Brio Consultants, LLC Purchases and Sells in Q2 2025

Brio Consultants, LLC

$666 Million
Q2 2025

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	155 + 0.12%	$456.74 - $568.03 $70.8K - $88K	128K $72.6M
SPDW	24.5K + 2.72%	$32.66 - $40.75 $800K - $999K	924K $37.4M
BND	23.1K + 2.96%	$72.02 - $73.82 $1.66M - $1.71M	805K $59.3M
SCHB	69.3K + 87.86%	$19.1 - $23.83 $1.32M - $1.65M	148K $3.53M
GTO	38.8K + 3.98%	$45.73 - $47.2 $1.77M - $1.83M	1.01M $47.5M
INTF	25.7K + 11.93%	$27.6 - $34.51 $711K - $889K	242K $8.27M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VONV	333K New	$73.19 - $85.21 $24.4M - $28.4M	333K $28.4M
VONE	7.71K New	$225.48 - $280.86 $1.74M - $2.16M	7.71K $2.16M
FNDA	40.1K New	$23.85 - $28.69 $955K - $1.15M	40.1K $1.15M
ITOT	6.78K New	$108.12 - $135.04 $733K - $915K	6.78K $915K
MMCA	25.8K New	$20.81 - $21.39 $538K - $553K	25.8K $550K
UPS	5.33K New	$91.92 - $110.2 $490K - $588K	5.33K $538K

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-455K - 92.09%	$47.46 - $55.3 $21.6M - $25.1M	39K $2.15M
CMF	-140K - 41.21%	$54.52 - $56.7 $7.62M - $7.92M	199K $11.1M
AAPL	-3.29K - 8.59%	$172.42 - $223.89 $567K - $736K	35K $7.18M
VB	-6.22K - 53.07%	$193.73 - $237.37 $1.21M - $1.48M	5.5K $1.3M
VTEB	-21.4K - 68.24%	$48.13 - $49.85 $1.03M - $1.07M	9.96K $488K
SPMD	-19.9K - 40.15%	$44.89 - $54.38 $892K - $1.08M	29.6K $1.61M

Activity Summary All Purchases 77 New Holdings 19 Increased Positions 58 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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