MYCIO WEALTH PARTNERS, LLC
13F Reported Value
ⓘ$501.7M
Holdings
49
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MYCIO WEALTH PARTNERS, LLC disclosed 49 positions worth $501.7M in its Form 13F-HR for Q1 2026, led by $CB (Chubb Ltd) at 61.7% of the equity portfolio. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $FXE. The portfolio is most concentrated in Financials (65.4% of disclosed assets). All figures are sourced directly from MYCIO WEALTH PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 1371726.
AI Fund Analysis
Diversifying
$CB
$SPY
$AAPL
$VFCSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$309.8M950,425 sh ISHARES TR
—Quality
$22.1M244,550 shISHARES TR
—Quality
$20.3M31,077 sh- —
Quality
$18.7M28,780 sh - 76.1
Quality
$15.7M61,908 sh ISHARES TR
—Quality
$12.3M127,084 shVANGUARD TAX-MANAGED FDS
—Quality
$10.2M159,281 shVANGUARD SPECIALIZED FUNDS
—Quality
$10.2M47,328 shPROSHARES TR
—Quality
$9.8M92,899 sh- $9.5M88,759 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Chubb Ltd$CB | — | $309.8M | 950,425 |
| ISHARES TR | — | $22.1M | 244,550 |
| ISHARES TR | — | $20.3M | 31,077 |
| SPDR S&P 500 ETF TRUST$SPY | — | $18.7M | 28,780 |
| Apple Inc.$AAPL | 76.1 | $15.7M | 61,908 |
| ISHARES TR | — | $12.3M | 127,084 |
| VANGUARD TAX-MANAGED FDS | — | $10.2M | 159,281 |
| VANGUARD SPECIALIZED FUNDS | — | $10.2M | 47,328 |
| PROSHARES TR | — | $9.8M | 92,899 |
 Invesco CurrencyShares Euro Trust$FXE | — | $9.5M | 88,759 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MYCIO WEALTH PARTNERS, LLC's 49 positions.
Showing top 10 of 49 holdings.
Sector Allocation
Financials
$328.2M
Other
$143.3M
Technology
$18.6M
Real Estate
$5.3M
Industrials
$3.2M
Materials
$2.3M
Utilities
$493,392
Consumer Discretionary
$319,652
Full Holdings — MYCIO WEALTH PARTNERS, LLC (Q1 2026)
All 49 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CB | Chubb Ltd | $309.8M | 61.7% | -3% | — |
| 2 | — | ISHARES TR | $22.1M | 4.4% | +3% | — |
| 3 | — | ISHARES TR | $20.3M | 4.0% | +1% | — |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $18.7M | 3.7% | +0% | — |
| 5 | $AAPL | Apple Inc. | $15.7M | 3.1% | +0% | 76.1 |
| 6 | — | ISHARES TR | $12.3M | 2.5% | +0% | — |
| 7 | — | VANGUARD TAX-MANAGED FDS | $10.2M | 2.0% | +9% | — |
| 8 | — | VANGUARD SPECIALIZED FUNDS | $10.2M | 2.0% | +0% | — |
| 9 | — | PROSHARES TR | $9.8M | 2.0% | +8% | — |
| 10 | $FXE | Invesco CurrencyShares Euro Trust | $9.5M | 1.9% | NEW | — |
| 11 |  $KKR | KKR & Co. Inc. | $7.7M | 1.5% | +203% | 49.8 |
| 12 | — | ISHARES TR | $7.7M | 1.5% | +0% | — |
| 13 |  $BNL | Broadstone Net Lease, Inc. | $5.3M | 1.1% | +2% | 54 |
| 14 | — | ISHARES TR | $4.8M | 1.0% | +8% | — |
| 15 | — | SPDR SERIES TRUST | $4.4M | 0.9% | +1% | — |
| 16 | — | VANGUARD INDEX FDS | $3.7M | 0.7% | +0% | — |
| 17 | — | ISHARES TR | $3.6M | 0.7% | +0% | — |
| 18 |  $LMT | LOCKHEED MARTIN CORP | $3.2M | 0.6% | +0% | 65 |
| 19 | — | ISHARES INC | $2.8M | 0.6% | +0% | — |
| 20 |  $APD | Air Products & Chemicals, Inc. | $2.3M | 0.5% | +0% | 41.2 |
| 21 | — | ISHARES TR | $1.9M | 0.4% | +0% | — |
| 22 | — | ISHARES TR | $1.8M | 0.4% | +0% | — |
| 23 | — | ISHARES TR | $1.4M | 0.3% | +0% | — |
| 24 |  $IVZ | Invesco Ltd. | $1.2M | 0.2% | +0% | — |
| 25 |  $GOOG | Alphabet Inc. | $1.1M | 0.2% | -1% | 80.2 |
| 26 |  $GOOGL | Alphabet Inc. | $1.1M | 0.2% | -1% | 80.2 |
| 27 | — | ISHARES TR | $932,344 | 0.2% | +0% | — |
| 28 | — | ISHARES TR | $919,718 | 0.2% | +8% | — |
| 29 | — | ISHARES TR | $889,713 | 0.2% | +0% | — |
| 30 | — | VANGUARD SCOTTSDALE FDS | $593,511 | 0.1% | +553% | — |
| 31 | — | VANGUARD BD INDEX FDS | $511,541 | 0.1% | +25% | — |
| 32 |  $NVDA | NVIDIA CORP | $507,156 | 0.1% | +4% | 90.2 |
| 33 |  $PPL | PPL Corp | $493,392 | 0.1% | +0% | 70.3 |
| 34 | — | ISHARES TR | $461,670 | 0.1% | +0% | — |
| 35 | — | VANGUARD SCOTTSDALE FDS | $436,742 | 0.1% | +0% | — |
| 36 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $409,798 | 0.1% | +0% | — |
| 37 | — | VANGUARD INDEX FDS | $357,583 | 0.1% | +0% | — |
| 38 | — | VANGUARD INDEX FDS | $332,837 | 0.1% | +0% | — |
| 39 | — | VANGUARD INDEX FDS | $319,838 | 0.1% | +173% | — |
| 40 | $VFC | V F CORP | $319,652 | 0.1% | +1% | 59.7 |
| 41 | — | VANGUARD SCOTTSDALE FDS | $282,592 | 0.1% | +0% | — |
| 42 |  $MSFT | MICROSOFT CORP | $265,783 | 0.1% | +2% | 83.7 |
| 43 | — | VANGUARD ADMIRAL FDS INC | $262,189 | 0.1% | +0% | — |
| 44 | — | VANGUARD INDEX FDS | $232,207 | 0.1% | +0% | — |
| 45 | — | VANGUARD INDEX FDS | $206,529 | 0.0% | +0% | — |
| 46 | — | VANGUARD INDEX FDS | $195,140 | 0.0% | +0% | — |
| 47 | — | ISHARES TR | $28,148 | 0.0% | +0% | — |
| 48 | — | ISHARES TR | $24,397 | 0.0% | +0% | — |
| 49 | — | VANGUARD INDEX FDS | $12,695 | 0.0% | +0% | — |
New Positions (1)
$FXE Invesco CurrencyShares Euro Trust$9.5MBrowse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: MYCIO WEALTH PARTNERS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For MYCIO WEALTH PARTNERS, LLC (SEC CIK: 1371726), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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