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Manager record

Brio Consultants, LLC

San Francisco, CA · CIK 1747799 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$853.40MReported 13F valueQ2 2026 · as filed
164Holdings listed
+11.3%vs prior quartervalue change includes market moves
6Quarters on record
Aug 12Latest filed
Reported 13F value by quarter, Q1 2025 to Q2 2026Q1 2025: $636.9M$636.9MQ1 2025119 holdingsQ2 2025: $684.5M$684.5MQ2 2025134 holdingsQ3 2025: $726.8M$726.8MQ3 2025137 holdingsQ4 2025: $769.5M$769.5MQ4 2025146 holdingsQ1 2026: $767.1M$767.1MQ1 2026144 holdingsQ2 2026: $853.4M$853.4MQ2 2026164 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 12 2026 13F-HR · period Q2 2026

$853.40M · 164 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$767.06M · 144 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$769.54M · 146 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$726.84M · 137 holdings listed · View original SEC filing ↗
Aug 07 2025 13F-HR · period Q2 2025

$684.53M · 134 holdings listed · View original SEC filing ↗
Jul 07 2025 13F-HR/A · period Q1 2025

$636.85M · 119 holdings listed · amendment (restatement) · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 12, 2026 · Change methodology