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 $853.4M across 164 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($87.2M, 10.22%), BND ($70.1M, 8.22%), SCHG ($63.6M, 7.46%), GTO ($58.6M, 6.87%), SPDW ($50.1M, 5.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $87.2M | 10.22% | 127,028 | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $70.1M | 8.22% | 955,502 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $63.6M | 7.46% | 1.9M | Added |
| 4 | GTO | INVESCO ACTIVELY MANAGED EXC | $58.6M | 6.87% | 1.3M | Added |
| 5 | SPDW | SPDR INDEX SHS FDS | $50.1M | 5.87% | 994,021 | Added |
| 6 | VONV | VANGUARD SCOTTSDALE FDS | $42.2M | 4.94% | 396,710 | Added |
| 7 | GSIE | GOLDMAN SACHS ETF TR | $39.7M | 4.65% | 869,104 | Added |
| 8 | SPEM | SPDR INDEX SHS FDS | $22.0M | 2.57% | 424,043 | Added |
| 9 | TIPX | SPDR SERIES TRUST | $19.1M | 2.24% | 1.0M | Added |
| 10 | IAGG | ISHARES TR | $18.1M | 2.12% | 357,992 | Added |
| 11 | HTRB | HARTFORD FDS EXCHANGE TRADED | $17.8M | 2.09% | 528,257 | Added |
| 12 | SMMD | ISHARES TR | $16.2M | 1.89% | 176,437 | Added |
| 13 | SPYM | SPDR SERIES TRUST | $16.2M | 1.89% | 183,922 | Added |
| 14 | IUSG | ISHARES TR | $14.2M | 1.66% | 75,494 | Trimmed |
| 15 | IFRA | ISHARES TR | $11.9M | 1.39% | 188,776 | Added |
| 16 | CMF | ISHARES TR | $11.6M | 1.35% | 200,419 | Added |
| 17 | VUG | VANGUARD INDEX FDS | $11.2M | 1.31% | 129,488 | Trimmed |
| 18 | XLRE | SELECT SECTOR SPDR TR | $10.8M | 1.27% | 245,437 | Added |
| 19 | AAPL | APPLE INC | $9.3M | 1.09% | 32,230 | Added |
| 20 | QEFA | SPDR INDEX SHS FDS | $9.2M | 1.08% | 95,653 | Trimmed |
| 21 | INTF | ISHARES TR | $9.1M | 1.07% | 222,095 | Trimmed |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $9.1M | 1.07% | 38,626 | Trimmed |
| 23 | DSI | ISHARES TR | $8.9M | 1.04% | 62,504 | Trimmed |
| 24 | VXUS | VANGUARD STAR FDS | $8.9M | 1.04% | 104,118 | Added |
| 25 | USSG | DBX ETF TR | $8.7M | 1.02% | 124,959 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30