MYCIO WEALTH PARTNERS, LLC

CIK 0001371726 · PHILADELPHIA, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

MYCIO WEALTH PARTNERS, LLC reported 49 positions worth $535.0M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: CB (62.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$535.0M
2026 Q2
Positions
49
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
88.7%
Est. Net Flow (Q)
2026 Q2
10 / 49 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1CBCHUBB LIMITEDSH$335.7M62.74%985,086
2IEFAISHARES TRSH$23.9M4.47%247,421
3IVVISHARES TRSH$23.4M4.38%31,261
4SPYSTATE STR SPDR S&P 500 ETF TSH$21.5M4.02%28,825
5AAPLAPPLE INCSH$15.0M2.80%51,748
6EFAISHARES TRSH$12.7M2.38%122,608
7VEAVANGUARD TAX-MANAGED FDSSH$11.4M2.13%159,953
8VIGVANGUARD SPECIALIZED FUNDSSH$11.2M2.10%47,481
9NOBLPROSHARES TRSH$10.6M1.98%188,948
10IWFISHARES TRSH$8.9M1.67%71,941

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MYCIO WEALTH PARTNERS, LLC hold as of Q2 2026?

MYCIO WEALTH PARTNERS, LLC reported 49 positions worth $535.0M in its Q2 2026 13F filing. Largest positions: CB (62.7%), IEFA (4.5%), IVV (4.4%), SPY (4.0%) and AAPL (2.8%).

What did MYCIO WEALTH PARTNERS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MYCIO WEALTH PARTNERS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.