Mycio Wealth Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Mycio Wealth Partners, LLC reported 47 stock positions worth $432.3 million. Its top holding was Chubb (CB) at 60.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.8%) and iShares Core MSCI Eafe ETF (IEFA, 4.7%). Compared with Q2 2025, it sold out of 1, added to 16 and reduced 9. The biggest buy was iShares Russell 1000 Growth (IWF, shares +0%) and the biggest sale Chubb (CB, shares −0%).

Most Recent 13F
Q2 2026
Location
PHILADELPHIA, PA
CIK
0001371726
Portfolio Value
$432.3M (Q3 2025)
SEC Filing
0001371726-25-000006 ↗ filed Nov 12, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $396.7M Q1 2024 Q2 2024: $391.5M Q2 2024 Q3 2024: $436.0M Q3 2024 Q4 2024: $417.3M Q4 2024 Q1 2025: $424.0M Q1 2025 Q2 2025: $432.8M Q2 2025 Q3 2025: $432.3M $432.3M Q3 2025 Q4 2025: $483.0M Q4 2025 Q1 2026: $501.7M Q1 2026 Q2 2026: $535.0M Q2 2026

Holdings 47 stocks · $432.3M
CB Chubb Ltd. 60.65% 928,854 $262.2M Reduce -0.0%
IVV iShares Core S&P 500 ETF 4.76% 30,737 $20.6M Reduce -1.2%
IEFA iShares Core MSCI Eafe ETF 4.73% 234,006 $20.4M Reduce -0.4%
SPY SS SPDR S&P 500 ETF Trust-US 3.82% 24,812 $16.5M Reduce -2.7%
AAPL Apple Inc. 3.65% 61,887 $15.8M Reduce -0.2%
EFA iShares MSCI Eafe ETF 2.72% 125,890 $11.8M No change
VIG Vanguard Dividend Apprec ETF 2.34% 46,885 $10.1M Add +0.3%
NOBL Proshares S&P 500 Dividend A 2.04% 85,560 $8.8M Reduce -0.1%
VEA Vanguard Ftse Developed ETF 2.01% 145,272 $8.7M Reduce -0.3%
IWF iShares Russell 1000 Growth 1.94% 17,942 $8.4M Add +0.1%
BNL Broadstone Net Lease Inc. 1.18% 285,946 $5.1M Reduce -10.8%
IWR iShares Russell Mid-Cap ETF 1.05% 47,114 $4.5M Add +0.2%
SDY SS SPDR S&P Dividend ETF 0.98% 30,098 $4.2M Add +0.6%
APD Air Products & Chemicals Inc. 0.91% 14,424 $3.9M No change
VB Vanguard Most SM-Cap ETF-Usd 0.83% 14,142 $3.6M Add +0.2%
KKR KKR & Co. Inc. 0.83% 27,650 $3.6M No change
IWM iShares Russell 2000 ETF 0.80% 14,267 $3.5M Add +0.2%
IEMG iShares Core MSCI Emerging 0.61% 39,978 $2.6M No change
LMT Lockheed Martin Corp. 0.60% 5,230 $2.6M No change
IWD iShares Russell 1000 Value E 0.41% 8,715 $1.8M No change
EEM iShares MSCI Emerging Market 0.40% 31,993 $1.7M No change
EFV iShares MSCI Eafe Value ETF 0.28% 18,025 $1.2M No change
GOOGL Alphabet Inc. Class A 0.22% 3,869 $941K No change
EFG iShares MSCI Eafe Growth ETF 0.22% 8,240 $938K No change
GOOG Alphabet Inc. Class C 0.21% 3,782 $921K No change
IWB iShares Russell 1000 ETF 0.20% 2,374 $868K Add +0.1%
IWS iShares Russell Mid-Cap Valu 0.20% 6,058 $846K Add +0.4%
RSP Invesco S&P 500 Equal Weight 0.18% 4,040 $766K Reduce -17.9%
NVDA Nvidia Corp. 0.12% 2,720 $507K No change
PPL PPL Corp. 0.11% 12,916 $480K No change
IWN iShares Russell 2000 Value E 0.10% 2,414 $427K Add +0.5%
VTWO Vanguard Russell 2000 ETF 0.10% 4,360 $426K No change
QQQ Invesco QQQ Trust Series 1 0.10% 710 $426K No change
BND Vanguard Total Bond Market 0.09% 5,479 $407K Add +1.0%
VOO Vanguard S&P 500 ETF 0.08% 593 $363K Add +0.3%
MSFT Microsoft Corp. 0.08% 691 $358K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.08% 1,097 $326K Add +0.2%
VONG Vanguard Russell 1000 Growth 0.07% 2,332 $281K No change
VFC VF Corp. 0.06% 18,497 $267K Add +0.6%
VIOO Vanguard S&P Small-Cap 600 E 0.06% 2,253 $249K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.06% 777 $239K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 717 $211K Add +0.1%
VNQ Vanguard Real Estate ETF 0.05% 2,200 $201K No change
VTHR Vanguard Russell 3000 0.02% 315 $93K Add +0.3%
IYR iShares US Real Estate ETF 0.01% 258 $25K No change
IYM iShares U.S. Basic Materials 0.01% 160 $24K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 58 $12K Add +1.8%

