MYCIO WEALTH PARTNERS, LLC — 13F Holdings

2026 Q1  ·  49 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, MYCIO WEALTH PARTNERS, LLC maintained a portfolio of 49 distinct positions. The most significant new addition was INVESCO CURRENCYSHARES EURO, now representing 1.89% of the total fund value. They heavily accumulated shares in KKR & CO INC, increasing the position by 202.8%.
Position History hover any row below to update
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MYCIO WEALTH PARTNERS, LLC PA RIA AUM $483M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
49
Quarter
2026 Q1
Top Holding
CB (61.7%)
Top 10 Concentration
87.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-49 of 49
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
CB
CHUBB LTD SWITZ
Financial Services 61.74% 63.50% #1
Prev: #1
6.5
—
-32,139 -3.3%
P
S
950,425 $309,772,021 2007 Q3 13F Filing 2026-03-31 2026-04-29
IEFA
ISHARES TR
ETF 4.41% 4.40% #2
Prev: #2
3.8
—
6,930 2.9%
P
S
244,550 $22,139,096 2017 Q4 13F Filing 2026-03-31 2026-04-29
IVV
ISHARES TR
ETF 4.05% 4.38% #3
Prev: #3
3.1
—
165 0.5%
P
S
31,077 $20,299,668 2006 Q2 13F Filing 2026-03-31 2026-04-29
SPY
STATE STR SPDR ...
ETF 3.73% 4.06% #4
Prev: #4
2.5
—
53 0.2%
P
S
28,780 $18,716,875 2006 Q2 13F Filing 2026-03-31 2026-04-29
AAPL
APPLE INC
Technology 3.13% 3.48% #5
Prev: #5
2.8
—
no change no change
P
S
61,908 $15,711,632 2006 Q4 13F Filing 2026-03-31 2026-04-29
EFA
ISHARES TR
ETF 2.46% 2.53% #6
Prev: #6
2.0
—
no change no change
P
S
127,084 $12,343,710 2006 Q4 13F Filing 2026-03-31 2026-04-29
VEA
VANGUARD TAX-MA...
ETF 2.03% 1.88% #7 1
Prev: #8
2.8
—
13,585 9.3%
P
S
159,281 $10,206,734 2010 Q2 13F Filing 2026-03-31 2026-04-29
VIG
VANGUARD SPECIA...
ETF 2.03% 2.15% #8 1
Prev: #7
1.3
—
144 0.3%
P
S
47,328 $10,178,306 2012 Q1 13F Filing 2026-03-31 2026-04-29
NOBL
PROSHARES TR
ETF 1.96% 1.85% #9
Prev: #9
2.8
—
6,875 8.0%
P
S
92,899 $9,848,229 2018 Q1 13F Filing 2026-03-31 2026-04-29
FXE
INVESCO CURRENC...
Unknown 1.89% — #10
Prev: #—
4.3
—
88,759 —
NEW
 88,759 $9,469,698 2026 Q1 13F Filing 2026-03-31 2026-04-29
KKR
KKR & CO INC
Financial Services 1.54% 0.73% #11 5
Prev: #16
3.6
—
56,083 202.8%
P
S
83,733 $7,745,303 2018 Q4 13F Filing 2026-03-31 2026-04-29
IWF
ISHARES TR
ETF 1.53% 1.76% #12 2
Prev: #10
1.1
—
15 0.1%
P
S
17,973 $7,663,507 2007 Q3 13F Filing 2026-03-31 2026-04-29
BNL
BROADSTONE NET ...
Real Estate 1.06% 1.03% #13 2
Prev: #11
0.9
—
5,770 2.0%
P
S
292,374 $5,341,669 2020 Q3 13F Filing 2026-03-31 2026-04-29
IWR
ISHARES TR
ETF 0.96% 0.92% #14 2
Prev: #12
2.4
—
3,541 7.7%
P
S
49,729 $4,835,189 2007 Q3 13F Filing 2026-03-31 2026-04-29
SDY
SPDR SERIES TRU...
