Brio Consultants
Brio Consultants reported 164 stocks worth $853M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VOO (10.2%), BND (8.2%) and SCHG (7.5%). Compared with Q1 2026, the fund opened new positions in RDDT, added to BND, SCHG and GTO and trimmed VOO, IUSG and VUG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $87.2M | 10.2% | 127K | −1,078 (−1%) | 8 of 8 | |
| 2 |  BND Vanguard BD Index Fds | $70.1M | 8.2% | 956K | +30K (+3%) | 8 of 8 | |
| 3 |  SCHG Schwab Strategic TR | $63.6M | 7.5% | 1.9M | +10K (+1%) | 8 of 8 | |
| 4 |  GTO Invesco Actively Managed Exc | $58.6M | 6.9% | 1.3M | +57K (+5%) | 8 of 8 | |
| 5 |  SPDW Spdr Developed | $50.1M | 5.9% | 994K | +18K (+2%) | 8 of 8 | |
| 6 |  VONV Vanguard Russell 1000 Value ETF | $42.2M | 4.9% | 397K | +9,527 (+2%) | 5 of 8 | |
| 7 |  GSIE Goldman Sachs ETF TR | $39.7M | 4.7% | 869K | +15K (+2%) | 8 of 8 | |
| 8 |  SPEM Spdr Emerging | $22M | 2.6% | 424K | +15K (+4%) | 3 of 8 | |
| 9 |  TIPX Spdr Series Trust | $19.1M | 2.2% | 1M | +24K (+2%) | 8 of 8 | |
| 10 |  IAGG Ishares TR | $18.1M | 2.1% | 358K | +7,097 (+2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Brio Consultants 13F FAQ
What does Brio Consultants own?
Brio Consultants reported 164 stocks worth $853M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VOO (10.2%), BND (8.2%) and SCHG (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Brio Consultants buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 95 added to, 44 trimmed and 0 sold out. New positions include RDDT.
When will Brio Consultants file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Brio Consultants's portfolio worth?
The Q2 2026 filing reports $853M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.