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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 6 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LLY ELI LILLY & CO Healthcare 484.0 $581K 0.07% +26.0 +5.7% $1200.53 +3.7%
102 WFC WELLS FARGO & CO Financial Services 6,974.0 $576K 0.07% -2K -19.5% $82.64 +1.3%
103 ORCL ORACLE CORP Technology 3,812.0 $559K 0.07% $146.55 -3.1%
104 UPS UNITED PARCEL SVCS INC Industrials 5,045.0 $542K 0.06% +35.0 +0.7% $107.50 -4.6%
105 SPYV SPDR SERIES TRUST 8,856.0 $538K 0.06% $60.79 +4.0%
106 QQQ INVESCO QQQ TR Financial Services 717.0 $528K 0.06% $736.83 -3.5%
107 SPY STATE STR SPDR S&P 500 ETF T Financial Services 689.0 $515K 0.06% +122.0 +21.5% $746.77 +2.1%
108 AMD ADVANCED MICRO DEVICES INC Technology 822.0 $478K 0.06% -9.0 -1.1% $580.91 -19.2%
109 QINT AMERICAN CENTY ETF TR 6,688.0 $464K 0.05% $69.43 +4.8%
110 CRM SALESFORCE INC Technology 2,914.0 $457K 0.05% +2K +143.4% $156.66 +31.1%
111 ESGV VANGUARD WORLD FD 3,409.0 $451K 0.05% +31.0 +0.9% $132.24 +2.1%
112 CAT CATERPILLAR INC Industrials 422.0 $449K 0.05% +21.0 +5.2% $1064.90 -23.4%
113 BAC BANK OF AMER CORP Financial Services 7,513.0 $428K 0.05% +384.0 +5.4% $56.98 +8.6%
114 AMAT APPLIED MATLS INC Technology 574.0 $415K 0.05% +37.0 +6.9% $723.00 -31.4%
115 BERKSHIRE HATHAWAY INC DEL 773.0 $387K 0.04% +69.0 +9.8% $500.39
116 FNDF SCHWAB STRATEGIC TR 6,913.0 $365K 0.04% -982.0 -12.4% $52.76 +5.0%
117 INTC INTEL CORP Technology 2,493.0 $348K 0.04% -395.0 -13.7% $139.62 -34.0%
118 AVGO BROADCOM INC Technology 883.0 $334K 0.04% +231.0 +35.4% $377.75 -3.6%
119 MGK VANGUARD WORLD FD 3,633.0 $319K 0.04% -353.0 -8.9% $87.92 +0.8%
120 VSGX VANGUARD WORLD FD 3,872.0 $319K 0.04% -384.0 -9.0% $82.34 +0.6%
Page 6 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%