TWIN FOCUS CAPITAL PARTNERS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
TWIN FOCUS CAPITAL PARTNERS, LLC 13F Holdings
CIK 0001387761
As of Sep 30, 2025, TWIN FOCUS CAPITAL PARTNERS, LLC reported
188 positions worth $786.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 991,790 | $86.6M | 11.00% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 232,760 | $76.4M | 9.71% |
| ISHARES GOLD TRUST | IAU | — | 1,048,313 | $76.3M | 9.69% |
| DELL TECHNOLOGIES INC | DELL | Technology | 228,000 | $32.3M | 4.11% |
| SPDR GOLD TRUST | GQ9 | — | 68,925 | $24.5M | 3.11% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 232,085 | $24.3M | 3.08% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 155,692 | $22.7M | 2.88% |
| SPDR S&P 500 ETF TRUST | SPY | — | 26,427 |
|
7.6M2.24% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 324,795 |
6.4M | 2.09% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 40,872 |
4.9M | 1.90% |
| VANGUARD 500 INDEX FUND | VOO | — | 24,341 |
4.9M | 1.89% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 290,057 |
4.7M | 1.87% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 116,995 |
4.1M | 1.79% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 136,030 |
3.6M | 1.73% |
| ISHARES TIPS BOND ETF | TIP | — | 107,419 |
1.9M | 1.52% |
| KLAVIYO INC | KVYO | Technology | 412,836 |
1.4M | 1.45% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 203,357 |
1.0M | 1.40% |
| BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF | BKGI | — | 256,019 |
0.0M | 1.27% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 68,381 | $9.6M | 1.21% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 44,229 | $9.5M | 1.21% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 109,250 | $9.5M | 1.21% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 138,754 | $9.1M | 1.16% |
| ISHARES CORE S&P 500 ETF | IVV | — | 13,546 | $9.1M | 1.15% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 74,097 | $8.8M | 1.12% |
| APPLE INC | AAPL | Technology | 33,805 | $8.6M | 1.09% |