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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 6 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UPS UNITED PARCEL SVCS INC Industrials 5,010.0 $491K 0.06% -135.0 -2.6% $98.07 -1.7%
102 QQQ INVESCO QQQ TR Financial Services 715.0 $488K 0.06% -188.0 -20.8% $682.01 +3.6%
103 QINT AMERICAN CENTY ETF TR 6,688.0 $462K 0.06% $69.07 -0.1%
104 LLY ELI LILLY & CO Healthcare 458.0 $453K 0.06% +31.0 +7.3% $989.83 +4.6%
105 ESGV VANGUARD WORLD FD 3,378.0 $429K 0.05% +620.0 +22.5% $127.14 +1.4%
106 FNDF SCHWAB STRATEGIC TR 7,895.0 $411K 0.05% +322.0 +4.2% $52.07 +1.0%
107 SPY STATE STR SPDR S&P 500 ETF T Financial Services 567.0 $410K 0.05% +18.0 +3.3% $723.77 +1.6%
108 BAC BANK AMERICA CORP Financial Services 7,129.0 $379K 0.05% -147.0 -2.0% $53.12 -4.8%
109 CAT CATERPILLAR INC Industrials 401.0 $363K 0.04% -94.0 -19.0% $904.59 -4.5%
110 ASML ASML HLDG NV Technology 251.0 $362K 0.04% -5.0 -1.9% $1442.92 +4.7%
111 MGK VANGUARD WORLD FD 3,986.0 $340K 0.04% NEW $85.18 +2.9%
112 CSCO CISCO SYS INC Technology 3,561.0 $336K 0.04% -175.0 -4.7% $94.30 +23.3%
113 VSGX VANGUARD WORLD FD 4,256.0 $333K 0.04% +998.0 +30.6% $78.30 +0.2%
114 XOM EXXON MOBIL CORP Energy 2,143.0 $332K 0.04% -388.0 -15.3% $154.88 +5.4%
115 BERKSHIRE HATHAWAY INC DEL 704.0 $328K 0.04% -83.0 -10.6% $465.52
116 INTC INTEL CORP Technology 2,888.0 $312K 0.04% NEW $108.14 +9.9%
117 NFLX NETFLIX INC. Communication Services 3,536.0 $311K 0.04% +396.0 +12.6% $87.89 -0.2%
118 SCHW SCHWAB CHARLES CORP Financial Services 3,337.0 $308K 0.04% +165.0 +5.2% $92.40 -1.2%
119 AMD ADVANCED MICRO DEVICES INC Technology 831.0 $295K 0.04% NEW $355.26 +21.7%
120 SPSM SPDR SERIES TRUST 5,367.0 $288K 0.04% -294.0 -5.2% $53.74 -3.3%
Page 6 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%