§ 13F · FUND PROFILE
Brio Consultants, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $684.5T (13F)Positions · 134Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 131K | $82.2T | 10.7% | +1% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 2.14M | $69.6T | 9.1% | −4% |
| 3 | BND | VANGUARD BD INDEX FDS | 892K | $66.1T | 8.6% | +8% |
| 4 | GTO | INVESCO ACTIVELY MANAGED EXC | 1.14M | $54.0T | 7.0% | +7% |
| 5 | GSIE | GOLDMAN SACHS ETF TR | 1.02M | $43.9T | 5.7% | +4% |
| 6 | SPDW | SPDR INDEX SHS FDS | 972K | $43.2T | 5.6% | +4% |
| 7 | VONV | VANGUARD SCOTTSDALE FDS | 374K | $34.6T | 4.5% | +8% |
| 8 | TIPX | SPDR SERIES TRUST | 947K | $18.1T | 2.3% | +7% |
| 9 | HTRB | HARTFORD FDS EXCHANGE TRADED | 520K | $17.7T | 2.3% | +10% |
| 10 | IAGG | ISHARES TR | 337K | $16.8T | 2.2% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRIO SIGNAL
AC read
Brio Consultants, LLC is a Other fund managing $684530.6 trillion in assets. The fund runs a portfolio of 134 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed