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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 77.06% of Mycio Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: FXE (+$9.5M), KKR (+$5.2M), VEA, NOBL, IEFA, VTHR, IWR, VTI, IVV, BNL.
Started 1 new stock position in FXE.
Reduced shares in these 3 stocks: CB (-$11M), GOOGL, GOOG.
Mycio Wealth Partners was a net buyer of stock by $8.0M.
Mycio Wealth Partners has $502M in assets under management (AUM), dropping by 3.88%.
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 49 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Chubb (CB)	61.7	$310M	-3%	950k	325.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.4	$22M	+2%	245k	90.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.0	$20M		31k	653.21	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.7	$19M		29k	650.34	View chart
Apple (AAPL)	3.1	$16M		62k	253.79	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.5	$12M		127k	97.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$10M	+9%	159k	64.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$10M		47k	215.06	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.0	$9.8M	+7%	93k	106.01	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	1.9	$9.5M	NEW	89k	106.69	View chart
Kkr & Co (KKR)	1.5	$7.7M	+202%	84k	92.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$7.7M		18k	426.39	View chart
Broadstone Net Lease (BNL)	1.1	$5.3M	+2%	292k	18.27	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.0	$4.8M	+7%	50k	97.23	View chart
Spdr Series Trust State Street Spd (SDY)	0.9	$4.4M		31k	145.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$3.7M		14k	261.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$3.6M		14k	248.01	View chart
Lockheed Martin Corporation (LMT)	0.6	$3.2M		5.2k	604.39	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$2.8M		40k	69.75	View chart
Air Products & Chemicals (APD)	0.5	$2.3M		7.9k	290.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.9M		8.7k	213.67	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.8M		32k	56.79	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$1.4M		18k	74.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.2M		6.3k	191.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.1M		3.8k	287.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.1M		3.7k	286.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$932k		8.4k	111.36	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$920k	+8%	2.6k	356.62	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$890k		6.1k	145.74	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$594k	+553%	2.1k	287.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$512k	+25%	6.9k	73.63	View chart
NVIDIA Corporation (NVDA)	0.1	$507k	+4%	2.9k	174.40	View chart
PPL Corporation (PPL)	0.1	$493k		13k	38.20	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$462k		2.4k	189.60	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$437k		4.4k	100.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$410k		710.00	577.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$358k		598.00	597.96	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$333k		1.1k	302.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$320k	+173%	997.00	320.80	View chart
V.F. Corporation (VFC)	0.1	$320k		19k	16.99	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$283k		2.6k	109.70	View chart
Microsoft Corporation (MSFT)	0.1	$266k		718.00	370.17	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$262k		2.3k	114.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$232k		777.00	298.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$207k		719.00	287.24	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$195k		2.2k	88.70	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$28k		160.00	175.93	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$24k		258.00	94.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$13k		58.00	218.88	View chart

Past Filings by Mycio Wealth Partners

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

Mycio Wealth Partners 2026 Q1 filed April 29, 2026
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

View all past filings

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