Filed: 10/22/2025ACC: 0001910641-25-000002
📋 What this filing means
BRYANT WOODS INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $255.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$255.74M
Total AUM (reported)
1.99M
Total Shares
Allocation by class
CORE S&P500 ETF$85.59M33.5%
COM$28.66M11.2%
S&P 500 ETF SHS$26.35M10.3%
CORE S&P MCP ETF$25.09M9.8%
WORLD EQUITY ETF$11.47M4.5%
CORE S&P SCP ETF$10.57M4.1%
MIDCP 400 IDX$9.26M3.6%
Portfolio Concentration
Top 3$137.03M53.6%
4–10$72.08M28.2%
11–25$32.97M12.9%
Rest$13.66M5.3%
Top 3 weight
53.6%
Top 10 weight
81.8%
Voting Authority Distribution
Total shares with voting rights: 1.99M
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
1.99M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings54
Rows:
ISHARES TR
SOLEShares127.88K
TypeSH
Market value$85.59M
33.47%
Sole
0.00
Shared
0.00
None
127.88K
VANGUARD INDEX FDS
SOLEShares43.03K
TypeSH
Market value$26.35M
10.30%
Sole
0.00
Shared
0.00
None
43.03K
ISHARES TR
SOLEShares384.48K
TypeSH
Market value$25.09M
9.81%
Sole
0.00
Shared
0.00
None
384.48K
APPLE INC
SOLEShares67.30K
TypeSH
Market value$17.14M
6.70%
Sole
0.00
Shared
0.00
None
67.30K
DIMENSIONAL ETF TRUST
SOLEShares159.56K
TypeSH
Market value$11.47M
4.48%
Sole
0.00
Shared
0.00
None
159.56K
ISHARES TR
SOLEShares88.91K
TypeSH
Market value$10.57M
4.13%
Sole
0.00
Shared
0.00
None
88.91K
VANGUARD ADMIRAL FDS INC
SOLEShares83.91K
TypeSH
Market value$9.26M
3.62%
Sole
0.00
Shared
0.00
None
83.91K
J P MORGAN EXCHANGE TRADED F
SOLEShares114.95K
TypeSH
Market value$8.45M
3.31%
Sole
0.00
Shared
0.00
None
114.95K
FIDELITY COVINGTON TRUST
SOLEShares220.17K
TypeSH
Market value$7.77M
3.04%
Sole
0.00
Shared
0.00
None
220.17K
ISHARES INC
SOLEShares112.78K
TypeSH
Market value$7.43M
2.91%
Sole
0.00
Shared
0.00
None
112.78K
VANGUARD ADMIRAL FDS INC
SOLEShares46.91K
TypeSH
Market value$5.18M
2.03%
Sole
0.00
Shared
0.00
None
46.91K
T ROWE PRICE ETF INC
SOLEShares123.02K
TypeSH
Market value$5.16M
2.02%
Sole
0.00
Shared
0.00
None
123.02K
DIMENSIONAL ETF TRUST
SOLEShares92.14K
TypeSH
Market value$3.48M
1.36%
Sole
0.00
Shared
0.00
None
92.14K
ISHARES TR
SOLEShares30.78K
TypeSH
Market value$2.69M
1.05%
Sole
0.00
Shared
0.00
None
30.78K
AMAZON COM INC
SOLEShares9.33K
TypeSH
Market value$2.05M
0.80%
Sole
0.00
Shared
0.00
None
9.33K
FIDELITY MERRIMACK STR TR
SOLEShares41.23K
TypeSH
Market value$1.91M
0.75%
Sole
0.00
Shared
0.00
None
41.23K
ISHARES TR
SOLEShares7.34K
TypeSH
Market value$1.88M
0.74%
Sole
0.00
Shared
0.00
None
7.34K
NVIDIA CORPORATION
SOLEShares9.32K
TypeSH
Market value$1.74M
0.68%
Sole
0.00
Shared
0.00
None
9.32K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.51M
0.59%
Sole
0.00
Shared
0.00
None
2.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.99K
TypeSH
Market value$1.50M
0.59%
Sole
0.00
Shared
0.00
None
2.99K
LINDE PLC
SOLEShares2.72K
TypeSH
Market value$1.29M
