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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MGK VANGUARD WORLD FD 3,986.0 $340K 0.04% NEW $85.18 +2.7%
2 INTC INTEL CORP Technology 2,888.0 $312K 0.04% NEW $108.14 +0.0%
3 AMD ADVANCED MICRO DEVICES INC Technology 831.0 $295K 0.04% NEW $355.26 +16.5%
4 GLD SPDR GOLD TR Financial Services 570.0 $238K 0.03% NEW $418.02 +0.1%
5 FNDX SCHWAB STRATEGIC TR 7,377.0 $223K 0.03% NEW $30.19 +0.3%
6 AMAT APPLIED MATLS INC Technology 537.0 $221K 0.03% NEW $410.82 -1.0%
7 MS MORGAN STANLEY Financial Services 1,165.0 $220K 0.03% NEW $189.25 +1.8%
8 VOT VANGUARD INDEX FDS 748.0 $216K 0.03% NEW $288.97 -2.5%
9 VXF VANGUARD INDEX FDS 941.0 $216K 0.03% NEW $229.16 -3.0%
10 DFIV DIMENSIONAL ETF TRUST 3,820.0 $209K 0.03% NEW $54.72 +0.6%
11 GEV GE VERNOVA INC Utilities 187.0 $205K 0.03% NEW $1095.21 -7.6%
12 VWO VANGUARD INTL EQUITY INDEX F 3,424.0 $203K 0.03% NEW $59.36 -2.5%

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%