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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 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC Communication Services 10,258.0 $3.9M 0.48% +545.0 +5.6% $384.27 +0.2%
42 NUDM NUSHARES ETF TR 103,531.0 $3.9M 0.48% +7K +6.9% $38.07 -0.5%
43 ESGD ISHARES TR 39,017.0 $3.9M 0.48% +2K +4.2% $100.83 -0.1%
44 SUSB ISHARES TR 148,841.0 $3.7M 0.45% +22K +17.4% $24.97 -0.4%
45 VONE VANGUARD SCOTTSDALE FDS 9,957.0 $3.3M 0.40% +2K +25.1% $327.08 +1.1%
46 NANR SPDR INDEX SHS FDS 38,205.0 $3.2M 0.39% -3K -7.5% $82.90 -0.7%
47 VTI VANGUARD INDEX FDS 8,651.0 $3.1M 0.38% +113.0 +1.3% $356.99 +0.9%
48 VANGUARD MUN BD FDS 38,975.0 $2.9M 0.36% +997.0 +2.6% $75.59
49 GOOGL ALPHABET INC Communication Services 6,842.0 $2.7M 0.33% -42.0 -0.6% $388.41 -0.2%
50 NFRA FLEXSHARES TR 39,941.0 $2.6M 0.32% -1K -3.1% $65.55 -0.6%
51 AMZN AMAZON COM INC Consumer Cyclical 9,397.0 $2.6M 0.31% +1K +13.9% $273.55 -5.2%
52 SCHH SCHWAB STRATEGIC TR 99,728.0 $2.3M 0.28% -4K -4.0% $23.31 +0.1%
53 COWZ PACER FDS TR 33,714.0 $2.1M 0.26% -2K -4.6% $63.66 -0.6%
54 EMCR DBX ETF TR 48,088.0 $2.1M 0.25% +13K +38.5% $42.79 -1.6%
55 FNDE SCHWAB STRATEGIC TR 50,251.0 $2.1M 0.25% +7K +17.1% $40.94 -2.2%
56 GNR SPDR INDEX SHS FDS 26,559.0 $2.0M 0.24% -3K -9.9% $74.83 -1.5%
57 MSFT MICROSOFT CORP Technology 4,453.0 $1.8M 0.22% -229.0 -4.9% $411.42 +1.5%
58 IWF ISHARES TR 14,825.0 $1.8M 0.22% +11K +332.3% $120.41 +2.2%
59 SCHF SCHWAB STRATEGIC TR 66,256.0 $1.8M 0.22% -4K -5.3% $26.65 +0.1%
60 IGF ISHARES TR 24,691.0 $1.7M 0.20% -302.0 -1.2% $68.00 -1.9%
Page 3 of 8  ·  152 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%