Institutional Fund
Mycio Wealth Partners, LLC
Philadelphia, PACIK 13717265 filings on record
Portfolio Value
$501.71M
Q1 2026
Holdings
49
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+3.9%
from $482.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Chubb Limited61.7%
- Ishares Tr4.4%
- Ishares Tr4.0%
- Spdr S&P 500 ETF Tr3.7%
- Apple Inc3.1%
- Ishares Tr2.5%
- Other20.5%
Portfolio Holdings
49 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Chubb Limited | 950.4K | $309.77M | 61.7% | −32.1K | Reduced |
| 2 | Ishares Tr | 244.6K | $22.14M | 4.4% | +6.9K | Added |
| 3 | Ishares Tr | 31.1K | $20.30M | 4.0% | +165 | Added |
| 4 | Spdr S&P 500 ETF Tr | 28.8K | $18.72M | 3.7% | +53 | Added |
| 5 | Apple Inc | 61.9K | $15.71M | 3.1% | 0 | Held |
| 6 | Ishares Tr | 127.1K | $12.34M | 2.5% | 0 | Held |
| 7 | Vanguard Tax-Managed Fds | 159.3K | $10.21M | 2.0% | +13.6K | Added |
| 8 | Vanguard Specialized Funds | 47.3K | $10.18M | 2.0% | +144 | Added |
| 9 | Proshares Tr | 92.9K | $9.85M | 2.0% | +6.9K | Added |
| 10 | Invesco Currencyshares Euro | 88.8K | $9.47M | 1.9% | +88.8K | New |
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