Filed: 7/24/2025ACC: 0001085146-25-004140
📋 What this filing means
BRYANT WOODS INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $231.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$231.67M
Total AUM (reported)
1.91M
Total Shares
Allocation by class
CORE S&P500 ETF$78.94M34.1%
COM$24.24M10.5%
CORE S&P MCP ETF$23.63M10.2%
S&P 500 ETF SHS$23.61M10.2%
WORLD EQUITY ETF$10.40M4.5%
CORE S&P SCP ETF$9.60M4.1%
MIDCP 400 IDX$8.46M3.7%
Portfolio Concentration
Top 3$126.18M54.5%
4–10$62.52M27.0%
11–25$30.25M13.1%
Rest$12.71M5.5%
Top 3 weight
54.5%
Top 10 weight
81.5%
Voting Authority Distribution
Total shares with voting rights: 1.91M
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
1.91M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings52
Rows:
ISHARES TR
SOLEShares127.13K
TypeSH
Market value$78.94M
34.07%
Sole
0.00
Shared
0.00
None
127.13K
ISHARES TR
SOLEShares381.03K
TypeSH
Market value$23.63M
10.20%
Sole
0.00
Shared
0.00
None
381.03K
VANGUARD INDEX FDS
SOLEShares41.57K
TypeSH
Market value$23.61M
10.19%
Sole
0.00
Shared
0.00
None
41.57K
APPLE INC
SOLEShares67.12K
TypeSH
Market value$13.77M
5.94%
Sole
0.00
Shared
0.00
None
67.12K
DIMENSIONAL ETF TRUST
SOLEShares155.01K
TypeSH
Market value$10.40M
4.49%
Sole
0.00
Shared
0.00
None
155.01K
ISHARES TR
SOLEShares87.83K
TypeSH
Market value$9.60M
4.14%
Sole
0.00
Shared
0.00
None
87.83K
VANGUARD ADMIRAL FDS INC
SOLEShares80.61K
TypeSH
Market value$8.46M
3.65%
Sole
0.00
Shared
0.00
None
80.61K
J P MORGAN EXCHANGE TRADED F
SOLEShares102.13K
TypeSH
Market value$7.23M
3.12%
Sole
0.00
Shared
0.00
None
102.13K
ISHARES INC
SOLEShares113.63K
TypeSH
Market value$6.82M
2.94%
Sole
0.00
Shared
0.00
None
113.63K
FIDELITY COVINGTON TRUST
SOLEShares187.79K
TypeSH
Market value$6.25M
2.70%
Sole
0.00
Shared
0.00
None
187.79K
VANGUARD ADMIRAL FDS INC
SOLEShares46.25K
TypeSH
Market value$4.68M
2.02%
Sole
0.00
Shared
0.00
None
46.25K
T ROWE PRICE ETF INC
SOLEShares107.68K
TypeSH
Market value$4.19M
1.81%
Sole
0.00
Shared
0.00
None
107.68K
DIMENSIONAL ETF TRUST
SOLEShares90.16K
TypeSH
Market value$3.21M
1.38%
Sole
0.00
Shared
0.00
None
90.16K
ISHARES TR
SOLEShares31.46K
TypeSH
Market value$2.63M
1.13%
Sole
0.00
Shared
0.00
None
31.46K
AMAZON COM INC
SOLEShares8.99K
TypeSH
Market value$1.97M
0.85%
Sole
0.00
Shared
0.00
None
8.99K
FIDELITY MERRIMACK STR TR
SOLEShares42.24K
TypeSH
Market value$1.93M
0.83%
Sole
0.00
Shared
0.00
None
42.24K
ISHARES TR
SOLEShares7.36K
TypeSH
Market value$1.77M
0.76%
Sole
0.00
Shared
0.00
None
7.36K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.07K
TypeSH
Market value$1.49M
0.64%
Sole
0.00
Shared
0.00
None
3.07K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.46M
0.63%
Sole
0.00
Shared
0.00
None
2.00
NVIDIA CORPORATION
SOLEShares9.15K
TypeSH
Market value$1.45M
0.62%
Sole
0.00
Shared
0.00
None
9.15K
LINDE PLC
SOLEShares2.83K
