TWIN FOCUS CAPITAL PARTNERS, LLC
Sector Allocation
- Other75.5%$742.0M
- Financials13.3%$130.7M
- Technology6.8%$67.1M
- Healthcare2.5%$24.1M
- Industrials1.0%$10.2M
- Materials0.4%$3.5M
- Consumer Discretionary0.2%$1.6M
- Communication Services0.1%$1.3M
- Energy0.1%$1.3M
- Consumer Staples0.1%$640,517
AUM History
13fpro.ai/research/fund/twin-focus-capital-partners-llc-1387761
Conviction and streaks
Stable · top 10 = 50.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$101.0M
IAU
$90.3M- VANGUARD$81.7M
DELL
$55.6MSPY
$37.0M- ISHARES$29.8M
- SPDR$27.5M
GLD
$25.0M- VANGUARD$24.9M
- VANGUARD$22.5M
- VANGUARD$18.3M
- ISHARES$18.3M
- ISHARES$17.9M
- ISHARES$16.9M
- VANGUARD$14.7M
MRNA
$13.0M- ISHARES$12.5M
- VANGUARD$12.4M
- ISHARES$12.4M
- VANGUARD$12.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/twin-focus-capital-partners-llc-1387761
TWIN FOCUS CAPITAL PARTNERS, LLC 13F holdings — Q2 2026
$982.7M portfolio (+12.8% QoQ) · 170 holdings · Q2 2026 13F · top 10 are 50% of the stock portfolio
- 1
ISHARES TR - CORE MSCI EAFE
$101.0M
10.3% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— $90.3M
9.2% of stocks
+3%This quarter-0.4%Since filed10+ qtrsHeld- 3
VANGUARD INDEX FDS - TOTAL STK MKT
$81.7M
8.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $55.6M
5.7% of stocks
-43%This quarter+19.1%Since filed10+ qtrsHeldAIQuality71.1#190Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$37.0M
3.8% of stocks
+4%This quarter+3.3%Since filed10+ qtrsHeld- 6
ISHARES TR - CORE S&P TTL STK
$29.8M
3.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST STR P500GRW
$27.5M
2.8% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $25.0M
2.5% of stocks
+0.4%This quarter-0.4%Since filed10+ qtrsHeld- 9
VANGUARD INDEX FDS - EXTEND MKT ETF
$24.9M
2.5% of stocks
+397%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INDEX FDS - S&P 500 ETF SHS
$22.5M
2.3% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE MSCI EAFE | $101.0M | 10.3% | +0.8% | — | — | — | — | |
| 2 | $90.3M | 9.2% | +3% | -0.4% | 10+ qtrsAdded 5 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANGUARD INDEX FDS - TOTAL STK MKT | $81.7M | 8.3% | +3% | — | — | — | — | |
| 4 | $55.6M | 5.7% | -43% | +19.1% | 10+ qtrsTrimmed 2 qtrs in a row | 71.1#190 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $37.0M | 3.8% | +4% | +3.3% | 10+ qtrsAdded 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES TR - CORE S&P TTL STK | $29.8M | 3.0% | +3% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - ST STR P500GRW | $27.5M | 2.8% | +5% | — | — | — | — | |
| 8 | $25.0M | 2.5% | +0.4% | -0.4% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD INDEX FDS - EXTEND MKT ETF | $24.9M | 2.5% | +397% | — | — | — | — | |
| 10 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $22.5M | 2.3% | +0.4% | — | — | — | — |
All holdings — TWIN FOCUS CAPITAL PARTNERS, LLC (Q2 2026)
170 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD MALVERN FDS - STRM INFPROIDXetf/fund | — | $18.3M | 1.9% | 364K | +7% | — | — | 13F |
| 12 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $18.3M | 1.9% | 133K | -2% | — | — | 13F |
| 13 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $17.9M | 1.8% | 181K | -2% | — | — | 13F |
| 14 | — | ISHARES TR - RUS 1000 ETFetf/fund | — | $16.9M | 1.7% | 41K | — | — | — | 13F |
| 15 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $14.7M | 1.5% | 246K | +3% | — | — | 13F |
