13F Insight
DOSSIER · 13F-HR · Q4 2025

Brio Consultants, LLC

$770M in tracked AUM across 146 positions as of Q4 2025.

BC
CIK 0001747799 · last filed Dec 31, 2025
Total AUM
$770M
as of Q4 2025
Holdings
146
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

Brio Consultants, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$82M131K10.7%02
SCHG
SCHWAB STRATEGIC TR
$70M2.1M9.1%03
BND
VANGUARD BD INDEX FDS
$66M892K8.6%04
GTO
INVESCO ACTIVELY MANAGED EXC
$54M1.1M7.0%05
GSIE
GOLDMAN SACHS ETF TR
$44M1.0M5.7%06
SPDW
SPDR INDEX SHS FDS
$43M972K5.6%07
VONV
VANGUARD SCOTTSDALE FDS
$35M374K4.5%08
TIPX
SPDR SERIES TRUST
$18M947K2.3%09
HTRB
HARTFORD FDS EXCHANGE TRADED
$18M520K2.3%10
IAGG
ISHARES TR
$17M337K2.2%

Filing history

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 positionsLocked2023Q1Mar 31
$540M▲ 7.7%
90 positionsLocked
Showing 12 of 29