Filed: 4/30/2025ACC: 0001085146-25-002470
📋 What this filing means
BRYANT WOODS INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $207.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$207.95M
Total AUM (reported)
1.78M
Total Shares
Allocation by class
CORE S&P500 ETF$70.54M33.9%
COM$23.57M11.3%
CORE S&P MCP ETF$22.56M10.9%
S&P 500 ETF SHS$20.85M10.0%
CORE S&P SCP ETF$9.59M4.6%
WORLD EQUITY ETF$8.83M4.2%
MIDCP 400 IDX$7.67M3.7%
Portfolio Concentration
Top 3$113.96M54.8%
4–10$56.87M27.3%
11–25$25.97M12.5%
Rest$11.15M5.4%
Top 3 weight
54.8%
Top 10 weight
82.1%
Voting Authority Distribution
Total shares with voting rights: 1.78M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings49
Rows:
ISHARES TR
SOLEShares125.54K
TypeSH
Market value$70.54M
33.92%
Sole
0.00
Shared
0.00
None
125.54K
ISHARES TR
SOLEShares386.71K
TypeSH
Market value$22.56M
10.85%
Sole
0.00
Shared
0.00
None
386.71K
VANGUARD INDEX FDS
SOLEShares40.57K
TypeSH
Market value$20.85M
10.03%
Sole
0.00
Shared
0.00
None
40.57K
APPLE INC
SOLEShares67.47K
TypeSH
Market value$14.99M
7.21%
Sole
0.00
Shared
0.00
None
67.47K
ISHARES TR
SOLEShares91.72K
TypeSH
Market value$9.59M
4.61%
Sole
0.00
Shared
0.00
None
91.72K
DIMENSIONAL ETF TRUST
SOLEShares144.08K
TypeSH
Market value$8.83M
4.25%
Sole
0.00
Shared
0.00
None
144.08K
VANGUARD ADMIRAL FDS INC
SOLEShares77.73K
TypeSH
Market value$7.67M
3.69%
Sole
0.00
Shared
0.00
None
77.73K
ISHARES INC
SOLEShares126.21K
TypeSH
Market value$6.81M
3.28%
Sole
0.00
Shared
0.00
None
126.21K
VANGUARD ADMIRAL FDS INC
SOLEShares47.32K
TypeSH
Market value$4.57M
2.20%
Sole
0.00
Shared
0.00
None
47.32K
J P MORGAN EXCHANGE TRADED F
SOLEShares69.26K
TypeSH
Market value$4.41M
2.12%
Sole
0.00
Shared
0.00
None
69.26K
FIDELITY COVINGTON TRUST
SOLEShares129.64K
TypeSH
Market value$3.86M
1.86%
Sole
0.00
Shared
0.00
None
129.64K
DIMENSIONAL ETF TRUST
SOLEShares94.03K
TypeSH
Market value$3.12M
1.50%
Sole
0.00
Shared
0.00
None
94.03K
T ROWE PRICE ETF INC
SOLEShares73.41K
TypeSH
Market value$2.58M
1.24%
Sole
0.00
Shared
0.00
None
73.41K
ISHARES TR
SOLEShares32.57K
TypeSH
Market value$2.46M
1.18%
Sole
0.00
Shared
0.00
None
32.57K
AMAZON COM INC
SOLEShares8.65K
TypeSH
Market value$1.65M
0.79%
Sole
0.00
Shared
0.00
None
8.65K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.08K
TypeSH
Market value$1.64M
0.79%
Sole
0.00
Shared
0.00
None
3.08K
FIDELITY MERRIMACK STR TR
SOLEShares35.91K
TypeSH
Market value$1.64M
0.79%
Sole
0.00
Shared
0.00
None
35.91K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.60M
0.77%
Sole
0.00
Shared
0.00
None
2.00
ISHARES TR
SOLEShares7.37K
TypeSH
Market value$1.49M
0.72%
Sole
0.00
Shared
0.00
None
7.37K
LINDE PLC
SOLEShares2.83K
TypeSH
Market value$1.32M
0.63%
Sole
0.00
Shared
0.00
None
2.83K
DIGIMARC CORP NEW
SOLEShares77.50K
TypeSH
Market value$993.6K
0.48%
Sole
0.00
Shared
0.00
None
