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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 8 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SDY SPDR SERIES TRUST 1,563.0 $238K 0.03% $152.22 +3.9%
142 TJX TJX COS INC NEW Consumer Cyclical 1,561.0 $236K 0.03% +118.0 +8.2% $151.50 -7.2%
143 VXF VANGUARD INDEX FDS 952.0 $234K 0.03% +11.0 +1.2% $246.09 -1.0%
144 TSLA TESLA INC Consumer Cyclical 556.0 $234K 0.03% NEW $420.60 -17.9%
145 DIS DISNEY WALT CO Communication Services 2,428.0 $234K 0.03% -242.0 -9.1% $96.27 +11.5%
146 FDN FIRST TR EXCHANGE-TRADED FD 880.0 $233K 0.03% $264.72 +7.3%
147 ED CONSOLIDATED EDISON INC Utilities 2,085.0 $231K 0.03% +94.0 +4.7% $110.63 -2.1%
148 UNH UNITEDHEALTH GROUP INC Healthcare 537.0 $223K 0.03% -19.0 -3.4% $415.63 -7.4%
149 PEP PEPSICO INC Consumer Defensive 1,628.0 $220K 0.03% +58.0 +3.7% $135.40 +4.9%
150 SCHA SCHWAB STRATEGIC TR 6,078.0 $220K 0.03% NEW $36.13 -4.1%
151 VOT VANGUARD INDEX FDS 704.0 $216K 0.03% -44.0 -5.9% $306.13 -1.0%
152 ABBV ABBVIE INC Healthcare 844.0 $212K 0.03% NEW $251.64 +4.0%
153 MS MORGAN STANLEY Financial Services 1,010.0 $211K 0.03% -155.0 -13.3% $209.04 -0.7%
154 PANW PALO ALTO NETWORKS INC Technology 618.0 $211K 0.03% NEW $341.02 +2.5%
155 AOA ISHARES TR 2,153.0 $210K 0.03% NEW $97.60 +1.0%
156 GLD SPDR GOLD TR Financial Services 570.0 $210K 0.03% $368.16 +12.8%
157 QCOM QUALCOMM INC Technology 1,125.0 $208K 0.02% -58.0 -4.9% $184.79 -13.0%
158 DFIV DIMENSIONAL ETF TRUST 3,820.0 $206K 0.02% $54.02 +7.0%
159 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 8,192.0 $205K 0.02% NEW $25.06 +14.2%
160 VWO VANGUARD INTL EQUITY INDEX F 3,422.0 $204K 0.02% $59.69 +0.6%
Page 8 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%