MYCIO WEALTH PARTNERS, LLC

CIK 0001371726 · Q2 2026

13F Equity AUM

$535.0M

+6.6% QoQ

Positions

0 QoQ

AUM Rank

#3,509

Top 40%

Skill Alpha (FF)

+3.0%/yr^ns

No Clear Edge

Rank #1,067 · Top 13%

vs S&P -1.9%/yr (unadj.)

Quarters Tracked

~10 years

Portfolio Concentration

Top 5: 78.4%Top 10: 88.7%Top 20: 96.6%

CB62.7%

IEFA4.5%

IVV4.4%

SPY4.0%

AAPL2.8%

EFA2.4%

VEA2.1%

VIG2.1%

NOBL2.0%

IWF1.7%

Others (39)11.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services94.4%

Technology2.9%

Other2.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 49Median: 0.24%Avg: 2.04%

0–0.5%

32(4.8%)

0.5–1%

4(3.0%)

1–3%

9(16.6%)

3–5%

3(12.9%)

5%+

1(62.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 49vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New2Increased28Decreased9Exited2

New Positions

VEU0.0%

+1K

VWO0.0%

+1K

Increased

NOBL2.0%

+96K(+103%)

IWF1.7%

+54K(+300%)

CB62.7%

+35K(+4%)

IEFA4.5%

+3K(+1%)

VO0.0%

+2K(+300%)

VTHR0.2%

+2K(+76%)

VTI0.1%

+1K(+122%)

VEA2.1%

+672(+0%)

EFV0.3%

+491(+3%)

BNLEUR1.1%

+292(+0%)

Decreased

AAPL2.8%

-10,160(-16%)

IEMG0.5%

-5,169(-13%)

KKR1.4%

-5,063(-6%)

EFA2.4%

-4,476(-4%)

VTWO0.1%

-876(-20%)

GOOGL0.3%

-102(-3%)

GOOG0.2%

-50(-1%)

LMT0.5%

-45(-1%)

NVDA0.1%

-4(-0%)

Exited

FXE

-88,759

MSFT

-718

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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