MondegarAI
Brio Consultants, LLC

Q2 2025 · 13F-HR

Brio Consultants, LLCholdings as filed

Filed 2025-08-07 · accession 0001765380-25-000305

$684.5M
Reported value
134
Positions
2025-06-30
Period end
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The Brief · Brio Consultants, LLC · Q2 2025

AI · grounded in 13F

Brio Consultants, LLC established a new position in VOO valued at $72.6M. The fund also initiated new holdings in SCHG for $65.8M and BND for $59.3M. Additional new positions include GTO at $47.5M and GSIE at $38.1M. Total assets under management stand at $684.5M across 134 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$72.6M10.6%127,754CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$65.8M9.61%2,252,676CommonNONE
921937835BNDVANGUARD BD INDEX FDS$59.3M8.66%804,818CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$47.5M6.94%1,013,133CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$38.1M5.56%959,806CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$37.4M5.47%923,950CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$28.4M4.14%332,904CommonNONE
78468R861TIPXSPDR SERIES TRUST$16.6M2.42%864,922CommonNONE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$15.7M2.29%462,523CommonNONE
46435G672IAGGISHARES TR$15.6M2.28%305,121CommonNONE
464286533EEMVISHARES INC$12.4M1.81%196,971CommonNONE
464287671IUSGISHARES TR$12.3M1.80%81,776CommonNONE
46435G268SMMDISHARES TR$11.5M1.67%169,041CommonNONE
464288356CMFISHARES TR$11.1M1.62%199,252CommonNONE
922908736VUGVANGUARD INDEX FDS$9.4M1.38%21,549CommonNONE
46435U713IFRAISHARES TR$8.9M1.30%181,371CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$8.8M1.29%43,171CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$8.6M1.26%207,864CommonNONE
46434V274INTFISHARES TR$8.3M1.21%241,659CommonNONE
921909768VXUSVANGUARD STAR FDS$7.5M1.10%108,794CommonNONE
78463X434QEFASPDR INDEX SHS FDS$7.3M1.06%84,955CommonNONE
037833100AAPLAPPLE INC$7.2M1.05%34,993CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$6.9M1.01%68,359CommonNONE
33939L407GUNRFLEXSHARES TR$6.8M0.99%168,488CommonNONE
464288158SUBISHARES TR$6.8M0.99%63,498CommonNONE
464287465EFAISHARES TR$6.7M0.98%75,151CommonNONE
464288570DSIISHARES TR$6.6M0.96%56,812CommonNONE
233051150USSGDBX ETF TR$6.3M0.92%111,203CommonNONE
46432F859ISTBISHARES TR$6.3M0.92%129,174CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$6.3M0.92%126,451CommonNONE
922021605VTECVANGUARD CALIF TAX FREE FDS$5.8M0.85%59,384CommonNONE
46432F842IEFAISHARES TR$5.6M0.82%67,247CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$5.6M0.82%84,485CommonNONE
464288414MUBISHARES TR$4.9M0.72%46,851CommonNONE
46138E297EELVINVESCO EXCH TRADED FD TR II$4.8M0.70%184,515CommonNONE
78468R739SHMSPDR SERIES TRUST$4.0M0.59%84,338CommonNONE
46435U549EAGGISHARES TR$3.6M0.53%76,110CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$3.5M0.52%148,220CommonNONE
67066G104NVDANVIDIA CORPORATION$3.4M0.49%21,206CommonNONE
67092P805NUDMNUSHARES ETF TR$3.1M0.46%87,902CommonNONE
46435G516ESGDISHARES TR$3.0M0.44%33,855CommonNONE
46435G243SUSBISHARES TR$2.8M0.40%109,527CommonNONE
922908769VTIVANGUARD INDEX FDS$2.7M0.40%8,995CommonNONE
33939L795NFRAFLEXSHARES TR$2.4M0.34%38,082CommonNONE
78463X152NANRSPDR INDEX SHS FDS$2.3M0.34%40,847CommonNONE
922907712VCRMVANGUARD MUN BD FDS$2.3M0.34%31,281CommonNONE
381430230GSSTGOLDMAN SACHS ETF TR$2.2M0.32%43,523CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$2.2M0.32%7,708CommonNONE
69374H881COWZPACER FDS TR$2.1M0.31%39,019CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$2.1M0.30%98,645CommonNONE
594918104MSFTMICROSOFT CORP$2.0M0.29%3,944CommonNONE
02079K107GOOGALPHABET INC$1.9M0.27%10,462CommonNONE
922908629VOVANGUARD INDEX FDS$1.8M0.26%6,278CommonNONE
023135106AMZNAMAZON COM INC$1.7M0.25%7,899CommonNONE
464287614IWFISHARES TR$1.6M0.24%3,878CommonNONE
78464A847SPMDSPDR SERIES TRUST$1.6M0.24%29,630CommonNONE
46434V621DGROISHARES TR$1.6M0.23%24,482CommonNONE
78463X541GNRSPDR INDEX SHS FDS$1.6M0.23%28,799CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.4M0.20%62,534CommonNONE
464288372IGFISHARES TR$1.4M0.20%23,051CommonNONE
922908751VBVANGUARD INDEX FDS$1.3M0.19%5,503CommonNONE
02079K305GOOGLALPHABET INC$1.3M0.19%7,364CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.3M0.18%22,183CommonNONE
