13F Insight
DOSSIER · 13F-HR · Q2 2026

Brio Consultants, LLC

$853M in tracked AUM across 164 positions as of Q2 2026.

BC
CIK 0001747799 · last filed Jun 30, 2026
Total AUM
$853M
as of Q2 2026
Holdings
164
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Brio Consultants, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$87M127K10.2%02
BND
VANGUARD BD INDEX FDS
$70M956K8.2%03
SCHG
SCHWAB STRATEGIC TR
$64M1.9M7.5%04
GTO
INVESCO ACTIVELY MANAGED EXC
$59M1.3M6.9%05
SPDW
SPDR INDEX SHS FDS
$50M994K5.9%06
VONV
VANGUARD SCOTTSDALE FDS
$42M397K4.9%07
GSIE
GOLDMAN SACHS ETF TR
$40M869K4.7%08
SPEM
SPDR INDEX SHS FDS
$22M424K2.6%09
TIPX
SPDR SERIES TRUST
$19M1.0M2.2%10
IAGG
ISHARES TR
$18M358K2.1%

Filing history

2026Q2Jun 30
$853M▲ 10.9%
164 positionsView →2025Q4Dec 31
$770M▲ 5.9%
146 positionsView →2025Q3Sep 30
$727M▲ 6.2%
137 positionsView →2025Q2Jun 30
$685M▲ 7.5%
134 positionsLocked2025Q1Mar 31
$637M▼ 0.3%
119 positionsLocked2024Q4Dec 31
$639M▲ 1.7%
115 positionsLocked2024Q3Sep 30
$629M▲ 3.6%
106 positionsLocked2024Q2Jun 30
$606M▲ 2.3%
96 positionsLocked2024Q1Mar 31
$593M▲ 5.2%
94 positionsLocked2023Q4Dec 31
$564M▲ 5.9%
98 positionsLocked2023Q3Sep 30
$532M▼ 3.7%
95 positionsLocked2023Q2Jun 30
$553M▲ 2.4%
93 positionsLocked
Showing 12 of 30