SEC Form 13F

Brio Consultants, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$853,399,509
Positions164

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$87,244,123127,028
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$70,143,376955,502
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$63,625,1561,880,176
INVESCO ACTIVELY MANAGED EXCGTOTOTAL RETURN$58,610,8801,250,499
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$50,088,694994,021
VANGUARD SCOTTSDALE FDSVONVVNG RUS1000VAL$42,174,200396,710
GOLDMAN SACHS ETF TRGSIEACTIVEBETA INT$39,718,035869,104
SPDR INDEX SHS FDSSPEMST PORT MARK ETF$21,956,948424,043
SPDR SERIES TRUSTTIPXSTATE STRET SPDR$19,109,7171,009,494
ISHARES TRIAGGCORE INTL AGGR$18,114,418357,992

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page