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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 5 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JCPB J P MORGAN EXCHANGE TRADED F 18,012.0 $843K 0.10% +5K +40.2% $46.79 -1.1%
82 IJR ISHARES TR 5,922.0 $818K 0.10% -314.0 -5.0% $138.12 -3.6%
83 LRCX LAM RESEARCH CORP Technology 2,965.0 $818K 0.10% $275.80 +0.8%
84 IVW ISHARES TR 6,111.0 $803K 0.10% $131.46 +2.3%
85 BIV VANGUARD BD INDEX FDS 10,076.0 $773K 0.09% +295.0 +3.0% $76.69 -1.3%
86 AOR ISHARES TR 11,067.0 $752K 0.09% +997.0 +9.9% $67.93 -0.1%
87 SUSA ISHARES TR 5,100.0 $751K 0.09% +454.0 +9.8% $147.28 +1.0%
88 ORCL ORACLE CORP Technology 3,803.0 $705K 0.09% -610.0 -13.8% $185.35 +0.7%
89 NYF ISHARES TR 13,130.0 $702K 0.09% +3K +32.7% $53.46 -1.0%
90 PSR INVESCO ACTIVELY MANAGED EXC 6,848.0 $692K 0.09% -151.0 -2.2% $101.06 +0.0%
91 WFC WELLS FARGO & CO Financial Services 8,663.0 $692K 0.09% +5K +110.1% $79.89 -6.9%
92 VYM VANGUARD WHITEHALL FDS 4,334.0 $678K 0.08% $156.34 -0.3%
93 J P MORGAN EXCHANGE TRADED F 13,026.0 $657K 0.08% -3K -16.5% $50.46
94 IVV ISHARES TR 893.0 $649K 0.08% -17.0 -1.9% $726.76 +1.4%
95 VTEB VANGUARD MUN BD FDS 12,885.0 $646K 0.08% -414.0 -3.1% $50.14 -0.9%
96 QGRO AMERICAN CENTY ETF TR 5,667.0 $639K 0.08% +735.0 +14.9% $112.71 -1.6%
97 SCHX SCHWAB STRATEGIC TR 21,839.0 $622K 0.08% -865.0 -3.8% $28.50 +1.2%
98 MU MICRON TECHNOLOGY INC Technology 932.0 $597K 0.07% -52.0 -5.3% $640.20 +6.5%
99 FLSP FRANKLIN TEMPLETON ETF TR 21,772.0 $588K 0.07% -518.0 -2.3% $27.00 +0.7%
100 SPYV SPDR SERIES TRUST 8,848.0 $531K 0.07% -268.0 -2.9% $59.97 +0.2%
Page 5 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%