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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 1 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 127,028.0 $87.2M 10.22% -1K -0.8% $686.81 +3.1%
2 IUSG ISHARES TR 75,494.0 $14.2M 1.66% -881.0 -1.1% $188.09 +1.5%
3 QEFA SPDR INDEX SHS FDS 95,653.0 $9.2M 1.08% -675.0 -0.7% $96.02 +5.7%
4 INTF ISHARES TR 222,095.0 $9.1M 1.07% -1K -0.6% $40.96 +5.0%
5 DSI ISHARES TR 62,504.0 $8.9M 1.04% -395.0 -0.6% $142.39 +3.2%
6 USSG DBX ETF TR 124,959.0 $8.7M 1.02% -717.0 -0.6% $69.46 +4.2%
7 EFA ISHARES TR 79,094.0 $8.2M 0.96% -795.0 -1.0% $103.88 +3.8%
8 EELV INVESCO EXCH TRADED FD TR II 146,521.0 $4.1M 0.48% -1K -0.8% $27.80 +3.2%
9 GOOG ALPHABET INC Communication Services 9,957.0 $3.5M 0.41% -301.0 -2.9% $353.33 -4.0%
10 VTI VANGUARD INDEX FDS 8,544.0 $3.2M 0.37% -107.0 -1.2% $370.04 +2.9%
11 IWF ISHARES TR 14,718.0 $1.8M 0.21% -107.0 -0.7% $124.17 -1.0%
12 VO VANGUARD INDEX FDS 19,586.0 $1.6M 0.18% -106.0 -0.5% $80.57 +3.9%
13 VEA VANGUARD TAX-MANAGED FDS 20,994.0 $1.5M 0.17% -425.0 -2.0% $71.25 +2.6%
14 DGRO ISHARES TR 17,414.0 $1.3M 0.15% -435.0 -2.4% $75.79 +6.0%
15 EEMV ISHARES INC 17,087.0 $1.3M 0.15% -212.0 -1.2% $75.28 -0.3%
16 LRCX LAM RESEARCH CORP Technology 2,898.0 $1.3M 0.15% -67.0 -2.3% $433.33 -25.9%
17 SPYG SPDR SERIES TRUST 10,012.0 $1.2M 0.14% -293.0 -2.8% $118.98 +1.5%
18 V VISA INC Financial Services 3,425.0 $1.2M 0.14% -97.0 -2.8% $343.05 +6.3%
19 ILCG ISHARES TR 9,252.0 $1.1M 0.13% -494.0 -5.1% $117.02 -0.9%
20 MU MICRON TECHNOLOGY INC Technology 890.0 $1.0M 0.12% -42.0 -4.5% $1154.29 -18.3%
Page 1 of 2  ·  39 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%