Mycio Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$501.7M
Q ending 2026-03-31
Prior quarter
$483.0M
Q ending 2025-12-31
Change
+3.9% QoQ · +18.3% YoY
Positions
49
reported holdings
Largest positions
All 49 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Chubb Ltd Switz | Shares | $309.8M | 950K | |
| Ishares Tr | IEFA | Shares | $22.1M | 245K |
| Ishares Tr | IVV | Shares | $20.3M | 31K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $18.7M | 29K |
| Apple Inc | AAPL | Shares | $15.7M | 62K |
| Ishares Tr | EFA | Shares | $12.3M | 127K |
| Vanguard Tax-Managed Fds | VEA | Shares | $10.2M | 159K |
| Vanguard Specialized Funds | VIG | Shares | $10.2M | 47K |
| Proshares Tr | NOBL | Shares | $9.8M | 93K |
| Invesco Currencyshares Euro | FXE | Shares | $9.5M | 89K |
| Kkr & Co Inc | KKR | Shares | $7.7M | 84K |
| Ishares Tr | IWF | Shares | $7.7M | 18K |
| Broadstone Net Lease Inc | BNL | Shares | $5.3M | 292K |
| Ishares Tr | IWR | Shares | $4.8M | 50K |
| Spdr Series Trust | SDY | Shares | $4.4M | 30K |
| Vanguard Index Fds | VB | Shares | $3.7M | 14K |
| Ishares Tr | IWM | Shares | $3.6M | 14K |
| Lockheed Martin Corp | LMT | Shares | $3.2M | 5K |
| Ishares Inc | IEMG | Shares | $2.8M | 40K |
| Air Products And Chemicals I | APD | Shares | $2.3M | 8K |
| Ishares Tr | IWD | Shares | $1.9M | 9K |
| Ishares Tr | EEM | Shares | $1.8M | 32K |
| Ishares Tr | EFV | Shares | $1.4M | 18K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.2M | 6K |
| Alphabet Inc | GOOGL | Shares | $1.1M | 4K |
| Alphabet Inc | GOOG | Shares | $1.1M | 4K |
| Ishares Tr | EFG | Shares | $932K | 8K |
| Ishares Tr | IWB | Shares | $920K | 3K |
| Ishares Tr | IWS | Shares | $890K | 6K |
| Vanguard Scottsdale Fds | VTHR | Shares | $594K | 2K |
| Vanguard Bd Index Fds | BND | Shares | $512K | 7K |
| Nvidia Corporation | NVDA | Shares | $507K | 3K |
| Ppl Corp | PPL | Shares | $493K | 13K |
| Ishares Tr | IWN | Shares | $462K | 2K |
| Vanguard Scottsdale Fds | VTWO | Shares | $437K | 4K |
| Invesco Qqq Tr | QQQ | Shares | $410K | 710 |
| Vanguard Index Fds | VOO | Shares | $358K | 598 |
| Vanguard Index Fds | VBK | Shares | $333K | 1K |
| Vanguard Index Fds | VTI | Shares | $320K | 997 |
| V F Corp | VFC | Shares | $320K | 19K |
| Vanguard Scottsdale Fds | VONG | Shares | $283K | 3K |
| Microsoft Corp | MSFT | Shares | $266K | 718 |
| Vanguard Admiral Fds Inc | VIOO | Shares | $262K | 2K |
| Vanguard Index Fds | VV | Shares | $232K | 777 |
| Vanguard Index Fds | VO | Shares | $207K | 719 |
| Vanguard Index Fds | VNQ | Shares | $195K | 2K |
| Ishares Tr | IYM | Shares | $28K | 160 |
| Ishares Tr | IYR | Shares | $24K | 258 |
| Vanguard Index Fds | VBR | Shares | $13K | 58 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.