MYCIO WEALTH PARTNERS, LLC

Q3 2026 13F-HR Holdings

Location
Philadelphia, PA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$513,342
Net value change ($000)
-21,667 (-4.0%)
New positions
1
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 2,259 15.1%
VTHR 1,657 137.6%
SPY 489 2.3%
IWM 488 11.2%
MSFT 255 NEW
IWF 86 1.0%
NVDA 67 11.5%
EFV 49 3.4%
IWD 48 2.3%
IWB 18 1.7%
Top Reduces (Value $000, Stocks/ETFs)
CB -18,992 -5.7%
NOBL -936 -8.8%
RSP -918 -68.6%
IVV -889 -3.8%
VTI -819 -100.0%
SDY -788 -16.9%
IEFA -634 -2.7%
BNL -630 -10.4%
VIG -600 -5.3%
APD -423 -18.3%
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