Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PARTNERS CAPITAL INVESTMENT GROUP, LLP (CIK 1694870) reported $2.65B across 173 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($536.8M, 20.22%), VGSH ($170.8M, 6.43%), IEMG ($152.6M, 5.75%), HEFA ($152.1M, 5.73%), VTV ($125.7M, 4.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | $536.8M | 20.22% | 821,849 | Trimmed |
| 2 | VGSH | Vanguard Short-Term Treasury ETF | $170.8M | 6.43% | 2.9M | Added |
| 3 | IEMG | iShares Core MSCI Emerging Markets ETF | $152.6M | 5.75% | 2.2M | Added |
| 4 | HEFA | iShares Currency Hedged MSCI EAFE ETF | $152.1M | 5.73% | 3.6M | Added |
| 5 | VTV | Vanguard Value ETF | $125.7M | 4.73% | 640,487 | Added |
| 6 | STIP | iShares 0-5 Year TIPS Bond ETF | $101.8M | 3.83% | 983,845 | Trimmed |
| 7 | VOO | Vanguard S&P 500 ETF | $97.5M | 3.67% | 163,083 | Trimmed |
| 8 | IEFA | iShares Core MSCI EAFE ETF | $83.3M | 3.14% | 919,863 | Added |
| 9 | EMXC | iShares MSCI Emerging Markets ex China ETF | $80.4M | 3.03% | 1.0M | Trimmed |
| 10 | ITOT | iShares Core S&P Total US Stock Market ETF | $69.0M | 2.60% | 484,522 | Added |
| 11 | VT | Vanguard Total World Stock ETF | $68.3M | 2.57% | 493,679 | Trimmed |
| 12 | DBJP | Xtrackers MSCI Japan Hedged Equity ETF | $66.2M | 2.49% | 655,348 | Trimmed |
| 13 | TIP | iShares TIPS Bond ETF | $62.8M | 2.37% | 569,232 | Trimmed |
| 14 | SGOV | iShares 0-3 Month Treasury Bond ETF | $59.5M | 2.24% | 590,975 | Added |
| 15 | IEF | iShares 7-10 Year Treasury Bond ETF | $52.0M | 1.96% | 544,561 | Added |
| 16 | REET | iShares Global REIT ETF | $40.1M | 1.51% | 1.6M | Added |
| 17 | VGIT | Vanguard Intermediate-Term Treasury ETF | $38.9M | 1.46% | 652,463 | Added |
| 18 | SNPS | Synopsys Inc | $37.2M | 1.40% | 57,179 | Added |
| 19 | SPY | SPDR S&P 500 ETF Trust | $37.2M | 1.40% | 57,179 | Added |
| 20 | IAU | iShares Gold Trust | $35.8M | 1.35% | 406,426 | Added |
| 21 | ACWI | iShares MSCI ACWI ETF | $30.9M | 1.16% | 223,032 | Trimmed |
| 22 | SUB | iShares Short-Term National Muni Bond ETF | $23.7M | 0.89% | 222,273 | Added |
| 23 | LEMB | iShares J.P. Morgan EM Local Currency Bond ETF | $23.3M | 0.88% | 571,451 | Added |
| 24 | EMLC | VanEck J. P. Morgan EM Local Currency Bond ETF | $19.4M | 0.73% | 773,331 | New |
| 25 | HEWJ | iShares Currency Hedged MSCI Japan ETF | $19.3M | 0.73% | 343,797 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31