TWIN FOCUS CAPITAL PARTNERS, LLC
CIK: 0001387761SEC EDGAR →
Portfolio Value
$807K
Holdings
180
As of
Q4 2025
New Positions
26
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,013,101 | $91K | 11.23% |
| 2 | ISHARES GOLD TR | 1,106,435 | $90K | 11.13% |
| 3 | VANGUARD INDEX FDS | 224,527 | $75K | 9.33% |
| 4 | DELL TECHNOLOGIES INC | 228,000 | $29K | 3.56% |
| 5 | SPDR GOLD TR | 68,333 | $27K | 3.36% |
| 6 | ISHARES TR | 163,790 | $24K | 3.02% |
| 7 | SPDR SERIES TRUST | 220,853 | $24K | 2.92% |
| 8 | ISHARES TR | 156,219 | $19K | 2.39% |
| 9 | VANGUARD MALVERN FDS | 357,905 | $18K | 2.19% |
| 10 | ISHARES TR | 159,772 | $16K | 1.98% |
Quarterly Changes
New Positions (10)
Closed Positions (18)
$2K · 6K shares
$1K · 4K shares
$1K · 22K shares
$927 · 1K shares
$399 · 5K shares
$276 · 5K shares
$261 · 880 shares
$248 · 207 shares
$225 · 1K shares
$223 · 4K shares
$221 · 301 shares
$218 · 1K shares
$215 · 1K shares
$213 · 2K shares
$207 · 8K shares
$121 · 12K shares
$114 · 17K shares
$1 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 124 | $484K | 59.9% |
| Unknown | 12 | $216K | 26.8% |
| Technology | 26 | $67K | 8.4% |
| Healthcare | 8 | $14K | 1.7% |
| Consumer Cyclical | 2 | $10K | 1.3% |
| Communication Services | 3 | $10K | 1.2% |
| Basic Materials | 1 | $3K | 0.3% |
| Energy | 1 | $1K | 0.1% |
| Industrials | 1 | $1K | 0.1% |
| Consumer Defensive | 2 | $822 | 0.1% |