Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MYCIO WEALTH PARTNERS, LLC (CIK 1371726) reported $501.7M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CB ($309.8M, 61.74%), IEFA ($22.1M, 4.41%), IVV ($20.3M, 4.05%), SPY ($18.7M, 3.73%), AAPL ($15.7M, 3.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CB | CHUBB LTD SWITZ | $309.8M | 61.74% | 950,425 | Trimmed |
| 2 | IEFA | ISHARES TR | $22.1M | 4.41% | 244,550 | Added |
| 3 | IVV | ISHARES TR | $20.3M | 4.05% | 31,077 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $18.7M | 3.73% | 28,780 | Added |
| 5 | AAPL | APPLE INC | $15.7M | 3.13% | 61,908 | Hold |
| 6 | EFA | ISHARES TR | $12.3M | 2.46% | 127,084 | Hold |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $10.2M | 2.03% | 159,281 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $10.2M | 2.03% | 47,328 | Added |
| 9 | NOBL | PROSHARES TR | $9.8M | 1.96% | 92,899 | Added |
| 10 | FXE | INVESCO CURRENCYSHARES EURO | $9.5M | 1.89% | 88,759 | New |
| 11 | KKR | KKR & CO INC | $7.7M | 1.54% | 83,733 | Added |
| 12 | IWF | ISHARES TR | $7.7M | 1.53% | 17,973 | Added |
| 13 | BNL | BROADSTONE NET LEASE INC | $5.3M | 1.06% | 292,374 | Added |
| 14 | IWR | ISHARES TR | $4.8M | 0.96% | 49,729 | Added |
| 15 | SDY | SPDR SERIES TRUST | $4.4M | 0.89% | 30,480 | Added |
| 16 | VB | VANGUARD INDEX FDS | $3.7M | 0.74% | 14,217 | Added |
| 17 | IWM | ISHARES TR | $3.6M | 0.71% | 14,401 | Added |
| 18 | LMT | LOCKHEED MARTIN CORP | $3.2M | 0.63% | 5,240 | Hold |
| 19 | IEMG | ISHARES INC | $2.8M | 0.56% | 40,264 | Hold |
| 20 | APD | AIR PRODUCTS AND CHEMICALS I | $2.3M | 0.46% | 7,876 | Hold |
| 21 | EEM | ISHARES TR | $1.8M | 0.37% | 32,422 | Hold |
| 22 | IWD | ISHARES TR | $1.9M | 0.37% | 8,715 | Hold |
| 23 | EFV | ISHARES TR | $1.4M | 0.27% | 18,434 | Hold |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $1.2M | 0.24% | 6,290 | Hold |
| 25 | GOOGL | ALPHABET INC | $1.1M | 0.22% | 3,802 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31