Brio Consultants, LLC
•CIK: 1747799•Filing: Q4 2025
**Brio Consultants, LLC** manages $770M across a diversified portfolio of 146 positions. The strategy exhibits a notable allocation to core equity and fixed income, highlighted by significant holdings in VOO ($82.2M) and SCHG ($69.6M). Further diversification is evident with substantial allocations to fixed income products, including BND ($66.1M) and GTO ($54.0M). This structure suggests a mandate focused on broad market exposure combined with defensive asset class positioning.
Total AUM
$769.5M
QoQ Performance
+5.9%
Positions
77
Top 10 Concentration
58.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
SCHG
BND
GTO
GSIE
SPDW
VOO10.7%
SCHG9.1%
BND8.6%
GTO7.0%
GSIE5.7%
SPDW5.6%
VONV4.5%
TIPX2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.6%
ETF10.8%
Technology3.2%
Financial0.6%
Consumer0.4%
Industrial0.1%
Communication0.1%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW15 new positions
↑88 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023