Portfolio Sells Q2 2025 → Q3 2025
CB Chubb Ltd. Reduce -0.0% 60.65% −1.55
ADP Automatic Data Processing Sold out 0.00% −0.98
RSP Invesco S&P 500 Equal Weight Reduce -17.9% 0.18% −0.03
BNL Broadstone Net Lease Inc. Reduce -10.8% 1.18% −0.01
NOBL Proshares S&P 500 Dividend A Reduce -0.1% 2.04% +0.04
VEA Vanguard Ftse Developed ETF Reduce -0.3% 2.01% +0.09
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.7% 3.82% +0.18
IEFA iShares Core MSCI Eafe ETF Reduce -0.4% 4.73% +0.19
IVV iShares Core S&P 500 ETF Reduce -1.2% 4.76% +0.29
AAPL Apple Inc. Reduce -0.2% 3.65% +0.71

Portfolio Buys Q2 2025 → Q3 2025
IWF iShares Russell 1000 Growth Add +0.1% 1.94% +0.19
VIG Vanguard Dividend Apprec ETF Add +0.3% 2.34% +0.13
IWM iShares Russell 2000 ETF Add +0.2% 0.80% +0.09
VB Vanguard Most SM-Cap ETF-Usd Add +0.2% 0.83% +0.06
IWR iShares Russell Mid-Cap ETF Add +0.2% 1.05% +0.05
SDY SS SPDR S&P Dividend ETF Add +0.6% 0.98% +0.04
IWB iShares Russell 1000 ETF Add +0.1% 0.20% +0.01
VFC VF Corp. Add +0.6% 0.06% +0.01
IWS iShares Russell Mid-Cap Valu Add +0.4% 0.20% +0.01
IWN iShares Russell 2000 Value E Add +0.5% 0.10% +0.01
VOO Vanguard S&P 500 ETF Add +0.3% 0.08% +0.01
VBK Van Morst SML-Cap Gro-Usd Inc. Add +0.2% 0.08% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.1% 0.05% +0.00
BND Vanguard Total Bond Market Add +1.0% 0.09% +0.00
VTHR Vanguard Russell 3000 Add +0.3% 0.02% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +1.8% 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 49$535.0MCB, IEFA, IVV, SPY, AAPL
Q1 2026 49$501.7MCB, IEFA, IVV, SPY, AAPL
Q4 2025 48$483.0MCB, IEFA, IVV, SPY, AAPL
Q3 2025 47$432.3MCB, IVV, IEFA, SPY, AAPL
Q2 2025 48$432.8MCB, IEFA, IVV, SPY, AAPL
Q1 2025 50$424.0MCB, IEFA, IVV, SPY, AAPL
Q4 2024 49$417.3MCB, IVV, IEFA, AAPL, SPY
Q3 2024 46$436.0MCB, IVV, IEFA, AAPL, SPY
Q2 2024 46$391.5MCB, IVV, IEFA, AAPL, SPY
Q1 2024 47$396.7MCB, IVV, IEFA, SPY, AAPL