Mycio Wealth Partners, LLC Portfolio Holdings

Mycio Wealth Partners, LLC

  • $430 Million
  • Q3 2025

Mycio Wealth Partners, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $430 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chubb LTD with a value of $262M, Ishares Core S&P 500 ETF with a value of $20.6M, Ishares Tr with a value of $20.4M, Spdr S&P 500 ETF Trust with a value of $16.5M, and Apple Inc. with a value of $15.8M.

Examining the 13F form we can see an decrease of $1.28M in the current position value, from $431M to 430M.

Below you can find more details about Mycio Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $430 Million
Financial Services: $266 Million
ETFs: $134 Million
Technology: $16.6 Million
Real Estate: $5.11 Million
Basic Materials: $3.93 Million
Industrials: $2.61 Million
Communication Services: $1.86 Million
Utilities: $479,000
Other: $266,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$262 Million 60.94% of portfolio
928,854
Q3 2025 Reduced 0.04%
$0
$20.6 Million 4.78% of portfolio
30,737
Q3 2025 Reduced 1.24%
$0
$20.4 Million 4.75% of portfolio
234,006
Q3 2025 Reduced 0.43%
$0
$16.5 Million 3.84% of portfolio
24,812
Q3 2025 Reduced 2.74%
$4.3T
$15.8 Million 3.66% of portfolio
61,887
Q3 2025 Reduced 0.18%
$0
$11.8 Million 2.73% of portfolio
125,890
Q2 2025 Added 0.91%
$0
$8.82 Million 2.05% of portfolio
85,560
Q3 2025 Reduced 0.11%
$0
$8.7 Million 2.02% of portfolio
145,272
Q3 2025 Reduced 0.29%
$0
$8.54 Million 1.99% of portfolio
46,885
Q3 2025 Added 0.34%
$0
$8.4 Million 1.95% of portfolio
17,942
Q3 2025 Added 0.08%
$3.41B
$5.11 Million 1.19% of portfolio
285,946
Q3 2025 Reduced 10.78%
$0
$4.55 Million 1.06% of portfolio
47,114
Q3 2025 Added 0.21%
$0
$4.22 Million 0.98% of portfolio
30,098
Q3 2025 Added 0.6%
$57.5B
$3.93 Million 0.91% of portfolio
14,424
Q2 2025 Reduced 1.25%
$103B
$3.59 Million 0.84% of portfolio
27,650
Q2 2025 New
$0
$3.6 Million 0.84% of portfolio
14,142
Q3 2025 Added 0.17%
$123B
$2.61 Million 0.61% of portfolio
5,230
Q3 2023 Added 0.97%
$0
$2.14 Million 0.5% of portfolio
39,978
Q2 2025 Reduced 7.89%
$0
$1.77 Million 0.41% of portfolio
8,715
Q1 2025 Reduced 27.22%
$0
$1.71 Million 0.4% of portfolio
31,993
Q2 2025 Added 0.92%
$0
$1.22 Million 0.28% of portfolio
18,025
Q2 2025 Added 2.2%
$0
$938,000 0.22% of portfolio
8,240
Q2 2025 Added 0.99%
$1.65T
$940,000 0.22% of portfolio
3,869
Q4 2024 Reduced 7.73%
$1.74T
$921,000 0.21% of portfolio
3,782
Q4 2024 Reduced 6.08%
$0
$846,000 0.2% of portfolio
6,058
Q3 2025 Added 0.41%
$0
$867,000 0.2% of portfolio
2,374
Q3 2025 Added 0.08%
$0
$766,000 0.18% of portfolio
4,040
Q3 2025 Reduced 17.87%
$465B
$507,000 0.12% of portfolio
2,720
Q4 2024 Reduced 5.56%
$27.1B
$479,000 0.11% of portfolio
12,916
Q4 2023 Added 0.72%
$0
$426,000 0.1% of portfolio
4,360
Q4 2024 New
$0
$426,000 0.1% of portfolio
2,414
Q3 2025 Added 0.46%
$0
$426,000 0.1% of portfolio
710
Q4 2022 New
$0
$407,000 0.09% of portfolio
5,479
Q3 2025 Added 1.0%
$0
$326,000 0.08% of portfolio
1,097
Q3 2025 Added 0.18%
$0
$363,000 0.08% of portfolio
593
Q3 2025 Added 0.34%
$3.78T
$357,000 0.08% of portfolio
691
Q4 2024 Reduced 11.3%
$0
$281,000 0.07% of portfolio
2,332
Q4 2024 New
$0
$239,000 0.06% of portfolio
777
Q4 2021 New
$0
$248,000 0.06% of portfolio
2,253
Q1 2025 New
$5.82B
$266,000 0.06% of portfolio
18,497
Q3 2025 Added 0.59%
$0
$210,000 0.05% of portfolio
717
Q3 2025 Added 0.14%
$0
$201,000 0.05% of portfolio
2,200
Q4 2024 New
$0
$92,000 0.02% of portfolio
315
Q3 2025 Added 0.32%
$0
$23,000 0.01% of portfolio
160
Q1 2020 Reduced 71.73%
$0
$25,000 0.01% of portfolio
258
Q1 2020 Reduced 80.2%
$0
$12,000 0.0% of portfolio
58
Q3 2025 Added 1.75%

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $430 Million
  • Prior Value $431 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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