StockDriftsStockDriftsTop 49 Mycio Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED | 62.74% | 985.1K | $335.7M | +3.65%(+34.66K) | $164.40(+110.30%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.47% | 247.4K | $23.9M | +1.17%(+2.87K) | $66.12(+53.23%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.38% | 31.3K | $23.4M | +0.59%(+184) | $327.01(+138.20%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.02% | 28.8K | $21.5M | +0.16%(+45) | $404.79(+91.54%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.8% | 51.7K | $15.0M | -16.41%(-10.16K) | $134.12(+127.69%) | 2026-06-30 | |
| EFA | ISHARES TR | 2.38% | 122.6K | $12.7M | -3.52%(-4.48K) | $64.91(+67.40%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.13% | 160.0K | $11.4M | +0.42%(+672) | $46.67(+58.58%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.1% | 47.5K | $11.2M | +0.32%(+153) | $145.62(+68.28%) | 2026-06-30 | |
| NOBL | PROSHARES TR | 1.98% | 188.9K | $10.6M | +1.70%(+3.15K) | $43.39(+34.47%) | 2026-06-30 | |
| IWF | ISHARES TR | 1.67% | 71.9K | $8.9M | +0.07%(+49) | $65.21(+89.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.51% | +66.44% | +13.40% | +87.56% |
| Top 20 Holdings Unweighted | +13.49% | +46.16% | +6.95% | +39.93% |
Mycio Wealth Partners LLC reports $535.01M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are CB (62.7%), IEFA (4.5%) and IVV (4.4%). The top 20 holdings account for 96.56% of reported assets. Its disclosed equity book has returned +66.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Mycio Wealth Partners LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Mycio Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1371726). View Mycio Wealth Partners LLC’s 13F filings on SEC