Mycio Wealth Partners, LLC Top Holdings and 13F Report (2025) About Mycio Wealth Partners, LLCInvestment ActivityMycio Wealth Partners, LLC has $432.82 million in total holdings as of June 30, 2025.Mycio Wealth Partners, LLC owns shares of 48 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 3.91% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Mycio Wealth Partners, LLC has purchased 50 new stocks and bought additional shares in 16 stocks.Mycio Wealth Partners, LLC sold shares of 10 stocks and completely divested from 5 stocks this quarter.Largest Holdings Chubb $269,213,039iShares Core MSCI EAFE ETF $19,619,473iShares Core S&P 500 ETF $19,324,073SPDR S&P 500 ETF Trust $15,761,149Apple $12,719,720 Largest New Holdings this Quarter 48251W104 - KKR & Co. Inc. $3,678,280 Holding921937835 - Vanguard Total Bond Market ETF $399,475 Holding92206C599 - Vanguard Russell 3000 ETF $85,616 Holding Largest Purchases this Quarter Chubb 41,095 shares (about $11.91M)KKR & Co. Inc. 27,650 shares (about $3.68M)Vanguard Total Bond Market ETF 5,425 shares (about $399.48K)Apple 1,149 shares (about $235.74K)iShares Russell 1000 Growth ETF 277 shares (about $117.61K) Largest Sales this Quarter iShares Russell 1000 ETF 3,991 shares (about $1.36M)iShares Russell 2000 ETF 2,837 shares (about $612.19K)SPDR S&P 500 ETF Trust 924 shares (about $570.89K)iShares Core MSCI EAFE ETF 4,091 shares (about $341.52K)Vanguard FTSE Developed Markets ETF 4,724 shares (about $269.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMycio Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCBChubb$269,213,039$11,906,043 ▲4.6%929,21862.2%FinanceIEFAiShares Core MSCI EAFE ETF$19,619,473$341,517 ▼-1.7%235,0204.5%ETFIVViShares Core S&P 500 ETF$19,324,073$225,384 ▼-1.2%31,1234.5%ETFSPYSPDR S&P 500 ETF Trust$15,761,149$570,886 ▼-3.5%25,5103.6%FinanceAAPLApple$12,719,720$235,740 ▲1.9%61,9962.9%Computer and TechnologyEFAiShares MSCI EAFE ETF$11,253,343$101,547 ▲0.9%125,8902.6%FinanceVIGVanguard Dividend Appreciation ETF$9,573,603$87,076 ▲0.9%46,7272.2%ETFNOBLProShares S&P 500 Aristocrats ETF$8,642,909$46,519 ▼-0.5%85,6512.0%ETFVEAVanguard FTSE Developed Markets ETF$8,305,962$269,315 ▼-3.1%145,6931.9%ETFIWFiShares Russell 1000 Growth ETF$7,611,507$117,610 ▲1.6%17,9271.8%ETFBNLBroadstone Net Lease$5,144,045$11,909 ▲0.2%320,5011.2%FinanceIWRiShares Russell Mid-Cap ETF$4,323,952$116,617 ▲2.8%47,0151.0%ETFADPAutomatic Data Processing$4,262,3970.0%13,8211.0%Computer and TechnologyAPDAir Products and Chemicals$4,068,575$51,337 ▼-1.2%14,4240.9%Basic MaterialsSDYSPDR S&P Dividend ETF$4,060,956$26,468 ▲0.7%29,9190.9%ETFKKRKKR & Co. Inc.$3,678,280$3,678,280 ▲New Holding27,6500.8%FinanceVBVanguard Small-Cap ETF$3,345,765$58,535 ▲1.8%14,1180.8%ETFIWMiShares Russell 2000 ETF$3,072,180$612,192 ▼-16.6%14,2370.7%FinanceLMTLockheed Martin$2,422,2230.0%5,2300.6%AerospaceIEMGiShares Core MSCI Emerging Markets ETF$2,399,854$205,541 ▼-7.9%39,9780.6%ETFIWDiShares Russell 1000 Value ETF$1,692,6800.0%8,7150.4%ETFEEMiShares MSCI Emerging Markets ETF$1,543,335$14,086 ▲0.9%31,9930.4%FinanceEFViShares MSCI EAFE Value ETF$1,144,225$24,630 ▲2.2%18,0250.3%ETFEFGiShares MSCI EAFE Growth ETF$922,932$9,073 ▲1.0%8,2400.2%ETFRSPInvesco S&P 500 Equal Weight ETF$893,946$2,908 ▲0.3%4,9190.2%ETFIWBiShares Russell 1000 ETF$805,512$1,355,311 ▼-62.7%2,3720.2%ETFIWSiShares Russell Mid-Cap Value ETF$797,232$3,039 ▲0.4%6,0330.2%ETFGOOGLAlphabet$681,8340.0%3,8690.2%Computer and TechnologyGOOGAlphabet$670,8890.0%3,7820.2%Computer and TechnologyPPLPPL$437,7240.0%12,9160.1%UtilitiesNVDANVIDIA$429,7330.0%2,7200.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$399,475$399,475 ▲New Holding5,4250.1%ETFQQQInvesco QQQ$391,6650.0%7100.1%FinanceVTWOVanguard Russell 2000 ETF$380,2800.0%4,3600.1%ETFIWNiShares Russell 2000 Value ETF$379,152$203,855 ▼-35.0%2,4030.1%ETFMSFTMicrosoft$343,7110.0%6910.1%Computer and TechnologyVOOVanguard S&P 500 ETF$335,9080.0%5910.1%ETFVBKVanguard Small-Cap Growth ETF$303,3310.0%1,0950.1%ETFVONGVanguard Russell 1000 Growth ETF$254,6550.0%2,3320.1%ETFVIOOVanguard S&P Small-Cap 600 ETF$228,1050.0%2,2530.1%ETFVVVanguard Large-Cap ETF$221,6790.0%7770.1%ETFVFCV.F.$216,059$1,633 ▲0.8%18,3880.0%Consumer DiscretionaryVOVanguard Mid-Cap ETF$200,359$58,485 ▲41.2%7160.0%ETFVNQVanguard Real Estate ETF$195,9320.0%2,2000.0%ETFVTHRVanguard Russell 3000 ETF$85,616$85,616 ▲New Holding3140.0%ETFIYRiShares U.S. Real Estate ETF$24,4510.0%2580.0%ETFIYMiShares U.S. Basic Materials ETF$22,4020.0%1600.0%ETFVBRVanguard Small-Cap Value ETF$11,1730.0%570.0%ETFBSVVanguard Short-Term Bond ETF$0$1,313,539 ▼-100.0%00.0%ETFIYLDiShares Morningstar Multi-Asset Income ETF$0$743,703 ▼-100.0%00.0%ETFIJRiShares Core S&P Small-Cap ETF$0$360,774 ▼-100.0%00.0%ETFGSGiShares S&P GSCI Commodity-Indexed Trust$0$254,228 ▼-100.0%00.0%FinanceIWOiShares Russell 2000 Growth ETF$0$190,777 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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