Q2 2026 13F · SEC CIK 1371726

Mycio Wealth Partners, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $535.0M
Reported positions: 49
Top holdings a year, 3 yrs: +18.1%
Assets under management: $15.8B

Mycio Wealth Partners, LLC is a wealth manager that reported 49 positions worth $535.0M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Chubb Limited Com (CB, 62.7%), Ishares Core Msci Eafe ETF (IEFA, 4.5%), Ishares Core S&p 500 ETF (IVV, 4.4%). A portfolio copying its top holdings returned 18.1% a year over the last 3 years, against 20.4% for the S&P 500.

Mycio Wealth Partners, LLC holdings all 49 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mycio Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CBChubb Limited Com	62.7%	61.7%	985,086	+3.6%	$335.7M
IEFAIshares Core Msci Eafe ETF	4.5%	4.4%	247,421	+1.2%	$23.9M
IVVIshares Core S&p 500 ETF	4.4%	4.0%	31,261	+0.6%	$23.4M
SPYSpdr S&p 500 ETF Tr	4.0%	3.7%	28,825	+0.2%	$21.5M
AAPLApple Inc	2.8%	3.1%	51,748	-16.4%	$15.0M
EFAiShs MSCI EAFE	2.4%	2.5%	122,608	-3.5%	$12.7M
VEAVanguard Tax-Managed Fds	2.1%	2.0%	159,953	+0.4%	$11.4M
VIGVanguard Dividend Appreciation ETF	2.1%	2.0%	47,481	+0.3%	$11.2M
NOBLProshares Tr	2.0%	2.0%	188,948	+103.4%	$10.6M
IWFIshares Russell 1000 Growth ETF	1.7%	1.5%	71,941	+300.3%	$8.9M
KKRKkr & Co Inc Cl A	1.4%	1.5%	78,670	-6.0%	$7.2M
BNLBroadstone Net Lease Inc	1.1%	1.1%	292,666	+0.1%	$6.0M
IWRIshares Russell Midcap ETF	1.0%	1.0%	49,815	+0.2%	$5.5M
SDYSpdr Series Trust	0.9%	0.9%	30,635	+0.5%	$4.7M
IWMIshares	0.8%	0.7%	14,550	+1.0%	$4.4M
VBVanguard Indx Fd	0.8%	0.7%	14,239	+0.2%	$4.3M
IEMGIshares	0.5%	0.6%	35,095	-12.8%	$2.9M
LMTLockheed Martin Corp Com	0.5%	0.6%	5,195	-0.9%	$2.6M
APDAir Products and Chemicals Inc	0.4%	0.5%	7,876	+0.0%	$2.3M
EEMIshares	0.4%	0.4%	32,575	+0.5%	$2.2M
IWDIshares Russell 1000 Value ETF	0.4%	0.4%	8,715	+0.0%	$2.1M
EFVIshares Tr	0.3%	0.3%	18,925	+2.7%	$1.4M
RSPInvesco S&p 500 Equal Weight ETF	0.3%	0.2%	6,290	+0.0%	$1.3M
GOOGLAlphabet Inc	0.2%	0.2%	3,700	-2.7%	$1.3M
GOOGAlphabet Inc	0.2%	0.2%	3,649	-1.4%	$1.3M
VTHRVanguard Scottsdale Fds	0.2%	0.1%	3,632	+76.0%	$1.2M
IWBIshares Russell 1000 ETF	0.2%	0.2%	2,582	+0.1%	$1.1M
EFGIshares Tr	0.2%	0.2%	8,437	+0.8%	$1.0M
IWSIshares Russell Mid-Cap Value ETF	0.2%	0.2%	6,124	+0.3%	$1.0M
VTIVanguard Index Fds	0.2%	0.1%	2,212	+121.9%	$819K
NVDANvidia Corporation Com	0.1%	0.1%	2,904	-0.1%	$581K
IWNIshares Russell 2000 Value ETF	0.1%	0.1%	2,548	+4.6%	$564K
QQQInvesco Qqq Tr	0.1%	0.1%	710	+0.0%	$523K
BNDVanguard Total Bond Market ETF	0.1%	0.1%	7,017	+1.0%	$515K
PPLPpl Corp	0.1%	0.1%	12,999	+0.6%	$473K
VTWOVanguard Scottsdale Fds	0.1%	0.1%	3,484	-20.1%	$423K
VOOVanguard S&p 500 ETF	0.1%	0.1%	600	+0.3%	$412K
VBKVanguard Small Cap Growth ETF	0.1%	0.1%	1,102	+0.1%	$403K
VONGVanguard Russell 1000 Growth ETF	0.1%	0.1%	2,576	+0.0%	$329K
VFCV F Corp	0.1%	0.1%	18,896	+0.4%	$315K
VIOOVanguard Admiral Fds Inc	0.1%	0.1%	2,283	+0.0%	$314K
VVVanguard Inx Lrg	0.1%	0.0%	777	+0.0%	$267K
VOVanguard Index Fds	0.0%	0.0%	2,879	+300.4%	$232K
VNQVanguard Real Estate ETF	0.0%	0.0%	2,200	+0.0%	$212K
VEUVanguard FTSE All	0.0%	New	1,000	—	$84K
VWOVanguard Intl Equity Index F	0.0%	New	1,000	—	$60K
IYMIshares Tr	0.0%	0.0%	160	+0.0%	$29K
IYRiShares US Real Estate ETF	0.0%	0.0%	258	+0.0%	$26K
VBRVanguard Small Cap Value ETF	0.0%	0.0%	59	+1.7%	$14K

