Mycio Wealth Partners, LLC

Mycio Wealth Partners, LLC reported 49 holdings worth US$535M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

Mycio Wealth Partners, LLC reported 49 holdings worth US$535M as of Jun 30, 2026. Largest: Apple Inc, Kkr & Co. Inc. and Broadstone Net Lease, Inc. Filed Aug 12, 2026 (Form 13F).

Holdings
49
Value as reported
US$535M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc51,748US$15M2.8%
Kkr & Co. Inc.78,670US$7.22M1.3%
Broadstone Net Lease, Inc.293KUS$6.05M1.1%
Lockheed Martin Corporation5,195US$2.65M0.49%
Alphabet Inc (google) Class C7,308US$2.61M0.49%
Air Products And Chemicals, Inc.7,876US$2.31M0.43%
Nvidia Corporation2,904US$581K0.11%
Ppl Corporation12,999US$473K0.09%
V.f. Corporation18,896US$315K0.06%
Microsoft Corp.0US$00.00%

Source

View original at SEC

Related