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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 8 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MS MORGAN STANLEY Financial Services 1,165.0 $220K 0.03% NEW $189.25 +0.6%
142 ED CONSOLIDATED EDISON INC Utilities 1,991.0 $217K 0.03% -61.0 -3.0% $109.15 -0.8%
143 VOT VANGUARD INDEX FDS 748.0 $216K 0.03% NEW $288.97 -2.7%
144 VXF VANGUARD INDEX FDS 941.0 $216K 0.03% NEW $229.16 -2.9%
145 JPM JPMORGAN CHASE & CO Financial Services 692.0 $214K 0.03% -365.0 -34.5% $309.52 -5.0%
146 HSBC HSBC HLDGS PLC Financial Services 2,435.0 $213K 0.03% -112.0 -4.4% $87.40 +2.8%
147 DFIV DIMENSIONAL ETF TRUST 3,820.0 $209K 0.03% NEW $54.72 +0.8%
148 GEV GE VERNOVA INC Utilities 187.0 $205K 0.03% NEW $1095.21 -6.7%
149 VWO VANGUARD INTL EQUITY INDEX F 3,424.0 $203K 0.03% NEW $59.36 -2.1%
150 UNH UNITEDHEALTH GROUP INC Healthcare 556.0 $202K 0.03% -106.0 -16.0% $363.83 +7.0%
151 LYG LLOYDS BANKING GROUP PLC Financial Services 18,648.0 $97K 0.01% -2K -10.7% $5.19 +0.9%
152 NMR NOMURA HLDGS INC Financial Services 12,031.0 $95K 0.01% +217.0 +1.8% $7.89 +1.4%
Page 8 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%