Bryant Woods Investment Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Getzville, NY
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
54
Total value ($000)
$255,745
Net value change ($000)
+24,072 (10.4%)
New positions
3
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 6,652 8.4%
AAPL 3,365 24.4%
VOO 2,736 11.6%
FENI 1,521 24.4%
IJH 1,459 6.2%
JIRE 1,226 17.0%
DFAW 1,068 10.3%
TSPA 968 23.1%
IJR 965 10.1%
IVOO 800 9.5%
Top Reduces (Value $000, Stocks/ETFs)
DMRC -281 -27.0%
CRWD -207 -100.0%
WTM -43 -7.0%
QQQ -40 -6.8%
LIN -38 -2.9%
ACWV -36 -5.0%
FBND -27 -1.4%
PPG -21 -7.7%
EXR -12 -4.2%
V -5 -2.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type