TypeSH
Market value$1.33M
0.57%
Sole
0.00
Shared
0.00
None
2.83K
MICROSOFT CORP
SOLEShares2.18K
TypeSH
Market value$1.09M
0.47%
Sole
0.00
Shared
0.00
None
2.18K
DIGIMARC CORP NEW
SOLEShares78.63K
TypeSH
Market value$1.04M
0.45%
Sole
0.00
Shared
0.00
None
78.63K
VANGUARD STAR FDS
SOLEShares14.82K
TypeSH
Market value$1.02M
0.44%
Sole
0.00
Shared
0.00
None
14.82K
L3HARRIS TECHNOLOGIES INC
SOLEShares4K
TypeSH
Market value$1.00M
0.43%
Sole
0.00
Shared
0.00
None
4K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 127.13K | SH | $78.94M 34.07% | 0.00 | 0.00 | 127.13K |
ISHARES TRSOLE | CORE S&P MCP ETF | 381.03K | SH | $23.63M 10.20% | 0.00 | 0.00 | 381.03K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 41.57K | SH | $23.61M 10.19% | 0.00 | 0.00 | 41.57K |
APPLE INCSOLE | COM | 67.12K | SH | $13.77M 5.94% | 0.00 | 0.00 | 67.12K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 155.01K | SH | $10.40M 4.49% | 0.00 | 0.00 | 155.01K |
ISHARES TRSOLE | CORE S&P SCP ETF | 87.83K | SH | $9.60M 4.14% | 0.00 | 0.00 | 87.83K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 80.61K | SH | $8.46M 3.65% | 0.00 | 0.00 | 80.61K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 102.13K | SH | $7.23M 3.12% | 0.00 | 0.00 | 102.13K |
ISHARES INCSOLE | CORE MSCI EMKT | 113.63K | SH | $6.82M 2.94% | 0.00 | 0.00 | 113.63K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 187.79K | SH | $6.25M 2.70% | 0.00 | 0.00 | 187.79K |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 46.25K | SH | $4.68M 2.02% | 0.00 | 0.00 | 46.25K |
T ROWE PRICE ETF INCSOLE | US EQUITY RESEAR | 107.68K | SH | $4.19M 1.81% | 0.00 | 0.00 | 107.68K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 90.16K | SH | $3.21M 1.38% | 0.00 | 0.00 | 90.16K |
ISHARES TRSOLE | CORE MSCI EAFE | 31.46K | SH | $2.63M 1.13% | 0.00 | 0.00 | 31.46K |
AMAZON COM INCSOLE | COM | 8.99K | SH | $1.97M 0.85% | 0.00 | 0.00 | 8.99K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 42.24K | SH | $1.93M 0.83% | 0.00 | 0.00 | 42.24K |
ISHARES TRSOLE | MSCI USA MMENTM | 7.36K | SH | $1.77M 0.76% | 0.00 | 0.00 | 7.36K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.07K | SH | $1.49M 0.64% | 0.00 | 0.00 | 3.07K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.46M 0.63% | 0.00 | 0.00 | 2.00 |
NVIDIA CORPORATIONSOLE | COM | 9.15K | SH | $1.45M 0.62% | 0.00 | 0.00 | 9.15K |
LINDE PLCSOLE | SHS | 2.83K | SH | $1.33M 0.57% | 0.00 | 0.00 | 2.83K |
MICROSOFT CORPSOLE | COM | 2.18K | SH | $1.09M 0.47% | 0.00 | 0.00 | 2.18K |
DIGIMARC CORP NEWSOLE | COM | 78.63K | SH | $1.04M 0.45% | 0.00 | 0.00 | 78.63K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 14.82K | SH | $1.02M 0.44% | 0.00 | 0.00 | 14.82K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 4K | SH | $1.00M 0.43% | 0.00 | 0.00 | 4K |
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