Brio Consultants, LLC - Portfolio overview

Brio Consultants, LLC has 159 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 10.39%
2. BND - VANGUARD BD INDEX FDS, 8.26%
3. SCHG - SCHWAB STRATEGIC TR, 7.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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