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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 137 | $726,837,340 | +$18,586,321 | -$11,848,427 | +$6,737,894 | VOO, SCHG, BND, GTO, GSIE | 13F-HR | 10 Nov 2025, 11:01 |
| Q2 2025 | 134 | $684,530,624 | +$57,670,920 | -$52,500,651 | +$5,170,269 | VOO, SCHG, BND, GTO, GSIE | 13F-HR | 07 Aug 2025, 09:12 |
| Q1 2025 | 119 | $636,851,467 | +$39,227,746 | -$30,359,591 | +$8,868,155 | VOO, BND, SCHG, GTO, GSIE | Restatement | 07 Jul 2025, 10:51 |
| Q4 2024 | 115 | $638,980,226 | +$85,380,365 | -$9,861,148 | +$75,519,217 | SCHG, VOO, BND, GTO, COWZ | 13F-HR | 24 Jan 2025, 09:14 |
| Q3 2024 | 106 | $628,514,430 | +$77,575,386 | -$87,679,060 | -$10,103,674 | SCHG, VOO, BND, GTO, COWZ | 13F-HR | 18 Oct 2024, 09:19 |
| Q2 2024 | 96 | $606,490,019 | +$21,219,428 | -$11,357,567 | +$9,861,861 | SCHG, VOO, BIV, GTO, COWZ | 13F-HR | 05 Aug 2024, 09:26 |
| Q1 2024 | 94 | $593,009,170 | +$18,009,635 | -$16,443,146 | +$1,566,489 | SCHG, VOO, BIV, GTO, COWZ | 13F-HR | 29 Apr 2024, 10:44 |
| Q4 2023 | 98 | $563,640,367 | +$27,283,557 | -$37,892,196 | -$10,608,639 | SCHG, VOO, BIV, GTO, COWZ | Restatement | 13 Feb 2024, 08:32 |
| Q3 2023 | 95 | $532,479,539 | +$36,216,781 | -$17,666,826 | +$18,549,955 | SCHG, BIV, VOO, GTO, CMF | 13F-HR | 27 Oct 2023, 11:23 |
| Q2 2023 | 93 | $553,123,162 | +$61,627,520 | -$63,080,219 | -$1,452,699 | SCHG, VOO, BIV, GTO, CMF | 13F-HR | 09 Aug 2023, 12:34 |
| Q1 2023 | 90 | $540,353,416 | +$21,361,710 | -$3,825,806 | +$17,535,904 | SCHG, BIV, COWZ, SCHD, CMF | 13F-HR | 04 May 2023, 14:13 |
| Q4 2022 | 89 | $501,947,473 | +$26,746,193 | -$11,066,339 | +$15,679,854 | BIV, SCHG, SCHD, COWZ, CMF | 13F-HR | 07 Feb 2023, 11:57 |
| Q3 2022 | 91 | $468,770,105 | +$119,658,994 | -$61,600,644 | +$58,058,350 | BIV, SCHG, COWZ, SCHD, CMF | 13F-HR | 25 Oct 2022, 14:21 |
| Q2 2022 | 79 | $440,486,000 | +$313,962,078 | -$243,412,373 | +$70,549,705 | BIV, SCHG, SCHD, COWZ, GTO | 13F-HR | 14 Jul 2022, 08:22 |
| Q1 2022 | 77 | $468,919,000 | +$96,877,195 | -$25,672,511 | +$71,204,684 | VIG, EFA, SPAB, IWF, SPLG | 13F-HR | 04 May 2022, 11:17 |
| Q4 2021 | 70 | $425,469,000 | +$42,358,436 | -$45,718,129 | -$3,359,693 | VIG, EFA, SPLG, IWF, SPAB | 13F-HR | 18 Jan 2022, 17:08 |
| Q3 2021 | 75 | $412,018,000 | +$24,630,507 | -$2,327,668 | +$22,302,839 | EFA, VIG, SPLG, IWF, SPAB | 13F-HR | 29 Oct 2021, 10:08 |
| Q2 2021 | 75 | $391,352,000 | +$36,595,791 | -$5,163,335 | +$31,432,456 | VIG, EFA, SPLG, IWF, SPAB | 13F-HR | 22 Jul 2021, 10:54 |
| Q1 2021 | 72 | $339,669,000 | +$24,386,900 | -$1,174,289 | +$23,212,611 | EFA, VIG, SPLG, IWF, SPAB | 13F-HR | 26 Apr 2021, 14:44 |
| Q4 2020 | 69 | $309,717,000 | +$14,512,163 | -$64,190,742 | -$49,678,579 | EFA, VIG, SPLG, IWF, ILTB | 13F-HR | 11 Jan 2021, 13:42 |
| Q3 2020 | 73 | $331,159,000 | +$19,981,548 | -$2,348,101 | +$17,633,447 | MSFT, EFA, VIG, IWF, ILTB | 13F-HR | 26 Oct 2020, 11:33 |
| Q2 2020 | 67 | $299,467,000 | +$106,602,085 | -$87,825,080 | +$18,777,005 | MSFT, EFA, VIG, IWF, ILTB | 13F-HR | 14 Jul 2020, 11:27 |
| Q1 2020 | 65 | $250,316,000 | +$6,710,312 | -$6,172,819 | +$537,493 | MSFT, EFA, TIPX, SPAB, VXUS | 13F-HR | 16 Apr 2020, 10:43 |
| Q4 2019 | 77 | $297,101,229 | +$55,556,873 | -$42,347,068 | +$13,209,805 | MSFT, EFA, VXUS, TIPX, SPAB | 13F-HR | 27 Jan 2020, 15:58 |
| Q3 2019 | 74 | $266,670,258 | +$22,320,508 | -$6,452,555 | +$15,867,953 | MSFT, VEA, VXUS, TIPX, SPAB | 13F-HR | 10 Oct 2019, 14:03 |
| Q2 2019 | 71 | $248,739,265 | +$20,406,510 | -$4,904,086 | +$15,502,424 | MSFT, VEA, SPDW, SPAB, TIPX | 13F-HR | 17 Jul 2019, 10:26 |
| Q1 2019 | 67 | $225,397,271 | +$28,880,041 | -$16,738,456 | +$12,141,585 | VEA, MSFT, SPDW, SPAB, TIPX | 13F-HR | 23 Apr 2019, 13:18 |
| Q4 2018 | 68 | $194,728,000 | $0 | VEA, SPDW, MSFT, SPAB, VTV | 13F-HR | 04 Feb 2019, 13:06 |