| 16 | Moderna, Inc. | Healthcare | $13.0M | 1.3% | 186K | — | 3 qtrs | 19.5 | 13F | |
| 17 | — | ISHARES TR - TIPS BD ETFetf/fund | — | $12.5M | 1.3% | 114K | -0.0% | — | — | 13F |
| 18 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $12.4M | 1.3% | 52K | +1% | — | — | 13F |
| 19 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $12.4M | 1.3% | 149K | -3% | — | — | 13F |
| 20 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $12.2M | 1.2% | 171K | +5% | — | — | 13F |
| 21 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $12.1M | 1.2% | 16K | — | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $12.1M | 1.2% | 16K | — | — | — | 13F |
| 23 | — | BNY MELLON ETF TRUST - GLOBAL INFRASCTRetf/fund | — | $11.4M | 1.2% | 253K | — | — | — | 13F |
| 24 | — | ISHARES TR - RUS MDCP VAL ETFetf/fund | — | $11.1M | 1.1% | 67K | +3% | — | — | 13F |
| 25 | Cullinan Therapeutics, Inc. | Healthcare | $10.8M | 1.1% | 595K | — | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $10.2M | 1.0% | 77K | +0.0% | |||
| 27 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $10.0M | 1.0% | 221K | +5% | |||
| 28 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $9.7M | 1.0% | 112K | +511% | |||
| 29 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $8.9M | 0.9% | 107K | +1% | |||
| 30 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $8.8M | 0.9% | 44K | +3% | |||
| 31 | $DOV | DOVER Corp | Industrials | $8.5M | 0.9% | 54K | +10% | |||
| 32 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | — | $8.4M | 0.8% | 285K | +36% | |||
| 33 | — | ISHARES TR - CORE S&P MCP ETF | — | $7.8M | 0.8% | 101K | +0.1% | |||
| 34 | — | VANGUARD WORLD FD - ESG INTL STK ETF | — | $7.3M | 0.7% | 88K | +0.0% | |||
| 35 | — | ISHARES TR - RUS MID CAP ETF | — | $6.6M | 0.7% | 59K | -0.1% | |||
| 36 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $6.5M | 0.7% | 34K | +5% | |||
| 37 | — | ISHARES TR - RUSSELL 2000 ETF | — | $6.4M | 0.7% | 21K | +0.9% | |||
| 38 | — | VANGUARD INDEX FDS - VALUE ETF | — | $5.7M | 0.6% | 26K | -0.0% | |||
| 39 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $5.6M | 0.6% | 65K | +9% | |||
| 40 | $KVYO | Klaviyo, Inc. | Technology | $5.5M | 0.6% | 365K | — | |||
| 41 | — | ISHARES INC - MSCI JAPAN ETF | — | $5.4M | 0.6% | 58K | -0.3% | |||
| 42 | — | ISHARES TR - MSCI EMG MKT ETF | — | $5.4M | 0.6% | 79K | +0.0% | |||
| 43 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $5.1M | 0.5% | 32K | — | |||
| 44 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $5.1M | 0.5% | 15K | +2% | |||
| 45 | — | VANGUARD WORLD FD - ENERGY ETF | — | $4.9M | 0.5% | 33K | -0.8% | |||
| 46 | — | ISHARES TR - ISHARES SEMICDTR | — | $4.9M | 0.5% | 7,576 | +7% | |||
| 47 | — | ISHARES TR - RUSSELL 3000 ETF | — | $4.8M | 0.5% | 11K | -0.2% | |||
| 48 | — | ISHARES TR - S&P 500 VAL ETF | — | $4.7M | 0.5% | 21K | -13% | |||
| 49 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $4.4M | 0.4% | 28K | +0.0% | |||
| 50 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $4.2M | 0.4% | 8,022 | — | |||
| 51 | — | ISHARES TR - MORNINGSTAR GRWT | — | $4.2M | 0.4% | 36K | — | |||
| 52 | — | ISHARES TR - RUS 1000 VAL ETF | — | $3.9M | 0.4% | 16K | +2% | |||
| 53 | — | ISHARES TR - 3 7 YR TREAS BD | — | $3.9M | 0.4% | 33K | +20% | |||
| 54 | — | ISHARES TR - EUROPE ETF | — | $3.7M | 0.4% | 51K | -14% | |||