What Mycio Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +22.3% /yr; S&P 500 +20.1%
3 years: +18.1% /yr; S&P 500 +20.4%
5 years: +11.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$535.0M	49
Q1 2026	$501.7M	49
Q4 2025	$483.0M	48
Q3 2025	$432.3M	47
Q2 2025	$432.8M	48
Q1 2025	$424.0M	50
Q4 2024	$417.3M	49
Q3 2024	$436.0M	46
Q2 2024	$391.5M	46
Q1 2024	$396.7M	47
Q4 2023	$356.0M	47
Q3 2023	$334.6M	47

Questions about Mycio Wealth Partners, LLC's portfolio

What stocks does Mycio Wealth Partners, LLC own?

Mycio Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 49 positions worth $535.0M. The largest are Chubb Limited Com (CB) at 62.7%, Ishares Core Msci Eafe ETF (IEFA) at 4.5%, Ishares Core S&p 500 ETF (IVV) at 4.4%, Spdr S&p 500 ETF Tr (SPY) at 4.0% and Apple Inc (AAPL) at 2.8%.

What did Mycio Wealth Partners, LLC buy last quarter?

In Q2 2026, Mycio Wealth Partners, LLC added a new position in Vanguard FTSE All (VEU), a new position in Vanguard Intl Equity Index F (VWO), Vanguard Index Fds (VO) (+300.4% shares), Ishares Russell 1000 Growth ETF (IWF) (+300.3% shares) and Vanguard Index Fds (VTI) (+121.9% shares), compared with its Q1 2026 filing.

What did Mycio Wealth Partners, LLC sell last quarter?

In Q2 2026, Mycio Wealth Partners, LLC sold all of Invesco Currencyshares Euro (FXE), sold all of Microsoft Corp (MSFT), Vanguard Scottsdale Fds (VTWO) (-20.1% shares), Apple Inc (AAPL) (-16.4% shares) and Ishares (IEMG) (-12.8% shares), compared with its Q1 2026 filing.

How has Mycio Wealth Partners, LLC's portfolio performed?

A portfolio copying Mycio Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.3% against +20.1%. Over 5 years: +11.1% a year against +11.6%.

When is Mycio Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Mycio Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Mycio Wealth Partners, LLC manage?

Mycio Wealth Partners, LLC reported $15.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $535.0M.