PARTNERS CAPITAL INVESTMENT GROUP, LLP

Filed: 8/13/2026ACC: 0001104659-26-096053

📋 What this filing means

PARTNERS CAPITAL INVESTMENT GROUP, LLP filed this quarterly 13F‑HR report disclosing 186 equity positions with a total reported market value of $2.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

186

Positions

$2.83B

Total AUM (reported)

27.77M

Total Shares

Allocation by class

CORE S&P500 ETF$549.08M19.4%

CORE MSCI EMKT$176.43M6.2%

SHORT TERM TREAS$162.34M5.7%

HDG MSCI EAFE$160.46M5.7%

VALUE ETF$151.84M5.4%

COM$121.69M4.3%

S&P 500 ETF SHS$114.36M4.0%

Portfolio Concentration

Top 3$887.85M31.3%

4–10$825.79M29.1%

11–25$625.40M22.1%

Rest$495.63M17.5%

Top 3 weight

31.3%

Top 10 weight

60.5%

Voting Authority Distribution

Total shares with voting rights: 27.77M

Sole

Full voting authority

27.77M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole186

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings186

Rows:

iShares Core S&P 500 ETF

SOLE

CORE S&P500 ETF

Shares733.19K

TypeSH

Market value$549.08M

19.37%

Sole

733.19K

Shared

0.00

None

0.00

iShares Core MSCI Emerging Markets ETF

SOLE

CORE MSCI EMKT

Shares2.13M

TypeSH

Market value$176.43M

6.22%

Sole

2.13M

Shared

0.00

None

0.00

Vanguard Short-Term Treasury ETF

SOLE

SHORT TERM TREAS

Shares2.79M

TypeSH

Market value$162.34M

5.73%

Sole

2.79M

Shared

0.00

None

0.00

iShares Currency Hedged MSCI EAFE ETF

SOLE

HDG MSCI EAFE

Shares3.42M

TypeSH

Market value$160.46M

5.66%

Sole

3.42M

Shared

0.00

None

0.00

Vanguard Value ETF

SOLE

VALUE ETF

Shares696.73K

TypeSH

Market value$151.84M

5.36%

Sole

696.73K

Shared

0.00

None

0.00

Vanguard S&P 500 ETF

SOLE

S&P 500 ETF SHS

Shares166.50K

TypeSH

Market value$114.36M

4.03%

Sole

166.50K

Shared

0.00

None

0.00

iShares MSCI Emerging Markets ex China ETF

SOLE

ETF - EQUITY

Shares1.04M

TypeSH

Market value$106.87M

3.77%

Sole

1.04M

Shared

0.00

None

0.00

iShares 0-5 Year TIPS Bond ETF

SOLE

0-5 YR TIPS ETF

Shares1.01M

TypeSH

Market value$103.69M

3.66%

Sole

1.01M

Shared

0.00

None

0.00

Vanguard Total World Stock ETF

SOLE

TT WRLD ST ETF

Shares606.90K

TypeSH

Market value$95.25M

3.36%

Sole

606.90K

Shared

0.00

None

0.00

iShares Core MSCI EAFE ETF

SOLE

CORE MSCI EAFE

Shares966.29K

TypeSH

Market value$93.32M

3.29%

Sole

966.29K

Shared

0.00

None

0.00

Xtrackers MSCI Japan Hedged Equity ETF

SOLE

XTRACK MSCI JAPN

Shares625.80K

TypeSH

Market value$71.84M

2.53%

Sole

625.80K

Shared

0.00

None

0.00

iShares Core S&P Total US Stock Market ETF

SOLE

CORE S&P TTL STK

Shares421.88K

TypeSH

Market value$69.30M

2.44%

Sole

421.88K

Shared

0.00

None

0.00

iShares 0-3 Month Treasury Bond ETF

SOLE

0-3 MNTH TREASRY

Shares632.08K

TypeSH

Market value$63.63M

2.24%

Sole

632.08K

Shared

0.00

None

0.00

iShares TIPS Bond ETF

SOLE

TIPS BD ETF

Shares574.22K

TypeSH

Market value$62.84M

2.22%

Sole

574.22K

Shared

0.00

None

0.00

iShares 7-10 Year Treasury Bond ETF

SOLE

7-10 YR TRSY BD

Shares513.24K

TypeSH

Market value$48.54M

1.71%

Sole

513.24K

Shared

0.00

None

0.00

iShares Global REIT ETF

SOLE

GLOBAL REIT ETF

Shares1.63M

TypeSH

Market value$45.07M

1.59%

Sole

1.63M

Shared

0.00

None

0.00

Vanguard Intermediate-Term Treasury ETF

SOLE

