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

Brio Consultants, LLC

Brio Consultants's pension fund based in Greenwich, CT — $770M in tracked AUM across 146 positions as of Q4 2025.

BC
Brio Consultants·Greenwich, CT·Pension Fund
CIK 0001747799 · last filed Dec 31, 2025
Total AUM
$770M
▲ 13.7%
vs prior
Holdings
146
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Financials
44% weight
concentration
AI Analysis · Q4 2025 · 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

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