MondegarAI
Brio Consultants, LLC

Q1 2026 · 13F-HR

Brio Consultants, LLCholdings as filed

Filed 2026-05-06 · accession 0001765380-26-000174

$818.0M
Reported value
152
Positions
2026-03-31
Period end
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The Brief · Brio Consultants, LLC · Q1 2026

AI · grounded in 13F

Brio Consultants, LLC increased its position in SPYM by 146.77%. The fund also accumulated shares in SMMD and SPEM, increasing those holdings by 58.35% and 55.39% respectively. On the sell side, the fund closed its position in SGOV, reducing its exposure by $1,401,928. Other reductions included trimming holdings in V by 34.78% and GSST by 28.95%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$85.2M10.4%128,106CommonNONE
921937835BNDVANGUARD BD INDEX FDS$67.8M8.29%925,546CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$62.1M7.59%1,869,804CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$56.0M6.84%1,193,943CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$48.0M5.87%976,036CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$39.4M4.82%387,183CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$38.5M4.71%853,644CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$21.1M2.58%409,393CommonNONE
78468R861TIPXSPDR SERIES TRUST$18.9M2.32%985,292CommonNONE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$17.8M2.17%527,184CommonNONE
46435G672IAGGISHARES TR$17.5M2.14%350,895CommonNONE
46435G268SMMDISHARES TR$14.9M1.82%173,045CommonNONE
464287671IUSGISHARES TR$13.7M1.68%76,375CommonNONE
78464A854SPYMSPDR SERIES TRUST$12.9M1.58%151,629CommonNONE
46435U713IFRAISHARES TR$11.7M1.43%186,337CommonNONE
464288356CMFISHARES TR$11.3M1.38%197,127CommonNONE
922908736VUGVANGUARD INDEX FDS$11.0M1.34%129,986CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$10.6M1.30%239,993CommonNONE
78463X434QEFASPDR INDEX SHS FDS$9.3M1.14%96,328CommonNONE
33939L407GUNRFLEXSHARES TR$9.3M1.13%168,240CommonNONE
46434V274INTFISHARES TR$9.1M1.12%223,526CommonNONE
037833100AAPLAPPLE INC$9.1M1.11%31,913CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$8.9M1.08%38,697CommonNONE
921909768VXUSVANGUARD STAR FDS$8.7M1.06%103,798CommonNONE
464288570DSIISHARES TR$8.6M1.05%62,899CommonNONE
233051150USSGDBX ETF TR$8.4M1.02%125,676CommonNONE
464287465EFAISHARES TR$8.2M1.00%79,889CommonNONE
464288158SUBISHARES TR$7.7M0.94%72,366CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$7.4M0.91%60,319CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$6.7M0.82%132,932CommonNONE
46432F842IEFAISHARES TR$6.3M0.77%66,085CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$6.3M0.77%224,560CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$6.0M0.73%80,858CommonNONE
46432F859ISTBISHARES TR$5.9M0.73%123,219CommonNONE
922021605VTECVANGUARD CALIF TAX FREE FDS$5.7M0.70%57,691CommonNONE
46435U549EAGGISHARES TR$5.0M0.61%104,916CommonNONE
67066G104NVDANVIDIA CORPORATION$4.6M0.56%23,191CommonNONE
464288414MUBISHARES TR$4.4M0.54%41,585CommonNONE
46138E297EELVINVESCO EXCH TRADED FD TR II$4.3M0.52%147,753CommonNONE
78468R739SHMSPDR SERIES TRUST$4.1M0.50%85,152CommonNONE
02079K107GOOGALPHABET INC$3.9M0.48%10,258CommonNONE
67092P805NUDMNUSHARES ETF TR$3.9M0.48%103,531CommonNONE
46435G516ESGDISHARES TR$3.9M0.48%39,017CommonNONE
