MYCIO WEALTH PARTNERS, LLC

Est. AUM

$501.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CHUBB LTD SWITZ	COM	$309.8M	950425	61.74%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$22.1M	244550	4.41%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$20.3M	31077	4.05%	SOLE
4	STATE STR SPDR S&P 500 ETF T	TR UNIT	$18.7M	28780	3.73%	SOLE
5	APPLE INC	COM	$15.7M	61908	3.13%	SOLE
6	ISHARES TR	MSCI EAFE ETF	$12.3M	127084	2.46%	SOLE
7	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.2M	159281	2.03%	SOLE
8	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$10.2M	47328	2.03%	SOLE
9	PROSHARES TR	S&P 500 DV ARIST	$9.8M	92899	1.96%	SOLE
10	INVESCO CURRENCYSHARES EURO	EURO SHS	$9.5M	88759	1.89%	SOLE
11	KKR & CO INC	COM	$7.7M	83733	1.54%	SOLE
12	ISHARES TR	RUS 1000 GRW ETF	$7.7M	17973	1.53%	SOLE
13	BROADSTONE NET LEASE INC	COM	$5.3M	292374	1.06%	SOLE
14	ISHARES TR	RUS MID CAP ETF	$4.8M	49729	0.96%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$4.4M	30480	0.89%	SOLE
16	VANGUARD INDEX FDS	SMALL CP ETF	$3.7M	14217	0.74%	SOLE
17	ISHARES TR	RUSSELL 2000 ETF	$3.6M	14401	0.71%	SOLE
18	LOCKHEED MARTIN CORP	COM	$3.2M	5240	0.63%	SOLE
19	ISHARES INC	CORE MSCI EMKT	$2.8M	40264	0.56%	SOLE
20	AIR PRODUCTS AND CHEMICALS I	COM	$2.3M	7876	0.46%	SOLE
21	ISHARES TR	RUS 1000 VAL ETF	$1.9M	8715	0.37%	SOLE
22	ISHARES TR	MSCI EMG MKT ETF	$1.8M	32422	0.37%	SOLE
23	ISHARES TR	EAFE VALUE ETF	$1.4M	18434	0.27%	SOLE
24	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.2M	6290	0.24%	SOLE
25	ALPHABET INC	CAP STK CL A	$1.1M	3802	0.22%	SOLE
26	ALPHABET INC	CAP STK CL C	$1.1M	3699	0.21%	SOLE
27	ISHARES TR	EAFE GRWTH ETF	$932K	8372	0.19%	SOLE
28	ISHARES TR	RUS 1000 ETF	$920K	2579	0.18%	SOLE
29	ISHARES TR	RUS MDCP VAL ETF	$890K	6105	0.18%	SOLE
30	VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$594K	2064	0.12%	SOLE
31	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$512K	6947	0.10%	SOLE
32	NVIDIA CORPORATION	COM	$507K	2908	0.10%	SOLE
33	PPL CORP	COM	$493K	12916	0.10%	SOLE
34	ISHARES TR	RUS 2000 VAL ETF	$462K	2435	0.09%	SOLE
35	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$437K	4360	0.09%	SOLE
36	INVESCO QQQ TR	UNIT SER 1	$410K	710	0.08%	SOLE
37	VANGUARD INDEX FDS	S&P 500 ETF SHS	$358K	598	0.07%	SOLE
38	VANGUARD INDEX FDS	SML CP GRW ETF	$333K	1101	0.07%	SOLE
39	V F CORP	COM	$320K	18814	0.06%	SOLE
40	VANGUARD INDEX FDS	TOTAL STK MKT	$320K	997	0.06%	SOLE
41	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$283K	2576	0.06%	SOLE
42	MICROSOFT CORP	COM	$266K	718	0.05%	SOLE
43	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$262K	2283	0.05%	SOLE
44	VANGUARD INDEX FDS	LARGE CAP ETF	$232K	777	0.05%	SOLE
45	VANGUARD INDEX FDS	MID CAP ETF	$207K	719	0.04%	SOLE
46	VANGUARD INDEX FDS	REAL ESTATE ETF	$195K	2200	0.04%	SOLE
47	ISHARES TR	U.S. BAS MTL ETF	$28K	160	0.01%	SOLE
48	ISHARES TR	U.S. REAL ES ETF	$24K	258	0.00%	SOLE
49	VANGUARD INDEX FDS	SM CP VAL ETF	$13K	58	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.