Top Institutional Investors

MYCIO WEALTH PARTNERS, LLC — 13F Holdings & Portfolio

CIK 1371726 · latest 13F-HR filed 2026-08-12

Backtest portfolio

MYCIO WEALTH PARTNERS, LLC manages $535.0M in 13F-reported U.S. long-equity assets across 49 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CB (62.74%), IEFA (4.47%), IVV (4.38%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 2, added to 35, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3025 JFK BLVD., SUITE 710
PHILADELPHIA, PA 19104
Phone
(267) 295-2280
Filing Manager
MYCIO WEALTH PARTNERS, LLC
PHILADELPHIA, PA
Signatory
James Biles
Partner, Chief Compliance Officer
Loading holdings…
AUM

$535.0M

Long-equity book

Holdings

49

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+2 / −2 / ↑35 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CHUBB LIMITED$25.9M +8.4%
  • ISHARES TR$3.1M +15.3%
  • STATE STR SPDR S&P 500 ETF T$2.8M +15.0%
  • ISHARES TR$1.8M +7.9%
  • ISHARES TR$1.3M +16.6%
Show all 35 →

Top Trims

  • KKR & CO INC-$525.0K -6.8%
  • LOCKHEED MARTIN CORP-$520.4K -16.4%
Show all 2 →

New Positions

  • VANGUARD INTL EQUITY INDEX F$83.8K
  • VANGUARD INTL EQUITY INDEX F$59.7K
Show all 2 →

Exited Positions

  • INVESCO CURRENCYSHARES EURO$9.5M
  • MICROSOFT CORP$265.8K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CHUBB LIMITED CB H1467J104 $335.7M 62.74% 985,086 SH
2 ISHARES TR IEFA 46432F842 $23.9M 4.47% 247,421 SH
3 ISHARES TR IVV 464287200 $23.4M 4.38% 31,261 SH
4 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $21.5M 4.02% 28,825 SH
5 APPLE INC AAPL 037833100 $15.0M 2.80% 51,748 SH
6 ISHARES TR EFA 464287465 $12.7M 2.38% 122,608 SH
7 VANGUARD TAX-MANAGED FDS VEA 921943858 $11.4M 2.13% 159,953 SH
8 VANGUARD SPECIALIZED FUNDS VIG 921908844 $11.2M 2.10% 47,481 SH
9 PROSHARES TR NOBL 74348A467 $10.6M 1.98% 188,948 SH
10 ISHARES TR IWF 464287614 $8.9M 1.67% 71,941 SH
11 KKR & CO INC KKR 48251W104 $7.2M 1.35% 78,670 SH
12 BROADSTONE NET LEASE INC BNL 11135E203 $6.0M 1.13% 292,666 SH
13 ISHARES TR IWR 464287499 $5.5M 1.03% 49,815 SH
14 SPDR SERIES TRUST SDY 78464A763 $4.7M 0.87% 30,635 SH
15 ISHARES TR IWM 464287655 $4.4M 0.82% 14,550 SH
16 VANGUARD INDEX FDS VB 922908751 $4.3M 0.81% 14,239 SH
17 ISHARES INC IEMG 46434G103 $2.9M 0.54% 35,095 SH
18 LOCKHEED MARTIN CORP LMT 539830109 $2.6M 0.49% 5,195 SH
19 AIR PRODUCTS AND CHEMICALS I APD 009158106 $2.3M 0.43% 7,876 SH
20 ISHARES TR EEM 464287234 $2.2M 0.42% 32,575 SH
21 ISHARES TR IWD 464287598 $2.1M 0.39% 8,715 SH
22 ISHARES TR EFV 464288877 $1.4M 0.27% 18,925 SH
23 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $1.3M 0.25% 6,290 SH
24 ALPHABET INC GOOGL 02079K305 $1.3M 0.25% 3,700 SH
25 ALPHABET INC GOOG 02079K107 $1.3M 0.24% 3,649 SH
26 VANGUARD SCOTTSDALE FDS VTHR 92206C599 $1.2M 0.23% 3,632 SH
27 ISHARES TR IWB 464287622 $1.1M 0.20% 2,582 SH
28 ISHARES TR EFG 464288885 $1.0M 0.20% 8,437 SH
29 ISHARES TR IWS 464287473 $1.0M 0.19% 6,124 SH
30 VANGUARD INDEX FDS VTI 922908769 $818.6K 0.15% 2,212 SH
31 NVIDIA CORPORATION NVDA 67066G104 $581.1K 0.11% 2,904 SH
32 ISHARES TR IWN 464287630 $563.7K 0.11% 2,548 SH
33 INVESCO QQQ TR QQQ 46090E103 $522.8K 0.10% 710 SH
34 VANGUARD BD INDEX FDS BND 921937835 $515.1K 0.10% 7,017 SH
35 PPL CORP PPL 69351T106 $472.5K 0.09% 12,999 SH
36 VANGUARD SCOTTSDALE FDS VTWO 92206C664 $423.0K 0.08% 3,484 SH
37 VANGUARD INDEX FDS VOO 922908363 $412.2K 0.08% 600 SH
38 VANGUARD INDEX FDS VBK 922908595 $403.1K 0.08% 1,102 SH
39 VANGUARD SCOTTSDALE FDS VONG 92206C680 $329.3K 0.06% 2,576 SH
40 V F CORP VFC 918204108 $315.2K 0.06% 18,896 SH
41 VANGUARD ADMIRAL FDS INC VIOO 921932828 $314.0K 0.06% 2,283 SH
42 VANGUARD INDEX FDS VV 922908637 $267.2K 0.05% 777 SH
43 VANGUARD INDEX FDS VO 922908629 $231.9K 0.04% 2,879 SH
44 VANGUARD INDEX FDS VNQ 922908553 $212.1K 0.04% 2,200 SH
45 VANGUARD INTL EQUITY INDEX F VEU 922042775 $83.8K 0.02% 1,000 SH
46 VANGUARD INTL EQUITY INDEX F VWO 922042858 $59.7K 0.01% 1,000 SH
47 ISHARES TR IYM 464287838 $28.7K 0.01% 160 SH
48 ISHARES TR IYR 464287739 $26.4K 0.00% 258 SH
49 VANGUARD INDEX FDS VBR 922908611 $14.3K 0.00% 59 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $535.0M 49 0001371726-26-000010
2026-03-31 2026-04-29 $501.7M 49 0001371726-26-000003
2025-12-31 2026-02-10 $483.0M 48 0001371726-26-000002