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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 4 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IGF ISHARES TR 25,100.0 $1.7M 0.20% +409.0 +1.7% $66.60 -0.9%
62 MMCA NEW YORK LIFE INVTS ACTIVE E 75,044.0 $1.6M 0.19% +13K +20.5% $21.79 -1.3%
63 VO VANGUARD INDEX FDS 19,586.0 $1.6M 0.18% -106.0 -0.5% $80.57 +3.1%
64 VEA VANGUARD TAX-MANAGED FDS 20,994.0 $1.5M 0.17% -425.0 -2.0% $71.25 +2.2%
65 SPMD SPDR SERIES TRUST 22,016.0 $1.5M 0.17% $67.56 -0.1%
66 NUSC NUSHARES ETF TR 27,162.0 $1.4M 0.17% +299.0 +1.1% $52.12 +0.2%
67 DGRO ISHARES TR 17,414.0 $1.3M 0.15% -435.0 -2.4% $75.79 +5.6%
68 FNDA SCHWAB STRATEGIC TR 34,427.0 $1.3M 0.15% +3K +9.5% $38.06 -0.6%
69 EEMV ISHARES INC 17,087.0 $1.3M 0.15% -212.0 -1.2% $75.28 -0.7%
70 BGRN ISHARES TR 27,083.0 $1.3M 0.15% +657.0 +2.5% $47.47 -1.0%
71 LRCX LAM RESEARCH CORP Technology 2,898.0 $1.3M 0.15% -67.0 -2.3% $433.33 -29.1%
72 SPYG SPDR SERIES TRUST 10,012.0 $1.2M 0.14% -293.0 -2.8% $118.98 +1.4%
73 VB VANGUARD INDEX FDS 3,922.0 $1.2M 0.14% $303.13 +0.9%
74 V VISA INC Financial Services 3,425.0 $1.2M 0.14% -97.0 -2.8% $343.05 +6.6%
75 VONG VANGUARD SCOTTSDALE FDS 8,889.0 $1.1M 0.13% +107.0 +1.2% $127.81 -1.2%
76 VNQ VANGUARD INDEX FDS 11,438.0 $1.1M 0.13% +212.0 +1.9% $96.43 +2.3%
77 ILCG ISHARES TR 9,252.0 $1.1M 0.13% -494.0 -5.1% $117.02 -1.3%
78 META META PLATFORMS INC Communication Services 1,881.0 $1.1M 0.12% +442.0 +30.7% $563.29 -3.1%
79 MU MICRON TECHNOLOGY INC Technology 890.0 $1.0M 0.12% -42.0 -4.5% $1154.29 -18.8%
80 GSST GOLDMAN SACHS ETF TR 20,175.0 $1.0M 0.12% -9K -29.7% $50.57 -0.1%
Page 4 of 9  ·  164 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%