46435G243SUSBISHARES TR$3.7M0.45%148,841CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$3.3M0.40%9,957CommonNONE
78463X152NANRSPDR INDEX SHS FDS$3.2M0.39%38,205CommonNONE
922908769VTIVANGUARD INDEX FDS$3.1M0.38%8,651CommonNONE
922907712VCRMVANGUARD MUN BD FDS$2.9M0.36%38,975CommonNONE
02079K305GOOGLALPHABET INC$2.7M0.32%6,842CommonNONE
33939L795NFRAFLEXSHARES TR$2.6M0.32%39,941CommonNONE
023135106AMZNAMAZON COM INC$2.6M0.31%9,397CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$2.3M0.28%99,728CommonNONE
69374H881COWZPACER FDS TR$2.1M0.26%33,714CommonNONE
233051192EMCRDBX ETF TR$2.1M0.25%48,088CommonNONE
808524730FNDESCHWAB STRATEGIC TR$2.1M0.25%50,251CommonNONE
78463X541GNRSPDR INDEX SHS FDS$2.0M0.24%26,559CommonNONE
594918104MSFTMICROSOFT CORP$1.8M0.22%4,453CommonNONE
464287614IWFISHARES TR$1.8M0.22%14,825CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.8M0.22%66,256CommonNONE
464288372IGFISHARES TR$1.7M0.21%24,691CommonNONE
922908629VOVANGUARD INDEX FDS$1.5M0.19%19,692CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.5M0.18%21,419CommonNONE
381430230GSSTGOLDMAN SACHS ETF TR$1.4M0.18%28,713CommonNONE
78464A847SPMDSPDR SERIES TRUST$1.4M0.17%21,927CommonNONE
45409F777MMCANEW YORK LIFE INVTS ACTIVE E$1.3M0.16%62,262CommonNONE
67092P607NUSCNUSHARES ETF TR$1.3M0.16%26,863CommonNONE
46434V621DGROISHARES TR$1.3M0.16%17,849CommonNONE
46435U440BGRNISHARES TR$1.3M0.15%26,426CommonNONE
464286533EEMVISHARES INC$1.2M0.15%17,299CommonNONE
78464A409SPYGSPDR SERIES TRUST$1.2M0.14%10,305CommonNONE
92826C839VVISA INC$1.1M0.14%3,522CommonNONE
808524763FNDASCHWAB STRATEGIC TR$1.1M0.14%31,434CommonNONE
922908751VBVANGUARD INDEX FDS$1.1M0.14%3,909CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$1.1M0.13%8,782CommonNONE
464287119ILCGISHARES TR$1.1M0.13%9,746CommonNONE
922908553VNQVANGUARD INDEX FDS$1.1M0.13%11,226CommonNONE
464287150ITOTISHARES TR$946,0270.12%5,969CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$871,5740.11%9,450CommonNONE
30303M102METAMETA PLATFORMS INC$870,5580.11%1,439CommonNONE
46435G532SDGISHARES TR$848,6180.10%9,481CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$842,7810.10%18,012CommonNONE
464287804IJRISHARES TR$817,9180.10%5,922CommonNONE
512807306LRCXLAM RESEARCH CORP$817,7470.10%2,965CommonNONE
464287309IVWISHARES TR$803,3380.10%6,111CommonNONE
921937819BIVVANGUARD BD INDEX FDS$772,7450.09%10,076CommonNONE
464289867AORISHARES TR$751,7580.09%11,067CommonNONE
464288802SUSAISHARES TR$751,1390.09%5,100CommonNONE
68389X105ORCLORACLE CORP$704,8830.09%3,803CommonNONE
464288323NYFISHARES TR$701,9300.09%13,130CommonNONE
46090A101PSRINVESCO ACTIVELY MANAGED EXC$692,0820.08%6,848CommonNONE
949746101WMT2WELLS FARGO & CO$692,0810.08%8,663CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$677,5940.08%4,334CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$657,2750.08%13,026CommonNONE
464287200IVVISHARES TR$648,9970.08%893CommonNONE
922907746VTEBVANGUARD MUN BD FDS$646,0440.08%12,885CommonNONE
025072307QGROAMERICAN CENTY ETF TR$638,7390.08%5,667CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$622,4240.08%21,839CommonNONE
595112103MUMICRON TECHNOLOGY INC$596,6660.07%932CommonNONE
35473P546FLSPFRANKLIN TEMPLETON ETF TR$587,8440.07%21,772CommonNONE
