Brio Consultants, LLC has filed its 13F form on July 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $627 Million distributed in 119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $65.6M, Vanguard Bd Index Fd Inc Total with a value of $57.4M, Schwab Strategic Tr Us Large C with a value of $56.9M, Invesco Actively Managed ETF T with a value of $45.7M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $32.7M.
Examining the 13F form we can see an increase of $365M in the current position value, from $262M to 627M.
Below you can find more details about Brio Consultants, LLC portfolio as well as his latest detailed transactions.