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.
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 |