| 55 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $3.2M | 0.3% | 21K | -0.7% | |||
| 56 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $3.1M | 0.3% | 52K | +72% | |||
| 57 | — | ISHARES TR - CORE S&P SCP ETF | — | $3.0M | 0.3% | 20K | +0.0% | |||
| 58 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $2.6M | 0.3% | 33K | +301% | |||
| 59 | $VOXR | VOX ROYALTY CORP. | Materials | $2.4M | 0.2% | 500K | -11% | |||
| 60 | — | ISHARES TR - 7-10 YR TRSY BD | — | $2.3M | 0.2% | 25K | +7% | |||
| 61 | $CEF | Sprott Physical Gold & Silver Trust | Financials | $2.1M | 0.2% | 53K | — | |||
| 62 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $2.1M | 0.2% | 25K | +0.0% | |||
| 63 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $2.0M | 0.2% | 13K | — | |||
| 64 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $2.0M | 0.2% | 12K | — | |||
| 65 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $1.9M | 0.2% | 24K | — | |||
| 66 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | — | $1.9M | 0.2% | 5,565 | — | |||
| 67 | $IVZ | Invesco Ltd. | Financials | $1.9M | 0.2% | 8,800 | — | |||
| 68 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $1.8M | 0.2% | 28K | — | |||
| 69 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.8M | 0.2% | 23K | — | |||
| 70 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $1.8M | 0.2% | 33K | -0.2% | |||
| 71 | — | ISHARES INC - MSCI EURZONE ETF | — | $1.7M | 0.2% | 25K | — | |||
| 72 | — | ISHARES TR - ESG EAFE ETF | — | $1.6M | 0.2% | 19K | New | |||
| 73 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $1.5M | 0.1% | 4,894 | -3% | |||
| 74 | — | ISHARES TR - RUS MD CP GR ETF | — | $1.5M | 0.1% | 10K | — | |||
| 75 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.5M | 0.1% | 1,930 | — | |||
| 76 | $VOYA | Voya Financial, Inc. | Financials | $1.4M | 0.1% | 16K | — | |||
| 77 | $ECHO | EchoStar CORP | Communication Services | $1.3M | 0.1% | 13K | — | |||
| 78 | — | AMERICAN BEACON SELECT FUNDS - GLG NAT RES ETF | — | $1.3M | 0.1% | 27K | — | |||
| 79 | — | BNY MELLON ETF TRUST II - MUNICIPAL INTER | — | $1.3M | 0.1% | 50K | — | |||
| 80 | — | ISHARES INC - MSCI STH KOR ETF | — | $1.3M | 0.1% | 6,279 | — | |||
| 81 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.3M | 0.1% | 9,227 | — | |||
| 82 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.3M | 0.1% | 22K | — | |||
| 83 | — | ISHARES TR - S&P 100 ETF | — | $1.2M | 0.1% | 3,230 | New | |||
| 84 | $AAPL | Apple Inc. | Technology | $1.2M | 0.1% | 4,078 | — | |||
| 85 | $GOOGL | Alphabet Inc. | Technology | $1.1M | 0.1% | 3,200 | — | |||
| 86 | — | DBX ETF TR - XTRACK HRVST CSI | — | $1.1M | 0.1% | 30K | — | |||
| 87 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.0M | 0.1% | 5,635 | — | |||
| 88 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $1.0M | 0.1% | 12K | — | |||
| 89 | $TROW | PRICE T ROWE GROUP INC | Financials | $1.0M | 0.1% | 9,000 | — | |||
| 90 | — | ISHARES TR - CORE S&P US GWT | — | $1.0M | 0.1% | 5,331 | — | |||
| 91 | — | ISHARES TR - RUS 2000 GRW ETF | — | $926K | 0.1% | 2,350 | — | |||
| 92 | $RTX | RTX Corp | Industrials | $916K | 0.1% | 4,826 | -3% | |||
| 93 | — | ISHARES TR - RUS 1000 GRW ETF | — | $910K | 0.1% | 7,332 | +300% | |||
| 94 | $RMT | ROYCE MICRO-CAP TRUST, INC. | — | $910K | 0.1% | 62K | — | |||
| 95 | — | VANGUARD WORLD FD - INF TECH ETF | — | $832K | 0.1% | 6,960 | +700% | |||
