Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Brio Consultants, LLC (CIK 1747799) reported $818.0M across 152 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($85.2M, 10.42%), BND ($67.8M, 8.29%), SCHG ($62.1M, 7.59%), GTO ($56.0M, 6.84%), SPDW ($48.0M, 5.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $85.2M | 10.42% | 128,106 | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $67.8M | 8.29% | 925,546 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $62.1M | 7.59% | 1.9M | Trimmed |
| 4 | GTO | INVESCO ACTIVELY MANAGED EXC | $56.0M | 6.84% | 1.2M | Added |
| 5 | SPDW | SPDR INDEX SHS FDS | $48.0M | 5.87% | 976,036 | Added |
| 6 | VONV | VANGUARD SCOTTSDALE FDS | $39.4M | 4.82% | 387,183 | Added |
| 7 | GSIE | GOLDMAN SACHS ETF TR | $38.5M | 4.71% | 853,644 | Trimmed |
| 8 | SPEM | SPDR INDEX SHS FDS | $21.1M | 2.58% | 409,393 | Added |
| 9 | TIPX | SPDR SERIES TRUST | $18.9M | 2.32% | 985,292 | Added |
| 10 | HTRB | HARTFORD FDS EXCHANGE TRADED | $17.8M | 2.17% | 527,184 | Added |
| 11 | IAGG | ISHARES TR | $17.5M | 2.14% | 350,895 | Added |
| 12 | SMMD | ISHARES TR | $14.9M | 1.82% | 173,045 | Added |
| 13 | IUSG | ISHARES TR | $13.7M | 1.68% | 76,375 | Trimmed |
| 14 | SPLG | SPDR SERIES TRUST | $12.9M | 1.58% | 151,629 | Added |
| 15 | IFRA | ISHARES TR | $11.7M | 1.43% | 186,337 | Trimmed |
| 16 | CMF | ISHARES TR | $11.3M | 1.38% | 197,127 | Trimmed |
| 17 | VUG | VANGUARD INDEX FDS | $11.0M | 1.34% | 129,986 | Added |
| 18 | XLRE | SELECT SECTOR SPDR TR | $10.6M | 1.30% | 239,993 | Added |
| 19 | QEFA | SPDR INDEX SHS FDS | $9.3M | 1.14% | 96,328 | Trimmed |
| 20 | GUNR | FLEXSHARES TR | $9.3M | 1.13% | 168,240 | Trimmed |
| 21 | INTF | ISHARES TR | $9.1M | 1.12% | 223,526 | Trimmed |
| 22 | AAPL | APPLE INC | $9.1M | 1.11% | 31,913 | Trimmed |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $8.9M | 1.08% | 38,697 | Trimmed |
| 24 | VXUS | VANGUARD STAR FDS | $8.7M | 1.06% | 103,798 | Trimmed |
| 25 | DSI | ISHARES TR | $8.6M | 1.05% | 62,899 | Added |
Source: SEC Form 13F filings · as of 2026-03-31