Brio Consultants, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $706 Million distributed in 137 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 $79.8M, Schwab Strategic Tr Us Large C with a value of $70.7M, Vanguard Bd Index Fd Inc Total with a value of $61.5M, Invesco Actively Managed ETF T with a value of $50.3M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $40.2M.
Examining the 13F form we can see an increase of $40.2M in the current position value, from $666M to 706M.
Below you can find more details about Brio Consultants, LLC portfolio as well as his latest detailed transactions.
