Brio Consultants, LLC Reduced Holdings in Q3 2025

Brio Consultants, LLC

  • $706 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-26.8K
- 15.86%
$67.91 - $74.71 $1.82M - $2M
142K $10.5M
CMF
Ishares California Muni Bond E

ETFs
-12.4K
- 6.2%
$55.16 - $57.13 $682K - $706K
187K $10.7M
VB
Vanguard Small Cap ETF

ETFs
-1.69K
- 30.69%
$237.58 - $259.17 $401K - $438K
3.81K $969K
SPMD
Spdr Portfolio

ETFs
-6.05K
- 20.4%
$54.43 - $58.29 $329K - $352K
23.6K $1.35M
MUB
Ishares National Muni Bond ETF

ETFs
-3.03K
- 6.46%
$103.24 - $106.68 $312K - $323K
43.8K $4.67M
FNDA
Schwab Fundamental U S Small C

ETFs
-10K
- 25.0%
$28.75 - $31.93 $288K - $320K
30K $936K
VO
Vanguard Mid Cap ETF

ETFs
-836
- 13.32%
$279.83 - $293.74 $234K - $246K
5.44K $1.6M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.72K
- 35.72%
$108.08 - $121.73 $186K - $209K
3.09K $372K
DGRO
Ishares Core Dividend Growth E

ETFs
-3.33K
- 13.59%
$64.12 - $68.08 $213K - $227K
21.2K $1.44M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.57K
- 1.99%
$48.31 - $48.93 $124K - $126K
127K $6.18M
UPS
United Parcel Service Inc

Industrials
-56
- 1.05%
$82.58 - $105.54 $4.62K - $5.91K
5.28K $440K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.39K
- 17.11%
$108.46 - $120.63 $150K - $167K
6.71K $797K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-1.76K
- 4.03%
$50.37 - $50.7 $88.4K - $89K
41.8K $2.12M
DIS
Walt Disney CO

Communication Services
-338
- 13.07%
$112.25 - $124.0 $37.9K - $41.9K
2.25K $257K
AVUS
American Centy ETF Tr Avantis

ETFs
-5.53K
- 8.08%
$101.2 - $109.16 $559K - $603K
62.8K $6.83M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.35K
- 6.02%
$55.15 - $58.11 $130K - $137K
36.7K $2.11M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.53K
- 1.81%
$47.76 - $48.46 $73K - $74K
82.8K $3.99M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.49K
- 18.27%
$42.26 - $47.16 $63K - $70.3K
6.66K $308K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-864
- 6.01%
$46.37 - $47.77 $40.1K - $41.3K
13.5K $643K
VNQ
Vanguard Specialized Funds Van

ETFs
-576
- 5.59%
$88.47 - $93.24 $51K - $53.7K
9.74K $889K
CSCO
Cisco Systems, Inc.

Technology
-223
- 4.45%
$66.2 - $71.79 $14.8K - $16K
4.78K $327K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.78K
- 6.04%
$21.69 - $23.34 $82K - $88.2K
58.8K $1.37M
TSLA
Tesla, Inc.

Consumer Cyclical
-249
- 31.2%
$293.94 - $444.72 $73.2K - $111K
549 $244K
META
Meta Platforms, Inc.

Communication Services
-4
- 0.43%
$695.21 - $791.73 $2.78K - $3.17K
934 $685K
WMT
Walmart Inc.

Consumer Defensive
-172
- 7.46%
$94.4 - $104.27 $16.2K - $17.9K
2.13K $219K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.91K
- 8.08%
$40.43 - $44.52 $77.2K - $85K
21.7K $957K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-242
- 7.82%
$109.47 - $119.06 $26.5K - $28.8K
2.85K $337K
Vanguard Calif Tax Free Fds
-7.94K
- 13.37%
N/A
51.4K $0
FLSP
Franklin Templeton ETF Tr Lib

ETFs
-1.62K
- 8.19%
$23.9 - $26.52 $38.7K - $43K
18.2K $481K
MFG
Mizuho Financial Group Inc

Financial Services
-1.38K
- 10.84%
$5.42 - $6.85 $7.47K - $9.44K
11.3K $75K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-14
- 2.0%
$459.11 - $506.91 $6.43K - $7.1K
685 $344K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-249
- 3.89%
$52.12 - $55.33 $13K - $13.8K
6.15K $340K
IVV
Ishares Core S&P 500 ETF

ETFs
-56
- 6.0%
$620.67 - $670.08 $34.8K - $37.5K
877 $586K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-45
- 1.35%
$64.58 - $69.94 $2.91K - $3.15K
3.29K $227K
PEP
Pepsico Inc

Consumer Defensive
-33
- 2.03%
$133.81 - $152.16 $4.42K - $5.02K
1.59K $223K
UNH
Unitedhealth Group Inc

Healthcare
-20
- 3.11%
$237.77 - $353.61 $4.76K - $7.07K
624 $215K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-99
- 2.18%
$132.9 - $142.03 $13.2K - $14.1K
4.44K $625K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-166
- 3.43%
$126.64 - $135.65 $21K - $22.5K
4.67K $634K
ASML
Asml Holding Nv

Technology
-16
- 6.27%
$689.63 - $968.09 $11K - $15.5K
239 $231K
VEA
Vanguard Ftse Developed Market

ETFs
-367
- 1.65%
$56.02 - $60.3 $20.6K - $22.1K
21.8K $1.31M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-1.02K
- 3.43%
$33.13 - $36.31 $33.8K - $37K
28.7K $1.04M
SPYG
Spdr Portfolio

ETFs
-27
- 0.36%
$94.33 - $105.31 $2.55K - $2.84K
7.51K $784K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-146
- 3.76%
$420.11 - $472.68 $61.3K - $69K
3.73K $1.75M
VTI
Vanguard Total Stock Market Et

ETFs
-297
- 3.3%
$303.93 - $329.86 $90.3K - $98K
8.7K $2.85M
FTLS
First Tr Long/Short Equity ETF

ETFs
-2.08K
- 2.46%
$65.78 - $69.95 $137K - $145K
82.4K $5.76M
INTF
Ishares Tr

ETFs
-3.85K
- 1.59%
$33.72 - $36.17 $130K - $139K
238K $8.54M
NANR
Spdr Index Shs Fds S&P North A

ETFs
-451
- 1.1%
$56.69 - $65.0 $25.6K - $29.3K
40.4K $2.61M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.23K
- 2.05%
$68.24 - $73.73 $152K - $164K
107K $7.83M
GOOGL
Alphabet Inc.

Communication Services
-346
- 4.7%
$174.36 - $254.72 $60.3K - $88.1K
7.02K $1.71M
Activity Summary
Buys All Purchases 78 New Holdings 9 Increased Positions 69 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Brio Consultants, LLC Portfolio

Follow Brio Consultants, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brio Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brio Consultants, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email