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Mycio Wealth Partners, LLC

13F filer · CIK 0001371726
Reported Aug 12, 2026
Net seller this quarter
13F portfolio value$535MU.S. long equity reported on 13F
Positions150 new · 2 closed
Net flow last quarter-$1.07MBuys minus sells
Top 10 positions weight75.4%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 12, 202615 positions
CBChubb Ltd$336M62.74%0.26%+3.7%Q2 2013
SPYSPDR S&P 500 ETF Trust$21.5M4.02%Not reported+0.2%Q2 2013
AAPLApple Inc.$15M2.80%0.00%-16.4%Q2 2013
NOBLNoble International, Ltd.$10.6M1.98%Not reported+1.7%Q1 2018
KKRKKR & Co. Inc.$7.22M1.35%0.01%-6.1%Q4 2013
BNLBroadstone Net Lease, Inc.$6.05M1.13%0.15%+0.1%Q3 2020
LMTLockheed Martin Corp$2.65M0.49%0.00%-0.9%Q2 2013
APDAir Products & Chemicals, Inc.$2.31M0.43%0.00%Not reportedQ2 2013
GOOGLAlphabet Inc.$1.32M0.25%0.00%-2.7%Q4 2015
GOOGAlphabet Inc.$1.29M0.24%Not reported-1.4%Q4 2015
IWSImageware Systems Inc$1.01M0.19%Not reported+0.3%Q2 2013
NVDANvidia Corp$581K0.11%0.00%-0.1%Q2 2013
QQQInvesco QQQ Trust, Series 1$523K0.10%Not reportedNot reportedQ2 2018
PPLPPL Corp$473K0.09%0.00%+0.6%Q2 2013
VFCV F Corp$315K0.06%0.00%+0.4%Q2 2013
Q1 2026Reported Apr 29, 202617 positions
CBChubb Ltd$310M61.74%0.24%-3.3%Q2 2013
SPYSPDR S&P 500 ETF Trust$18.7M3.73%Not reported+0.2%Q2 2013
AAPLApple Inc.$15.7M3.13%0.00%Not reportedQ2 2013
NOBLNoble International, Ltd.$9.85M1.96%Not reported+8.0%Q1 2018
FXEInvesco CurrencyShares Euro Trust$9.47M1.89%2.04%NewQ1 2026
KKRKKR & Co. Inc.$7.75M1.54%0.01%+202.8%Q4 2013
BNLBroadstone Net Lease, Inc.$5.34M1.06%0.15%+2.0%Q3 2020
LMTLockheed Martin Corp$3.17M0.63%0.00%Not reportedQ2 2013
APDAir Products & Chemicals, Inc.$2.29M0.46%0.00%Not reportedQ2 2013
GOOGLAlphabet Inc.$1.09M0.22%0.00%-1.4%Q4 2015
GOOGAlphabet Inc.$1.06M0.21%Not reported-1.0%Q4 2015
IWSImageware Systems Inc$890K0.18%Not reported+0.3%Q2 2013
NVDANvidia Corp$507K0.10%0.00%+4.1%Q2 2013
PPLPPL Corp$493K0.10%0.00%Not reportedQ2 2013
QQQInvesco QQQ Trust, Series 1$410K0.08%Not reportedNot reportedQ2 2018
VFCV F Corp$320K0.06%0.00%+1.2%Q2 2013
MSFTMicrosoft Corp$266K0.05%0.00%+1.7%Q2 2013
Q4 2025Reported Feb 10, 202616 positions
CBChubb Ltd$307M63.50%0.25%+5.8%Q2 2013
SPYSPDR S&P 500 ETF Trust$19.6M4.06%Not reported+15.8%Q2 2013
AAPLApple Inc.$16.8M3.48%0.00%0.0%Q2 2013
NOBLNoble International, Ltd.$8.95M1.85%Not reported+0.5%Q1 2018
BNLBroadstone Net Lease, Inc.$4.98M1.03%0.15%+0.2%Q3 2020
KKRKKR & Co. Inc.$3.52M0.73%0.00%Not reportedQ4 2013
LMTLockheed Martin Corp$2.53M0.52%0.00%+0.2%Q2 2013
APDAir Products & Chemicals, Inc.$1.95M0.40%0.00%-45.4%Q2 2013
GOOGLAlphabet Inc.$1.21M0.25%0.00%-0.4%Q4 2015
GOOGAlphabet Inc.$1.17M0.24%Not reported-1.2%Q4 2015
IWSImageware Systems Inc$858K0.18%Not reported+0.5%Q2 2013
NVDANvidia Corp$521K0.11%0.00%+2.7%Q2 2013
PPLPPL Corp$452K0.09%0.00%Not reportedQ2 2013
QQQInvesco QQQ Trust, Series 1$436K0.09%Not reportedNot reportedQ2 2018
MSFTMicrosoft Corp$341K0.07%0.00%+2.2%Q2 2013
VFCV F Corp$336K0.07%0.00%+0.5%Q2 2013
Q3 2025Reported Nov 12, 202516 positions
CBChubb Ltd$262M60.65%0.24%0.0%Q2 2013
SPYSPDR S&P 500 ETF Trust$16.5M3.82%Not reported-2.7%Q2 2013
AAPLApple Inc.$15.8M3.65%0.00%-0.2%Q2 2013
NOBLNoble International, Ltd.$8.82M2.04%Not reported-0.1%Q1 2018
BNLBroadstone Net Lease, Inc.$5.11M1.18%0.15%-10.8%Q3 2020
APDAir Products & Chemicals, Inc.$3.93M0.91%0.01%Not reportedQ2 2013
KKRKKR & Co. Inc.$3.59M0.83%0.00%Not reportedQ4 2013
LMTLockheed Martin Corp$2.61M0.60%0.00%Not reportedQ2 2013
GOOGLAlphabet Inc.$941K0.22%0.00%Not reportedQ4 2015
GOOGAlphabet Inc.$921K0.21%Not reportedNot reportedQ4 2015
IWSImageware Systems Inc$846K0.20%Not reported+0.4%Q2 2013
NVDANvidia Corp$507K0.12%0.00%Not reportedQ2 2013
PPLPPL Corp$480K0.11%0.00%Not reportedQ2 2013
QQQInvesco QQQ Trust, Series 1$426K0.10%Not reportedNot reportedQ2 2018
MSFTMicrosoft Corp$358K0.08%0.00%Not reportedQ2 2013
VFCV F Corp$267K0.06%0.00%+0.6%Q2 2013
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