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MYCIO WEALTH PARTNERS, LLC

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13F filer, CIK 1371726, PHILADELPHIA, PA

MYCIO WEALTH PARTNERS, LLC reported $432,817,000 across 48 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-31. Its ten largest share positions make up 88.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001371726-25-000004

Period
2025-06-30
Reported value
$433M
Holdings
48
Top 10 weight
88.26%
New
3
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CBadded+41,095$11.9M
KKRnew+27,650$3.68M
BNDnew+5,425$399K
AAPLadded+1,149$236K
IWFadded+277$118K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IWBreduced-3,991-$1.36M
BSVexited-16,780-$1.31M
IYLDexited-37,037-$744K
IWMreduced-2,837-$612K
SPYreduced-924-$571K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001371726-25-000004, largest first. % of portfolio is the value over $432,817,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943,840 shares; 2024Q4: 939,579 shares; 2025Q1: 888,123 shares; 2025Q2: 929,218 shares 929,218$269M62.2%+41,095Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,336 shares; 2024Q4: 236,882 shares; 2025Q1: 239,111 shares; 2025Q2: 235,020 shares 235,020$19.6M4.53%-4,091Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,440 shares; 2024Q4: 31,219 shares; 2025Q1: 31,486 shares; 2025Q2: 31,123 shares 31,123$19.3M4.46%-363Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,025 shares; 2024Q4: 25,990 shares; 2025Q1: 26,434 shares; 2025Q2: 25,510 shares 25,510$15.8M3.64%-924Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,727 shares; 2024Q4: 60,866 shares; 2025Q1: 60,847 shares; 2025Q2: 61,996 shares 61,996$12.7M2.94%+1,149Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,947 shares; 2024Q4: 124,754 shares; 2025Q1: 124,754 shares; 2025Q2: 125,890 shares 125,890$11.3M2.6%+1,136Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,271 shares; 2024Q4: 46,122 shares; 2025Q1: 46,302 shares; 2025Q2: 46,727 shares 46,727$9.57M2.21%+425Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,131 shares; 2024Q4: 82,467 shares; 2025Q1: 86,112 shares; 2025Q2: 85,651 shares 85,651$8.64M2%-461Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,257 shares; 2024Q4: 152,712 shares; 2025Q1: 150,417 shares; 2025Q2: 145,693 shares 145,693$8.31M1.92%-4,724Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,372 shares; 2024Q4: 19,325 shares; 2025Q1: 17,650 shares; 2025Q2: 17,927 shares 17,927$7.61M1.76%+277Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,213 shares; 2024Q4: 319,033 shares; 2025Q1: 319,759 shares; 2025Q2: 320,501 shares 320,501$5.14M1.19%+742Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,559 shares; 2024Q4: 45,661 shares; 2025Q1: 45,747 shares; 2025Q2: 47,015 shares 47,015$4.32M1%+1,268Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,837 shares; 2024Q4: 13,821 shares; 2025Q1: 13,821 shares; 2025Q2: 13,821 shares 13,821$4.26M0.98%0Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 8,099 shares; 2025Q1: 14,606 shares; 2025Q2: 14,424 shares 14,424$4.07M0.94%-182Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,234 shares; 2024Q4: 29,545 shares; 2025Q1: 29,724 shares; 2025Q2: 29,919 shares 29,919$4.06M0.94%+195Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,650 shares 27,650$3.68M0.85%newTimeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,796 shares; 2024Q4: 13,843 shares; 2025Q1: 13,871 shares; 2025Q2: 14,118 shares 14,118$3.35M0.77%+247Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,068 shares; 2024Q4: 16,675 shares; 2025Q1: 17,074 shares; 2025Q2: 14,237 shares 14,237$3.07M0.71%-2,837Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,230 shares; 2025Q1: 5,230 shares; 2025Q2: 5,230 shares 5,230$2.42M0.56%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,776 shares; 2024Q4: 49,132 shares; 2025Q1: 43,402 shares; 2025Q2: 39,978 shares 39,978$2.4M0.55%-3,424Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,076 shares; 2024Q4: 11,975 shares; 2025Q1: 8,715 shares; 2025Q2: 8,715 shares 8,715$1.69M0.39%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,193 shares; 2024Q4: 31,701 shares; 2025Q1: 31,701 shares; 2025Q2: 31,993 shares 31,993$1.54M0.36%+292Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,331 shares; 2024Q4: 17,637 shares; 2025Q1: 17,637 shares; 2025Q2: 18,025 shares 18,025$1.14M0.26%+388Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,101 shares; 2024Q4: 8,159 shares; 2025Q1: 8,159 shares; 2025Q2: 8,240 shares 8,240$923K0.21%+81Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 4,884 shares; 2025Q1: 4,903 shares; 2025Q2: 4,919 shares 4,919$894K0.21%+16Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,543 shares; 2024Q4: 6,761 shares; 2025Q1: 6,363 shares; 2025Q2: 2,372 shares 2,372$806K0.19%-3,991Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,962 shares; 2024Q4: 5,989 shares; 2025Q1: 6,010 shares; 2025Q2: 6,033 shares 6,033$797K0.18%+23Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 3,869 shares; 2025Q1: 3,869 shares; 2025Q2: 3,869 shares 3,869$682K0.16%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 3,782 shares; 2025Q1: 3,782 shares; 2025Q2: 3,782 shares 3,782$671K0.16%0Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,916 shares; 2024Q4: 12,916 shares; 2025Q1: 12,916 shares; 2025Q2: 12,916 shares 12,916$438K0.1%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares 2,720$430K0.1%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,425 shares 5,425$399K0.09%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares 710$392K0.09%0Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares 4,360$380K0.09%0Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 5,205 shares; 2025Q1: 3,695 shares; 2025Q2: 2,403 shares 2,403$379K0.09%-1,292Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares 691$344K0.08%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 589 shares; 2025Q1: 591 shares; 2025Q2: 591 shares 591$336K0.08%0Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,094 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares 1,095$303K0.07%0Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,332 shares; 2025Q1: 2,332 shares; 2025Q2: 2,332 shares 2,332$255K0.06%0Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares 2,253$228K0.05%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 777 shares; 2025Q1: 777 shares; 2025Q2: 777 shares 777$222K0.05%0Timeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,078 shares; 2024Q4: 18,149 shares; 2025Q1: 18,249 shares; 2025Q2: 18,388 shares 18,388$216K0.05%+139Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 716 shares 716$200K0.05%+209Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares 2,200$196K0.05%0Timeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 314 shares 314$85.6K0.02%newTimeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares 258$24.5K0.01%0Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares 160$22.4K0.01%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares 57$11.2K<0.01%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BSVVANGUARD BD INDEX FDS16,780$1.31Mshares
IYLDISHARES TR37,037$744Kshares
IJRISHARES TR3,450$361Kshares
GSGISHARES S&P GSCI COMMODITY-11,165$254Kshares
IWOISHARES TR747$191Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001371726-25-000004 base2025-07-31acceptance time not in the bulk data set