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Twin Focus Capital Partners

Latest statistics and disclosures from Twin Focus Capital Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are IEFA, IAU, VTI, DELL, GLD, and represent 35.90% of Twin Focus Capital Partners's stock portfolio.
Added to shares of these 10 stocks: AMZN (+$8.4M), GOOGL (+$5.5M), SPY (+$5.5M), MRNA (+$5.5M), IVW, XLU, IAU, IVE, VOO, EWJ.
Started 10 new stock positions in MS, ACWX, XLF, IWF, MRNA, IWO, AKRE, XLY, OWL, VGT.
Reduced shares in these 10 stocks: VTI, VSS, IBM, KVYO, GEV, GE, SPYG, , ICE, .
Sold out of its positions in ARKQ, AMT, SAN, DYNF, BA, META, GEV, GE, GLP, BTC. IBM, IXJ, IYW, COMT, MCK, MFG, NFLX, VBK.
Twin Focus Capital Partners was a net buyer of stock by $62M.
Twin Focus Capital Partners has $868M in assets under management (AUM), dropping by 10.26%.
Central Index Key (CIK): 0001387761

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Portfolio Holdings for Twin Focus Capital Partners

Twin Focus Capital Partners holds 180 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Eafe (IEFA)	10.4	$91M	+2%	1.0M	89.46	View chart
Ishares Gold Tr Ishares New (IAU)	10.4	$90M	+5%	1.1M	81.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	8.7	$75M	-3%	225k	335.27	View chart
Dell Technologies CL C (DELL)	3.3	$29M		228k	125.88	View chart
Spdr Gold Tr Gold Shs (GLD)	3.1	$27M		68k	396.31	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.8	$24M	+5%	164k	148.69	View chart
Spdr Series Trust State Street Spd (SPYG)	2.7	$24M	-4%	221k	106.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$24M	+30%	35k	681.92	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.2	$19M	+33%	156k	123.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$19M	+24%	30k	627.14	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.0	$18M	+10%	358k	49.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.8	$16M	+17%	160k	99.88	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.8	$15M		41k	373.44	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.7	$15M		290k	50.58	View chart
Ishares Tr Tips Bd Etf (TIP)	1.4	$13M	+5%	114k	109.91	View chart
Klaviyo Com Ser A (KVYO)	1.4	$12M	-11%	365k	32.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$11M		203k	53.76	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$11M	+12%	157k	67.22	View chart
Bny Mellon Etf Trust Global Infrasctr (BKGI)	1.2	$10M		256k	40.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$9.9M		45k	219.78	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.1	$9.8M	+9%	81k	120.96	View chart
Amazon (AMZN)	1.1	$9.7M	+669%	42k	230.82	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.1	$9.6M		68k	141.05	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.1	$9.4M	+102%	221k	42.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$9.2M		13k	684.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$9.0M	+158%	29k	313.00	View chart
Apple (AAPL)	1.0	$8.8M	-3%	33k	271.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$8.8M	+5%	140k	62.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$7.9M		13k	614.31	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$7.8M		105k	73.56	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$7.5M	+140%	35k	212.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$7.3M	-2%	15k	487.87	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$7.2M	+3%	40k	177.37	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.8	$6.7M		48k	141.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$6.5M		98k	66.00	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.7	$6.3M	+24%	88k	71.62	View chart
Cullinan Oncology (CGEM)	0.7	$6.2M		596k	10.35	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.7	$5.8M		60k	96.27	View chart
Moderna (MRNA)	0.6	$5.5M	NEW	186k	29.49	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.6	$5.0M	+6%	33k	154.80	View chart
Ishares Msci Japan Etf (EWJ)	0.5	$4.7M	+295%	58k	80.74	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$4.6M	+100%	32k	143.97	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$4.5M	-2%	60k	75.44	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$4.4M		14k	314.80	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$4.4M		11k	386.85	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$4.3M		79k	54.71	View chart
Vanguard World Energy Etf (VDE)	0.5	$4.2M		33k	125.92	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$4.1M	-30%	29k	143.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$3.9M		20k	190.99	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.4	$3.7M		36k	104.04	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$3.4M		16k	210.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$3.3M		13k	246.16	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$3.2M	+9%	16k	209.13	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.4	$3.1M	NEW	48k	65.51	View chart
Spdr Series Trust State Street Spd (SDY)	0.3	$3.0M	-9%	21k	139.16	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$2.9M		6.1k	480.57	View chart
Microsoft Corporation (MSFT)	0.3	$2.8M	-12%	5.7k	483.62	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.3	$2.7M	+92%	107k	24.82	View chart
Vox Rty Corp Cda F (VOXR)	0.3	$2.6M		559k	4.74	View chart
Sprott Asset Management Physical Gold An (CEF)	0.3	$2.5M		54k	45.80	View chart
Ishares Msci Eurzone Etf (EZU)	0.3	$2.4M	+138%	38k	64.10	View chart
Broadcom (AVGO)	0.3	$2.4M		7.0k	346.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.3M		19k	120.19	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.3	$2.2M	+2%	28k	77.68	View chart
Ishares Tr Europe Etf (IEV)	0.2	$2.0M		29k	68.60	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$2.0M	+312%	24k	83.75	View chart
Intercontinental Exchange (ICE)	0.2	$1.9M	-35%	12k	161.96	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$1.9M	+2%	6.2k	301.15	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.8M	+19%	23k	79.73	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$1.8M	+3%	32k	56.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.8M		12k	143.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.7M	+193%	8.8k	191.56	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$1.7M	+114%	35k	47.79	View chart
Spdr Series Trust State Street Spd (XBI)	0.2	$1.6M	+9%	13k	121.93	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$1.4M		33k	44.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.4M		5.0k	290.25	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$1.4M	-4%	12k	119.35	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$1.4M	+3%	28k	50.86	View chart
Echostar Corp Cl A (SATS)	0.2	$1.4M		13k	108.70	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.4M	+121%	10k	136.94	View chart
Dbx Etf Tr Xtrack Hrvst Csi (ASHR)	0.1	$1.2M	+99%	37k	32.85	View chart
Voya Financial (VOYA)	0.1	$1.2M	+77%	16k	74.49	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.1M		9.2k	120.34	View chart
Corning Incorporated (GLW)	0.1	$1.1M		13k	87.56	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.1M	-22%	3.3k	322.22	View chart
Hubspot (HUBS)	0.1	$1.1M		2.7k	401.30	View chart
NVIDIA Corporation (NVDA)	0.1	$1.0M	-33%	5.5k	186.50	View chart
Blackrock (BLK)	0.1	$1.0M		950.00	1070.34	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.0M		5.5k	183.40	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$975k	+30%	6.3k	155.12	View chart
Uber Technologies (UBER)	0.1	$957k		12k	81.71	View chart
Adams Express Company (ADX)	0.1	$938k		40k	23.32	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$935k	+47%	12k	80.22	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$934k	NEW	63k	14.94	View chart
T. Rowe Price (TROW)	0.1	$921k		9.0k	102.38	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$905k		1.9k	468.76	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$895k		5.3k	167.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$868k	NEW	1.8k	473.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$854k	-11%	3.3k	257.99	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.1	$816k		43k	19.08	View chart
Boulder Growth & Income Fund (STEW)	0.1	$806k		44k	18.54	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$759k	NEW	2.4k	323.01	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW)	0.1	$717k	+15%	83k	8.59	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$715k	-9%	29k	24.73	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$707k		12k	57.91	View chart
Maplebear (CART)	0.1	$706k		16k	44.98	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$705k	-8%	8.2k	85.77	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$656k	NEW	870.00	753.78	View chart
Global X Fds Global X Uranium (URA)	0.1	$654k		15k	42.73	View chart
Royce Micro Capital Trust (RMT)	0.1	$648k		62k	10.43	View chart
UnitedHealth (UNH)	0.1	$644k		2.0k	330.11	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$642k	-18%	12k	54.05	View chart
Citigroup Com New (C)	0.1	$642k		5.5k	116.69	View chart
Bank of America Corporation (BAC)	0.1	$626k	+4%	11k	55.00	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$615k		5.0k	124.20	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$612k	-18%	8.6k	71.41	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$602k		17k	36.38	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$600k	-7%	12k	48.41	View chart
Graniteshares Platinum Tr Shs Ben Int (PLTM)	0.1	$592k		30k	19.73	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$568k		7.3k	77.53	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$560k		9.3k	60.07	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$552k		11k	50.25	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$547k	+95%	5.7k	96.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$539k	+9%	5.6k	96.03	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$527k		6.0k	88.49	View chart
Fidelity National Information Services (FIS)	0.1	$518k		7.8k	66.46	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$517k		3.1k	168.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$511k	-41%	1.6k	313.80	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$507k		11k	46.54	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$506k		3.0k	165.81	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$497k		4.6k	107.11	View chart
At&t (T)	0.1	$485k		20k	24.84	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$482k		5.0k	97.22	View chart
Ishares Msci Germany Etf (EWG)	0.1	$454k		11k	42.50	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.1	$447k		2.4k	186.43	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$432k	+111%	17k	25.75	View chart
Proshares Tr Sp500 Ex Enrgy (SPXE)	0.0	$429k		5.8k	73.88	View chart
Micron Technology (MU)	0.0	$428k	-40%	1.5k	285.41	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$428k	+99%	9.6k	44.41	View chart
Intel Corporation (INTC)	0.0	$423k		12k	36.90	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$421k		6.5k	64.42	View chart
Procter & Gamble Company (PG)	0.0	$419k	+2%	2.9k	143.34	View chart
Tri-Continental Corporation (TY)	0.0	$412k		13k	32.66	View chart
Wal-Mart Stores (WMT)	0.0	$404k	+2%	3.6k	111.41	View chart
Wells Fargo & Company (WFC)	0.0	$403k	+6%	4.3k	93.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$392k	-33%	1.9k	211.79	View chart
Asa Gold And Precious Mtls L SHS (ASA)	0.0	$388k		6.5k	59.67	View chart
Eli Lilly & Co. (LLY)	0.0	$386k	-7%	359.00	1074.68	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$379k		4.6k	82.02	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.0	$372k	+8%	9.2k	40.36	View chart
Verizon Communications (VZ)	0.0	$355k		8.7k	40.73	View chart
Putnam Mun Opportunities Tr Sh Ben Int (PMO)	0.0	$335k		31k	10.70	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$334k		3.7k	91.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$330k		656.00	502.65	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$315k		3.5k	89.43	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$300k	NEW	5.5k	54.77	View chart
Block Cl A (XYZ)	0.0	$299k		4.6k	65.09	View chart
Prudential Financial (PRU)	0.0	$299k		2.7k	112.88	View chart
IDEXX Laboratories (IDXX)	0.0	$298k		440.00	676.53	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.0	$298k		5.8k	51.74	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$293k	-4%	2.6k	113.92	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$266k		3.2k	82.50	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$260k		3.1k	83.62	View chart
Abbvie (ABBV)	0.0	$247k	+5%	1.1k	228.49	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$246k		11k	22.82	View chart
Spdr Series Trust State Street Spd (SPTI)	0.0	$245k		8.5k	28.84	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$240k		3.3k	72.68	View chart
Marsh & McLennan Companies	0.0	$233k		1.3k	185.59	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$223k		4.9k	45.45	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$217k		1.5k	141.50	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$216k	NEW	1.8k	119.41	View chart
Morgan Stanley Com New (MS)	0.0	$210k	NEW	1.2k	177.53	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$207k	NEW	3.1k	67.15	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$207k		4.3k	48.32	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$203k		4.2k	47.85	View chart
Kraneshares Trust California Carb (KCCA)	0.0	$179k		11k	16.81	View chart
Putnam Managed Municipal Income Trust (PMM)	0.0	$150k		24k	6.27	View chart
Cartesian Therapeutics Com New (RNAC)	0.0	$141k		20k	7.21	View chart
Voya Emerging Markets High I etf (IHD)	0.0	$75k		12k	6.27	View chart

