Mycio Wealth Partners, LLC 13F Holdings · Q2 2026
Mycio Wealth Partners, LLC reported 49 securities worth $535.01M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CB (62.74%), IEFA (4.47%), IVV (4.38%). Among its top 25 positions this quarter: 15 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CB | CHUBB LIMITED | $335.7M | 62.74% | 985,086 | Added |
| 2 | IEFA | ISHARES TR | $23.9M | 4.47% | 247,421 | Added |
| 3 | IVV | ISHARES TR | $23.4M | 4.38% | 31,261 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $21.5M | 4.02% | 28,825 | Added |
| 5 | AAPL | APPLE INC | $15.0M | 2.80% | 51,748 | Trimmed |
| 6 | EFA | ISHARES TR | $12.7M | 2.38% | 122,608 | Trimmed |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $11.4M | 2.13% | 159,953 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $11.2M | 2.10% | 47,481 | Added |
| 9 | NOBL | PROSHARES TR | $10.6M | 1.98% | 188,948 | Added |
| 10 | IWF | ISHARES TR | $8.9M | 1.67% | 71,941 | Added |
| 11 | KKR | KKR & CO INC | $7.2M | 1.35% | 78,670 | Trimmed |
| 12 | BNL | BROADSTONE NET LEASE INC | $6.0M | 1.13% | 292,666 | Added |
| 13 | IWR | ISHARES TR | $5.5M | 1.03% | 49,815 | Added |
| 14 | SDY | SPDR SERIES TRUST | $4.7M | 0.87% | 30,635 | Added |
| 15 | IWM | ISHARES TR | $4.4M | 0.82% | 14,550 | Added |
| 16 | VB | VANGUARD INDEX FDS | $4.3M | 0.81% | 14,239 | Added |
| 17 | IEMG | ISHARES INC | $2.9M | 0.54% | 35,095 | Trimmed |
| 18 | LMT | LOCKHEED MARTIN CORP | $2.6M | 0.49% | 5,195 | Trimmed |
| 19 | APD | AIR PRODUCTS AND CHEMICALS I | $2.3M | 0.43% | 7,876 | Hold |
| 20 | EEM | ISHARES TR | $2.2M | 0.42% | 32,575 | Added |
| 21 | IWD | ISHARES TR | $2.1M | 0.39% | 8,715 | Hold |
| 22 | EFV | ISHARES TR | $1.4M | 0.27% | 18,925 | Added |
| 23 | GOOGL | ALPHABET INC | $1.3M | 0.25% | 3,700 | Trimmed |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $1.3M | 0.25% | 6,290 | Hold |
| 25 | GOOG | ALPHABET INC | $1.3M | 0.24% | 3,649 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR