TWIN FOCUS CAPITAL PARTNERS, LLC

CIK: 0001387761Latest portfolio: $867.7M · Q4 2025

Holdings

180

Total Value

$867.7M

New Positions

10

Closed Positions

18

#StockSharesValue% PortfolioChangeType
1
AQLTISHARES TR
1,013,101$90.6M10.45%+21K
2
IAU*ISHARES GOLD TR
1,106,435$89.8M10.35%+58K
3
VTIVANGUARD INDEX FDS
224,527$75.3M8.68%-8,233
4
DELLDELL TECHNOLOGIES INC
228,000$28.7M3.31%
5
GQ9SPDR GOLD TR
68,333$27.1M3.12%-592
6
ITOTISHARES TR
163,790$24.4M2.81%+8K
7
SPYGSPDR SERIES TRUST
220,853$23.6M2.72%-11,232
8
SPYSPDR S&P 500 ETF TR
34,536$23.6M2.71%+8K
9
IVWISHARES TR
156,219$19.3M2.22%+39K
10
VOOVANGUARD INDEX FDS
30,328$19.0M2.19%+6K
11
VTIPVANGUARD MALVERN FDS
357,905$17.7M2.04%+33K
12
AGGISHARES TR
159,772$16.0M1.84%+24K
13
IWBISHARES TR
41,161$15.4M1.77%+289
14
JAAAJANUS DETROIT STR TR
290,216$14.7M1.69%+159
15
TIPISHARES TR
113,616$12.5M1.44%+6K
16
KVYOKLAVIYO INC
364,666$11.8M1.36%-48,170
17
VWOVANGUARD INTL EQUITY INDEX F
203,424$10.9M1.26%+67
18
IEMGISHARES INC
156,766$10.5M1.21%+18K
19
BKGIBNY MELLON ETF TRUST
256,019$10.3M1.19%
20
VIGVANGUARD SPECIALIZED FUNDS
44,966$9.9M1.14%+737
21
ESGVVANGUARD WORLD FD
81,388$9.8M1.13%+7K
22
AMZNAMAZON COM INC
41,813$9.7M1.11%+36K
23
IWSISHARES TR
68,362$9.6M1.11%-19
24
XLUSELECT SECTOR SPDR TR
221,212$9.4M1.09%+112K
25
IVVISHARES TR
13,400$9.2M1.06%-146

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
XLU221K+112K
IAU*1.1M+58K
EWJ58K+44K
IVW156K+39K
VTIP358K+33K
AGG160K+24K
EZU38K+22K
IVE35K+21K
BCCC35K+19K
ASHR37K+19K

Decreased Positions

NameSharesChange
KVYO365K-48170
VSS29K-12290
SPYG221K-11232
VTI225K-8233
ICE12K-6400
HODL29K-3000
NVDA5K-2698
INDA12K-2632
SDY21K-2210
VXUS60K-1422

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.8700118408844277e+78T)
Unknown0.0% ($9.063289809270817e+36T)
Healthcare0.0% ($61635469644385376.0T)
Communication Services0.0% ($9.0T)
Consumer Cyclical0.0% ($9.7B)
Consumer Defensive0.0% ($419.4M)
Basic Materials0.0% ($2.6M)
Energy0.0% ($1.1M)
Industrials0.0% ($1.0M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$867.7M180
Q3 2025Nov 12, 2025$786.9B188
Q2 2025Aug 12, 2025$714.2B167
Q1 2025May 13, 2025$643.8B154
Q4 2024Feb 13, 2025$676.6B141
Q3 2024Nov 14, 2024$634.0B150
Q2 2024Aug 14, 2024$626.1B134
Q1 2024May 15, 2024$525.3B143
Q4 2023Feb 13, 2024$1.1T223
Q3 2023Nov 13, 2023$445.1B163
Q2 2023Aug 14, 2023$494.7B224
Q1 2023May 12, 2023$504.3B220
Q4 2022Feb 14, 2023$478.9B221
Q3 2022Nov 14, 2022$415.8M197
Q2 2022Aug 15, 2022$445.1M204
Q1 2022May 13, 2022$514.5M228
Q4 2021Feb 14, 2022$499.6M226
Q3 2021Nov 15, 2021$428.3M189
Q2 2021Aug 16, 2021$432.1M191
Q1 2021May 12, 2021$349.7M161
Q4 2020Feb 16, 2021$326.4M162
Q3 2020Nov 13, 2020$274.5M146
Q2 2020Aug 12, 2020$249.1M142
Q1 2020May 15, 2020$216.4M153
Q4 2019Feb 13, 2020$311.0M197
Q3 2019Nov 7, 2019$254.0M162
Q2 2019Aug 14, 2019$237.8M144
Q1 2019May 14, 2019$213.3M97
Q4 2018Feb 13, 2019$223.7M103
Q3 2018Nov 13, 2018$193.9M107
Q2 2018Aug 10, 2018$195.6M108
Q1 2018May 11, 2018$201.2M102
Q4 2017Feb 14, 2018$197.2M98
Q3 2017Nov 13, 2017$193.2M100
Q2 2017Aug 8, 2017$182.6M99
Q1 2017May 12, 2017$166.2M93
Q4 2016Feb 10, 2017$153.7M89
Q3 2016Nov 14, 2016$144.4M90
Q2 2016Aug 11, 2016$126.6M84
Q1 2016May 16, 2016$105.6M77

Fund Information

CIK0001387761
Most Recent FilingFeb 17, 2026
Number of Filings40

TWIN FOCUS CAPITAL PARTNERS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $867.7M across 180 holdings. The largest position is ISHARES TR (AQLT), representing 10.4% of the portfolio. Compared to the previous quarter, the fund opened 10 new positions and closed 18 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.