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Bryant Woods Investment Advisors, LLC
Bryant Woods Investment Advisors, LLC is a registered investment adviser headquartered in Getzville, New York, founded in 1999. The firm manages approximately $616 million in assets as of March 2025 and employs 8 professionals, about 50% of whom are investment personnel. Bryant Woods primarily serves individuals, high-net-worth individuals, and charitable organizations, offering customized portfolio management and financial advisory services.
Investment Strategy
Bryant Woods Investment Advisors provides discretionary and non-discretionary investment management services. The firm constructs diversified portfolios for clients using a mix of equity and fixed income securities, focusing on ETFs, mutual funds, and individual stocks. Their approach emphasizes asset allocation, risk management, and long-term growth. Recent 13F filings show top holdings in large-cap index funds and major technology companies, indicating a core strategy around broad market exposure with a tilt toward growth and quality assets. The firm tailors investment strategies based on client goals, time horizons, and risk tolerance.
Latest 13F Filing Activity
Bryant Woods Investment Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 54 equity positions with a total 13F market value of $256M. The fund increased holdings in Ishares TR, Apple Inc., Vanguard Index FDS among other positions. Bryant Woods Investment Advisors, LLC reduced exposure to Digimarc Corp. New, Crowdstrike HLDGS Inc., White MTNS Ins Group LTD among others.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 33.47% | $85.6M | 127,876 | $517.28 | $669.30 | +$6.7M |
V VOO | VANGUARD INDEX FDS | 10.30% | $26.4M | 43,028 | $456.64 | $612.38 | +$2.7M |
I IJH | ISHARES TR | 9.81% | $25.1M | 384,476 | $61.10 | $65.26 | +$1.5M |
A AAPL | APPLE INC | 6.70% | $17.1M | 67,297 | $174.89 | $254.63 | +$3.4M |
D DFAW | DIMENSIONAL ETF TRUST | 4.48% | $11.5M | 159,558 | $63.58 | $71.86 | +$1.1M |
Industry Allocation
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