13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001371726
Total reported value
$535.0M
$535.0M
48 檔
62.9%
According to the latest 13F quarterly dataset, Mycio Wealth Partners, LLC managed an equity portfolio of $535.0M at the end of Q2 2025, spanning 48 distinct U.S. exchange-listed positions.
Mycio Wealth Partners, LLC executed strategic sector rebalancing during Q2 2025, establishing 3 new positions while fully exiting 5 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | Stock-Financials | 62.20% | +1.00% | +4.63% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.53% | +0.06% | -1.71% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.46% | +0.33% | -1.15% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.64% | +0.29% | -3.50% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.94% | -0.33% | +1.89% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.60% | -0.08% | +0.91% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.21% | +0.07% | +0.92% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.00% | +0.02% | -0.54% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.92% | +0.10% | -3.14% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.76% | +0.14% | +1.57% | |
| 11 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 1.19% | +0.07% | +0.23% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.00% | +0.07% | +2.77% | |
| 13 | ADP | Automatic Data Processing | Stock-Tech | 0.98% | — | — | |
| 14 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.94% | -0.03% | -1.25% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.94% | -0.02% | +0.66% | |
| 16 | KKR | Kkr & Co Inc | Stock-Financials | 0.85% | -0.19% | — | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 0.77% | +0.07% | +1.78% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.71% | +0.11% | -16.62% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.56% | -0.14% | — | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | -0.02% | -7.89% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.39% | +0.02% | — | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.36% | +0.05% | +0.92% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.26% | — | +2.20% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.21% | +0.01% | +0.99% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.21% | +0.01% | +0.33% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.19% | +0.02% | -62.72% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.18% | +0.01% | +0.38% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.03% | — | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.03% | — | |
| 30 | PPL | Ppl CORP | Stock-Utilities | 0.10% | -0.01% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | +0.01% | — | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.09% | — | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.09% | +0.02% | — | |
| 34 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.09% | -0.01% | — | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.09% | +0.02% | -34.97% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | -0.05% | EXIT | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | +0.01% | — | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.07% | +0.01% | — | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.06% | — | — | |
| 40 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.05% | +0.01% | — | |
| 41 | VV | Vanguard Large-cap ETF | ETF-Other | 0.05% | — | — | |
| 42 | VFC | Vf CORP | Stock-Consumer Disc | 0.05% | — | +0.76% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.05% | — | +41.22% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.05% | — | — | |
| 45 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.02% | +0.10% | — | |
| 46 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.01% | — | — | |
| 47 | IYM | Ishares U.s. Basic Materials | ETF-Other | 0.01% | — | — | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-Other | — | — | — |
According to official SEC Form 13F filings, Mycio Wealth Partners, LLC reported a total U.S. public equity portfolio value of $535.0M across 48 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CB, IEFA, IVV) accounted for 62.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
KKR
市值: $3.7M
Top Position Liquidated / Trimmed
BSV
前期市值: $1.3M
During Q2 2025, Mycio Wealth Partners, LLC's top holdings by market value included CB (62.2%)、IEFA (4.5%)、IVV (4.5%). The largest single position, CB, represented 62.2% of total portfolio value.
In Q2 2025, Mycio Wealth Partners, LLC made 34 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 10 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.