Mycio Wealth Partners, LLC Top Holdings and 13F Report (2026) About Mycio Wealth Partners, LLCInvestment ActivityMycio Wealth Partners, LLC has $513.34 million in total holdings as of September 30, 2026.Mycio Wealth Partners, LLC owns shares of 49 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 0.54% of the portfolio was purchased this quarter.About 1.94% 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 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Chubb $316,665,677iShares Core MSCI EAFE ETF $23,262,269iShares Core S&P 500 ETF $22,521,620SPDR S&P 500 ETF Trust $22,015,408Apple $17,233,119 Largest New Holdings this Quarter 594918104 - Microsoft $254,912 Holding Largest Purchases this Quarter Vanguard Russell 3000 ETF 4,897 shares (about $1.64M)iShares Russell 2000 ETF 2,940 shares (about $817.00K)Microsoft 497 shares (about $254.91K)SPDR S&P 500 ETF Trust 43 shares (about $32.79K)iShares Russell Mid-Cap ETF 98 shares (about $10.46K) Largest Sales this Quarter Chubb 11,479 shares (about $3.73M)iShares Core S&P 500 ETF 1,854 shares (about $1.42M)Invesco S&P 500 Equal Weight ETF 4,270 shares (about $888.41K)iShares Core MSCI EAFE ETF 7,307 shares (about $707.90K)SPDR S&P Dividend ETF 4,188 shares (about $613.46K) 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$316,665,677$3,733,545 ▼-1.2%973,60761.7%FinanceIEFAiShares Core MSCI EAFE ETF$23,262,269$707,903 ▼-3.0%240,1144.5%ETFIVViShares Core S&P 500 ETF$22,521,620$1,419,903 ▼-5.9%29,4074.4%ETFSPYSPDR S&P 500 ETF Trust$22,015,408$32,793 ▲0.1%28,8684.3%ETFAAPLApple$17,233,1190.0%51,7483.4%TechnologyEFAiShares MSCI EAFE ETF$12,737,7760.0%122,6082.5%ETFVEAVanguard FTSE Developed Markets ETF$11,027,301$266,976 ▼-2.4%156,1722.1%ETFVIGVanguard Dividend Appreciation ETF$10,635,293$442,593 ▼-4.0%45,5842.1%ETFNOBLProShares S&P 500 Aristocrats ETF$9,675,128$546,951 ▼-5.4%178,8381.9%ETFIWFiShares Russell 1000 Growth ETF$9,018,531$7,140 ▲0.1%71,9981.8%ETFKKRKKR & Co. Inc.$7,182,5710.0%78,6701.4%FinanceBNLBroadstone Net Lease$5,419,300$4,977 ▲0.1%292,9351.1%Real EstateIWRiShares Russell Mid-Cap ETF$5,326,259$10,458 ▲0.2%49,9131.0%ETFIWMiShares Russell 2000 ETF$4,860,311$816,999 ▲20.2%17,4900.9%ETFVBVanguard Small-Cap ETF$4,056,943$5,974 ▲0.1%14,2600.8%ETFSDYSPDR S&P Dividend ETF$3,873,985$613,463 ▼-13.7%26,4470.8%ETFVTHRVanguard Russell 3000 ETF$2,861,428$1,642,914 ▲134.8%8,5290.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,848,3090.0%35,0950.6%ETFLMTLockheed Martin$2,645,5540.0%5,1950.5%IndustrialsEEMiShares MSCI Emerging Markets ETF$2,175,7070.0%32,5750.4%ETFIWDiShares Russell 1000 Value ETF$2,160,6660.0%8,7150.4%ETFAPDAir Products and Chemicals$1,885,565$305,775 ▼-14.0%6,7770.4%MaterialsEFViShares MSCI EAFE Value ETF$1,497,6880.0%18,9250.3%ETFGOOGLAlphabet$1,272,408$688 ▼-0.1%3,6980.2%Communication ServicesGOOGAlphabet$1,243,3610.0%3,6490.2%Communication ServicesIWBiShares Russell 1000 ETF$1,075,342$832 ▲0.1%2,5840.2%ETFEFGiShares MSCI EAFE Growth ETF$1,011,0530.0%8,4370.2%ETFIWSiShares Russell Mid-Cap Value ETF$987,885$3,536 ▲0.4%6,1460.2%ETFVTIVanguard Total Stock Market ETF$784,657$43,031 ▼-5.2%2,0970.2%ETFNVDANVIDIA$648,143$15,073 ▼-2.3%2,8380.1%TechnologyIWNiShares Russell 2000 Value ETF$535,944$2,304 ▲0.4%2,5590.1%ETFQQQInvesco QQQ$525,2370.0%7100.1%ETFBNDVanguard Total Bond Market ETF$497,331$5,121 ▲1.0%7,0900.1%ETFPPLPPL$423,920$3,618 ▼-0.8%12,8890.1%UtilitiesVOOVanguard S&P 500 ETF$421,689$1,401 ▲0.3%6020.1%ETFRSPInvesco S&P 500 Equal Weight ETF$420,276$888,405 ▼-67.9%2,0200.1%ETFVBKVanguard Small-Cap Growth ETF$372,724$338 ▲0.1%1,1030.1%ETFVIOOVanguard S&P Small-Cap 600 ETF$288,8800.0%2,2830.1%ETFVVVanguard Large-Cap ETF$273,3880.0%7770.1%ETFVFCV.F.$265,983$309 ▲0.1%18,9180.1%Consumer DiscretionaryMSFTMicrosoft$254,912$254,912 ▲New Holding4970.0%TechnologyVOVanguard Mid-Cap ETF$226,005$235 ▲0.1%2,8820.0%ETFVEUVanguard FTSE All-World ex-US ETF$82,9700.0%1,0000.0%ETFVWOVanguard FTSE Emerging Markets ETF$59,3100.0%1,0000.0%ETFVONGVanguard Russell 1000 Growth ETF$31,495$301,010 ▼-90.5%2440.0%ETFIYMiShares U.S. Basic Materials ETF$28,5010.0%1600.0%ETFVBRVanguard Small-Cap Value ETF$13,6200.0%590.0%ETFIYRiShares U.S. Real Estate ETF$10,316$14,102 ▼-57.8%1090.0%ETFVTIVanguard Total Stock Market ETF$365$359 ▲6,075.3%136,5980.0%ETFVTWOVanguard Russell 2000 ETF$0$423,028 ▼-100.0%00.0%ETFVNQVanguard Real Estate ETF$0$212,146 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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