SEC 13F Intelligence

Managers / Q1 2026

MYCIO WEALTH PARTNERS, LLC

CIK 0001371726 · 2929 WALNUT STREET, SUITE 1200, PHILADELPHIA, PA, 19104 · 267-295-2280

Reported Value
$502M
Q1 2026
Positions
49
Filings on Record
30
2019–present window
Filed
Apr 29, 2026
original filing

Summary

Mycio Wealth Partners, Llc reported $502M in U.S.-listed holdings across 49 positions for Q1 2026.

The portfolio is heavily concentrated: Chubb Ltd Switz alone accounts for 61.7% of reported value.

Compared with Q4 2025, the fund opened 1 new position and exited 0.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.1BQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.3BQ3 ’19: $1.3BQ4 ’19: $1.5BQ4 ’19Q1 ’20: $149MQ2 ’20: $145MQ3 ’20: $146MQ4 ’20: $184MQ4 ’20Q1 ’21: $224MQ2 ’21: $246MQ3 ’21: $272MQ4 ’21: $303MQ4 ’21Q1 ’22: $314MQ2 ’22: $271MQ3 ’22: $256MQ4 ’22: $305.3BQ4 ’22Q1 ’23: $285MQ2 ’23: $318MQ3 ’23: $335MQ4 ’23: $356MQ4 ’23Q1 ’24: $397MQ2 ’24: $391MQ3 ’24: $436MQ4 ’24: $417MQ4 ’24Q1 ’25: $424MQ2 ’25: $433MQ3 ’25: $432MQ4 ’25: $483MQ4 ’25Q1 ’26: $502Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$502M49Apr 29, 202613F-HRchanges · EDGAR ↗
Q4 2025$483M48Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$432M47Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$433M48Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$424M50May 7, 202513F-HRchanges · EDGAR ↗
Q4 2024$417M49Jan 30, 202513F-HRchanges · EDGAR ↗
Q3 2024$436M46Oct 25, 202413F-HRchanges · EDGAR ↗
Q2 2024$391M46Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$397M47May 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$356M47Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$335M47Nov 7, 202313F-HRchanges · EDGAR ↗
Q2 2023$318M43Aug 4, 202313F-HRchanges · EDGAR ↗
Q1 2023$285M46May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$305.3B52Jan 25, 202313F-HRchanges · EDGAR ↗
Q3 2022$256M46Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$271M44Aug 2, 202213F-HRchanges · EDGAR ↗
Q1 2022$314M47May 9, 202213F-HRchanges · EDGAR ↗
Q4 2021$303M45Feb 8, 202213F-HRchanges · EDGAR ↗
Q3 2021$272M41Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$246M43Aug 9, 202113F-HRchanges · EDGAR ↗
Q1 2021$224M42May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$184M38Feb 9, 202113F-HRchanges · EDGAR ↗
Q3 2020$146M32Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$145M35Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$149M30May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.5B474Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.3B453Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.3B413Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.2B295Apr 18, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.1B289Jan 22, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.