Unknown 0.89% 0.87% #15 2
Prev: #13
0.9
—
174 0.6%
P
S
30,480 $4,448,236 2007 Q3 13F Filing 2026-03-31 2026-04-29
VB
VANGUARD INDEX ...
ETF 0.74% 0.76% #16 2
Prev: #14
0.8
—
27 0.2%
P
S
14,217 $3,723,812 2015 Q3 13F Filing 2026-03-31 2026-04-29
IWM
ISHARES TR
ETF 0.71% 0.73% #17 2
Prev: #15
0.8
—
40 0.3%
P
S
14,401 $3,571,543 2007 Q3 13F Filing 2026-03-31 2026-04-29
LMT
LOCKHEED MARTIN...
Industrials 0.63% 0.52% #18
Prev: #18
1.3
—
no change no change
P
S
5,240 $3,167,004 2006 Q2 13F Filing 2026-03-31 2026-04-29
IEMG
ISHARES INC
ETF 0.56% 0.56% #19 2
Prev: #17
1.2
—
no change no change
P
S
40,264 $2,808,419 2013 Q4 13F Filing 2026-03-31 2026-04-29
APD
AIR PRODUCTS AN...
Basic Materials 0.46% 0.40% #20 1
Prev: #19
1.2
—
no change no change
P
S
7,876 $2,287,900 2006 Q2 13F Filing 2026-03-31 2026-04-29
IWD
ISHARES TR
ETF 0.37% 0.38% #21 1
Prev: #20
1.1
—
no change no change
P
S
8,715 $1,862,096 2007 Q4 13F Filing 2026-03-31 2026-04-29
EEM
ISHARES TR
ETF 0.37% 0.37% #22 1
Prev: #21
1.1
—
no change no change
P
S
32,422 $1,841,270 2007 Q1 13F Filing 2026-03-31 2026-04-29
EFV
ISHARES TR
ETF 0.27% 0.27% #23 1
Prev: #22
1.1
—
no change no change
P
S
18,434 $1,370,559 2012 Q1 13F Filing 2026-03-31 2026-04-29
RSP
INVESCO EXCHANG...
Unknown 0.24% 0.25% #24
Prev: #24
1.1
—
no change no change
P
S
6,290 $1,207,247 2014 Q1 13F Filing 2026-03-31 2026-04-29
GOOGL
ALPHABET INC
Communication Services 0.22% 0.25% #25 2
Prev: #23
0.6
—
-52 -1.3%
P
S
3,802 $1,093,304 2015 Q4 13F Filing 2026-03-31 2026-04-29
GOOG
ALPHABET INC
Communication Services 0.21% 0.24% #26 1
Prev: #25
0.6
—
-36 -1.0%
P
S
3,699 $1,061,096 2007 Q4 13F Filing 2026-03-31 2026-04-29
EFG
ISHARES TR
Warrant 0.19% 0.20% #27 1
Prev: #26
1.1
—
no change no change
P
S
8,372 $932,344 2012 Q1 13F Filing 2026-03-31 2026-04-29
IWB
ISHARES TR
ETF 0.18% 0.18% #28 1
Prev: #27
2.1
—
202 8.5%
P
S
2,579 $919,718 2008 Q4 13F Filing 2026-03-31 2026-04-29
IWS
ISHARES TR
ETF 0.18% 0.18% #29 1
Prev: #28
0.6
—
19 0.3%
P
S
6,105 $889,713 2007 Q4 13F Filing 2026-03-31 2026-04-29
VTHR
VANGUARD SCOTTS...
ETF 0.12% 0.02% #30 15
Prev: #45
3.0
—
1,748 553.2%
P
S
2,064 $593,511 2025 Q2 13F Filing 2026-03-31 2026-04-29
BND
VANGUARD BD IND...
ETF 0.10% 0.09% #31 3
Prev: #34
2.5
—
1,397 25.2%
P
S
6,947 $511,541 2007 Q2 13F Filing 2026-03-31 2026-04-29
NVDA
NVIDIA CORPORAT...
