Bryant Woods Investment Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001910641

Type: FundHoldings: 49Value: $207.9MLatest: 2025Q1

Bryant Woods Investment Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 49 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MOG-A",
  "GOOGL",
  "AVGO",
  null,
  null,
  "UNP",
  null,
  "OBE",
  "IJH",
  null,
  "LHX",
  "LIN",
  "MSFT",
  "IJR",
  null,
  null,
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PPG",
  null,
  "IEFA",
  "VNQ",
  "VXF",
  "IVOO",
  "ACWV",
  "AMZN",
  null,
  "VXUS",
  "BND",
  "VOO",
  "VTV",
  "V",
  "WTM",
  "MTB",
  null,
  "MTUM",
  "EXR",
  "BRK-A",
  "BRK-B",
  "CW",
  "DMRC",
  null,
  "USMV",
  "QQQ",
  "GOOG",
  "JNJ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 49
Total Value: 207950033
Accession Number: 0001085146-25-002470
Form Type: 13F-HR
CIK: bryant-woods-investment-advisors
Manager Name: Bryant-Woods-Investment-Advisors

Data Enrichment

80% identified

39 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

49 positions • $208.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 3

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464287200

IVV|464287200

Shares:125.5K

Value:$70.5M

% of Portfolio:33.9% ($70.5M/$208.0M)

464287507

IJH|464287507

Shares:386.7K

Value:$22.6M

% of Portfolio:10.9% ($22.6M/$208.0M)

922908363

VOO|922908363

Shares:40.6K

Value:$20.9M

% of Portfolio:10.0% ($20.9M/$208.0M)

Apple Inc.

AAPL|037833100

Shares:67.5K

Value:$15.0M

% of Portfolio:7.2% ($15.0M/$208.0M)

464287804

IJR|464287804

Shares:91.7K

Value:$9.6M

% of Portfolio:4.6% ($9.6M/$208.0M)

25434V617

Shares:144.1K

Value:$8.8M

% of Portfolio:4.2% ($8.8M/$208.0M)

921932885

IVOO|921932885

Shares:77.7K

Value:$7.7M

% of Portfolio:3.7% ($7.7M/$208.0M)

46434G103

IEMG|46434G103

Shares:126.2K

Value:$6.8M

% of Portfolio:3.3% ($6.8M/$208.0M)

921932828

Shares:47.3K

Value:$4.6M

% of Portfolio:2.2% ($4.6M/$208.0M)

46641Q134

Shares:69.3K

Value:$4.4M

% of Portfolio:2.1% ($4.4M/$208.0M)

31609A404

Shares:129.6K

Value:$3.9M

% of Portfolio:1.9% ($3.9M/$208.0M)

25434V831

Shares:94.0K

Value:$3.1M

% of Portfolio:1.5% ($3.1M/$208.0M)

87283Q503

Shares:73.4K

Value:$2.6M

% of Portfolio:1.2% ($2.6M/$208.0M)

46432F842

IEFA|46432F842

Shares:32.6K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$208.0M)

AMAZON COM INC

AMZN|023135106

Shares:8.6K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$208.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.1K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$208.0M)

316188309

Shares:35.9K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$208.0M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$208.0M)

46432F396

MTUM|46432F396

Shares:7.4K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$208.0M)