INTER TERM TREAS

Shares673.16K

TypeSH

Market value$39.70M

1.40%

Sole

673.16K

Shared

0.00

None

0.00

iShares MSCI ACWI ETF

SOLE

MSCI ACWI ETF

Shares241.68K

TypeSH

Market value$37.94M

1.34%

Sole

241.68K

Shared

0.00

None

0.00

SPDR S&P 500 ETF Trust

SOLE

TR UNIT

Shares49.20K

TypeSH

Market value$36.74M

1.30%

Sole

49.20K

Shared

0.00

None

0.00

Synopsys Inc

SOLE

COM

Shares49.20K

TypeSH

Market value$36.74M

1.30%

Sole

49.20K

Shared

0.00

None

0.00

iShares Gold Trust

SOLE

ISHARES

Shares397.82K

TypeSH

Market value$30.04M

1.06%

Sole

397.82K

Shared

0.00

None

0.00

iShares J.P. Morgan EM Local Currency Bond ETF

SOLE

JP MORGAN EM ETF

Shares524.42K

TypeSH

Market value$22.25M

0.78%

Sole

524.42K

Shared

0.00

None

0.00

WisdomTree Japan Hedged Equity Fund

SOLE

JAPN HEDGE EQT

Shares118.14K

TypeSH

Market value$20.50M

0.72%

Sole

118.14K

Shared

0.00

None

0.00

iShares Short-Term National Muni Bond ETF

SOLE

SHRT NAT MUN ETF

Shares189.85K

TypeSH

Market value$20.21M

0.71%

Sole

189.85K

Shared

0.00

None

0.00

Vanguard Russell 2000 ETF

SOLE

VNG RUS2000IDX

Shares165.26K

TypeSH

Market value$20.07M

0.71%

Sole

165.26K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
iShares Core S&P 500 ETFSOLE	CORE S&P500 ETF	733.19K	SH	$549.08M 19.37%	733.19K
iShares Core MSCI Emerging Markets ETFSOLE	CORE MSCI EMKT	2.13M	SH	$176.43M 6.22%	2.13M
Vanguard Short-Term Treasury ETFSOLE	SHORT TERM TREAS	2.79M	SH	$162.34M 5.73%	2.79M
iShares Currency Hedged MSCI EAFE ETFSOLE	HDG MSCI EAFE	3.42M	SH	$160.46M 5.66%	3.42M
Vanguard Value ETFSOLE	VALUE ETF	696.73K	SH	$151.84M 5.36%	696.73K
Vanguard S&P 500 ETFSOLE	S&P 500 ETF SHS	166.50K	SH	$114.36M 4.03%	166.50K
iShares MSCI Emerging Markets ex China ETFSOLE	ETF - EQUITY	1.04M	SH	$106.87M 3.77%	1.04M
iShares 0-5 Year TIPS Bond ETFSOLE	0-5 YR TIPS ETF	1.01M	SH	$103.69M 3.66%	1.01M
Vanguard Total World Stock ETFSOLE	TT WRLD ST ETF	606.90K	SH	$95.25M 3.36%	606.90K
iShares Core MSCI EAFE ETFSOLE	CORE MSCI EAFE	966.29K	SH	$93.32M 3.29%	966.29K
Xtrackers MSCI Japan Hedged Equity ETFSOLE	XTRACK MSCI JAPN	625.80K	SH	$71.84M 2.53%	625.80K
iShares Core S&P Total US Stock Market ETFSOLE	CORE S&P TTL STK	421.88K	SH	$69.30M 2.44%	421.88K
iShares 0-3 Month Treasury Bond ETFSOLE	0-3 MNTH TREASRY	632.08K	SH	$63.63M 2.24%	632.08K
iShares TIPS Bond ETFSOLE	TIPS BD ETF	574.22K	SH	$62.84M 2.22%	574.22K
iShares 7-10 Year Treasury Bond ETFSOLE	7-10 YR TRSY BD	513.24K	SH	$48.54M 1.71%	513.24K
iShares Global REIT ETFSOLE	GLOBAL REIT ETF	1.63M	SH	$45.07M 1.59%	1.63M
Vanguard Intermediate-Term Treasury ETFSOLE	INTER TERM TREAS	673.16K	SH	$39.70M 1.40%	673.16K
iShares MSCI ACWI ETFSOLE	MSCI ACWI ETF	241.68K	SH	$37.94M 1.34%	241.68K
SPDR S&P 500 ETF TrustSOLE	TR UNIT	49.20K	SH	$36.74M 1.30%	49.20K
Synopsys IncSOLE	COM	49.20K	SH	$36.74M 1.30%	49.20K
iShares Gold TrustSOLE	ISHARES	397.82K	SH	$30.04M 1.06%	397.82K
iShares J.P. Morgan EM Local Currency Bond ETFSOLE	JP MORGAN EM ETF	524.42K	SH	$22.25M 0.78%	524.42K
WisdomTree Japan Hedged Equity FundSOLE	JAPN HEDGE EQT	118.14K	SH	$20.50M 0.72%	118.14K
iShares Short-Term National Muni Bond ETFSOLE	SHRT NAT MUN ETF	189.85K	SH	$20.21M 0.71%	189.85K
Vanguard Russell 2000 ETFSOLE	VNG RUS2000IDX	165.26K	SH	$20.07M 0.71%	165.26K

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