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Brio Consultants, LLC
RIA/Wealth
Brio Consultants, LLC is a RIA/Wealth based in San Francisco, CA led by Brandon Jay Miller, reporting $842.6M in AUM as of Q3 2025 with 94% ETF concentration, 58% concentrated in top 10 holdings, and minimal technology exposure.
Managing PartnerBrandon Jay Miller
- Portfolio Value
- $724.3M
- Positions
- 136
- Top Holding
- VOO at 11.02%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Brio Consultants, LLC's portfolio (58.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $79.8M | 11.02% | +$1.6M Bought | — 130.4K shares | |
ETF ETF | $70.7M | 9.76% | -$1.2M Sold | — 2.2M shares | |
ETF ETF | $61.5M | 8.49% | +$1.7M Bought | — 827.3K shares | |
ETF ETF | $50.3M | 6.95% | +$2.2M Bought | — 1.1M shares | |
ETF ETF | $40.3M | 5.56% | +$838.9K Bought | — 980.2K shares | |
ETF ETF | $40.2M | 5.55% | +$641.3K Bought | — 938.9K shares | |
ETF ETF | $30.9M | 4.26% | +$1.1M Bought | — 345.5K shares | |
ETF ETF | $17.1M | 2.37% | +$456.1K Bought | — 888.6K shares | |
ETF ETF | $16.2M | 2.24% | +$351.5K Bought | — 472.8K shares | |
ETF ETF | $16.0M | 2.21% | +$365.6K Bought | — 312.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Brio Consultants, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Brio Consultants, LLC
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