Brio Consultants, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 853,400
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 164 | 853,400 | 13F-HR | Brio Consultants, LLC |
| Q1 2026 | 5/6/2026 | 152 | 817,996 | 13F-HR | Brio Consultants, LLC |
| Q4 2025 | 2/4/2026 | 146 | 769,536 | 13F-HR | Brio Consultants, LLC |
| Q3 2025 | 11/10/2025 | 137 | 726,837 | 13F-HR | Brio Consultants, LLC |
| Q2 2025 | 8/7/2025 | 134 | 684,531 | 13F-HR | Brio Consultants, LLC |
| Q1 2025 | 7/7/2025 | 119 | 636,851 | 13F-HR/A - RESTATEMENT | Brio Consultants, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 66.96 K | 7.8% | 6.387 K | 0 | 6.387 K |
| ETFs | 785.2 K | 92.0% | 30.43 K | 0 | 30.43 K |
| Debt | 1.286 K | 0.2% | 0 | 1.414 K | -1.414 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
853,400
Holdings
164
QoQ value change ($000)
35,404
(4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.