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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, IVV, IEFA, SPY, AAPL, and represent 77.60% of Mycio Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VIG, SDY, IWR, IWM, IWF, VB, BND, IWS, IWN, VFC.
Reduced shares in these 10 stocks: ADP, BNL, SPY, IVV, RSP, CB, IEFA, AAPL, VEA, NOBL.
Sold out of its position in ADP.
Mycio Wealth Partners was a net seller of stock by $-5.9M.
Mycio Wealth Partners has $432M in assets under management (AUM), dropping by -0.13%.
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 47 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Chubb (CB)	60.6	$262M		929k	282.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.8	$21M		31k	669.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.7	$20M		234k	87.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.8	$17M	-2%	25k	666.17	View chart
Apple (AAPL)	3.6	$16M		62k	254.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.7	$12M		126k	93.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.3	$10M		47k	216.00	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.0	$8.8M		86k	103.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$8.7M		145k	59.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.9	$8.4M		18k	468.41	View chart
Broadstone Net Lease (BNL)	1.2	$5.1M	-10%	286k	17.87	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.1	$4.5M		47k	96.55	View chart
Spdr Series Trust S&p Divid Etf (SDY)	1.0	$4.2M		30k	140.05	View chart
Air Products & Chemicals (APD)	0.9	$3.9M		14k	272.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$3.6M		14k	254.28	View chart
Kkr & Co (KKR)	0.8	$3.6M		28k	129.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$3.5M		14k	241.96	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$2.6M		40k	65.92	View chart
Lockheed Martin Corporation (LMT)	0.6	$2.6M		5.2k	499.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.8M		8.7k	203.59	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.7M		32k	53.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$1.2M		18k	67.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$941k		3.9k	243.10	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$938k		8.2k	113.89	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$921k		3.8k	243.55	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$868k		2.4k	365.54	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$846k		6.1k	139.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$767k	-17%	4.0k	189.72	View chart
NVIDIA Corporation (NVDA)	0.1	$508k		2.7k	186.58	View chart
PPL Corporation (PPL)	0.1	$480k		13k	37.16	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$427k		2.4k	176.84	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$427k		4.4k	97.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$426k		710.00	600.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$408k		5.5k	74.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$363k		593.00	612.56	View chart
Microsoft Corporation (MSFT)	0.1	$358k		691.00	517.95	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$327k		1.1k	297.61	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$281k		2.3k	120.50	View chart
V.F. Corporation (VFC)	0.1	$267k		19k	14.43	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$249k		2.3k	110.49	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$239k		777.00	307.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$211k		717.00	293.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$201k		2.2k	91.42	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$93k		315.00	294.11	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$25k		258.00	97.08	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$24k		160.00	148.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$12k		58.00	207.12	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 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
Mycio Wealth Partners 2021 Q4 filed Feb. 8, 2022

View all past filings

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