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Mycio Wealth Partners

Latest statistics and disclosures from Mycio Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are CB, IEFA, IVV, SPY, AAPL, and represent 79.82% of Mycio Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: CB (+$17M), SPY, RSP, IEFA, VTI, IVV, EFA, VIG, NOBL, VONG.
Started 1 new stock position in VTI.
Reduced shares in these 4 stocks: APD, IWR, GOOG, GOOGL.
Mycio Wealth Partners was a net buyer of stock by $19M.
Mycio Wealth Partners has $483M in assets under management (AUM), dropping by 11.73%.
Central Index Key (CIK): 0001371726

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Positions held by Mycio Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mycio Wealth Partners

Mycio Wealth Partners holds 48 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Chubb (CB)	63.5	$307M	+5%	983k	312.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.4	$21M		238k	89.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.4	$21M		31k	684.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.1	$20M	+15%	29k	681.92	View chart
Apple (AAPL)	3.5	$17M		62k	271.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.5	$12M		127k	96.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.1	$10M		47k	219.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$9.1M		146k	62.47	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.9	$9.0M		86k	104.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.8	$8.5M		18k	473.30	View chart
Broadstone Net Lease (BNL)	1.0	$5.0M		287k	17.37	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$4.4M		46k	96.27	View chart
Spdr Series Trust State Street Spd (SDY)	0.9	$4.2M		30k	139.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$3.7M		14k	257.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$3.5M		14k	246.16	View chart
Kkr & Co (KKR)	0.7	$3.5M		28k	127.48	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$2.7M		40k	67.22	View chart
Lockheed Martin Corporation (LMT)	0.5	$2.5M		5.2k	483.67	View chart
Air Products & Chemicals (APD)	0.4	$1.9M	-45%	7.9k	247.02	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.8M		8.7k	210.34	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.8M		32k	54.71	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$1.3M	+2%	18k	71.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.2M		3.9k	313.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.2M	+55%	6.3k	191.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.2M		3.7k	313.80	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$954k		8.4k	113.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$888k		2.4k	373.42	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$858k		6.1k	141.04	View chart
NVIDIA Corporation (NVDA)	0.1	$521k	+2%	2.8k	186.50	View chart
PPL Corporation (PPL)	0.1	$452k		13k	35.02	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$440k		2.4k	181.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$436k		710.00	614.31	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$434k		4.4k	99.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$411k		5.6k	74.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$374k		597.00	626.63	View chart
Microsoft Corporation (MSFT)	0.1	$341k	+2%	706.00	483.62	View chart
V.F. Corporation (VFC)	0.1	$336k		19k	18.08	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$332k		1.1k	302.09	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$314k	+10%	2.6k	121.76	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$253k		2.3k	110.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$245k		777.00	314.80	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$209k		718.00	290.36	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$195k		2.2k	88.49	View chart
Vanguard Index Fds Total Stk Mkt Etf (VTI)	0.0	$122k	NEW	365.00	335.27	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$95k		316.00	300.04	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$25k		160.00	153.96	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$24k		258.00	93.89	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$12k		58.00	212.16	View chart

Past Filings by Mycio Wealth Partners

SEC 13F filings are viewable for Mycio Wealth Partners going back to 2010

Mycio Wealth Partners 2025 Q4 filed Feb. 10, 2026
Mycio Wealth Partners 2025 Q3 filed Nov. 12, 2025
Mycio Wealth Partners 2025 Q2 filed July 31, 2025
Mycio Wealth Partners 2025 Q1 filed May 7, 2025
Mycio Wealth Partners 2024 Q4 filed Jan. 30, 2025
Mycio Wealth Partners 2024 Q3 filed Oct. 25, 2024
Mycio Wealth Partners 2024 Q2 filed Aug. 12, 2024
Mycio Wealth Partners 2024 Q1 filed May 8, 2024
Mycio Wealth Partners 2023 Q4 filed Jan. 30, 2024
Mycio Wealth Partners 2023 Q3 filed Nov. 7, 2023
Mycio Wealth Partners 2023 Q2 filed Aug. 4, 2023
Mycio Wealth Partners 2023 Q1 filed May 9, 2023
Mycio Wealth Partners 2022 Q4 filed Jan. 25, 2023
Mycio Wealth Partners 2022 Q3 filed Nov. 14, 2022
Mycio Wealth Partners 2022 Q2 filed Aug. 2, 2022
Mycio Wealth Partners 2022 Q1 filed May 9, 2022

View all past filings

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