LINDE PLC

LIN|G54950103

Shares:2.8K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$208.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	125.5K	QoQ +8.13% (+9.4K) YoY +23.74% (+24.1K)	All Managers (Combined)	$70.5M	33.9% ($70.5M/$208.0M)	QoQ +3.21% (+$2.2M) YoY +32.25% (+$17.2M)
(IJHcusip464287507)	386.7K	QoQ -0.61% (-2.4K) YoY +3.22% (-12.1K)	All Managers (Combined)	$22.6M	10.9% ($22.6M/$208.0M)	QoQ -6.93% (-$1.7M) YoY -0.83% (-$190.1K)
(VOOcusip922908363)	40.6K	QoQ +4.91% (+1.9K) YoY +21.85% (+7.3K)	All Managers (Combined)	$20.9M	10.0% ($20.9M/$208.0M)	QoQ +0.06% (+$14.2K) YoY +30.27% (+$4.8M)
Apple Inc.(AAPLcusip037833100)	67.5K	QoQ -0.04% (-33) YoY +0.68% (+457)	All Managers (Combined)	$15.0M	7.2% ($15.0M/$208.0M)	QoQ -11.34% (-$1.9M) YoY +30.42% (+$3.5M)
(IJRcusip464287804)	91.7K	QoQ -7.68% (-7.6K) YoY -8.74% (-8.8K)	All Managers (Combined)	$9.6M	4.6% ($9.6M/$208.0M)	QoQ -16.22% (-$1.9M) YoY -13.65% (-$1.5M)
(cusip25434V617)✕	144.1K	QoQ +18.12% (+22.1K) YoY +61.17% (+54.7K)	All Managers (Combined)	$8.8M	4.2% ($8.8M/$208.0M)	QoQ +15.89% (+$1.2M) YoY +67.02% (+$3.5M)
(IVOOcusip921932885)	77.7K	QoQ +0.17% (-139) YoY +5.12% (+3.8K)	All Managers (Combined)	$7.7M	3.7% ($7.7M/$208.0M)	QoQ -6.27% (-$513.7K) YoY +0.72% (+$55.5K)
(IEMGcusip46434G103)	126.2K	QoQ -21.66% (-34.9K) YoY -24.60% (-41.2K)	All Managers (Combined)	$6.8M	3.3% ($6.8M/$208.0M)	QoQ -19.03% (-$1.6M) YoY -21.13% (-$1.8M)
(cusip921932828)✕	47.3K	QoQ -6.45% (-3.3K) YoY -10.00% (-5.3K)	All Managers (Combined)	$4.6M	2.2% ($4.6M/$208.0M)	QoQ -14.86% (-$797.2K) YoY -14.42% (-$769.6K)
(cusip46641Q134)✕	69.3K	QoQ +31.93% (+16.8K) YoY +2009.59% (+66.0K)	All Managers (Combined)	$4.4M	2.1% ($4.4M/$208.0M)	QoQ +43.68% (+$1.3M) YoY +2046.62% (+$4.2M)
(cusip31609A404)✕	129.6K	QoQ NEW(+129.6K) YoY NEW(+129.6K)	All Managers (Combined)	$3.9M	1.9% ($3.9M/$208.0M)	QoQ NEW(+$3.9M) YoY NEW(+$3.9M)
(cusip25434V831)✕	94.0K	QoQ +485.43% (+78.0K) YoY NEW(+94.0K)	All Managers (Combined)	$3.1M	1.5% ($3.1M/$208.0M)	QoQ +474.19% (+$2.6M) YoY NEW(+$3.1M)
(cusip87283Q503)✕	73.4K	QoQ +191.64% (+48.2K) YoY NEW(+73.4K)	All Managers (Combined)	$2.6M	1.2% ($2.6M/$208.0M)	QoQ +177.37% (+$1.7M) YoY NEW(+$2.6M)
(IEFAcusip46432F842)	32.6K	QoQ -2.74% (-919) YoY +5.39% (+1.7K)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$208.0M)	QoQ +4.68% (-$110.3K) YoY +7.42% (+$170.4K)
AMAZON COM INC(AMZNcusip023135106)	8.6K	QoQ -10.53% (-1.0K) YoY -17.17% (-1.8K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$208.0M)	QoQ -22.40% (-$475.3K) YoY -12.62% (-$237.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.1K	QoQ -1.18% (-37) YoY +2.32% (+70)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$208.0M)	QoQ +16.10% (-$227.9K) YoY +29.58% (+$375.1K)
(cusip316188309)✕	35.9K	QoQ +7.51% (+2.5K) YoY NEW(+35.9K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$208.0M)	QoQ +9.38% (+$140.7K) YoY NEW(+$1.6M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$208.0M)	QoQ +17.25% (+$235.0K) YoY +25.84% (+$328.0K)
(MTUMcusip46432F396)	7.4K	QoQ -0.25% (-19) YoY -34.70% (-3.9K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$208.0M)	QoQ -2.56% (-$39.2K) YoY -29.54% (-$624.2K)
LINDE PLC(LINcusipG54950103)	2.8K	QoQ +0.24% (+7) YoY -0.17% (-5)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$208.0M)	QoQ +11.48% (+$135.7K) YoY +0.07% (-$943)