Past Filings by Twin Focus Capital Partners

SEC 13F filings are viewable for Twin Focus Capital Partners going back to 2012

Twin Focus Capital Partners 2025 Q4 filed Feb. 17, 2026
Twin Focus Capital Partners 2025 Q3 filed Nov. 12, 2025
Twin Focus Capital Partners 2025 Q2 filed Aug. 12, 2025
Twin Focus Capital Partners 2025 Q1 filed May 13, 2025
Twin Focus Capital Partners 2024 Q4 filed Feb. 13, 2025
Twin Focus Capital Partners 2024 Q3 filed Nov. 14, 2024
Twin Focus Capital Partners 2024 Q1 filed May 15, 2024
Twin Focus Capital Partners 2023 Q4 restated filed March 5, 2024
Twin Focus Capital Partners 2023 Q3 filed Nov. 13, 2023
Twin Focus Capital Partners 2023 Q2 filed Aug. 14, 2023
Twin Focus Capital Partners 2023 Q1 filed May 12, 2023
Twin Focus Capital Partners 2022 Q4 filed Feb. 14, 2023
Twin Focus Capital Partners 2022 Q3 filed Nov. 14, 2022
Twin Focus Capital Partners 2022 Q2 filed Aug. 15, 2022
Twin Focus Capital Partners 2022 Q1 filed May 13, 2022
Twin Focus Capital Partners 2021 Q4 filed Feb. 14, 2022

View all past filings

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