Brio Consultants, LLC has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $591 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $61.3M, Vanguard Index Fds S&P 500 ETF with a value of $51.7M, Vanguard Bd Index Fd Inc Inter with a value of $51.1M, Invesco Actively Managed ETF T with a value of $43.7M, and Pacer Fds Tr Us Cash Cows 100 with a value of $28.4M.

Examining the 13F form we can see an increase of $28.2M in the current position value, from $563M to 591M.

Below you can find more details about Brio Consultants, LLC portfolio as well as his latest detailed transactions.

Portfolio value $591 Million
ETFs: $573 Million
Technology: $9.39 Million
Communication Services: $4.67 Million
Financial Services: $1.21 Million
Consumer Cyclical: $1.05 Million
Healthcare: $899,000
Consumer Defensive: $283,000
Energy: $240,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 94
  • Current Value $591 Million
  • Prior Value $563 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 29, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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