Arkolith/Funds/Mycio Wealth Partners, LLC

Mycio Wealth Partners, LLC

CIK 1371726Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Mycio Wealth Partners, LLC holds a concentrated book of 49 reported positions worth $535.0M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Vanguard Ftse All-World Ex-U and trimmed Apple Inc. Their largest long position is Chubb Ltd at 63% of the reported non-option book. Cloning the disclosed picks since 2024 would be +27% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Mycio Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+26.9%
+13.6%/yr · since Oct '24
Their reported book
+23.6%
held from quarter-end
S&P 500
+35.4%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Mycio Wealth Partners, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.2 points over this window.

Growth of $10,000 cloning Mycio Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
78%
Top 10 holdings
89%
Top 20 holdings
97%

Excluding Chubb Ltd (63% of the book), the rest is a focused book:

Top 5 of the rest
48%
Top 10 of the rest
73%
Top 20 of the rest
92%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

70% mapped to company sectors

Financials
64%
ETFs / funds
30%
Information Technology
3%
Real Estate
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Mycio Wealth Partners, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC5 / 49$2.9B
Donor Advised Charitable Giving, Inc.7 / 49$4.4B
West Virginia University Foundation, Inc4 / 49$1.2B
Swiss Re Ltd7 / 49$1.0B
Karnit Road Accident Victims Compensation Fund4 / 49$161.5M
Hackensack Meridian Health, Inc.5 / 49$1.3B
Kearns & Associates LLC11 / 49$187.2M
Cerity Partners Retirement Plan Advisors LLC8 / 49$206.9M

Ranked by the share of each fund's own book sitting in the names it shares with Mycio Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

