MYCIO WEALTH PARTNERS, LLC

CIK

1371726

Location

PHILADELPHIA, PA

Portfolio Value

Small $535,008,088

Diversification

Highly concentrated

Filing Date

Global Rank

#3,666 / 8,798 ▲ 10 · as of Jun 2026

Top Industry

Insurance - Property & Casualty 90.0%

Period ended 3 months ago

Filed Aug 12, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

62.7%

−11.6 pts

Top 5

88.2%

+0.7 pts

Top 10

96.0%

+0.8 pts

HHI

4,253

Highly concentrated−1,329

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	64.1%	$342,878,535	2
Unclassified	30.3%	$162,170,288	15
Technology	2.9%	$15,554,862	2
Real Estate	1.1%	$6,049,406	1
Industrials	0.5%	$2,646,644	1
Communication Services	0.5%	$2,611,570	1
Basic Materials	0.4%	$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

15 positions

Ticker	Company	Δ Shares	Shares	Value
—		+96,049	188,948	$10,611,319
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+48,191	617,892	$88,482,467
CB	Chubb Ltd	+34,661	985,086	$335,658,203
VB	Vanguard Morningstar Small-Cap ETF	+3,401	21,868	$6,463,255
BNDW	Vanguard Total World Bond ETF	+692	9,692	$1,956,018
VEA	Vanguard FTSE Developed Markets ETF	+672	159,953	$11,396,651
BNL	Broadstone Net Lease, Inc.	+292	292,666	$6,049,406
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+155	30,635	$4,662,034
VIG	Vanguard Dividend Appreciation ETF	+153	49,681	$11,447,100
BKF	iShares MSCI BIC ETF	+153	32,575	$2,228,455
—		+113	2,548	$563,617
PPL	PPL Corp	+83	12,999	$472,513
VFC	V F Corp	+82	18,896	$315,185
BIV	Vanguard Intermediate-Term Bond ETF	+70	7,017	$515,117
SPY	Spdr S&P 500 ETF Trust	+45	28,825	$21,525,645
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	2,000	$143,440
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

25 tracked positions · $535,008,088 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%	62.74%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	617,892	+48,191	$88,482,467	—	16.54%
SPY	Spdr S&P 500 ETF Trust	Added	28,825	+45	$21,525,645	+15.0%	4.02%
AAPL	Apple Inc. Technology	Reduced	51,748	-10,160	$14,973,801	−4.7%	2.80%
VIG	Vanguard Dividend Appreciation ETF	Added	49,681	+153	$11,447,100	+10.3%	2.14%
VEA	Vanguard FTSE Developed Markets ETF	Added	159,953	+672	$11,396,651	+11.7%	2.13%
		Added	188,948	+96,049	$10,611,319	+115.5%	1.98%
KKR	KKR & Co. Inc. Financial Services	Reduced	78,670	-5,063	$7,220,332	−6.8%	1.35%
VB	Vanguard Morningstar Small-Cap ETF	Added	21,868	+3,401	$6,463,255	+28.5%	1.21%
BNL	Broadstone Net Lease, Inc. Real Estate	Added	292,666	+292	$6,049,406	+13.2%	1.13%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	30,635	+155	$4,662,034	+4.8%	0.87%
LMT	Lockheed Martin Corp Industrials	Reduced	5,195	-45	$2,646,644	−16.4%	0.49%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,349	-152	$2,611,570	+21.2%	0.49%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	7,876	0	$2,309,085	+0.9%	0.43%
BKF	iShares MSCI BIC ETF	Added	32,575	+153	$2,228,455	+21.0%	0.42%
BNDW	Vanguard Total World Bond ETF	Added	9,692	+692	$1,956,018	+49.0%	0.37%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Held	6,290	0	$1,338,323	+10.9%	0.25%
NVDA	Nvidia Corp Technology	Reduced	2,904	-4	$581,061	+14.6%	0.11%
		Added	2,548	+113	$563,617	+22.1%	0.11%
QQQ	Invesco Qqq Trust, Series 1	Held	710	0	$522,844	+27.6%	0.10%
BIV	Vanguard Intermediate-Term Bond ETF	Added	7,017	+70	$515,117	+0.7%	0.10%
PPL	PPL Corp Utilities	Added	12,999	+83	$472,513	−4.2%	0.09%
VFC	V F Corp Consumer Cyclical	Added	18,896	+82	$315,185	−1.4%	0.06%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Held	2,283	0	$314,003	+19.8%	0.06%
VEU	Vanguard FTSE All-World Ex-US ETF	NEW	2,000	NEW	$143,440	NEW	0.03%

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.