808524763FNDASCHWAB STRATEGIC TR$1.1M0.17%40,060CommonNONE
233051192EMCRDBX ETF TR$1.1M0.16%33,524CommonNONE
92826C839VVISA INC$1.0M0.15%2,917CommonNONE
78464A854SPYMSPDR SERIES TRUST$986,6620.14%13,574CommonNONE
808524730FNDESCHWAB STRATEGIC TR$981,7170.14%29,740CommonNONE
67092P607NUSCNUSHARES ETF TR$962,8210.14%23,633CommonNONE
922908553VNQVANGUARD INDEX FDS$918,2810.13%10,311CommonNONE
464287150ITOTISHARES TR$915,1660.13%6,777CommonNONE
464287804IJRISHARES TR$884,4770.13%8,093CommonNONE
46435U440BGRNISHARES TR$861,9950.13%18,083CommonNONE
464287119ILCGISHARES TR$820,2590.12%8,465CommonNONE
68389X105ORCLORACLE CORP$778,7560.11%3,562CommonNONE
921937819BIVVANGUARD BD INDEX FDS$745,1160.11%9,634CommonNONE
464289867AORISHARES TR$723,3510.11%11,748CommonNONE
78464A409SPYGSPDR SERIES TRUST$718,0350.10%7,533CommonNONE
30303M102METAMETA PLATFORMS INC$692,3280.10%938CommonNONE
464287309IVWISHARES TR$686,5130.10%6,235CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$677,0990.10%14,388CommonNONE
464288802SUSAISHARES TR$613,4570.09%4,840CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$604,5610.09%4,535CommonNONE
464287200IVVISHARES TR$579,1600.08%933CommonNONE
46435G532SDGISHARES TR$552,1380.08%7,278CommonNONE
45409F777MMCANEW YORK LIFE INVTS ACTIVE E$550,7140.08%25,843CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$538,2120.08%5,332CommonNONE
46090E103QQQINVESCO QQQ TR$537,9400.08%975CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$525,2520.08%4,810CommonNONE
20030N101CMCSACOMCAST CORP NEW$525,1560.08%14,714CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$493,9630.07%20,211CommonNONE
46090A101PSRINVESCO ACTIVELY MANAGED EXC$488,8810.07%5,354CommonNONE
922907746VTEBVANGUARD MUN BD FDS$488,4860.07%9,963CommonNONE
35473P546FLSPFRANKLIN TEMPLETON ETF TR$476,9390.07%19,790CommonNONE
025072307QGROAMERICAN CENTY ETF TR$450,0500.07%4,124CommonNONE
060505104BACBANK AMERICA CORP$413,0010.06%8,728CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$391,2130.06%1,269CommonNONE
464288323NYFISHARES TR$373,8960.05%7,171CommonNONE
78468R853SPSMSPDR SERIES TRUST$347,3620.05%8,154CommonNONE
17275R102CSCOCISCO SYS INC$347,3160.05%5,006CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$339,5530.05%699CommonNONE
921910733ESGVVANGUARD WORLD FD$339,1160.05%3,093CommonNONE
78464A508SPYVSPDR SERIES TRUST$335,1580.05%6,403CommonNONE
64110L106NFLXNETFLIX INC$329,4260.05%246CommonNONE
254687106DISDISNEY WALT CO$320,6950.05%2,586CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$315,1050.05%510CommonNONE
949746101WMT2WELLS FARGO CO NEW$304,1590.04%3,796CommonNONE
532457108LLYELI LILLY & CO$289,5520.04%371CommonNONE
512807306LRCXLAM RESEARCH CORP$288,2240.04%2,961CommonNONE
79466L302CRMSALESFORCE INC$286,8700.04%1,052CommonNONE
11135F101AVGOBROADCOM INC$275,1200.04%998CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$271,9860.04%923CommonNONE
808513105SCHWSCHWAB CHARLES CORP$261,4750.04%2,866CommonNONE
88160R101TSLATESLA INC$253,4930.04%798CommonNONE
57636Q104MAMASTERCARD INCORPORATED$252,8730.04%450CommonNONE
209115104EDCONSOLIDATED EDISON INC$240,9400.04%2,401CommonNONE
46434V613IUSBISHARES TR$239,3330.03%5,177CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$237,0100.03%880CommonNONE
803054204SAPSAP SE$232,9410.03%766CommonNONE
922908538VOTVANGUARD INDEX FDS$230,4850.03%810CommonNONE
30231G102XOMEXXON MOBIL CORP$226,4290.03%2,100CommonNONE
931142103WMTWALMART INC$225,3510.03%2,305CommonNONE
921910725VSGXVANGUARD WORLD FD$218,1810.03%3,331CommonNONE
713448108PEPPEPSICO INC$214,8290.03%1,627CommonNONE
437076102HDHOME DEPOT INC$210,4810.03%574CommonNONE
090572207BIOBIO RAD LABS INC$208,2590.03%863CommonNONE
78464A763SDYSPDR SERIES TRUST$208,0310.03%1,533CommonNONE
57686G105MATXMATSON INC$205,6630.03%1,847CommonNONE
N07059210ASMLASML HOLDING N V$204,3540.03%255CommonNONE
025816109AXPAMERICAN EXPRESS CO$202,5520.03%635CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$200,9090.03%644CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$74,9150.01%17,627CommonNONE
57142B104MQMARQETA INC$70,7650.01%12,138CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$70,7010.01%12,716CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.