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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 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVV ISHARES TR 893.0 $649K 0.08% -17.0 -1.9% $726.76 +1.4%
42 VTEB VANGUARD MUN BD FDS 12,885.0 $646K 0.08% -414.0 -3.1% $50.14 -0.9%
43 SCHX SCHWAB STRATEGIC TR 21,839.0 $622K 0.08% -865.0 -3.8% $28.50 +1.2%
44 MU MICRON TECHNOLOGY INC Technology 932.0 $597K 0.07% -52.0 -5.3% $640.20 +6.5%
45 FLSP FRANKLIN TEMPLETON ETF TR 21,772.0 $588K 0.07% -518.0 -2.3% $27.00 +0.7%
46 SPYV SPDR SERIES TRUST 8,848.0 $531K 0.07% -268.0 -2.9% $59.97 +0.2%
47 UPS UNITED PARCEL SVCS INC Industrials 5,010.0 $491K 0.06% -135.0 -2.6% $98.07 -2.6%
48 QQQ INVESCO QQQ TR Financial Services 715.0 $488K 0.06% -188.0 -20.8% $682.01 +2.9%
49 BAC BANK AMERICA CORP Financial Services 7,129.0 $379K 0.05% -147.0 -2.0% $53.12 -4.6%
50 CAT CATERPILLAR INC Industrials 401.0 $363K 0.04% -94.0 -19.0% $904.59 -4.9%
51 ASML ASML HLDG NV Technology 251.0 $362K 0.04% -5.0 -1.9% $1442.92 +1.1%
52 CSCO CISCO SYS INC Technology 3,561.0 $336K 0.04% -175.0 -4.7% $94.30 +26.1%
53 XOM EXXON MOBIL CORP Energy 2,143.0 $332K 0.04% -388.0 -15.3% $154.88 +3.6%
54 BERKSHIRE HATHAWAY INC DEL 704.0 $328K 0.04% -83.0 -10.6% $465.52
55 SPSM SPDR SERIES TRUST 5,367.0 $288K 0.04% -294.0 -5.2% $53.74 -3.6%
56 CMCSA COMCAST CORP NEW Communication Services 10,818.0 $286K 0.04% -437.0 -3.9% $26.46 -6.3%
57 WMT WALMART INC Consumer Defensive 2,162.0 $283K 0.04% -637.0 -22.8% $130.76 +2.0%
58 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,332.0 $280K 0.03% -84.0 -5.9% $210.56 +4.7%
59 MRK MERCK & CO INC Healthcare 2,226.0 $252K 0.03% -12.0 -0.5% $113.15 -0.5%
60 PEP PEPSICO INC Consumer Defensive 1,570.0 $243K 0.03% -231.0 -12.8% $155.04 -3.9%
Page 3 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%