Mycio Wealth Partners, LLC
MYCIO WEALTH PARTNERS, LLC is an SEC-registered investment adviser headquartered in Philadelphia, Pennsylvania. Founded to serve individuals, families, and institutions, the firm provides comprehensive wealth management and advisory services. The firm holds a reputation for high-net-worth client relationships and a broad suite of portfolio and planning solutions. It operates with a team of experienced investment professionals and is recognized as a leading advisory practice in its region.
Investment Strategy
MYCIO Wealth Partners offers personalized investment advisory and wealth management services, emphasizing diversified portfolio construction, goal-based planning, and risk management to meet the unique needs of high-net-worth individuals, families, and institutional clients. Their investment approach combines rigorous research with active portfolio oversight, focusing on long-term capital appreciation while managing downside risk and adapting to changing market conditions.
Latest 13F Filing Activity
Mycio Wealth Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 48 equity positions with a total 13F market value of $433M. The fund increased holdings in KKR & Co. Inc., Ishares TR, Ishares TR among other positions. Mycio Wealth Partners, LLC reduced exposure to Vanguard BD Index FDS, Ishares TR, Apple Inc. among others.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CB | CHUBB LIMITED | 62.20% | $269.2M | 929,218 | $151.06 | $289.72 | +$1.0M |
I IEFA | ISHARES TR | 4.53% | $19.6M | 235,020 | $65.95 | $83.48 | +$1.5M |
I IVV | ISHARES TR | 4.46% | $19.3M | 31,123 | $366.70 | $620.90 | +$1.6M |
S SPY | SPDR S&P 500 ETF TR | 3.64% | $15.8M | 25,510 | $374.14 | $617.85 | +$974.1K |
A AAPL | APPLE INC | 2.94% | $12.7M | 61,996 | $145.49 | $205.17 | -$796.2K |
Industry Allocation
Investment Team (13)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Lafayette Hill, PA , United States | |
 | Partner | Philadelphia, PA , United States | |
J Jim Biles | Partner | Philadelphia, PA , United States | |
 | Analyst | Philadelphia, PA , United States | |
S Stephen Rennard | Partner | Philadelphia, PA , United States | |
C Connor L. | Senior Analyst | New York, NY , United States | |
D David Lees | Senior Partner | Bryn Mawr, PA , United States | |
J Jon Michewicz | Partner | Philadelphia, PA , United States | |
J Justin Pagliei | Partner | Philadelphia, PA , United States | |
 | Analyst | New York, NY , United States |