§ 13F · FUND PROFILE
MYCIO WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $432M (13F)Positions · 47Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CB | CHUBB LTD SWITZ | 950K | $310M | 61.7% | −3% |
| 2 | IEFA | ISHARES TR | 245K | $22M | 4.4% | +3% |
| 3 | IVV | ISHARES TR | 31K | $20M | 4.0% | +1% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 29K | $19M | 3.7% | ±0% |
| 5 | AAPL | APPLE INC | 62K | $16M | 3.1% | ±0% |
| 6 | EFA | ISHARES TR | 127K | $12M | 2.5% | ±0% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 159K | $10M | 2.0% | +9% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 47K | $10M | 2.0% | ±0% |
| 9 | NOBL | PROSHARES TR | 93K | $10M | 2.0% | +8% |
| 10 | FXE | INVESCO CURRENCYSHARES EURO | 89K | $9M | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MYCIO SIGNAL
AC read
MYCIO WEALTH PARTNERS, LLC is a Other fund managing $432 million in assets. The fund runs a portfolio of 47 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed