TWIN FOCUS CAPITAL PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, TWIN FOCUS CAPITAL PARTNERS, LLC held in its portfolio 171 assets valued at $867,654,764 (i.e. $867.66M).
The most valuable assets in the portfolio included: ISHARES TR ($90.63M), ISHARES GOLD TR ($89.81M), and VANGUARD INDEX FDS ($75.28M).
The chart below shows the top 10 valuable assets, and the table below shows the top 171 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
TWIN FOCUS CAPITAL PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 1013101 | 90632055 | CORE MSCI EAFE |
| ISHARES GOLD TR | 1106435 | 89809329 | ISHARES NEW |
| VANGUARD INDEX FDS | 224527 | 75277319 | TOTAL STK MKT |
| SPDR SERIES TRUST | 339097 | 32490618 | STATE STREET SPD |
| DELL TECHNOLOGIES INC | 228000 | 28700666 | CL C |
| SPDR GOLD TR | 68333 | 27081051 | GOLD SHS |
| ISHARES TR | 163790 | 24353995 | CORE S&P TTL STK |
| SPDR S&P 500 ETF TR | 34536 | 23550789 | TR UNIT |
| ISHARES TR | 156219 | 19255583 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 30328 | 19019926 | S&P 500 ETF SHS |
| VANGUARD MALVERN FDS | 357905 | 17701984 | STRM INFPROIDX |
| ISHARES TR | 159772 | 15958093 | CORE US AGGBD ET |
| ISHARES TR | 41161 | 15371164 | RUS 1000 ETF |
| JANUS DETROIT STR TR | 290216 | 14679158 | HENDRSON AAA CL |
| ISHARES TR | 113616 | 12487601 | TIPS BD ETF |
| KLAVIYO INC | 364666 | 11840705 | COM SER A |
| VANGUARD INTL EQUITY INDEX F | 203424 | 10936079 | FTSE EMR MKT ETF |
| ISHARES INC | 156766 | 10537876 | CORE MSCI EMKT |
| BNY MELLON ETF TRUST | 256019 | 10327806 | GLOBAL INFRASCTR |
| VANGUARD SPECIALIZED FUNDS | 44966 | 9882706 | DIV APP ETF |
| VANGUARD WORLD FD | 81388 | 9844767 | ESG US STK ETF |
| AMAZON COM INC | 41813 | 9651277 | COM |
| ISHARES TR | 68362 | 9642557 | RUS MDCP VAL ETF |
| SELECT SECTOR SPDR TR | 221212 | 9443540 | STATE STREET UTI |
| ISHARES TR | 13400 | 9178202 | CORE S&P500 ETF |
| ALPHABET INC | 28850 | 9030160 | CAP STK CL A |
| APPLE INC | 32532 | 8844279 | COM |
| VANGUARD TAX-MANAGED FDS | 140091 | 8751508 | VAN FTSE DEV MKT |
| INVESCO QQQ TR | 12783 | 7852725 | UNIT SER 1 |
| VANGUARD INTL EQUITY INDEX F | 105434 | 7755732 | ALLWRLD EX US |
| ISHARES TR | 35319 | 7490100 | S&P 500 VAL ETF |
| VANGUARD INDEX FDS | 15032 | 7333601 | GROWTH ETF |
| VANGUARD INDEX FDS | 40389 | 7163893 | MCAP VL IDXVIP |
| VANGUARD INTL EQUITY INDEX F | 47782 | 6740197 | TT WRLD ST ETF |
| ISHARES TR | 98425 | 6496115 | CORE S&P MCP ETF |
| VANGUARD WORLD FD | 88101 | 6309836 | ESG INTL STK ETF |
| CULLINAN THERAPEUTICS INC | 595489 | 6163311 | COM |
| ISHARES TR | 60040 | 5780147 | RUS MID CAP ETF |
| MODERNA INC | 185480 | 5469805 | COM |
| SELECT SECTOR SPDR TR | 32495 | 5030226 | STATE STREET HEA |
| ISHARES INC | 58376 | 4713278 | MSCI JAPAN ETF |
| SELECT SECTOR SPDR TR | 31832 | 4582853 | STATE STREET TEC |
| VANGUARD STAR FDS | 59722 | 4505428 | VG TL INTL STK F |
| VANGUARD INDEX FDS | 14040 | 4419792 | LARGE CAP ETF |
| ISHARES TR | 11253 | 4353223 | RUSSELL 3000 ETF |
| ISHARES TR | 79069 | 4325865 | MSCI EMG MKT ETF |
| VANGUARD WORLD FD | 32977 | 4152464 | ENERGY ETF |
| VANGUARD INTL EQUITY INDEX F | 28545 | 4091380 | FTSE SMCAP ETF |
| VANGUARD INDEX FDS | 20188 | 3855706 | VALUE ETF |
| ISHARES TR | 35571 | 3700807 | MORNINGSTAR GRWT |
| ISHARES TR | 15943 | 3353451 | RUS 1000 VAL ETF |
| ISHARES TR | 13300 | 3273928 | RUSSELL 2000 ETF |
| VANGUARD INDEX FDS | 15494 | 3240206 | EXTEND MKT ETF |
| PROFESIONALLY MANAGED PORTFO | 47659 | 3122141 | AKRE FOCUS ETF |
| SPDR DOW JONES INDL AVERAGE | 6098 | 2930516 | UT SER 1 |
| MICROSOFT CORP | 5703 | 2758085 | COM |
| HARBOR ETF TRUST | 106842 | 2651818 | HARBOR COMMODITY |
| VOX ROYALTY CORP | 558988 | 2649603 | COM |
| SPROTT ASSET MANAGEMENT LP | 53845 | 2466101 | PHYSICAL GOLD AN |
| ISHARES INC | 37819 | 2424198 | MSCI EURZONE ETF |
| BROADCOM INC | 7000 | 2422700 | COM |
| SELECT SECTOR SPDR TR | 29880 | 2396636 | STATE STREET CON |
| ISHARES TR | 18992 | 2282574 | CORE S&P SCP ETF |
| ISHARES TR | 28939 | 1985278 | EUROPE ETF |
| VANGUARD SCOTTSDALE FDS | 23544 | 1971810 | INT-TERM CORP |
| INTERCONTINENTAL EXCHANGE IN | 11605 | 1879546 | COM |
| ISHARES TR | 6216 | 1871948 | ISHARES SEMICDTR |
| VANGUARD SCOTTSDALE FDS | 22958 | 1830441 | SHRT TRM CORP BD |
| VANGUARD WHITEHALL FDS | 12366 | 1774768 | HIGH DIV YLD |
| INVESCO EXCHANGE TRADED FD T | 8800 | 1685728 | S&P500 EQL WGT |
| GLOBAL X FDS | 34900 | 1667871 | US INFR DEV ETF |
| ISHARES INC | 32637 | 1441617 | ESG AWR MSCI EM |
| VANGUARD INDEX FDS | 4953 | 1437602 | MID CAP ETF |
| ISHARES TR | 11967 | 1428261 | 3 7 YR TREAS BD |
| GLOBAL X FDS | 27865 | 1417214 | ARTIFICIAL ETF |
| ECHOSTAR CORP | 13000 | 1413100 | CL A |
| ISHARES TR | 10083 | 1380766 | RUS MD CP GR ETF |
| DBX ETF TR | 37170 | 1221035 | XTRACK HRVST CSI |
| VOYA FINANCIAL INC | 15540 | 1157575 | COM |
| EXXON MOBIL CORP | 9227 | 1110377 | COM |
| CORNING INC | 12500 | 1094500 | COM |
| JPMORGAN CHASE & CO. | 3347 | 1078470 | COM |
| HUBSPOT INC | 2666 | 1069866 | COM |
| NVIDIA CORPORATION | 5470 | 1020155 | COM |
| BLACKROCK INC | 950 | 1016823 | COM |
| RTX CORPORATION | 5517 | 1011818 | COM |
| SELECT SECTOR SPDR TR | 6285 | 974929 | STATE STREET IND |
| UBER TECHNOLOGIES INC | 11708 | 956661 | COM |
| ADAMS DIVERSIFIED EQUITY FD | 40205 | 937581 | COM |
| BLUE OWL CAPITAL INC | 62540 | 934348 | COM CL A |
| PRICE T ROWE GROUP INC | 9000 | 921420 | COM |
| CROWDSTRIKE HLDGS INC | 1930 | 904707 | CL A |
| ISHARES TR | 5331 | 895288 | CORE S&P US GWT |
| ISHARES TR | 1833 | 867559 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 3311 | 854189 | SMALL CP ETF |
| VANECK ETF TRUST | 42759 | 815847 | VANECK VIETNAM |
| SRH TOTAL RETURN FUND INC | 43487 | 806249 | COM |
| ISHARES TR | 2350 | 759074 | RUS 2000 GRW ETF |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| WESTERN AST INFL LKD OPP & I | 83413 | 716518 | COM |
| VANECK BITCOIN ETF | 28925 | 715315 | SH BEN INT |
| MAPLEBEAR INC | 15700 | 706186 | COM |
| VANECK ETF TRUST | 8223 | 705287 | GOLD MINERS ETF |
| VANGUARD WORLD FD | 870 | 655789 | INF TECH ETF |
| GLOBAL X FDS | 15300 | 653769 | GLOBAL X URANIUM |
| ROYCE MICRO-CAP TR INC | 62161 | 648339 | COM |
| UNITEDHEALTH GROUP INC | 1952 | 644375 | COM |
| ISHARES TR | 11885 | 642384 | MSCI INDIA ETF |
| CITIGROUP INC | 5500 | 641795 | COM NEW |
| BANK AMERICA CORP | 11383 | 626065 | COM |
