Brio Consultants, LLC

Institutional manager (13F) · CIK 1747799

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $745M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$85M	128,106
2	VANGUARD BD INDEX FDS	$68M	925,546
3	SCHWAB STRATEGIC TR	$62M	1,869,804
4	INVESCO ACTIVELY MANAGED EXC	$56M	1,193,943
5	SPDR INDEX SHS FDS	$48M	976,036
6	VANGUARD SCOTTSDALE FDS	$39M	387,183
7	GOLDMAN SACHS ETF TR	$38M	853,644
8	SPDR INDEX SHS FDS	$21M	409,393
9	SPDR SERIES TRUST	$19M	985,292
10	HARTFORD FDS EXCHANGE TRADED	$18M	527,184
11	ISHARES TR	$17M	350,895
12	ISHARES TR	$15M	173,045
13	ISHARES TR	$14M	76,375
14	SPDR SERIES TRUST	$13M	151,629
15	ISHARES TR	$12M	186,337
16	ISHARES TR	$11M	197,127
17	VANGUARD INDEX FDS	$11M	129,986
18	SELECT SECTOR SPDR TR	$11M	239,993
19	SPDR INDEX SHS FDS	$9M	96,328
20	FLEXSHARES TR	$9M	168,240
21	ISHARES TR	$9M	223,526
22	APPLE INC	$9M	31,913
23	VANGUARD SPECIALIZED FUNDS	$9M	38,697
24	VANGUARD STAR FDS	$9M	103,798
25	ISHARES TR	$9M	62,899
26	DBX ETF TR	$8M	125,676
27	ISHARES TR	$8M	79,889
28	ISHARES TR	$8M	72,366
29	AMERICAN CENTY ETF TR	$7M	60,319
30	J P MORGAN EXCHANGE TRADED F	$7M	132,932
31	ISHARES TR	$6M	66,085
32	SCHWAB STRATEGIC TR	$6M	224,560
33	FIRST TR EXCH TRADED FD III	$6M	80,858
34	ISHARES TR	$6M	123,219
35	VANGUARD CALIF TAX FREE FDS	$6M	57,691
36	ISHARES TR	$5M	104,916
37	NVIDIA CORPORATION	$5M	23,191
38	ISHARES TR	$4M	41,585
39	INVESCO EXCH TRADED FD TR II	$4M	147,753
40	SPDR SERIES TRUST	$4M	85,152
41	ALPHABET INC	$4M	10,258
42	NUSHARES ETF TR	$4M	103,531
43	ISHARES TR	$4M	39,017
44	ISHARES TR	$4M	148,841
45	VANGUARD SCOTTSDALE FDS	$3M	9,957
46	SPDR INDEX SHS FDS	$3M	38,205
47	VANGUARD INDEX FDS	$3M	8,651
48	VANGUARD MUN BD FDS	$3M	38,975
49	ALPHABET INC	$3M	6,842
50	FLEXSHARES TR	$3M	39,941

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.