Bryant Woods Investment Advisors, LLC
CIK: 0001910641SEC EDGAR →
Portfolio Value
$258.0M
Holdings
49
As of
Q4 2025
New Positions
49
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 124,701 | $85.4M | 33.10% |
| 2 | VANGUARD INDEX FDS | 41,534 | $26.0M | 10.09% |
| 3 | ISHARES TR | 383,427 | $25.3M | 9.81% |
| 4 | APPLE INC | 66,513 | $18.1M | 7.01% |
| 5 | DIMENSIONAL ETF TRUST | 158,740 | $11.7M | 4.55% |
| 6 | ISHARES TR | 87,503 | $10.5M | 4.08% |
| 7 | J P MORGAN EXCHANGE TRADED F | 128,458 | $9.6M | 3.73% |
| 8 | VANGUARD ADMIRAL FDS INC | 82,493 | $9.2M | 3.57% |
| 9 | FIDELITY COVINGTON TRUST | 245,645 | $9.0M | 3.48% |
| 10 | ISHARES INC | 110,803 | $7.4M | 2.89% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (49)
$85.4M · 125K shares
$26.0M · 42K shares
$25.3M · 383K shares
$18.1M · 67K shares
$11.7M · 159K shares
$10.5M · 88K shares
$9.6M · 128K shares
$9.2M · 82K shares
$9.0M · 246K shares
$7.4M · 111K shares
$5.7M · 133K shares
$5.1M · 46K shares
$3.4M · 89K shares
$2.4M · 27K shares
$2.3M · 49K shares
$2.2M · 9K shares
$1.7M · 7K shares
$1.5M · 8K shares
$1.5M · 2 shares
$1.5M · 3K shares
$1.2M · 4K shares
$1.2M · 3K shares
$1.1M · 15K shares
$1.1M · 2K shares
$1.0M · 12K shares
$974K · 13K shares
$963K · 25K shares
$785K · 8K shares
$766K · 1K shares
$749K · 3K shares
$706K · 340 shares
$705K · 3K shares
$673K · 6K shares
$646K · 3K shares
$622K · 7K shares
$608K · 2K shares
$508K · 830 shares
$476K · 1K shares
$472K · 2K shares
$469K · 1K shares
$468K · 71K shares
$388K · 2K shares
$381K · 692 shares
$351K · 2K shares
$241K · 687 shares
$233K · 1K shares
$206K · 4K shares
$204K · 2K shares
$200K · 597 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $222.2M | 86.1% |
| Technology | 5 | $21.7M | 8.4% |
| Unknown | 5 | $6.6M | 2.6% |
| Industrials | 3 | $2.3M | 0.9% |
| Consumer Cyclical | 1 | $2.2M | 0.8% |
| Basic Materials | 2 | $1.4M | 0.5% |
| Communication Services | 2 | $1.1M | 0.4% |
| Healthcare | 1 | $388K | 0.2% |
| Utilities | 1 | $233K | 0.1% |