TWIN FOCUS CAPITAL PARTNERS, LLC

Est. AUM

$870.9M

13F long equity, this entity only

Positions

173

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES GOLD TR	ISHARES NEW	$102.4M	1161576	11.76%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$93.9M	1036898	10.78%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$69.0M	215023	7.92%	SOLE
4	DELL TECHNOLOGIES INC	CL C	$37.0M	225500	4.25%	SOLE
5	STATE STR SPDR S&P 500 ETF T	TR UNIT	$31.1M	47820	3.57%	SOLE
6	SPDR GOLD TR	GOLD SHS	$29.1M	67740	3.35%	SOLE
7	ISHARES TR	CORE S&P TTL STK	$25.2M	176721	2.89%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$21.5M	219393	2.47%	SOLE
9	VANGUARD INDEX FDS	S&P 500 ETF SHS	$19.5M	32611	2.24%	SOLE
10	ISHARES TR	CORE US AGGBD ET	$18.3M	184204	2.10%	SOLE
11	VANGUARD MALVERN FDS	STRM INFPROIDX	$17.0M	340621	1.95%	SOLE
12	ISHARES TR	S&P 500 GRWT ETF	$15.4M	135861	1.76%	SOLE
13	ISHARES TR	RUS 1000 ETF	$14.7M	41161	1.69%	SOLE
14	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$12.9M	239369	1.49%	SOLE
15	ISHARES TR	TIPS BD ETF	$12.6M	114441	1.45%	SOLE
16	BNY MELLON ETF TRUST	GLOBAL INFRASCTR	$11.3M	252819	1.29%	SOLE
17	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$11.2M	51869	1.28%	SOLE
18	ISHARES INC	CORE MSCI EMKT	$10.7M	153917	1.23%	SOLE
19	ISHARES TR	CORE S&P500 ETF	$10.5M	16116	1.21%	SOLE
20	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.4M	162334	1.19%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET UTI	$9.6M	210212	1.11%	SOLE
22	INVESCO QQQ TR	UNIT SER 1	$9.5M	16495	1.09%	SOLE
23	ISHARES TR	RUS MDCP VAL ETF	$9.5M	65309	1.09%	SOLE
24	MODERNA INC	COM	$9.4M	185601	1.08%	SOLE
25	VANGUARD WORLD FD	ESG US STK ETF	$8.7M	77095	0.99%	SOLE
26	CULLINAN THERAPEUTICS INC	COM	$8.5M	595489	0.97%	SOLE
27	VANGUARD INDEX FDS	GROWTH ETF	$8.0M	18373	0.92%	SOLE
28	VANGUARD INDEX FDS	MCAP VL IDXVIP	$7.9M	42976	0.91%	SOLE
29	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$7.9M	105434	0.91%	SOLE
30	KLAVIYO INC	COM SER A	$7.1M	364666	0.81%	SOLE
31	ISHARES TR	CORE S&P MCP ETF	$6.8M	101094	0.78%	SOLE
32	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$6.8M	49231	0.78%	SOLE
33	HARBOR ETF TRUST	HARBOR COMMODITY	$6.5M	209580	0.75%	SOLE
34	VANGUARD WORLD FD	ESG INTL STK ETF	$6.3M	88116	0.73%	SOLE
35	ISHARES TR	RUS MID CAP ETF	$5.8M	59518	0.66%	SOLE
36	VANGUARD WORLD FD	ENERGY ETF	$5.7M	33211	0.66%	SOLE
37	ISHARES TR	RUSSELL 2000 ETF	$5.2M	21017	0.60%	SOLE
38	VANGUARD INDEX FDS	VALUE ETF	$5.1M	26061	0.59%	SOLE
39	ISHARES TR	S&P 500 VAL ETF	$5.1M	23930	0.58%	SOLE
40	ISHARES INC	MSCI JAPAN ETF	$4.9M	58376	0.57%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET HEA	$4.7M	32269	0.54%	SOLE
42	VANGUARD STAR FDS	VG TL INTL STK F	$4.6M	59722	0.53%	SOLE
43	ISHARES TR	MSCI EMG MKT ETF	$4.5M	79069	0.52%	SOLE
44	VANGUARD INDEX FDS	LARGE CAP ETF	$4.3M	14476	0.50%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET TEC	$4.3M	32463	0.50%	SOLE
46	VANGUARD INDEX FDS	EXTEND MKT ETF	$4.2M	20311	0.48%	SOLE
47	ISHARES TR	RUSSELL 3000 ETF	$4.2M	11253	0.48%	SOLE
48	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$4.1M	28285	0.47%	SOLE
49	ISHARES TR	EUROPE ETF	$4.0M	59166	0.46%	SOLE
50	STATE STR SPDR DOW JONES IND	UT SER 1	$3.7M	8022	0.43%	SOLE

1–50 of 173

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.