account_balance
Investment manager · 13F filer · SEC CIK 1371726
Mycio Wealth Partners, LLC
Reported value$513Mas of Sep 30, 2026
Positions48 1 new, 2 sold out
Top 10 weight88.6%CB alone is 62%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CBChubb Limited
61.7%
IEFAiShares Tr
4.5%Trimmed −3%
IVViShares Tr
4.4%Trimmed −6%
SPYState STR SPDR S&P 500 ETF T
4.3%
AAPLApple Inc
3.4%
EFAiShares Tr
2.5%
VEAVanguard Tax-managed FDS
2.1%Trimmed −2%
VIGVanguard Specialized Funds
2.1%Trimmed −4%
NOBL1.9%
IWF1.8%
KKR1.4%BNL1.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CB Chubb Limited 61.7% Held
IEFA iShares Tr 4.5% Trimmed −3%
IVV iShares Tr 4.4% Trimmed −6%
SPY State STR SPDR S&P 500 ETF T 4.3% HeldAAPL Apple Inc 3.4% HeldEFA iShares Tr 2.5% Held
VEA Vanguard Tax-managed FDS 2.1% Trimmed −2%
VIG Vanguard Specialized Funds 2.1% Trimmed −4%
NOBL Proshares Tr 1.9% Trimmed −5%
IWF iShares Tr 1.8% Held
KKR KKR & Co Inc 1.4% HeldBNL Broadstone Net Lease Inc 1.1% HeldWhat changed