0.51%
Sole
0.00
Shared
0.00
None
2.72K
MICROSOFT CORP
SOLEShares2.47K
TypeSH
Market value$1.28M
0.50%
Sole
0.00
Shared
0.00
None
2.47K
L3HARRIS TECHNOLOGIES INC
SOLEShares4.01K
TypeSH
Market value$1.23M
0.48%
Sole
0.00
Shared
0.00
None
4.01K
VANGUARD STAR FDS
SOLEShares14.82K
TypeSH
Market value$1.09M
0.43%
Sole
0.00
Shared
0.00
None
14.82K
FIDELITY COVINGTON TRUST
SOLEShares11.90K
TypeSH
Market value$990.1K
0.39%
Sole
0.00
Shared
0.00
None
11.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 127.88K | SH | $85.59M 33.47% | 0.00 | 0.00 | 127.88K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 43.03K | SH | $26.35M 10.30% | 0.00 | 0.00 | 43.03K |
ISHARES TRSOLE | CORE S&P MCP ETF | 384.48K | SH | $25.09M 9.81% | 0.00 | 0.00 | 384.48K |
APPLE INCSOLE | COM | 67.30K | SH | $17.14M 6.70% | 0.00 | 0.00 | 67.30K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 159.56K | SH | $11.47M 4.48% | 0.00 | 0.00 | 159.56K |
ISHARES TRSOLE | CORE S&P SCP ETF | 88.91K | SH | $10.57M 4.13% | 0.00 | 0.00 | 88.91K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 83.91K | SH | $9.26M 3.62% | 0.00 | 0.00 | 83.91K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 114.95K | SH | $8.45M 3.31% | 0.00 | 0.00 | 114.95K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 220.17K | SH | $7.77M 3.04% | 0.00 | 0.00 | 220.17K |
ISHARES INCSOLE | CORE MSCI EMKT | 112.78K | SH | $7.43M 2.91% | 0.00 | 0.00 | 112.78K |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 46.91K | SH | $5.18M 2.03% | 0.00 | 0.00 | 46.91K |
T ROWE PRICE ETF INCSOLE | US EQUITY RESEAR | 123.02K | SH | $5.16M 2.02% | 0.00 | 0.00 | 123.02K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 92.14K | SH | $3.48M 1.36% | 0.00 | 0.00 | 92.14K |
ISHARES TRSOLE | CORE MSCI EAFE | 30.78K | SH | $2.69M 1.05% | 0.00 | 0.00 | 30.78K |
AMAZON COM INCSOLE | COM | 9.33K | SH | $2.05M 0.80% | 0.00 | 0.00 | 9.33K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 41.23K | SH | $1.91M 0.75% | 0.00 | 0.00 | 41.23K |
ISHARES TRSOLE | MSCI USA MMENTM | 7.34K | SH | $1.88M 0.74% | 0.00 | 0.00 | 7.34K |
NVIDIA CORPORATIONSOLE | COM | 9.32K | SH | $1.74M 0.68% | 0.00 | 0.00 | 9.32K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.51M 0.59% | 0.00 | 0.00 | 2.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.99K | SH | $1.50M 0.59% | 0.00 | 0.00 | 2.99K |
LINDE PLCSOLE | SHS | 2.72K | SH | $1.29M 0.51% | 0.00 | 0.00 | 2.72K |
MICROSOFT CORPSOLE | COM | 2.47K | SH | $1.28M 0.50% | 0.00 | 0.00 | 2.47K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 4.01K | SH | $1.23M 0.48% | 0.00 | 0.00 | 4.01K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 14.82K | SH | $1.09M 0.43% | 0.00 | 0.00 | 14.82K |
FIDELITY COVINGTON TRUSTSOLE | MOMENTUM FACTR | 11.90K | SH | $990.1K 0.39% | 0.00 | 0.00 | 11.90K |
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