Institutions / Mycio Wealth Partners, LLC
Mycio Wealth Partners, LLC
CIK 1371726 · Institution · as of Mar 31, 2026
Portfolio value
$501.71M
Positions
49
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$501.71M+3.9%Positions
49+2.1%Top holdings
Mar 31, 2026View all 49 →
| Company | Value | % of portfolio |
|---|---|---|
| Chubb Ltd | $309.77M | 61.7% |
| iShares Tr | $22.14M | 4.4% |
| iShares Tr | $20.30M | 4.0% |
| State Str SPDR S&P 500 ETF T | $18.72M | 3.7% |
| Apple Inc. | $15.71M | 3.1% |
| iShares Tr | $12.34M | 2.5% |
| Vanguard Tax-Managed Fds | $10.21M | 2.0% |
| Vanguard Specialized Funds | $10.18M | 2.0% |
| ProShares Tr | $9.85M | 2.0% |
| Invesco Currencyshares Euro | $9.47M | 1.9% |
| KKR & Co. Inc. | $7.75M | 1.5% |
| iShares Tr | $7.66M | 1.5% |
| Broadstone Net Lease, Inc. | $5.34M | 1.1% |
| iShares Tr | $4.84M | 1.0% |
| SPDR Series Trust | $4.45M | 0.9% |
| Vanguard Index Fds | $3.72M | 0.7% |
| iShares Tr | $3.57M | 0.7% |
| Lockheed Martin Corp | $3.17M | 0.6% |
| iShares Inc | $2.81M | 0.6% |
| Air Products & Chemicals, Inc. | $2.29M | 0.5% |
| iShares Tr | $1.86M | 0.4% |
| iShares Tr | $1.84M | 0.4% |
| iShares Tr | $1.37M | 0.3% |
| Invesco Exchange Traded Fd T | $1.21M | 0.2% |
| Alphabet Inc. | $1.09M | 0.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Chubb Ltd Common stock | $-10.48M | -32K -3.27% | 950,425 61.74% of portfolio | medium |
| Q1 2026 as of | New | 46138K103 Common stock | $9.47M | +89K | 88,759 1.89% of portfolio | medium |
| Q1 2026 as of | Add | KKR & Co. Inc. Common stock | $5.19M | +56K +202.83% | 83,733 1.54% of portfolio | medium |
| Q1 2026 as of | Add | 921943858 Common stock | $870.5K | +14K +9.32% | 159,281 2.03% of portfolio | low |
| Q1 2026 as of | Add | 74348A467 Common stock | $728.8K | +7K +7.99% | 92,899 1.96% of portfolio | low |
| Q1 2026 as of | Add | 46432F842 Common stock | $627.4K | +7K +2.92% | 244,550 4.41% of portfolio | low |
| Q1 2026 as of | Add | 92206C599 Common stock | $502.6K | +2K +553.16% | 2,064 0.12% of portfolio | low |
| Q1 2026 as of | Add | 464287499 Common stock | $344.3K | +4K +7.67% | 49,729 0.96% of portfolio | low |
| Q1 2026 as of | Add | 922908769 Common stock | $202.7K | +632 +173.15% | 997 0.06% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $107.8K | +165 +0.53% | 31,077 4.05% of portfolio | low |