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Bryant Woods Investment Advisors, LLC
Bryant Woods Investment Advisors, LLC is an institution, managing $255.7M across 54 long positions as of Q3 2025 with 86% ETF concentration, 82% concentrated in top 10 holdings, and 33% allocation to IVV.
- Portfolio Value
- $255.7M
- Positions
- 54
- Top Holding
- IVV at 33.47%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bryant Woods Investment Advisors, LLC's portfolio (81.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $85.6M | 33.47% | +$498.6K Bought | — 127.9K shares | |
ETF ETF | $26.4M | 10.30% | +$891.1K Bought | — 43.0K shares | |
ETF ETF | $25.1M | 9.81% | +$225.0K Bought | — 384.5K shares | |
Consumer Electronics Technology | $17.1M | 6.70% | +$44.8K Bought | 0.00% 67.3K shares | |
ETF ETF | $11.5M | 4.48% | +$327.1K Bought | — 159.6K shares | |
ETF ETF | $10.6M | 4.13% | +$128.5K Bought | — 88.9K shares | |
ETF ETF | $9.3M | 3.62% | +$364.5K Bought | — 83.9K shares | |
ETF ETF | $8.5M | 3.31% | +$943.1K Bought | — 115.0K shares | |
ETF ETF | $7.8M | 3.04% | +$1.1M Bought | — 220.2K shares | |
ETF ETF | $7.4M | 2.91% | -$56.0K Sold | — 112.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bryant Woods Investment Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+28.35% | |
+17.24% | |
+14.25% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-14.33% | |
-8.04% | |
-6.12% | |
-5.98% |
Analytics
Portfolio insights and performance metrics for Bryant Woods Investment Advisors, LLC
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