MYCIO WEALTH PARTNERS, LLC

Q1 2026 13F-HR Holdings

Location
Philadelphia, PA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$501,709
Net value change ($000)
+18,726 (3.9%)
New positions
1
Sold out positions
0
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FXE 9,470 NEW
KKR 4,220 119.7%
CB 3,094 1.0%
VEA 1,105 12.1%
NOBL 895 10.0%
IEFA 882 4.1%
LMT 633 25.0%
VTHR 499 525.3%
IWR 389 8.7%
BNL 364 7.3%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -1,118 -6.6%
IVV -873 -4.1%
SPY -872 -4.5%
IWF -836 -9.8%
VIG -192 -1.9%
GOOGL -113 -9.4%
GOOGL -111 -9.5%
MSFT -75 -22.0%
VONG -31 -9.9%
QQQ -26 -6.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type