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.
TWIN FOCUS CAPITAL PARTNERS, LLC (CIK 1387761) reported $870.9M across 172 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAU ($102.4M, 11.76%), IEFA ($93.9M, 10.78%), VTI ($69.0M, 7.92%), DELL ($37.0M, 4.25%), SPY ($31.1M, 3.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | $102.4M | 11.76% | 1.2M | Added |
| 2 | IEFA | ISHARES TR | $93.9M | 10.78% | 1.0M | Added |
| 3 | VTI | VANGUARD INDEX FDS | $69.0M | 7.92% | 215,023 | Trimmed |
| 4 | DELL | DELL TECHNOLOGIES INC | $37.0M | 4.25% | 225,500 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $31.1M | 3.57% | 47,820 | Added |
| 6 | GLD | SPDR GOLD TR | $29.1M | 3.35% | 67,740 | Trimmed |
| 7 | ITOT | ISHARES TR | $25.2M | 2.89% | 176,721 | Added |
| 8 | SPYG | SPDR SERIES TRUST | $21.5M | 2.47% | 219,393 | Trimmed |
| 9 | VOO | VANGUARD INDEX FDS | $19.5M | 2.24% | 32,611 | Added |
| 10 | AGG | ISHARES TR | $18.3M | 2.10% | 184,204 | Added |
| 11 | VTIP | VANGUARD MALVERN FDS | $17.0M | 1.95% | 340,621 | Trimmed |
| 12 | IVW | ISHARES TR | $15.4M | 1.76% | 135,861 | Trimmed |
| 13 | IWB | ISHARES TR | $14.7M | 1.69% | 41,161 | Hold |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $12.9M | 1.49% | 239,369 | Added |
| 15 | TIP | ISHARES TR | $12.6M | 1.45% | 114,441 | Added |
| 16 | BKGI | BNY MELLON ETF TRUST | $11.3M | 1.29% | 252,819 | Trimmed |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $11.2M | 1.28% | 51,869 | Added |
| 18 | IEMG | ISHARES INC | $10.7M | 1.23% | 153,917 | Trimmed |
| 19 | IVV | ISHARES TR | $10.5M | 1.21% | 16,116 | Added |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $10.4M | 1.19% | 162,334 | Added |
| 21 | XLU | SELECT SECTOR SPDR TR | $9.6M | 1.11% | 210,212 | Trimmed |
| 22 | IWS | ISHARES TR | $9.5M | 1.09% | 65,309 | Trimmed |
| 23 | QQQ | INVESCO QQQ TR | $9.5M | 1.09% | 16,495 | Added |
| 24 | MRNA | MODERNA INC | $9.4M | 1.08% | 185,601 | Added |
| 25 | ESGV | VANGUARD WORLD FD | $8.7M | 0.99% | 77,095 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31