MYCIO WEALTH PARTNERS, LLC

Q2 2026 13F-HR Holdings

Location
Philadelphia, PA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$535,009
Net value change ($000)
+33,300 (6.6%)
New positions
2
Sold out positions
2
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CB 25,886 8.4%
IVV 3,111 15.3%
SPY 2,809 15.0%
IEFA 1,757 7.9%
IWF 1,269 16.6%
VEA 1,190 11.7%
VIG 1,057 10.4%
IWM 800 22.4%
NOBL 763 7.7%
BNL 707 13.2%
Top Reduces (Value $000, Stocks/ETFs)
FXE -9,470 -100.0%
AAPL -738 -4.7%
KKR -525 -6.8%
LMT -520 -16.4%
MSFT -266 -100.0%
PPL -20 -4.1%
VTWO -14 -3.2%
VFC -5 -1.6%
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