MYCIO WEALTH PARTNERS, LLC
CIK 1371726 · Holdings on Jun 30, 2026 · First reported Aug 12, 2026
Top ten holdings
Q2 2026- CB62.74%
- IEFA4.47%
- IVV4.38%
- SPY4.02%
- AAPL2.80%
- EFA2.38%
- VEA2.13%
- VIG2.10%
- NOBL1.98%
- IWF1.67%
Share classes counted separately88.67%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CBWeight increased · +1.00 pp61.74% → 62.74%Shares +34.66K (+3.65%)
- IVVWeight increased · +0.33 pp4.05% → 4.38%Shares +184 (+0.59%)
- AAPLWeight decreased · -0.33 pp3.13% → 2.80%Shares -10.16K (-16.41%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CBCHUBB LTD View history and evidence | $335.66M | 62.74% | 985.09K shares | 61.74% → 62.74%+1.00 pp +34.66K (+3.65%) | Added | ↗▾ |
| 02 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $23.90M | 4.47% | 247.42K shares | 4.41% → 4.47%+0.06 pp +2.87K (+1.17%) | Added | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $23.41M | 4.38% | 31.26K shares | 4.05% → 4.38%+0.33 pp +184 (+0.59%) | Added | ↗▾ |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $21.53M | 4.02% | 28.82K shares | 3.73% → 4.02%+0.29 pp +45 (+0.16%) | Added | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $14.97M | 2.80% | 51.75K shares | 3.13% → 2.80%-0.33 pp -10.16K (-16.41%) | Reduced | ↗▾ |
| 06 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $12.74M | 2.38% | 122.61K shares | 2.46% → 2.38%-0.08 pp -4.48K (-3.52%) | Reduced | ↗▾ |
| 07 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $11.40M | 2.13% | 159.95K shares | 2.03% → 2.13%+0.10 pp +672 (+0.42%) | Added | ↗▾ |
| 08 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $11.23M | 2.10% | 47.48K shares | 2.03% → 2.10%+0.07 pp +153 (+0.32%) | Added | ↗▾ |
| 09 | NOBLPROSHARES S&P 500 DIVIDEND AS&P 500 DV ARIST View history and evidence | $10.61M | 1.98% | 188.95K shares | 1.96% → 1.98%+0.02 pp +96.05K (+103.39%) | Added | ↗▾ |
| 10 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $8.93M | 1.67% | 71.94K shares | 1.53% → 1.67%+0.14 pp +53.97K (+300.27%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FXE INVESCO CURRENCYSHARES EURO | Non-derivative | -88,759 | -$9.47M | SEC filing ↗ | SEC filing ↗ |
| MSFT MICROSOFT CORP | Non-derivative | -718 | -$265.78K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1371726 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 12, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 535009185
}Research all 49 reported holdings.
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