Mycio Wealth Partners
Mycio Wealth Partners reported 49 stocks worth $535M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are CB (62.7%), IEFA (4.5%) and IVV (4.4%). Compared with Q1 2026, the fund opened new positions in VEU and VWO, added to CB, IEFA and IVV, trimmed AAPL, EFA and KKR and sold out of FXE and MSFT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CB Chubb Ltd F | $336M | 62.7% | 985K | +35K (+4%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $23.9M | 4.5% | 247K | +2,871 (+1%) | 8 of 8 | |
| 3 |  IVV Ishares TR | $23.4M | 4.4% | 31K | +184 (+1%) | 8 of 8 | |
| 4 |  SPY Spdr S&P 500 ETF TR | $21.5M | 4.0% | 29K | +45 (+0%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $15M | 2.8% | 52K | −10K (−16%) | 8 of 8 | |
| 6 |  EFA Ishares TR | $12.7M | 2.4% | 123K | −4,476 (−4%) | 8 of 8 | |
| 7 |  VEA Vanguard Tax-Managed Fds | $11.4M | 2.1% | 160K | +672 (+0%) | 8 of 8 | |
| 8 |  VIG Vanguard Dividend Appreciation ETF | $11.2M | 2.1% | 47K | +153 (+0%) | 8 of 8 | |
| 9 |  NOBL Proshares S&P 500 Div Aristocrat ETF | $10.6M | 2.0% | 189K | +96K (+103%) | 8 of 8 | |
| 10 |  IWF Ishares TR | $8.9M | 1.7% | 72K | +54K (+300%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mycio Wealth Partners 13F FAQ
What does Mycio Wealth Partners own?
Mycio Wealth Partners reported 49 stocks worth $535M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are CB (62.7%), IEFA (4.5%) and IVV (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Mycio Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 26 added to, 9 trimmed and 2 sold out. New positions include VEU and VWO. It sold all of FXE and MSFT.
When will Mycio Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mycio Wealth Partners's portfolio worth?
The Q2 2026 filing reports $535M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.