| 96 | — | SPDR SERIES TRUST - ST STR P400MID | — | $824K | 0.1% | 12K | — | |||
| 97 | $W | Wayfair Inc. | Consumer Discretionary | $821K | 0.1% | 8,887 | — | |||
| 98 | $UBER | Uber Technologies, Inc | Technology | $809K | 0.1% | 11K | -4% | |||
| 99 | $CALY | Callaway Golf Co | Consumer Discretionary | $808K | 0.1% | 43K | — | |||
| 100 | $KKR | KKR & Co. Inc. | Financials | $808K | 0.1% | 8,800 | — | |||
| 101 | $CRCL | Circle Internet Group, Inc. | Financials | $804K | 0.1% | 13K | — | |||
| 102 | — | VANECK ETF TRUST - VANECK VIETNAM | — | $790K | 0.1% | 43K | — | |||
| 103 | $STEW | SRH Total Return Fund, Inc. | Other | $778K | 0.1% | 43K | — | |||
| 104 | $C | CITIGROUP INC | Financials | $770K | 0.1% | 5,500 | — | |||
| 105 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.1% | 1 | — | |||
| 106 | $CART | Maplebear Inc. | Industrials | $743K | 0.1% | 16K | — | |||
| 107 | — | ISHARES TR - DOW JONES US ETF | — | $704K | 0.1% | 3,864 | — | |||
| 108 | $WIW | WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND | Other | $701K | 0.1% | 83K | — | |||
| 109 | $OWL | BLUE OWL CAPITAL INC. | Financials | $684K | 0.1% | 78K | — | |||
| 110 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | — | $671K | 0.1% | 17K | — | |||
| 111 | $YMM | Full Truck Alliance Co. Ltd. | Technology | $669K | 0.1% | 15K | — | |||
| 112 | — | ISHARES TR - NEW YORK MUN ETF | — | $663K | 0.1% | 12K | — | |||
| 113 | — | GLOBAL X FDS - GLBL X MLP ETF | — | $657K | 0.1% | 12K | — | |||
| 114 | — | ISHARES TR - EAFE VALUE ETF | — | $656K | 0.1% | 8,569 | — | |||
| 115 | — | ISHARES TR - MSCI INTL QUALTY | — | $648K | 0.1% | 13K | — | |||
| 116 | — | ISHARES TR - MSCI CHINA ETF | — | $603K | 0.1% | 12K | — | |||
| 117 | — | ISHARES TR - EAFE SML CP ETF | — | $602K | 0.1% | 7,320 | — | |||
| 118 | — | ISHARES TR - LATN AMER 40 ETF | — | $588K | 0.1% | 17K | — | |||
| 119 | $WLK | WESTLAKE CORP | Materials | $584K | 0.1% | 8,000 | — | |||
| 120 | — | ISHARES TR - MSCI EAFE ETF | — | $583K | 0.1% | 5,616 | — | |||
| 121 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $574K | 0.1% | 5,955 | — | |||
| 122 | $GLW | CORNING INC /NY | Materials | $569K | 0.1% | 2,229 | -72% | |||
| 123 | — | ISHARES INC - MSCI GERMANY ETF | — | $559K | 0.1% | 14K | — | |||
| 124 | — | VANECK ETF TRUST - URANI NUCLE ETF | — | $557K | 0.1% | 4,800 | — | |||
| 125 | $JPM | JPMORGAN CHASE & CO | Financials | $536K | 0.1% | 1,638 | — | |||
| 126 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $507K | 0.1% | 6,723 | -7% | |||
| 127 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $506K | 0.1% | 4,325 | -50% | |||
| 128 | — | ISHARES TR - NATIONAL MUN ETF | — | $503K | 0.1% | 4,673 | +0.8% | |||
| 129 | — | ISHARES TR - CORE UNIVRSL USD | — | $503K | 0.1% | 11K | — | |||
| 130 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $490K | 0.1% | 8,600 | — | |||
| 131 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $485K | 0.1% | 9,630 | — | |||
| 132 | — | PROSHARES TR - SP500 EX ENRGY | — | $468K | 0.1% | 5,800 | — | |||
| 133 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $451K | 0.1% | 1,855 | +0.3% | |||
| 134 | $TY | TRI-CONTINENTAL Corp | Other | $434K | 0.0% | 13K | — | |||
| 135 | $HODL | VanEck Bitcoin ETF | Financials | $428K | 0.0% | 26K | +104% | |||
| 136 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $428K | 0.0% | 17K | — | |||
| 137 | $ASA | ASA Gold & Precious Metals Ltd | Other | $419K | 0.0% | 8,050 | +24% | |||
| 138 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $418K | 0.0% | 2,851 | — | |||
| 139 | $GOOG | Alphabet Inc. | Technology | $390K | 0.0% | 1,105 | +2% | |||
| 140 | $PLTM | GraniteShares Platinum Trust | Financials | $388K | 0.0% | 26K | — | |||
| 141 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $378K | 0.0% | 756 | +15% | |||
| 142 | $XYZ | Block, Inc. | Technology | $350K | 0.0% | 4,600 | — | |||
| 143 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $341K | 0.0% | 3,650 | — | |||
| 144 | — | ISHARES INC - MSCI EMRG CHN | — | $338K | 0.0% | 3,305 | — | |||
| 145 | $WT | WisdomTree, Inc. | Financials | $336K | 0.0% | 3,518 | — | |||
| 146 | $PMO | FRANKLIN MUNICIPAL OPPORTUNITIES TRUST | Other | $330K | 0.0% | 31K | — | |||
| 147 | — | BNY MELLON ETF TRUST - US LRG CP CORE | — | $324K | 0.0% | 2,257 | — | |||
| 148 | — | ISHARES TR - EAFE GRWTH ETF | — | $320K | 0.0% | 2,572 | — | |||
| 149 | — | GLOBAL X FDS - US INFR DEV ETF | — | $319K | 0.0% | 5,410 | -73% | |||
| 150 | $FIS | Fidelity National Information Services, Inc. | Financials | $299K | 0.0% | 7,695 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 4 new, 49 added to, 23 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
- ISHARES TR - ESG EAFE ETF$1.6M
first bought this quarter
- ISHARES TR - S&P 100 ETF$1.2M
first bought this quarter
$PEOADAMS NATURAL RESOURCES FUND, INC.$220K
first bought this quarter
- SELECT SECTOR SPDR TR - ST STR DISCR ETF$212K
first bought this quarter
Added to (49)
- VANGUARD INDEX FDS - EXTEND MKT ETF+397%
now $24.9M
- VANGUARD INDEX FDS - GROWTH ETF+511%
now $9.7M
now $90.3M · held 10+ qtrs, 5 adds in a row
- HARBOR ETF TRUST - COMM ALL WEA ETF+36%
now $8.4M
- VANGUARD INDEX FDS - TOTAL STK MKT+3%
now $81.7M
- VANGUARD INDEX FDS - MID CAP ETF+301%
now $2.6M
+43 more in the Excel export
Trimmed (23)
now $55.6M · held 10+ qtrs, 2 trims in a row
$GLWCORNING INC /NY-72%
now $569K · held 8 qtrs, 2 trims in a row
- GLOBAL X FDS - US INFR DEV ETF-73%
now $319K
- ISHARES TR - S&P 500 VAL ETF-13%
now $4.7M
- ISHARES TR - EUROPE ETF-14%
now $3.7M
- EA SERIES TRUST - ALPHA ARCH 1-3-50%
now $506K
+17 more in the Excel export
Holdings by quarter
Every 13F TWIN FOCUS CAPITAL PARTNERS, LLC has filed, 40 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of TWIN FOCUS CAPITAL PARTNERS's top 20 holdings: 61/100 (our AI quality score, weighted by position size; 11 of the 20 are scored)
Top 10 since filing
+4.5%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 17% over the last 4
Top 10 weight
50%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
TWIN FOCUS CAPITAL PARTNERS, LLC disclosed 170 positions worth $982.7M in its Form 13F-HR for Q2 2026, followed by $IAU. During the quarter the fund opened 4 new positions and exited 7. The portfolio is most concentrated in Other (75.5% of disclosed assets). All figures are sourced directly from TWIN FOCUS CAPITAL PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 1387761.
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AI-Powered Hedge Fund Analysis: TWIN FOCUS CAPITAL PARTNERS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For TWIN FOCUS CAPITAL PARTNERS, LLC (SEC CIK: 1387761), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in TWIN FOCUS CAPITAL PARTNERS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.