Bryant Woods Investment Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Getzville, NY
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$258,022
Net value change ($000)
+2,277 (0.9%)
New positions
1
Sold out positions
6
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: 4/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
FENI 1,219 15.7%
JIRE 1,165 13.8%
AAPL 947 5.5%
TSPA 542 10.5%
FBND 369 19.4%
DFAW 278 2.4%
IJH 216 0.9%
VTI 200 NEW
WTM 139 24.5%
GOOGL 137 29.1%
Top Reduces (Value $000, Stocks/ETFs)
VOO -304 -1.2%
DMRC -289 -38.1%
EXR -273 -100.0%
IEFA -266 -9.9%
META -226 -100.0%
MPC -224 -100.0%
EEMV -222 -100.0%
TDY -215 -100.0%
NVDA -206 -11.8%
IVV -174 -0.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type