Twin Focus Capital Partners

Twin Focus Capital Partners as of March 31, 2026

Portfolio Holdings for Twin Focus Capital Partners

Twin Focus Capital Partners holds 173 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 11.8 $102M 1.2M 88.16
Ishares Tr Core Msci Eafe (IEFA) 10.8 $94M 1.0M 90.53
Vanguard Index Fds Total Stk Mkt (VTI) 7.9 $69M 215k 320.81
Dell Technologies CL C (DELL) 4.2 $37M 226k 164.13
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.6 $31M 48k 650.34
Spdr Gold Tr Gold Shs (GLD) 3.3 $29M 68k 430.29
Ishares Tr Core S&p Ttl Stk (ITOT) 2.9 $25M 177k 142.43
Spdr Series Trust State Street Spd (SPYG) 2.5 $22M 219k 97.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $20M 33k 597.55
Ishares Tr Core Us Aggbd Et (AGG) 2.1 $18M 184k 99.27
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.0 $17M 341k 49.95
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $15M 136k 113.11
Ishares Tr Rus 1000 Etf (IWB) 1.7 $15M 41k 356.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $13M 239k 54.05
Ishares Tr Tips Bd Etf (TIP) 1.5 $13M 114k 110.36
Bny Mellon Etf Trust Global Infrasctr (BKGI) 1.3 $11M 253k 44.54
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $11M 52k 215.06
Ishares Core Msci Emkt (IEMG) 1.2 $11M 154k 69.75
Ishares Tr Core S&p500 Etf (IVV) 1.2 $11M 16k 653.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $10M 162k 64.08
Select Sector Spdr Tr State Street Uti (XLU) 1.1 $9.6M 210k 45.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $9.5M 17k 577.17
Ishares Tr Rus Mdcp Val Etf (IWS) 1.1 $9.5M 65k 145.74
Moderna (MRNA) 1.1 $9.4M 186k 50.80
Vanguard World Esg Us Stk Etf (ESGV) 1.0 $8.7M 77k 112.27
Cullinan Oncology (CGEM) 1.0 $8.5M 596k 14.21
Vanguard Index Fds Growth Etf (VUG) 0.9 $8.0M 18k 436.80
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.9 $7.9M 43k 184.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.9 $7.9M 105k 75.10
Klaviyo Com Ser A (KVYO) 0.8 $7.1M 365k 19.46
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $6.8M 101k 67.53
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $6.8M 49k 138.32
Harbor Etf Trust Harbor Commodity (HGER) 0.7 $6.5M 210k 31.01
Vanguard World Esg Intl Stk Etf (VSGX) 0.7 $6.3M 88k 71.73
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $5.8M 60k 97.23
Vanguard World Energy Etf (VDE) 0.7 $5.7M 33k 173.04
Ishares Tr Russell 2000 Etf (IWM) 0.6 $5.2M 21k 247.99
Vanguard Index Fds Value Etf (VTV) 0.6 $5.1M 26k 196.20
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $5.1M 24k 211.15
Ishares Msci Japan Etf (EWJ) 0.6 $4.9M 58k 84.44
Select Sector Spdr Tr State Street Hea (XLV) 0.5 $4.7M 32k 146.61
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $4.6M 60k 77.11
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $4.5M 79k 56.79
Vanguard Index Fds Large Cap Etf (VV) 0.5 $4.3M 15k 298.85
Select Sector Spdr Tr State Street Tec (XLK) 0.5 $4.3M 33k 132.90
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $4.2M 20k 205.80
Ishares Tr Russell 3000 Etf (IWV) 0.5 $4.2M 11k 370.68
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.5 $4.1M 28k 145.79
Ishares Tr Europe Etf (IEV) 0.5 $4.0M 59k 67.94
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.4 $3.7M 8.0k 463.18
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $3.4M 16k 213.67
Ishares Tr Morningstar Grwt (ILCG) 0.4 $3.4M 36k 95.48
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $3.3M 28k 118.60
Spdr Series Trust State Street Spd (SDY) 0.4 $3.1M 21k 145.94
Vox Rty Corp Cda F (VOXR) 0.3 $2.9M 559k 5.24
