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Portfolio (Quarterly) Guide ↗

Brio Consultants, LLC

· CIK 0001747799
13F Portfolio $853M AUM 164 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 83 Added 39 Reduced
Page 2 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VANGUARD CALIF TAX FREE FDS 58,901.0 $5.9M 0.69% +1K +2.1% $100.60
22 MUB ISHARES TR 51,572.0 $5.6M 0.65% +10K +24.0% $107.62 -1.7%
23 EAGG ISHARES TR 109,222.0 $5.2M 0.61% +4K +4.1% $47.41 -1.3%
24 NVDA NVIDIA CORPORATION Technology 24,000.0 $4.8M 0.56% +809.0 +3.5% $200.09 +9.6%
25 NUDM NUSHARES ETF TR 104,411.0 $4.2M 0.49% +880.0 +0.8% $40.02 +3.0%
26 SHM SPDR SERIES TRUST 86,254.0 $4.1M 0.48% +1K +1.3% $47.96 -0.5%
27 ESGD ISHARES TR 39,514.0 $4.1M 0.48% +497.0 +1.3% $102.81 +4.1%
28 SUSB ISHARES TR 152,702.0 $3.8M 0.45% +4K +2.6% $24.99 -0.5%
29 VANGUARD MUN BD FDS 49,083.0 $3.7M 0.44% +10K +25.9% $76.40
30 NANR SPDR INDEX SHS FDS 40,406.0 $3.1M 0.36% +2K +5.8% $75.50 +18.6%
31 GOOGL ALPHABET INC Communication Services 7,612.0 $2.7M 0.32% +770.0 +11.2% $357.37 -3.7%
32 NFRA FLEXSHARES TR 40,317.0 $2.6M 0.30% +376.0 +0.9% $64.12 +3.1%
33 SCHH SCHWAB STRATEGIC TR 102,848.0 $2.4M 0.28% +3K +3.1% $23.68 +1.1%
34 AMZN AMAZON COM INC Consumer Cyclical 9,853.0 $2.3M 0.28% +456.0 +4.8% $238.34 +10.3%
35 EMCR DBX ETF TR 48,695.0 $2.2M 0.26% +607.0 +1.3% $44.70 -3.2%
36 FNDE SCHWAB STRATEGIC TR 52,275.0 $2.1M 0.24% +2K +4.0% $39.68 +4.9%
37 SCHF SCHWAB STRATEGIC TR 66,747.0 $1.8M 0.22% +491.0 +0.7% $27.70 +2.1%
38 MSFT MICROSOFT CORP Technology 4,779.0 $1.8M 0.21% +326.0 +7.3% $373.01 +29.3%
39 IGF ISHARES TR 25,100.0 $1.7M 0.20% +409.0 +1.7% $66.60 -0.8%
40 MMCA NEW YORK LIFE INVTS ACTIVE E 75,044.0 $1.6M 0.19% +13K +20.5% $21.79 -1.2%
Page 2 of 5  ·  83 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 49.8%
Communication Services 22.0%
Financial Services 12.4%
Consumer Cyclical 6.6%
Healthcare 3.3%
Industrials 2.8%
Consumer Defensive 1.4%
Utilities 1.0%
Energy 0.7%