account_balance
Investment manager · 13F filer · SEC CIK 1747799
Brio Consultants, LLC
Reported value$872Mas of Sep 30, 2026
Positions176 18 new, 6 sold out
Top 10 weight55.0%VOO alone is 10%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
10.0%
BNDVanguard Bd Index FDS
8.1%Added +6%
SCHGSchwab Strategic Tr
7.7%
GTOInvesco Actively Managed Exc
6.8%Added +7%
SPDWSPDR Index SHS FDS
5.7%
VONVVanguard Scottsdale FDS
5.0%
GSIEGoldman Sachs ETF Tr
4.6%
SPEMSPDR Index SHS FDS
2.6%
TIPXSPDR Series Trust
2.2%+7%
SPYMSPDR Series Trust
2.2%
IAGGiShares Tr
2.1%+5%
SMMDiShares Tr
1.7%
VOOVanguard Index FDS
10.0%
BNDVanguard Bd Index FDS
8.1%Added +6%
SCHGSchwab Strategic Tr
7.7%
GTOInvesco Actively Managed Exc
6.8%+7%
SPDWSPDR Index SHS FDS
5.7%
VONVVanguard Scottsdale FDS
5.0%
GSIEGoldman Sachs ETF Tr
4.6%
SPEM2.6%
TIPX
SPYM
IAGG
SMMD
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 10.0% Held
BND Vanguard Bd Index FDS 8.1% Added +6%
SCHG Schwab Strategic Tr 7.7% Held
GTO Invesco Actively Managed Exc 6.8% Added +7%
SPDW SPDR Index SHS FDS 5.7% Held
VONV Vanguard Scottsdale FDS 5.0% Held
GSIE Goldman Sachs ETF Tr 4.6% Held
SPEM SPDR Index SHS FDS 2.6% Held
TIPX SPDR Series Trust 2.2% Added +7%
SPYM SPDR Series Trust 2.2% Added +16%
IAGG iShares Tr 2.1% Added +5%
SMMD iShares Tr 1.7% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.