Institutional Manager · CIK 0001387761
TWIN FOCUS CAPITAL PARTNERS, LLC
Boston, MA · File #028-15420
Latest AUM
$867.7M
Positions
180
Top-10 Concentration
56.3%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025180 pos · $867.7M
- 13F HOLDINGS REPORTQ/E Sep 2025188 pos · $786.9M
- 13F HOLDINGS REPORTQ/E Jun 2025167 pos · $714.2M
- 13F HOLDINGS REPORTQ/E Mar 2025154 pos · $643.8M
- 13F HOLDINGS REPORTQ/E Dec 2024141 pos · $676.6M
- 13F HOLDINGS REPORTQ/E Sep 2024150 pos · $634.0M
- 13F HOLDINGS REPORTQ/E Jun 2024134 pos · $626.1M
- 13F HOLDINGS REPORTQ/E Mar 2024143 pos · $525.3M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024160 pos · $491.6M
- 13F HOLDINGS REPORTQ/E Dec 2023163 pos · $445.1M
- 13F HOLDINGS REPORTQ/E Sep 2023224 pos · $494.7M
- 13F HOLDINGS REPORTQ/E Jun 2023220 pos · $504.3M
- 13F HOLDINGS REPORTQ/E Mar 2023221 pos · $478.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F842 | 1,013,101 | $90.6M | 12.12% |
| 2 | ISHARES GOLD TR | IAU | 1,106,435 | $89.8M | 12.01% |
| 3 | VANGUARD INDEX FDS | 922908769 | 224,527 | $75.3M | 10.07% |
| 4 | DELL TECHNOLOGIES INC | DELL | 228,000 | $28.7M | 3.84% |
| 5 | SPDR GOLD TR | GLD | 68,333 | $27.1M | 3.62% |
| 6 | ISHARES TR | 464287150 | 163,790 | $24.4M | 3.26% |
| 7 | SPDR SERIES TRUST | 78464A409 | 220,853 | $23.6M | 3.15% |
| 8 | SPDR S&P 500 ETF TR | SPY | 34,536 | $23.6M | 3.15% |
| 9 | ISHARES TR | 464287309 | 156,219 | $19.3M | 2.58% |
| 10 | VANGUARD INDEX FDS | 922908363 | 30,328 | $19.0M | 2.54% |
| 11 | VANGUARD MALVERN FDS | 922020805 | 357,905 | $17.7M | 2.37% |
| 12 | ISHARES TR | 464287226 | 159,772 | $16.0M | 2.13% |
| 13 | ISHARES TR | 464287622 | 41,161 | $15.4M | 2.06% |
| 14 | JANUS DETROIT STR TR | 47103U845 | 290,216 | $14.7M | 1.96% |
| 15 | ISHARES TR | 464287176 | 113,616 | $12.5M | 1.67% |
| 16 | KLAVIYO INC | KVYO | 364,666 | $11.8M | 1.58% |
| 17 | VANGUARD INTL EQUITY INDEX F | 922042858 | 203,424 | $10.9M | 1.46% |
| 18 | ISHARES INC | 46434G103 | 156,766 | $10.5M | 1.41% |
| 19 | BNY MELLON ETF TRUST | 09661T826 | 256,019 | $10.3M | 1.38% |
| 20 | VANGUARD SPECIALIZED FUNDS | 921908844 | 44,966 | $9.9M | 1.32% |