Mycio Wealth Partners

Mycio Wealth Partners as of Dec. 31, 2025

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