49 positions
Chubb Limited is 62.7% of the book
#SecurityValueShares% PortLast moveHistory
1Chubb Limited
COM
$335.7M985.1K
62.7%
+3.6%
Added · +35K sh
2Ishares TR
CORE MSCI EAFE
$23.9M247.4K
4.5%
+1.2%
Added · +3K sh
3Ishares TR
CORE S&P500 ETF
$23.4M31.3K
4.4%
+0.6%
Added · +184 sh
4State STR SPDR S&P 500 ETF T
TR UNIT
$21.5M28.8K
4.0%
+0.1%
Added · +45 sh
5Apple Inc
COM
$15.0M51.7K
2.8%
−16%
Reduced · −10K sh
6Ishares TR
MSCI EAFE ETF
$12.7M122.6K
2.4%
−3.5%
Reduced · −4K sh
7Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$11.4M160.0K
2.1%
+0.4%
Added · +672 sh
8Vanguard Specialized Funds
DIV APP ETF
$11.2M47.5K
2.1%
+0.3%
Added · +153 sh
9Proshares TR
S&P 500 DV ARIST
$10.6M188.9K
2.0%
+103%
Added · +96K sh
10Ishares TR
RUS 1000 GRW ETF
$8.9M71.9K
1.7%
+300%
Added · +54K sh
11KKR & Co Inc
COM
$7.2M78.7K
1.3%
−6.0%
Reduced · −5K sh
12Broadstone Net Lease Inc
COM
$6.0M292.7K
1.1%
+0.1%
Added · +292 sh
13Ishares TR
RUS MID CAP ETF
$5.5M49.8K
1.0%
+0.2%
Added · +86 sh
14SPDR Series Trust
ST STR SP DIV
$4.7M30.6K
0.9%
+0.5%
Added · +155 sh
15Ishares TR
RUSSELL 2000 ETF
$4.4M14.6K
0.8%
+1.0%
Added · +149 sh
16Vanguard Index FDS
SMALL CP ETF
$4.3M14.2K
0.8%
+0.1%
Added · +22 sh
17Ishares Inc
CORE MSCI EMKT
$2.9M35.1K
0.5%
−13%
Reduced · −5K sh
18Lockheed Martin Corp
COM
$2.6M5.2K
0.5%
−0.8%
Reduced · −45 sh
19Air Products And Chemicals I
COM
$2.3M7.9K
0.4%
Held
20Ishares TR
MSCI EMG MKT ETF
$2.2M32.6K
0.4%
+0.5%
Added · +153 sh
21Ishares TR
RUS 1000 VAL ETF
$2.1M8.7K
0.4%
Held
22Ishares TR
EAFE VALUE ETF
$1.4M18.9K
0.3%
+2.7%
Added · +491 sh
23Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.3M6.3K
0.3%
Held
24Alphabet Inc
CAP STK CL A
$1.3M3.7K
0.2%
−2.7%
Reduced · −102 sh
25Alphabet Inc
CAP STK CL C
$1.3M3.6K
0.2%
−1.4%
Reduced · −50 sh
26Vanguard Scottsdale FDS
VNG RUS3000IDX
$1.2M3.6K
0.2%
+76%
Added · +2K sh
27Ishares TR
RUS 1000 ETF
$1.1M2.6K
0.2%
+0.1%
Added · +3 sh
28Ishares TR
EAFE GRWTH ETF
$1.0M8.4K
0.2%
+0.8%
Added · +65 sh
29Ishares TR
RUS MDCP VAL ETF
$1.0M6.1K
0.2%
+0.3%
Added · +19 sh
30Vanguard Index FDS
TOTAL STK MKT
$819K2.2K
0.2%
+122%
Added · +1K sh
31Nvidia Corporation
COM
$581K2.9K
0.1%
−0.1%
Reduced · −4 sh
32Ishares TR
RUS 2000 VAL ETF
$564K2.5K
0.1%
+4.6%
Added · +113 sh
33Invesco QQQ TR
UNIT SER 1
$523K710
0.1%
Held
34Vanguard BD Index FDS
TOTAL BND MRKT
$515K7.0K
0.1%
+1.0%
Added · +70 sh
35PPL Corp
COM
$473K13.0K
0.1%
+0.6%
Added · +83 sh
36Vanguard Scottsdale FDS
VNG RUS2000IDX
$423K3.5K
0.1%
−20%
Reduced · −876 sh
37Vanguard Index FDS
S&P 500 ETF SHS
$412K600
0.1%
+0.3%
Added · +2 sh
38Vanguard Index FDS
SML CP GRW ETF
$403K1.1K
0.1%
+0.1%
Added · +1 sh
39Vanguard Scottsdale FDS
VNG RUS1000GRW
$329K2.6K
0.1%
Held
40V F Corp
COM
$315K18.9K
0.1%
+0.4%
Added · +82 sh
41Vanguard Admiral FDS Inc
SMLLCP 600 IDX
$314K2.3K
0.1%
Held
42Vanguard Index FDS
LARGE CAP ETF
$267K777
<0.1%
Held
43Vanguard Index FDS
MID CAP ETF
$232K2.9K
<0.1%
+300%
Added · +2K sh
44Vanguard Index FDS
REAL ESTATE ETF
$212K2.2K
<0.1%
Held
45Vanguard Intl Equity Index F
ALLWRLD EX US
$84K1.0K
<0.1%
New
New position
46Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$60K1.0K
<0.1%
New
New position
47Ishares TR
U.S. BAS MTL ETF
$29K160
<0.1%
Held
48Ishares TR
U.S. REAL ES ETF
$26K258
<0.1%
Held
49Vanguard Index FDS
SM CP VAL ETF
$14K59
<0.1%
+1.7%
Added · +1 sh
Showing all 49 positions
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Filing history

As-of date vs the date the SEC received each filing

$535.0M · Q2 2026Q3 2024 · $436.0MQ2 2026 · $535.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202643d49$535.0M13F-HR
Q1 2026Mar 31, 2026Apr 29, 202629d49$501.7M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202641d48$483.0M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d47$432.3M13F-HR
Q4 2024Dec 31, 2024Jan 30, 202530d49$417.3M13F-HR
Q3 2024Sep 30, 2024Oct 25, 202425d46$436.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.