Bryant Woods Investment Advisors, LLC
•CIK: 1910641•Filing: Q4 2025
**Bryant Woods Investment Advisors, LLC** manages $258M across a portfolio of 49 positions, exhibiting a significant allocation to broad market equity exposure. The fund's top holdings are anchored by IVV ($85.4M) and VOO ($26.0M), suggesting a core focus on large-cap U.S. indices. Further diversification is evident with substantial positions in sector-specific ETFs like IJH ($25.3M) and AAPL ($18.1M). This structure indicates a systematic, index-tilted approach to capturing broad market growth while maintaining targeted sector overweighting.
Total AUM
$258.0M
QoQ Performance
+0.9%
Positions
33
Top 10 Concentration
82.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VOO
IJH
AAPL
IVV33.1%
VOO10.1%
IJH9.8%
AAPL7.0%
DFAW4.6%
IJR4.1%
JIRE3.7%
IVOO3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.9%
ETF43.5%
Technology8.6%
Financial1.3%
Consumer0.8%
Materials0.5%
Industrial0.3%
Healthcare0.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW1 new position
↑13 increased
↓22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023