Technology 0.10% 0.11% #32 3
Prev: #29
0.5
—
114 4.1%
P
S
2,908 $507,156 2008 Q2 13F Filing 2026-03-31 2026-04-29
PPL
PPL CORP
Utilities 0.10% 0.09% #33 3
Prev: #30
1.0
—
no change no change
P
S
12,916 $493,392 2006 Q2 13F Filing 2026-03-31 2026-04-29
IWN
ISHARES TR
ETF 0.09% 0.09% #34 3
Prev: #31
0.5
—
7 0.3%
P
S
2,435 $461,670 2007 Q4 13F Filing 2026-03-31 2026-04-29
VTWO
VANGUARD SCOTTS...
ETF 0.09% 0.09% #35 2
Prev: #33
1.0
—
no change no change
P
S
4,360 $436,742 2013 Q2 13F Filing 2026-03-31 2026-04-29
QQQ
INVESCO QQQ TR
ETF 0.08% 0.09% #36 4
Prev: #32
1.0
—
no change no change
P
S
710 $409,798 2006 Q2 13F Filing 2026-03-31 2026-04-29
VOO
VANGUARD INDEX ...
ETF 0.07% 0.08% #37 2
Prev: #35
0.5
—
1 0.2%
P
S
598 $357,583 2013 Q4 13F Filing 2026-03-31 2026-04-29
VBK
VANGUARD INDEX ...
ETF 0.07% 0.07% #38
Prev: #38
0.5
—
1 0.1%
P
S
1,101 $332,837 2013 Q4 13F Filing 2026-03-31 2026-04-29
VTI
VANGUARD INDEX ...
ETF 0.06% 0.03% #39 5
Prev: #44
3.0
—
632 173.2%
P
S
997 $319,838 2007 Q1 13F Filing 2026-03-31 2026-04-29
VFC
V F CORP
Consumer Cyclical 0.06% 0.07% #40 3
Prev: #37
0.5
—
229 1.2%
P
S
18,814 $319,652 2006 Q2 13F Filing 2026-03-31 2026-04-29
VONG
VANGUARD SCOTTS...
ETF 0.06% 0.06% #41 2
Prev: #39
1.0
—
no change no change
P
S
2,576 $282,592 2024 Q4 13F Filing 2026-03-31 2026-04-29
MSFT
MICROSOFT CORP
Technology 0.05% 0.07% #42 6
Prev: #36
0.5
—
12 1.7%
P
S
718 $265,783 2006 Q2 13F Filing 2026-03-31 2026-04-29
VIOO
VANGUARD ADMIRA...
ETF 0.05% 0.05% #43 3
Prev: #40
1.0
—
no change no change
P
S
2,283 $262,189 2025 Q1 13F Filing 2026-03-31 2026-04-29
VV
VANGUARD INDEX ...
ETF 0.05% 0.05% #44 3
Prev: #41
1.0
—
no change no change
P
S
777 $232,207 2010 Q2 13F Filing 2026-03-31 2026-04-29
VO
VANGUARD INDEX ...
ETF 0.04% 0.04% #45 3
Prev: #42
0.5
—
1 0.1%
P
S
719 $206,529 2014 Q2 13F Filing 2026-03-31 2026-04-29
VNQ
VANGUARD INDEX ...
ETF 0.04% 0.04% #46 3
Prev: #43
1.0
—
no change no change
P
S
2,200 $195,140 2011 Q2 13F Filing 2026-03-31 2026-04-29
IYM
ISHARES TR
ETF 0.01% 0.01% #47 1
Prev: #46
1.0
—
no change no change
P
S
160 $28,148 2007 Q1 13F Filing 2026-03-31 2026-04-29
IYR
ISHARES TR
ETF 0.00% 0.01% #48 1
Prev: #47
1.0
—
no change no change
P
S
258 $24,397 2011 Q4 13F Filing 2026-03-31 2026-04-29
VBR
VANGUARD INDEX ...
ETF 0.00% 0.00% #49 1
Prev: #48
1.0
—
no change no change
P
S
58 $12,695 2007 Q4 13F Filing 2026-03-31 2026-04-29
Showing 1-49 of 49 holdings

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