Sprott Asset Management Physical Gold An (CEF) 0.3 $2.5M 53k 47.72
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.5M 20k 124.31
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.3 $2.4M 46k 52.85
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $2.3M 7.1k 328.66
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $2.3M 8.1k 287.19
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $2.2M 23k 95.44
Select Sector Spdr Tr State Street Con (XLP) 0.2 $2.1M 25k 81.98
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $1.9M 24k 82.75
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.8M 12k 148.10
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.8M 23k 79.27
Spdr Series Trust State Street Spd (SPYV) 0.2 $1.7M 30k 56.58
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.7M 8.8k 191.92
Spdr Series Trust State Street Spd (XBI) 0.2 $1.6M 13k 127.73
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $1.6M 5.6k 295.12
Ishares Msci Eurzone Etf (EZU) 0.2 $1.6M 25k 62.64
Exxon Mobil Corporation (XOM) 0.2 $1.6M 9.2k 169.66
Echostar Corp Cl A 0.2 $1.5M 13k 117.07
Ishares Esg Awr Msci Em (ESGE) 0.2 $1.5M 33k 45.47
American Beacon Select Funds Glg Natural Reso (MGNR) 0.2 $1.4M 27k 51.58
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.3M 5.0k 261.94
Global X Fds Artificial Etf (AIQ) 0.1 $1.3M 28k 46.67
Bny Mellon Etf Trust Ii Municipal Inter (BKMI) 0.1 $1.3M 50k 26.10
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.3M 10k 128.12
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.3M 22k 56.68
Circle Internet Group Com Cl A (CRCL) 0.1 $1.2M 13k 95.41
Corning Incorporated (GLW) 0.1 $1.1M 8.0k 135.97
Voya Financial (VOYA) 0.1 $1.1M 16k 68.32
Apple (AAPL) 0.1 $1.0M 4.1k 253.79
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $1.0M 20k 50.81
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $1.0M 8.7k 116.29
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.1 $968k 30k 32.64
Raytheon Technologies Corp (RTX) 0.1 $955k 5.0k 192.90
Westlake Chemical Corporation (WLK) 0.1 $935k 8.0k 116.82
Alphabet Cap Stk Cl A (GOOGL) 0.1 $920k 3.2k 287.56
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $911k 5.6k 161.73
Spdr Series Trust State Street Spd (SPYM) 0.1 $892k 12k 76.54
Uber Technologies (UBER) 0.1 $842k 12k 71.93
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $827k 5.3k 155.11
Kkr & Co (KKR) 0.1 $814k 8.8k 92.50
T. Rowe Price (TROW) 0.1 $811k 9.0k 90.14
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $782k 1.8k 426.40
Ishares Msci Sth Kor Etf (EWY) 0.1 $772k 6.3k 123.01
Crowdstrike Hldgs Cl A (CRWD) 0.1 $754k 1.9k 390.41
Boulder Growth & Income Fund (STEW) 0.1 $744k 44k 17.10
Put Spx 68000 Exp Sep 18 2026 N/a Put Option 0.1 $741k 1.7k 435.98
Global X Fds Global X Uranium (URA) 0.1 $741k 15k 48.43
Vaneck Etf Trust Vaneck Vietnam (VNM) 0.1 $740k 43k 17.31
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $738k 2.4k 313.81
Spdr Series Trust State Street Spd (SPMD) 0.1 $723k 12k 59.22
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $718k 1.00 718140.00
Blue Owl Capital Com Cl A (OWL) 0.1 $713k 78k 9.13
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) 0.1 $706k 83k 8.46
Royce Micro Capital Trust (RMT) 0.1 $703k 62k 11.31
Wayfair Cl A (W) 0.1 $668k 8.9k 75.21
Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $667k 12k 53.87
Ishares Tr Msci China Etf (MCHI) 0.1 $664k 12k 56.18
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $663k 7.2k 91.77
Ishares Tr New York Mun Etf (NYF) 0.1 $654k 12k 53.12
Hubspot (HUBS) 0.1 $651k 2.7k 244.10
