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Portfolio (Quarterly) Guide ↗

Brio Consultants, LLC

· CIK 0001747799
13F Portfolio $767.1B AUM 144 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 60 Added 70 Reduced 6 Exited
Page 1 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BND VANGUARD BD INDEX FDS 925,546.0 $67.8M 8.29% +34K +3.8% $73.24 -1.1%
2 GTO INVESCO ACTIVELY MANAGED EXC 1,193,943.0 $56.0M 6.84% +56K +4.9% $46.88 -1.4%
3 VONV VANGUARD SCOTTSDALE FDS 387,183.0 $39.4M 4.82% +13K +3.4% $101.83 +0.2%
4 SPEM SPDR INDEX SHS FDS 409,393.0 $21.1M 2.58% +146K +55.4% $51.63 -2.0%
5 TIPX SPDR SERIES TRUST 985,292.0 $18.9M 2.31% +39K +4.1% $19.22 -0.7%
6 HTRB HARTFORD FDS EXCHANGE TRADED 527,184.0 $17.8M 2.17% +8K +1.5% $33.74 -1.2%
7 IAGG ISHARES TR 350,895.0 $17.5M 2.14% +14K +4.2% $49.87 -0.4%
8 SMMD ISHARES TR 173,045.0 $14.9M 1.82% +64K +58.4% $86.02 -2.4%
9 SPYM SPDR SERIES TRUST 151,629.0 $12.9M 1.58% +90K +146.8% $85.19 +1.8%
10 VUG VANGUARD INDEX FDS 129,986.0 $11.0M 1.34% +108K +502.4% $84.31 +2.6%
11 XLRE SELECT SECTOR SPDR TR 239,993.0 $10.6M 1.30% +11K +4.7% $44.17 -0.4%
12 DSI ISHARES TR 62,899.0 $8.6M 1.05% +4K +6.8% $136.16 +3.0%
13 USSG DBX ETF TR 125,676.0 $8.4M 1.02% +9K +7.4% $66.71 +2.7%
14 EFA ISHARES TR 79,889.0 $8.2M 1.00% +564.0 +0.7% $102.04 +0.3%
15 SUB ISHARES TR 72,366.0 $7.7M 0.94% +2K +3.5% $106.29 -0.2%
16 JMUB J P MORGAN EXCHANGE TRADED F 132,932.0 $6.7M 0.82% +769.0 +0.6% $50.27 -0.9%
17 SCHB SCHWAB STRATEGIC TR 224,560.0 $6.3M 0.77% +54K +31.5% $27.94 +1.2%
18 VANGUARD CALIF TAX FREE FDS 57,691.0 $5.7M 0.70% +3K +6.1% $99.63
19 EAGG ISHARES TR 104,916.0 $5.0M 0.61% +16K +18.1% $47.30 -1.1%
20 GOOG ALPHABET INC Communication Services 10,258.0 $3.9M 0.48% +545.0 +5.6% $384.27 +0.6%
Page 1 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 50.2%
Communication Services 21.1%
Financial Services 13.3%
Consumer Cyclical 7.1%
Industrials 2.9%
Healthcare 2.3%
Consumer Defensive 1.3%
Utilities 1.1%
Energy 0.8%