mid Cap ETF with a value of $23.6M, Vanguard Index Fds S&P 500 ETF with a value of $23.6M, Apple Inc. with a value of $13.8M, and Ishares Core S&P Sm Cap ETF with a value of $9.6M.

Examining the 13F form we can see an increase of $19M in the current position value, from $193M to 212M.

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

Portfolio value $212 Million
ETFs: $184 Million
Technology: $18 Million
Financial Services: $4.41 Million
Industrials: $2.09 Million
Consumer Cyclical: $1.97 Million
Communication Services: $786,000
Healthcare: $307,000
Real Estate: $285,000
Other: $610,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$472M
$56,000 0.03% of portfolio
10,100
Q3 2023 Reduced 1.94%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $212 Million
  • Prior Value $193 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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