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $639k 4.8k 133.19
Ishares Tr Eafe Value Etf (EFV) 0.1 $637k 8.6k 74.35
Citigroup Com New (C) 0.1 $624k 5.5k 113.41
Ishares Tr Latn Amer 40 Etf (ILF) 0.1 $619k 17k 35.52
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $612k 3.9k 158.45
Vanguard World Inf Tech Etf (VGT) 0.1 $607k 870.00 697.72
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $605k 13k 46.23
Callaway Golf Company (CALY) 0.1 $597k 43k 13.88
Fidelity Covington Trust Enhanced Mid (FMDE) 0.1 $595k 17k 35.96
Maplebear (CART) 0.1 $588k 16k 37.46
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $574k 7.3k 78.41
Ishares Tr Msci Eafe Etf (EFA) 0.1 $546k 5.6k 97.13
Ishares Msci Germany Etf (EWG) 0.1 $537k 14k 39.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $528k 6.0k 88.70
UnitedHealth (UNH) 0.1 $521k 1.9k 270.59
Ishares Tr Ishares Biotech (IBB) 0.1 $518k 3.1k 168.85
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $503k 11k 46.19
Ishares Tr National Mun Etf (MUB) 0.1 $492k 4.6k 106.15
Graniteshares Platinum Tr Shs Ben Int (PLTM) 0.1 $492k 26k 18.91
JPMorgan Chase & Co. (JPM) 0.1 $482k 1.6k 294.16
Spdr Index Shs Fds State Street Spd (SPDW) 0.1 $440k 9.6k 45.65
Spdr Series Trust State Street Spd (SPAB) 0.0 $430k 17k 25.62
Bank of America Corporation (BAC) 0.0 $419k 8.6k 48.75
Procter & Gamble Company (PG) 0.0 $412k 2.9k 144.42
Asa Gold And Precious Mtls L SHS (ASA) 0.0 $403k 6.5k 62.03
Proshares Tr Sp500 Ex Enrgy (SPXE) 0.0 $403k 5.8k 69.50
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $402k 1.9k 217.25
Tri-Continental Corporation (TY) 0.0 $398k 13k 31.59
Fidelity National Information Services (FIS) 0.0 $361k 7.7k 46.91
Proshares Tr Bitcoin Etf (BITO) 0.0 $354k 38k 9.31
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.0 $330k 1.9k 178.23
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $323k 3.7k 88.46
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.0 $322k 31k 10.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $314k 656.00 479.20
Alphabet Cap Stk Cl C (GOOG) 0.0 $310k 1.1k 286.86
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $309k 3.5k 87.84
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $286k 2.6k 111.37
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.0 $282k 2.3k 124.81
Adams Express Company (ADX) 0.0 $278k 13k 21.89
Block Cl A (XYZ) 0.0 $277k 4.6k 60.18
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $271k 5.5k 49.37
Spdr Series Trust State Street Spd (XOP) 0.0 $270k 1.5k 181.83
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.0 $264k 7.8k 33.81
Ishares Msci Emrg Chn (EMXC) 0.0 $260k 3.3k 78.66
Prudential Financial (PRU) 0.0 $259k 2.7k 97.69
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $258k 3.1k 82.43
Spdr Series Trust State Street Spd (SPTM) 0.0 $255k 3.2k 79.06
Spdr Series Trust State Street Spd (SPTI) 0.0 $244k 8.5k 28.66
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.0 $242k 13k 19.16
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $222k 3.2k 68.46
Evergy (EVRG) 0.0 $213k 2.6k 81.92
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $212k 1.5k 138.38
Coca-Cola Company (KO) 0.0 $208k 2.7k 76.04
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $202k 4.2k 47.55
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $202k 4.2k 48.05
Kraneshares Trust California Carb (KCCA) 0.0 $158k 11k 14.82
Putnam Managed Municipal Income Trust (PMM) 0.0 $148k 24k 6.15
Cartesian Therapeutics Com New (RNAC) 0.0 $120k 20k 6.15
Voya Emerging Markets High I etf (IHD) 0.0 $80k 12k 6.66