Mycio Wealth Partners, LLC
All holdings · as of Mar 31, 2026
| 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% |
| Alphabet Inc. | $1.06M | 0.2% |
| ISHARES TR | $932.3K | 0.2% |
| ISHARES TR | $919.7K | 0.2% |
| ISHARES TR | $889.7K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $593.5K | 0.1% |
| VANGUARD BD INDEX FDS | $511.5K | 0.1% |
| NVIDIA Corp | $507.2K | 0.1% |
| PPL Corp | $493.4K | 0.1% |
| ISHARES TR | $461.7K | 0.1% |
| VANGUARD SCOTTSDALE FDS | $436.7K | 0.1% |
| INVESCO QQQ TR | $409.8K | 0.1% |
| VANGUARD INDEX FDS | $357.6K | 0.1% |
| VANGUARD INDEX FDS | $332.8K | 0.1% |
| VANGUARD INDEX FDS | $319.8K | 0.1% |
| V. F. CORPORATION | $319.7K | 0.1% |
| VANGUARD SCOTTSDALE FDS | $282.6K | 0.1% |
| MICROSOFT CORP | $265.8K | 0.1% |
| VANGUARD ADMIRAL FDS INC | $262.2K | 0.1% |
| VANGUARD INDEX FDS | $232.2K | 0.0% |
| VANGUARD INDEX FDS | $206.5K | 0.0% |
| VANGUARD INDEX FDS | $195.1K | 0.0% |
| ISHARES TR | $28.1K | 0.0% |
| ISHARES TR | $24.4K | 0.0% |
| VANGUARD INDEX FDS | $12.7K | 0.0% |