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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 1 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 128,106.0 $85.2M 10.42% -3K -2.2% $665.30 +2.1%
2 BND VANGUARD BD INDEX FDS 925,546.0 $67.8M 8.29% +34K +3.8% $73.24 -0.8%
3 SCHG SCHWAB STRATEGIC TR 1,869,804.0 $62.1M 7.59% -265K -12.4% $33.22 +2.9%
4 GTO INVESCO ACTIVELY MANAGED EXC 1,193,943.0 $56.0M 6.84% +56K +4.9% $46.88 -1.0%
5 SPDW SPDR INDEX SHS FDS 976,036.0 $48.0M 5.87% $49.19 +0.7%
6 VONV VANGUARD SCOTTSDALE FDS 387,183.0 $39.4M 4.82% +13K +3.4% $101.83 +0.3%
7 GSIE GOLDMAN SACHS ETF TR 853,644.0 $38.5M 4.71% -169K -16.5% $45.10 +0.2%
8 SPEM SPDR INDEX SHS FDS 409,393.0 $21.1M 2.58% +146K +55.4% $51.63 -1.4%
9 TIPX SPDR SERIES TRUST 985,292.0 $18.9M 2.31% +39K +4.1% $19.22 -0.3%
10 HTRB HARTFORD FDS EXCHANGE TRADED 527,184.0 $17.8M 2.17% +8K +1.5% $33.74 -0.8%
11 IAGG ISHARES TR 350,895.0 $17.5M 2.14% +14K +4.2% $49.87 -0.2%
12 SMMD ISHARES TR 173,045.0 $14.9M 1.82% +64K +58.4% $86.02 -1.9%
13 IUSG ISHARES TR 76,375.0 $13.7M 1.68% -5K -6.2% $179.74 +3.2%
14 SPYM SPDR SERIES TRUST 151,629.0 $12.9M 1.58% +90K +146.8% $85.19 +2.1%
15 IFRA ISHARES TR 186,337.0 $11.7M 1.43% -2K -1.0% $62.87 -4.2%
16 CMF ISHARES TR 197,127.0 $11.3M 1.38% -1K -0.5% $57.12 -0.6%
17 VUG VANGUARD INDEX FDS 129,986.0 $11.0M 1.34% +108K +502.4% $84.31 +3.3%
18 XLRE SELECT SECTOR SPDR TR 239,993.0 $10.6M 1.30% +11K +4.7% $44.17 -1.0%
19 QEFA SPDR INDEX SHS FDS 96,328.0 $9.3M 1.14% -3K -3.3% $96.44 +0.3%
20 GUNR FLEXSHARES TR 168,240.0 $9.3M 1.13% -16K -8.6% $55.05 -0.2%
Page 1 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%