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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
Page 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 6,842.0 $2.7M 0.33% -42.0 -0.6% $388.41 +2.2%
22 NFRA FLEXSHARES TR 39,941.0 $2.6M 0.32% -1K -3.1% $65.55 -0.6%
23 SCHH SCHWAB STRATEGIC TR 99,728.0 $2.3M 0.28% -4K -4.0% $23.31 +0.1%
24 COWZ PACER FDS TR 33,714.0 $2.1M 0.26% -2K -4.6% $63.66 -0.6%
25 GNR SPDR INDEX SHS FDS 26,559.0 $2.0M 0.24% -3K -9.9% $74.83 -1.5%
26 MSFT MICROSOFT CORP Technology 4,453.0 $1.8M 0.22% -229.0 -4.9% $411.42 +2.9%
27 SCHF SCHWAB STRATEGIC TR 66,256.0 $1.8M 0.22% -4K -5.3% $26.65 +0.1%
28 IGF ISHARES TR 24,691.0 $1.7M 0.20% -302.0 -1.2% $68.00 -1.9%
29 GSST GOLDMAN SACHS ETF TR 28,713.0 $1.4M 0.18% -12K -28.9% $50.44 +0.1%
30 DGRO ISHARES TR 17,849.0 $1.3M 0.16% -3K -14.9% $73.36 +0.2%
31 EEMV ISHARES INC 17,299.0 $1.2M 0.15% -651.0 -3.6% $71.51 -0.9%
32 SPYG SPDR SERIES TRUST 10,305.0 $1.2M 0.14% -424.0 -4.0% $113.74 +2.3%
33 V VISA INC Financial Services 3,522.0 $1.1M 0.14% -2K -34.8% $322.00 +3.3%
34 VB VANGUARD INDEX FDS 3,909.0 $1.1M 0.14% -137.0 -3.4% $286.70 -2.7%
35 VNQ VANGUARD INDEX FDS 11,226.0 $1.1M 0.13% -443.0 -3.8% $95.76 -0.5%
36 ITOT ISHARES TR 5,969.0 $946K 0.12% -534.0 -8.2% $158.49 +0.9%
37 IJR ISHARES TR 5,922.0 $818K 0.10% -314.0 -5.0% $138.12 -3.6%
38 ORCL ORACLE CORP Technology 3,803.0 $705K 0.09% -610.0 -13.8% $185.35 +0.7%
39 PSR INVESCO ACTIVELY MANAGED EXC 6,848.0 $692K 0.09% -151.0 -2.2% $101.06 +0.0%
40 J P MORGAN EXCHANGE TRADED F 13,026.0 $657K 0.08% -3K -16.5% $50.46
Page 2 of 4  ·  70 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 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%