Notify me when Brio Consultants, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 146 | $769,536,326 | +$52,154,237 | -$21,432,342 | +$30,721,895 | VOO, SCHG, BND, GTO, GSIE | 13F-HR | 04 Feb 2026, 09:10 |
| Q3 2025 | 137 | $726,837,340 | +$18,586,322 | -$11,848,430 | +$6,737,892 | VOO, SCHG, BND, GTO, GSIE | 13F-HR | 10 Nov 2025, 11:01 |
| Q2 2025 | 134 | $684,530,624 | +$57,670,916 | -$52,500,646 | +$5,170,270 | VOO, SCHG, BND, GTO, GSIE | 13F-HR | 07 Aug 2025, 09:12 |
| Q1 2025 | 119 | $636,851,467 | +$39,227,749 | -$30,359,589 | +$8,868,160 | VOO, BND, SCHG, GTO, GSIE | Restatement | 07 Jul 2025, 10:51 |
| Q4 2024 | 115 | $638,980,226 | +$85,380,373 | -$9,861,148 | +$75,519,225 | SCHG, VOO, BND, GTO, COWZ | 13F-HR | 24 Jan 2025, 09:14 |
| Q3 2024 | 106 | $628,514,430 | +$77,575,386 | -$87,679,087 | -$10,103,701 | SCHG, VOO, BND, GTO, COWZ | 13F-HR | 18 Oct 2024, 09:19 |
| Q2 2024 | 96 | $606,490,019 | +$21,219,427 | -$11,357,569 | +$9,861,858 | SCHG, VOO, BIV, GTO, COWZ | 13F-HR | 05 Aug 2024, 09:26 |
| Q1 2024 | 94 | $593,009,170 | +$18,009,636 | -$16,443,149 | +$1,566,487 | SCHG, VOO, BIV, GTO, COWZ | 13F-HR | 29 Apr 2024, 10:44 |
| Q4 2023 | 98 | $563,640,367 | +$27,283,556 | -$37,892,200 | -$10,608,644 | SCHG, VOO, BIV, GTO, COWZ | Restatement | 13 Feb 2024, 08:32 |
| Q3 2023 | 95 | $532,479,539 | +$36,216,768 | -$39,669,255 | -$3,452,487 | SCHG, BIV, VOO, GTO, CMF | 13F-HR | 27 Oct 2023, 11:23 |
| Q2 2023 | 93 | $553,123,162 | +$61,627,522 | -$63,589,208 | -$1,961,686 | SCHG, VOO, BIV, GTO, CMF | 13F-HR | 09 Aug 2023, 12:34 |
| Q1 2023 | 90 | $540,353,416 | +$21,361,714 | -$4,791,505 | +$16,570,209 | SCHG, BIV, COWZ, SCHD, CMF | 13F-HR | 04 May 2023, 14:13 |
| Q4 2022 | 89 | $501,947,473 | +$26,727,720 | -$13,157,333 | +$13,570,387 | BIV, SCHG, SCHD, COWZ, CMF | 13F-HR | 07 Feb 2023, 12:57 |
| Q3 2022 | 92 | $472,871,000 | +$123,759,845 | -$75,176,657 | +$48,583,188 | BIV, SCHG, COWZ, SCHD, CMF | 13F-HR | 25 Oct 2022, 14:21 |
| Q2 2022 | 79 | $440,486,000 | +$313,962,065 | -$287,303,357 | +$26,658,708 | BIV, SCHG, SCHD, COWZ, GTO | 13F-HR | 14 Jul 2022, 08:22 |
| Q1 2022 | 77 | $468,919,000 | +$96,877,205 | -$26,339,515 | +$70,537,690 | VIG, EFA, SPAB, IWF, SPLG | 13F-HR | 04 May 2022, 11:17 |
| Q4 2021 | 70 | $425,469,000 | +$42,358,430 | -$52,082,125 | -$9,723,695 | VIG, EFA, SPLG, IWF, SPAB | 13F-HR | 18 Jan 2022, 18:08 |
| Q3 2021 | 75 | $412,018,000 | +$24,630,512 | -$2,327,668 | +$22,302,844 | EFA, VIG, SPLG, IWF, SPAB | 13F-HR | 29 Oct 2021, 10:08 |
| Q2 2021 | 75 | $391,352,000 | +$36,595,791 | -$5,163,331 | +$31,432,460 | VIG, EFA, SPLG, IWF, SPAB | 13F-HR | 22 Jul 2021, 10:54 |
| Q1 2021 | 72 | $339,669,000 | +$24,386,899 | -$1,174,289 | +$23,212,610 | EFA, VIG, SPLG, IWF, SPAB | 13F-HR | 26 Apr 2021, 14:44 |
| Q4 2020 | 69 | $309,717,000 | +$14,512,170 | -$66,062,737 | -$51,550,567 | EFA, VIG, SPLG, IWF, ILTB | 13F-HR | 11 Jan 2021, 14:42 |
| Q3 2020 | 73 | $331,159,000 | +$19,981,549 | -$2,808,101 | +$17,173,448 | MSFT, EFA, VIG, IWF, ILTB | 13F-HR | 26 Oct 2020, 11:33 |
| Q2 2020 | 67 | $299,467,000 | +$106,602,065 | -$97,426,077 | +$9,175,988 | MSFT, EFA, VIG, IWF, ILTB | 13F-HR | 14 Jul 2020, 11:27 |
| Q1 2020 | 65 | $250,316,000 | +$6,710,310 | -$9,464,821 | -$2,754,511 | MSFT, EFA, TIPX, SPAB, VXUS | 13F-HR | 16 Apr 2020, 10:43 |
| Q4 2019 | 77 | $297,330,000 | +$55,556,879 | -$43,016,067 | +$12,540,812 | MSFT, EFA, VXUS, TIPX, SPAB | 13F-HR | 27 Jan 2020, 16:58 |
| Q3 2019 | 74 | $266,928,000 | +$22,320,509 | -$6,457,176 | +$15,863,333 | MSFT, VEA, VXUS, TIPX, SPAB | 13F-HR | 10 Oct 2019, 14:03 |
| Q2 2019 | 71 | $249,004,000 | +$20,406,509 | -$5,306,771 | +$15,099,738 | MSFT, VEA, SPDW, SPAB, TIPX | 13F-HR | 17 Jul 2019, 10:26 |
| Q1 2019 | 67 | $225,668,000 | +$29,150,768 | -$18,568,453 | +$10,582,315 | VEA, MSFT, SPDW, SPAB, TIPX | 13F-HR | 23 Apr 2019, 13:18 |
| Q4 2018 | 68 | $194,728,000 | $0 | $0 | $0 | VEA, SPDW, MSFT, SPAB, VTV | 13F-HR | 04 Feb 2019, 14:06 |