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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 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GSST GOLDMAN SACHS ETF TR 20,175.0 $1.0M 0.12% -9K -29.7% $50.57 -0.1%
22 AOR ISHARES TR 10,007.0 $695K 0.08% -1K -9.6% $69.50 +0.8%
23 QGRO AMERICAN CENTY ETF TR 5,623.0 $664K 0.08% -44.0 -0.8% $118.06 +1.1%
24 J P MORGAN EXCHANGE TRADED F 12,903.0 $653K 0.08% -123.0 -0.9% $50.57
25 FLSP FRANKLIN TEMPLETON ETF TR 21,168.0 $586K 0.07% -604.0 -2.8% $27.69 +2.7%
26 WFC WELLS FARGO & CO Financial Services 6,974.0 $576K 0.07% -2K -19.5% $82.64 +4.9%
27 AMD ADVANCED MICRO DEVICES INC Technology 822.0 $478K 0.06% -9.0 -1.1% $580.91 -19.6%
28 FNDF SCHWAB STRATEGIC TR 6,913.0 $365K 0.04% -982.0 -12.4% $52.76 +5.2%
29 INTC INTEL CORP Technology 2,493.0 $348K 0.04% -395.0 -13.7% $139.62 -33.3%
30 MGK VANGUARD WORLD FD 3,633.0 $319K 0.04% -353.0 -8.9% $87.92 +1.6%
31 VSGX VANGUARD WORLD FD 3,872.0 $319K 0.04% -384.0 -9.0% $82.34 +0.4%
32 CMCSA COMCAST CORP NEW Communication Services 10,189.0 $250K 0.03% -629.0 -5.8% $24.55 +9.4%
33 GS GOLDMAN SACHS GROUP INC Financial Services 246.0 $249K 0.03% -27.0 -9.9% $1011.37 +1.2%
34 DIS DISNEY WALT CO Communication Services 2,428.0 $234K 0.03% -242.0 -9.1% $96.27 +10.9%
35 UNH UNITEDHEALTH GROUP INC Healthcare 537.0 $223K 0.03% -19.0 -3.4% $415.63 -4.9%
36 VOT VANGUARD INDEX FDS 704.0 $216K 0.03% -44.0 -5.9% $306.13 +0.4%
37 MS MORGAN STANLEY Financial Services 1,010.0 $211K 0.03% -155.0 -13.3% $209.04 +3.2%
38 QCOM QUALCOMM INC Technology 1,125.0 $208K 0.02% -58.0 -4.9% $184.79 -12.1%
39 NMR NOMURA HLDGS INC Financial Services 11,656.0 $102K 0.01% -375.0 -3.1% $8.78 +9.6%
Page 2 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%