MYCIO WEALTH PARTNERS, LLC

CIK

1371726

Location

PHILADELPHIA, PA

Portfolio Value

Small $421,917,769

Diversification

Highly concentrated

Filing Date

Global Rank

#3,065 / 8,517 ▼ 15

Top Industry

Insurance - Property & Casualty 90.0%

3Y Alpha vs SPY

-1.0%

Period ended 46 days ago

Filed Aug 12, 2026 · 3d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+69.8%

SPY

+75.3%

Annualised alpha

-1.3%

Max drawdown

−12.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

79.6%

+2.2 pts

Top 5

93.6%

+2.5 pts

Top 10

99.0%

+0.6 pts

HHI

6,389

Highly concentrated+342

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	81.3%	$342,878,535	2
Unclassified	11.6%	$49,079,969	6
Technology	3.7%	$15,554,862	2
Real Estate	1.4%	$6,049,406	1
Industrials	0.6%	$2,646,644	1
Communication Services	0.6%	$2,611,570	1
Basic Materials	0.5%	$2,309,085	1
Utilities	0.1%	$472,513	1
Consumer Cyclical	0.1%	$315,185	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
CB	Chubb Ltd	+34,661	985,086	$335,658,203
VEA	Vanguard FTSE Developed Markets ETF	+672	159,953	$11,396,651
BNL	Broadstone Net Lease, Inc.	+292	292,666	$6,049,406
VIG	Vanguard Dividend Appreciation ETF	+153	47,481	$11,234,954
PPL	PPL Corp	+83	12,999	$472,513
VFC	V F Corp	+82	18,896	$315,185
SPY	Spdr S&P 500 ETF Trust	+45	28,825	$21,525,645
VB	Vanguard Morningstar Small-Cap ETF	+22	14,239	$4,316,125
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−10,160	51,748	$14,973,801
KKR	KKR & Co. Inc.	−5,063	78,670	$7,220,332
GOOGL	Alphabet Inc.	−152	7,349	$2,611,570
LMT	Lockheed Martin Corp	−45	5,195	$2,646,644
NVDA	Nvidia Corp	−4	2,904	$581,061
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
VEU	Vanguard FTSE All-World Ex-US ETF	1,000	$83,750
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
FXE	Invesco CurrencyShares Euro Trust	88,759	$9,469,697
MSFT	Microsoft Corp	718	$265,782
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

16 tracked positions · $421,917,769 total · filing declares 49 positions · $535,009,185 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CB	Chubb Ltd Financial Services	Added	985,086	+34,661	$335,658,203	+8.4%	79.56%
SPY	Spdr S&P 500 ETF Trust	Added	28,825	+45	$21,525,645	+15.0%	5.10%
AAPL	Apple Inc. Technology	Reduced	51,748	-10,160	$14,973,801	−4.7%	3.55%
VEA	Vanguard FTSE Developed Markets ETF	Added	159,953	+672	$11,396,651	+11.7%	2.70%
VIG	Vanguard Dividend Appreciation ETF	Added	47,481	+153	$11,234,954	+10.4%	2.66%
KKR	KKR & Co. Inc. Financial Services	Reduced	78,670	-5,063	$7,220,332	−6.8%	1.71%
BNL	Broadstone Net Lease, Inc. Real Estate	Added	292,666	+292	$6,049,406	+13.2%	1.43%
VB	Vanguard Morningstar Small-Cap ETF	Added	14,239	+22	$4,316,125	+15.9%	1.02%
LMT	Lockheed Martin Corp Industrials	Reduced	5,195	-45	$2,646,644	−16.4%	0.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,349	-152	$2,611,570	+21.2%	0.62%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	7,876	0	$2,309,085	+0.9%	0.55%
NVDA	Nvidia Corp Technology	Reduced	2,904	-4	$581,061	+14.6%	0.14%
QQQ	Invesco Qqq Trust, Series 1	Held	710	0	$522,844	+27.6%	0.12%
PPL	PPL Corp Utilities	Added	12,999	+83	$472,513	−4.2%	0.11%
VFC	V F Corp Consumer Cyclical	Added	18,896	+82	$315,185	−1.4%	0.07%
VEU	Vanguard FTSE All-World Ex-US ETF	NEW	1,000	NEW	$83,750	NEW	0.02%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.