Brio Consultants, LLC
Brio Consultants, LLC reported 164 positions worth $853.4M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: VOO (10.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $87.2M | 10.22% | 127,028 | — | — | |
| ▸ 2 | BND | SH | $70.1M | 8.22% | 955,502 | — | — | |
| ▸ 3 | SCHG | SH | $63.6M | 7.46% | 1,880,176 | — | — | |
| ▸ 4 | GTO | SH | $58.6M | 6.87% | 1,250,499 | — | — | |
| ▸ 5 | SPDW | SH | $50.1M | 5.87% | 994,021 | — | — | |
| ▸ 6 | VONV | SH | $42.2M | 4.94% | 396,710 | — | — | |
| ▸ 7 | GSIE | SH | $39.7M | 4.65% | 869,104 | — | — | |
| ▸ 8 | SPEM | SH | $22.0M | 2.57% | 424,043 | — | — | |
| ▸ 9 | TIPX | SH | $19.1M | 2.24% | 1,009,494 | — | — | |
| ▸ 10 | IAGG | SH | $18.1M | 2.12% | 357,992 | — | — |
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Frequently Asked Questions
What stocks does Brio Consultants, LLC hold as of Q2 2026?
Brio Consultants, LLC reported 164 positions worth $853.4M in its Q2 2026 13F filing. Largest positions: VOO (10.2%), BND (8.2%), SCHG (7.5%), GTO (6.9%) and SPDW (5.9%).
What did Brio Consultants, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Brio Consultants, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.