78464A508SPYVSPDR SERIES TRUST$530,5970.06%8,848CommonNONE
911312106UPSUNITED PARCEL SVCS INC$491,3310.06%5,010CommonNONE
46090E103QQQINVESCO QQQ TR$487,6360.06%715CommonNONE
025072406QINTAMERICAN CENTY ETF TR$461,9400.06%6,688CommonNONE
532457108LLYELI LILLY & CO$453,3420.06%458CommonNONE
921910733ESGVVANGUARD WORLD FD$429,4790.05%3,378CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$411,0930.05%7,895CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$410,3790.05%567CommonNONE
060505104BACBANK AMERICA CORP$378,6760.05%7,129CommonNONE
149123101CATCATERPILLAR INC$362,7410.04%401CommonNONE
N07059210ASMLASML HLDG NV$362,1730.04%251CommonNONE
921910816MGKVANGUARD WORLD FD$339,5130.04%3,986CommonNONE
17275R102CSCOCISCO SYS INC$335,8020.04%3,561CommonNONE
921910725VSGXVANGUARD WORLD FD$333,2450.04%4,256CommonNONE
30231G102XOMEXXON MOBIL CORP$331,9000.04%2,143CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$327,7260.04%704CommonNONE
458140100INTCINTEL CORP$312,3190.04%2,888CommonNONE
64110L106NFLXNETFLIX INC.$310,7790.04%3,536CommonNONE
808513105SCHWSCHWAB CHARLES CORP$308,3390.04%3,337CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$295,2210.04%831CommonNONE
78468R853SPSMSPDR SERIES TRUST$288,4040.04%5,367CommonNONE
20030N101CMCSACOMCAST CORP NEW$286,2420.03%10,818CommonNONE
931142103WMTWALMART INC$282,7120.03%2,162CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$280,4660.03%1,332CommonNONE
11135F101AVGOBROADCOM INC$278,6390.03%652CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$276,1520.03%11,383CommonNONE
254687106DISDISNEY WALT CO$268,3200.03%2,670CommonNONE
57636Q104MAMASTERCARD INCORPORATED$260,9670.03%525CommonNONE
58933Y105MRKMERCK & CO INC$251,8720.03%2,226CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$250,8570.03%273CommonNONE
713448108PEPPEPSICO INC$243,4130.03%1,570CommonNONE
46434V613IUSBISHARES TR$238,7120.03%5,186CommonNONE
78463V107GLDSPDR GOLD TR$238,2730.03%570CommonNONE
025816109AXPAMERICAN EXPRESS CO$236,6470.03%749CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$235,6290.03%880CommonNONE
78464A763SDYSPDR SERIES TRUST$231,5610.03%1,559CommonNONE
79466L302CRMSALESFORCE INC$223,7340.03%1,197CommonNONE
872540109TJXTJX COS INC NEW$223,6070.03%1,443CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$222,7120.03%7,377CommonNONE
747525103QCOMQUALCOMM INC$220,6890.03%1,183CommonNONE
038222105AMATAPPLIED MATLS INC$220,6100.03%537CommonNONE
617446448MSMORGAN STANLEY$220,4760.03%1,165CommonNONE
209115104EDCONSOLIDATED EDISON INC$217,3180.03%1,991CommonNONE
922908538VOTVANGUARD INDEX FDS$216,1490.03%748CommonNONE
922908652VXFVANGUARD INDEX FDS$215,6380.03%941CommonNONE
46625H100JPMJPMORGAN CHASE & CO$214,1850.03%692CommonNONE
404280406HSBCHSBC HLDGS PLC$212,8190.03%2,435CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$209,0300.03%3,820CommonNONE
36828A101GEVGE VERNOVA INC$204,8040.03%187CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$203,2490.02%3,424CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$202,2910.02%556CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$96,7830.01%18,648CommonNONE
65535H208NMRNOMURA HLDGS INC$94,9250.01%12,031CommonNONE

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.