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TWIN FOCUS CAPITAL PARTNERS, LLC — 13F Holdings & Portfolio

CIK 1387761 · latest 13F-HR filed 2026-07-28

Backtest portfolio

TWIN FOCUS CAPITAL PARTNERS, LLC manages $982.7M in 13F-reported U.S. long-equity assets across 170 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IEFA (10.28%), IAU (9.18%), VTI (8.32%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 6, added to 108, and trimmed 26.

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.

Filer Information
Address
SEVENTY-FIVE PARK PLAZA
BOSTON, MA 02116
Phone
(617) 720-4500
Filing Manager
TWIN FOCUS CAPITAL PARTNERS, LLC
Boston, MA
Signatory
John Pantekidis
Chief Compliance Officer
Loading holdings…
AUM

$982.7M

Long-equity book

Holdings

170

Distinct positions

Period

2026-06-30

Filed 2026-07-28

Q/Q Activity

+4 / −6 / ↑108 / ↓26

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$20.7M +495.0%
  • DELL TECHNOLOGIES INC$18.6M +50.2%
  • VANGUARD INDEX FDS$12.7M +18.5%
  • ISHARES TR$7.1M +7.6%
  • SPDR SERIES TRUST$6.0M +28.0%
Show all 108 →

Top Trims

  • ISHARES GOLD TR-$12.1M -11.9%
  • SPDR GOLD TR-$4.1M -14.1%
  • KLAVIYO INC-$1.6M -22.4%
  • VANGUARD WORLD FD-$798.4K -13.9%
  • GLOBAL X FDS-$701.0K -68.7%
Show all 26 →

New Positions

  • ISHARES TR$1.6M
  • ISHARES TR$1.2M
  • ADAM NAT RES FD INC$220.0K
  • SELECT SECTOR SPDR TR$212.3K
Show all 4 →

Exited Positions

  • PROFESIONALLY MANAGED PORTFO$2.4M
  • HUBSPOT INC$650.8K
  • UNITEDHEALTH GROUP INC$520.9K
  • ISHARES TR$517.7K
  • ADAMS DIVERSIFIED EQUITY FD$278.1K
Show all 6 →
All Holdings

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 TR IEFA 46432F842 $101.0M 10.28% 1,045,647 SH
2 ISHARES GOLD TR IAU 464285204 $90.3M 9.18% 1,195,340 SH
3 VANGUARD INDEX FDS VTI 922908769 $81.7M 8.32% 220,854 SH
4 DELL TECHNOLOGIES INC DELL 24703L202 $55.6M 5.66% 128,815 SH
5 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $37.0M 3.76% 49,527 SH
6 ISHARES TR ITOT 464287150 $29.8M 3.03% 181,344 SH
7 SPDR SERIES TRUST SPYG 78464A409 $27.5M 2.80% 231,019 SH
8 SPDR GOLD TR GLD 78463V107 $25.0M 2.55% 67,991 SH
9 VANGUARD INDEX FDS VXF 922908652 $24.9M 2.53% 101,011 SH
10 VANGUARD INDEX FDS VOO 922908363 $22.5M 2.29% 32,752 SH
11 VANGUARD MALVERN FDS VTIP 922020805 $18.3M 1.86% 364,472 SH
12 ISHARES TR IVW 464287309 $18.3M 1.86% 132,990 SH
13 ISHARES TR AGG 464287226 $17.9M 1.82% 180,684 SH
14 ISHARES TR IWB 464287622 $16.9M 1.72% 41,161 SH
15 VANGUARD INTL EQUITY INDEX F VWO 922042858 $14.7M 1.49% 245,938 SH
16 MODERNA INC MRNA 60770K107 $13.0M 1.32% 185,601 SH
17 ISHARES TR TIP 464287176 $12.5M 1.27% 114,397 SH
18 VANGUARD SPECIALIZED FUNDS VIG 921908844 $12.4M 1.26% 52,476 SH
19 ISHARES INC IEMG 46434G103 $12.4M 1.26% 149,413 SH
20 VANGUARD TAX-MANAGED FDS VEA 921943858 $12.2M 1.24% 170,727 SH
21 INVESCO QQQ TR QQQ 46090E103 $12.1M 1.24% 16,495 SH
22 ISHARES TR IVV 464287200 $12.1M 1.23% 16,116 SH
23 BNY MELLON ETF TRUST BKGI 09661T826 $11.4M 1.16% 252,819 SH
24 ISHARES TR IWS 464287473 $11.1M 1.13% 67,423 SH
25 CULLINAN THERAPEUTICS INC CGEM 230031106 $10.8M 1.10% 595,489 SH
26 VANGUARD WORLD FD ESGV 921910733 $10.2M 1.04% 77,100 SH
27 SELECT SECTOR SPDR TR XLU 81369Y886 $10.0M 1.02% 221,437 SH
28 VANGUARD INDEX FDS VUG 922908736 $9.7M 0.98% 112,180 SH
29 VANGUARD INTL EQUITY INDEX F VEU 922042775 $8.9M 0.91% 106,634 SH
30 VANGUARD INDEX FDS VOE 922908512 $8.8M 0.89% 44,344 SH
31 VANGUARD INTL EQUITY INDEX F VT 922042742 $8.5M 0.87% 54,226 SH
32 HARBOR ETF TRUST HGER 41151J505 $8.4M 0.85% 284,610 SH
33 ISHARES TR IJH 464287507 $7.8M 0.79% 101,213 SH
34 VANGUARD WORLD FD VSGX 921910725 $7.3M 0.74% 88,137 SH
35 ISHARES TR IWR 464287499 $6.6M 0.67% 59,452 SH
36 SELECT SECTOR SPDR TR XLK 81369Y803 $6.5M 0.66% 34,226 SH
37 ISHARES TR IWM 464287655 $6.4M 0.65% 21,209 SH
38 VANGUARD INDEX FDS VTV 922908744 $5.7M 0.58% 26,059 SH
39 VANGUARD STAR FDS VXUS 921909768 $5.6M 0.57% 65,166 SH
40 KLAVIYO INC KVYO 49845K101 $5.5M 0.56% 364,666 SH
41 ISHARES INC EWJ 46434G822 $5.4M 0.55% 58,176 SH
42 ISHARES TR EEM 464287234 $5.4M 0.55% 79,087 SH
43 SELECT SECTOR SPDR TR XLV 81369Y209 $5.1M 0.52% 32,269 SH
44 VANGUARD INDEX FDS VV 922908637 $5.1M 0.52% 14,776 SH
45 VANGUARD WORLD FD VDE 92204A306 $4.9M 0.50% 32,961 SH
46 ISHARES TR SOXX 464287523 $4.9M 0.49% 7,576 SH
47 ISHARES TR IWV 464287689 $4.8M 0.49% 11,226 SH
48 ISHARES TR IVE 464287408 $4.7M 0.48% 20,722 SH
49 VANGUARD INTL EQUITY INDEX F VSS 922042718 $4.4M 0.44% 28,289 SH
50 STATE STR SPDR DOW JONES IND DIA 78467X109 $4.2M 0.43% 8,022 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $982.7M 170 0001172661-26-002872
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