| VANECK ETF TRUST | 4950 | 614790 | URANIUM AND NUCL |
| ISHARES TR | 8569 | 611912 | EAFE VALUE ETF |
| FIDELITY COVINGTON TRUST | 16546 | 601959 | ENHANCED MID |
| GLOBAL X FDS | 12384 | 599509 | GLBL X MLP ETF |
| GRANITESHARES PLATINUM TR | 30000 | 591900 | SHS BEN INT |
| ISHARES TR | 7320 | 567520 | EAFE SML CP ETF |
| ISHARES TR | 9318 | 559732 | MSCI CHINA ETF |
| INVESCO ACTIVELY MANAGED EXC | 10980 | 551745 | ULTRA SHRT DUR |
| ISHARES TR | 5688 | 547023 | 7-10 YR TRSY BD |
| ISHARES TR | 5616 | 539304 | MSCI EAFE ETF |
| VANGUARD INDEX FDS | 5955 | 526958 | REAL ESTATE ETF |
| FIDELITY NATL INFORMATION SV | 7788 | 517590 | COM |
| ISHARES TR | 3066 | 517449 | ISHARES BIOTECH |
| ALPHABET INC | 1628 | 510866 | CAP STK CL C |
| ISHARES TR | 10893 | 506960 | CORE UNIVRSL USD |
| ISHARES TR | 3049 | 505555 | DOW JONES US ETF |
| ISHARES TR | 4635 | 496455 | NATIONAL MUN ETF |
| AT&T INC | 19526 | 485026 | COM |
| ISHARES INC | 4955 | 481725 | MSCI STH KOR ETF |
| ISHARES INC | 10672 | 453560 | MSCI GERMANY ETF |
| ABRDN PLATINUM ETF TRUST | 2400 | 447432 | PHYSCL PLATM SHS |
| PROSHARES TR | 5800 | 428508 | SP500 EX ENRGY |
| MICRON TECHNOLOGY INC | 1500 | 428115 | COM |
| SPDR INDEX SHS FDS | 9630 | 427668 | PORTFOLIO DEVLPD |
| INTEL CORP | 11450 | 422505 | COM |
| ISHARES SILVER TR | 6530 | 420663 | ISHARES |
| PROCTER AND GAMBLE CO | 2926 | 419416 | COM |
| TRI CONTL CORP | 12611 | 411875 | COM |
| WALMART INC | 3624 | 403760 | COM |
| WELLS FARGO CO NEW | 4326 | 403183 | COM |
| VANGUARD INDEX FDS | 1850 | 391812 | SM CP VAL ETF |
| ASA GOLD AND PRECIOUS MTLS L | 6500 | 387855 | SHS |
| ELI LILLY & CO | 359 | 385810 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 4625 | 379343 | COMMON STOCK |
| EXCHANGE TRADED CONCEPTS TRU | 9211 | 371756 | EMQQ THE EMERGIN |
| VERIZON COMMUNICATIONS INC | 8719 | 355125 | COM |
| PUTNAM MUN OPPORTUNITIES TR | 31294 | 334846 | SH BEN INT |
| VANGUARD WHITEHALL FDS | 3650 | 333793 | INTL DVD ETF |
| BERKSHIRE HATHAWAY INC DEL | 656 | 329738 | CL B NEW |
| WISDOMTREE TR | 3518 | 314615 | US QTLY DIV GRT |
| SELECT SECTOR SPDR TR | 5479 | 300085 | STATE STREET FIN |
| BLOCK INC | 4600 | 299414 | CL A |
| PRUDENTIAL FINL INC | 2650 | 299132 | COM |
| IDEXX LABS INC | 440 | 297673 | COM |
| BLACKROCK ETF TRUST II | 5750 | 297531 | ISHARES AAA CLO |
| ISHARES TR | 2572 | 293002 | EAFE GRWTH ETF |
| VANGUARD INTL EQUITY INDEX F | 3110 | 260046 | FTSE EUROPE ETF |
| ABBVIE INC | 1082 | 247226 | COM |
| BLACKROCK MUN TARGET TERM TR | 10790 | 246228 | COM SHS BEN IN |
| ISHARES INC | 3305 | 240207 | MSCI EMRG CHN |
| MARSH & MCLENNAN COS INC | 1253 | 232539 | COM |
| ISHARES TR | 4900 | 222705 | MSCI INTL QUALTY |
| ISHARES TR | 1535 | 217209 | MSCI ACWI ETF |
| MORGAN STANLEY | 1183 | 210018 | COM NEW |
| ISHARES TR | 3084 | 207078 | MSCI ACWI EX US |
| VANGUARD CHARLOTTE FDS | 4281 | 206875 | TOTAL INT BD ETF |
| ISHARES TR | 4247 | 203219 | ESG AWR US AGRGT |
| KRANESHARES TRUST | 10629 | 178673 | CALIFORNIA CARB |
| PUTNAM MANAGED MUN INCOME TR | 23993 | 150436 | COM |
| CARTESIAN THERAPEUTICS INC | 19500 | 140595 | COM NEW |
| VOYA EMERGING MKTS HIGH DIVI | 12000 | 75240 | COM |
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