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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 3 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NUSC NUSHARES ETF TR 27,162.0 $1.4M 0.17% +299.0 +1.1% $52.12 +0.7%
42 FNDA SCHWAB STRATEGIC TR 34,427.0 $1.3M 0.15% +3K +9.5% $38.06 -0.1%
43 BGRN ISHARES TR 27,083.0 $1.3M 0.15% +657.0 +2.5% $47.47 -1.1%
44 VONG VANGUARD SCOTTSDALE FDS 8,889.0 $1.1M 0.13% +107.0 +1.2% $127.81 -0.9%
45 VNQ VANGUARD INDEX FDS 11,438.0 $1.1M 0.13% +212.0 +1.9% $96.43 +1.6%
46 META META PLATFORMS INC Communication Services 1,881.0 $1.1M 0.12% +442.0 +30.7% $563.29 -2.0%
47 VTEB VANGUARD MUN BD FDS 19,368.0 $980K 0.12% +6K +50.3% $50.58 -1.8%
48 IJR ISHARES TR 6,229.0 $924K 0.11% +307.0 +5.2% $148.31 +0.3%
49 JCPB J P MORGAN EXCHANGE TRADED F 18,536.0 $870K 0.10% +524.0 +2.9% $46.94 -1.3%
50 SDG ISHARES TR 9,592.0 $858K 0.10% +111.0 +1.2% $89.43 +4.5%
51 CSCO CISCO SYS INC Technology 6,871.0 $807K 0.10% +3K +93.0% $117.46 -5.3%
52 NYF ISHARES TR 14,202.0 $766K 0.09% +1K +8.2% $53.91 -1.9%
53 IVV ISHARES TR 1,009.0 $755K 0.09% +116.0 +13.0% $748.69 +3.4%
54 PSR INVESCO ACTIVELY MANAGED EXC 6,969.0 $715K 0.08% +121.0 +1.8% $102.57 +1.4%
55 SCHX SCHWAB STRATEGIC TR 21,958.0 $646K 0.08% +119.0 +0.5% $29.43 +3.3%
56 ASML ASML HLDG NV Technology 305.0 $607K 0.07% +54.0 +21.5% $1989.44 -11.6%
57 LLY ELI LILLY & CO Healthcare 484.0 $581K 0.07% +26.0 +5.7% $1200.53 +5.3%
58 UPS UNITED PARCEL SVCS INC Industrials 5,045.0 $542K 0.06% +35.0 +0.7% $107.50 -4.1%
59 SPY STATE STR SPDR S&P 500 ETF T Financial Services 689.0 $515K 0.06% +122.0 +21.5% $746.77 +3.2%
60 CRM SALESFORCE INC Technology 2,914.0 $457K 0.05% +2K +143.4% $156.66 +32.2%
Page 3 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%