TWIN FOCUS CAPITAL PARTNERS, LLC — 13F Holdings & Portfolio
CIK 1387761 · latest 13F-HR filed 2026-05-14
TWIN FOCUS CAPITAL PARTNERS, LLC manages $870.9M in 13F-reported U.S. long-equity assets across 173 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IAU (11.76%), IEFA (10.78%), VTI (7.92%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 18 new positions, exited 26, added to 43, and trimmed 49.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$870.9M
Long-equity book
173
Distinct positions
2026-03-31
Filed 2026-05-14
+18 / −26 / ↑43 / ↓49
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES GOLD TR$12.6M +14.0%
- DELL TECHNOLOGIES INC$8.3M +29.0%
- STATE STR SPDR S&P 500 ETF T$7.5M +32.1%
- MODERNA INC$4.0M +72.4%
- HARBOR ETF TRUST$3.8M +145.1%
Top Trims
- ALPHABET INC-$8.1M -89.8%
- APPLE INC-$7.8M -88.3%
- VANGUARD INDEX FDS-$6.3M -8.4%
- KLAVIYO INC-$4.7M -40.1%
- ISHARES TR-$3.9M -20.2%
New Positions
- VANGUARD SCOTTSDALE FDS$1.6M
- AMERICAN BEACON SELECT FUNDS$1.4M
- BNY MELLON ETF TRUST II$1.3M
- J P MORGAN EXCHANGE TRADED F$1.3M
- CIRCLE INTERNET GROUP INC$1.2M
Exited Positions
- JANUS DETROIT STR TR$14.7M
- AMAZON COM INC$9.7M
- MICROSOFT CORP$2.8M
- BROADCOM INC$2.4M
- INTERCONTINENTAL EXCHANGE IN$1.9M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES GOLD TR | IAU | 464285204 | $102.4M | 11.76% | 1,161,576 | SH |
| 2 | ISHARES TR | IEFA | 46432F842 | $93.9M | 10.78% | 1,036,898 | SH |
| 3 | VANGUARD INDEX FDS | VTI | 922908769 | $69.0M | 7.92% | 215,023 | SH |
| 4 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $37.0M | 4.25% | 225,500 | SH |
| 5 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $31.1M | 3.57% | 47,820 | SH |
| 6 | SPDR GOLD TR | GLD | 78463V107 | $29.1M | 3.35% | 67,740 | SH |
| 7 | ISHARES TR | ITOT | 464287150 | $25.2M | 2.89% | 176,721 | SH |
| 8 | SPDR SERIES TRUST | SPYG | 78464A409 | $21.5M | 2.47% | 219,393 | SH |
| 9 | VANGUARD INDEX FDS | VOO | 922908363 | $19.5M | 2.24% | 32,611 | SH |
| 10 | ISHARES TR | AGG | 464287226 | $18.3M | 2.10% | 184,204 | SH |
| 11 | VANGUARD MALVERN FDS | VTIP | 922020805 | $17.0M | 1.95% | 340,621 | SH |
| 12 | ISHARES TR | IVW | 464287309 | $15.4M | 1.76% | 135,861 | SH |
| 13 | ISHARES TR | IWB | 464287622 | $14.7M | 1.69% | 41,161 | SH |
| 14 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $12.9M | 1.49% | 239,369 | SH |
| 15 | ISHARES TR | TIP | 464287176 | $12.6M | 1.45% | 114,441 | SH |
| 16 | BNY MELLON ETF TRUST | BKGI | 09661T826 | $11.3M | 1.29% | 252,819 | SH |
| 17 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $11.2M | 1.28% | 51,869 | SH |
| 18 | ISHARES INC | IEMG | 46434G103 | $10.7M | 1.23% | 153,917 | SH |
| 19 | ISHARES TR | IVV | 464287200 | $10.5M | 1.21% | 16,116 | SH |
| 20 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $10.4M | 1.19% | 162,334 | SH |
| 21 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $9.6M | 1.11% | 210,212 | SH |
| 22 | INVESCO QQQ TR | QQQ | 46090E103 | $9.5M | 1.09% | 16,495 | SH |
| 23 | ISHARES TR | IWS | 464287473 | $9.5M | 1.09% | 65,309 | SH |
| 24 | MODERNA INC | MRNA | 60770K107 | $9.4M | 1.08% | 185,601 | SH |
| 25 | VANGUARD WORLD FD | ESGV | 921910733 | $8.7M | 0.99% | 77,095 | SH |
| 26 | CULLINAN THERAPEUTICS INC | CGEM | 230031106 | $8.5M | 0.97% | 595,489 | SH |
| 27 | VANGUARD INDEX FDS | VUG | 922908736 | $8.0M | 0.92% | 18,373 | SH |
| 28 | VANGUARD INDEX FDS | VOE | 922908512 | $7.9M | 0.91% | 42,976 | SH |
| 29 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $7.9M | 0.91% | 105,434 | SH |
| 30 | KLAVIYO INC | KVYO | 49845K101 | $7.1M | 0.81% | 364,666 | SH |
| 31 | ISHARES TR | IJH | 464287507 | $6.8M | 0.78% | 101,094 | SH |
| 32 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $6.8M | 0.78% | 49,231 | SH |
| 33 | HARBOR ETF TRUST | HGER | 41151J505 | $6.5M | 0.75% | 209,580 | SH |
| 34 | VANGUARD WORLD FD | VSGX | 921910725 | $6.3M | 0.73% | 88,116 | SH |
| 35 | ISHARES TR | IWR | 464287499 | $5.8M | 0.66% | 59,518 | SH |
| 36 | VANGUARD WORLD FD | VDE | 92204A306 | $5.7M | 0.66% | 33,211 | SH |
| 37 | ISHARES TR | IWM | 464287655 | $5.2M | 0.60% | 21,017 | SH |
| 38 | VANGUARD INDEX FDS | VTV | 922908744 | $5.1M | 0.59% | 26,061 | SH |
| 39 | ISHARES TR | IVE | 464287408 | $5.1M | 0.58% | 23,930 | SH |
| 40 | ISHARES INC | EWJ | 46434G822 | $4.9M | 0.57% | 58,376 | SH |
| 41 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $4.7M | 0.54% | 32,269 | SH |
| 42 | VANGUARD STAR FDS | VXUS | 921909768 | $4.6M | 0.53% | 59,722 | SH |
| 43 | ISHARES TR | EEM | 464287234 | $4.5M | 0.52% | 79,069 | SH |
| 44 | VANGUARD INDEX FDS | VV | 922908637 | $4.3M | 0.50% | 14,476 | SH |
| 45 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $4.3M | 0.50% | 32,463 | SH |
| 46 | VANGUARD INDEX FDS | VXF | 922908652 | $4.2M | 0.48% | 20,311 | SH |
| 47 | ISHARES TR | IWV | 464287689 | $4.2M | 0.48% | 11,253 | SH |
| 48 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $4.1M | 0.47% | 28,285 | SH |
| 49 | ISHARES TR | IEV | 464287861 | $4.0M | 0.46% | 59,166 | SH |
| 50 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $3.7M | 0.43% | 8,022 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $870.9M | 173 | 0001172661-26-001948 |
| 2025-12-31 | 2026-02-17 | $867.7M | 180 | 0001172661-26-000934 |
| 2025-09-30 | 2025-11-12 | $786.9M | 188 | 0001172661-25-004731 |