77.50K
NVIDIA CORPORATION
SOLEShares8.66K
TypeSH
Market value$938.4K
0.45%
Sole
0.00
Shared
0.00
None
8.66K
VANGUARD BD INDEX FDS
SOLEShares12.73K
TypeSH
Market value$935.2K
0.45%
Sole
0.00
Shared
0.00
None
12.73K
VANGUARD STAR FDS
SOLEShares14.82K
TypeSH
Market value$920.1K
0.44%
Sole
0.00
Shared
0.00
None
14.82K
L3HARRIS TECHNOLOGIES INC
SOLEShares4K
TypeSH
Market value$837.2K
0.40%
Sole
0.00
Shared
0.00
None
4K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 125.54K | SH | $70.54M 33.92% | 0.00 | 0.00 | 125.54K |
ISHARES TRSOLE | CORE S&P MCP ETF | 386.71K | SH | $22.56M 10.85% | 0.00 | 0.00 | 386.71K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 40.57K | SH | $20.85M 10.03% | 0.00 | 0.00 | 40.57K |
APPLE INCSOLE | COM | 67.47K | SH | $14.99M 7.21% | 0.00 | 0.00 | 67.47K |
ISHARES TRSOLE | CORE S&P SCP ETF | 91.72K | SH | $9.59M 4.61% | 0.00 | 0.00 | 91.72K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 144.08K | SH | $8.83M 4.25% | 0.00 | 0.00 | 144.08K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 77.73K | SH | $7.67M 3.69% | 0.00 | 0.00 | 77.73K |
ISHARES INCSOLE | CORE MSCI EMKT | 126.21K | SH | $6.81M 3.28% | 0.00 | 0.00 | 126.21K |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 47.32K | SH | $4.57M 2.20% | 0.00 | 0.00 | 47.32K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 69.26K | SH | $4.41M 2.12% | 0.00 | 0.00 | 69.26K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 129.64K | SH | $3.86M 1.86% | 0.00 | 0.00 | 129.64K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 94.03K | SH | $3.12M 1.50% | 0.00 | 0.00 | 94.03K |
T ROWE PRICE ETF INCSOLE | US EQUITY RESEAR | 73.41K | SH | $2.58M 1.24% | 0.00 | 0.00 | 73.41K |
ISHARES TRSOLE | CORE MSCI EAFE | 32.57K | SH | $2.46M 1.18% | 0.00 | 0.00 | 32.57K |
AMAZON COM INCSOLE | COM | 8.65K | SH | $1.65M 0.79% | 0.00 | 0.00 | 8.65K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.08K | SH | $1.64M 0.79% | 0.00 | 0.00 | 3.08K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 35.91K | SH | $1.64M 0.79% | 0.00 | 0.00 | 35.91K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.60M 0.77% | 0.00 | 0.00 | 2.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 7.37K | SH | $1.49M 0.72% | 0.00 | 0.00 | 7.37K |
LINDE PLCSOLE | SHS | 2.83K | SH | $1.32M 0.63% | 0.00 | 0.00 | 2.83K |
DIGIMARC CORP NEWSOLE | COM | 77.50K | SH | $993.6K 0.48% | 0.00 | 0.00 | 77.50K |
NVIDIA CORPORATIONSOLE | COM | 8.66K | SH | $938.4K 0.45% | 0.00 | 0.00 | 8.66K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 12.73K | SH | $935.2K 0.45% | 0.00 | 0.00 | 12.73K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 14.82K | SH | $920.1K 0.44% | 0.00 | 0.00 | 14.82K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 4K | SH | $837.2K 0.40% | 0.00 | 0.00 | 4K |
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