Mycio Wealth Partners

Mycio Wealth Partners as of March 31, 2026

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