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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 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ESGV VANGUARD WORLD FD 3,409.0 $451K 0.05% +31.0 +0.9% $132.24 +3.0%
62 CAT CATERPILLAR INC Industrials 422.0 $449K 0.05% +21.0 +5.2% $1064.90 -23.8%
63 BAC BANK OF AMER CORP Financial Services 7,513.0 $428K 0.05% +384.0 +5.4% $56.98 +10.9%
64 AMAT APPLIED MATLS INC Technology 574.0 $415K 0.05% +37.0 +6.9% $723.00 -31.7%
65 BERKSHIRE HATHAWAY INC DEL 773.0 $387K 0.04% +69.0 +9.8% $500.39
66 AVGO BROADCOM INC Technology 883.0 $334K 0.04% +231.0 +35.4% $377.75 -3.9%
67 MA MASTERCARD INCORPORATED Financial Services 620.0 $318K 0.04% +95.0 +18.1% $513.60 +12.9%
68 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,419.0 $318K 0.04% +87.0 +6.5% $223.91 +24.1%
69 XOM EXXON MOBIL CORP Energy 2,315.0 $317K 0.04% +172.0 +8.0% $136.72 +22.1%
70 SCHW SCHWAB CHARLES CORP Financial Services 3,391.0 $313K 0.04% +54.0 +1.6% $92.27 +20.8%
71 MRK MERCK & CO INC Healthcare 2,428.0 $312K 0.04% +202.0 +9.1% $128.50 +16.5%
72 JPM JPMORGAN CHASE & CO Financial Services 849.0 $278K 0.03% +157.0 +22.7% $327.43 +9.0%
73 HSBC HSBC HLDGS PLC Financial Services 2,828.0 $269K 0.03% +393.0 +16.1% $95.09 +7.7%
74 NFLX NETFLIX INC. Communication Services 3,715.0 $265K 0.03% +179.0 +5.1% $71.40 +12.7%
75 AXP AMERICAN EXPRESS CO Financial Services 766.0 $259K 0.03% +17.0 +2.3% $338.25 +1.7%
76 FNDX SCHWAB STRATEGIC TR 8,125.0 $253K 0.03% +748.0 +10.1% $31.10 +5.2%
77 WMT WALMART INC Consumer Defensive 2,183.0 $247K 0.03% +21.0 +1.0% $113.27 +2.3%
78 GEV GE VERNOVA INC Utilities 209.0 $246K 0.03% +22.0 +11.8% $1174.86 -16.3%
79 TJX TJX COS INC NEW Consumer Cyclical 1,561.0 $236K 0.03% +118.0 +8.2% $151.50 -3.3%
80 VXF VANGUARD INDEX FDS 952.0 $234K 0.03% +11.0 +1.2% $246.09 +0.4%
Page 4 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%