TWIN FOCUS CAPITAL PARTNERS, LLC

Filed: 2/13/2025ACC: 0001172661-25-000846

📋 What this filing means

TWIN FOCUS CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 141 equity positions with a total reported market value of $676.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

141

Positions

$676.63M

Total AUM (reported)

8.51M

Total Shares

Allocation by class

TOTAL STK MKT$75.11M11.1%

CORE MSCI EAFE$69.41M10.3%

COM$57.46M8.5%

ISHARES NEW$44.46M6.6%

CL C$26.04M3.8%

PRTFLO S&P500 GW$21.15M3.1%

CORE S&P TTL STK$19.40M2.9%

Portfolio Concentration

Top 3$188.98M27.9%

4–10$137.47M20.3%

11–25$155.17M22.9%

Rest$195.01M28.8%

Top 3 weight

27.9%

Top 10 weight

48.2%

Voting Authority Distribution

Total shares with voting rights: 8.51M

Sole

Full voting authority

8.51M

% 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)

Sole141

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings141

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares259.18K

TypeSH

Market value$75.11M

11.10%

Sole

259.18K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares987.61K

TypeSH

Market value$69.41M

10.26%

Sole

987.61K

Shared

0.00

None

0.00

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares898.04K

TypeSH

Market value$44.46M

6.57%

Sole

898.04K

Shared

0.00

None

0.00

DELL TECHNOLOGIES INC

SOLE

CL C

Shares226K

TypeSH

Market value$26.04M

3.85%

Sole

226K

Shared

0.00

None

0.00

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares240.59K

TypeSH

Market value$21.15M

3.13%

Sole

240.59K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P TTL STK

Shares150.86K

TypeSH

Market value$19.40M

2.87%

Sole

150.86K

Shared

0.00

None

0.00

SPDR GOLD TR

SOLE

GOLD SHS

Shares76.36K

TypeSH

Market value$18.49M

2.73%

Sole

76.36K

Shared

0.00

None

0.00

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares368.64K

TypeSH

Market value$17.85M

2.64%

Sole

368.64K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares32.23K

TypeSH

Market value$17.37M

2.57%

Sole

32.23K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 ETF

Shares53.28K

TypeSH

Market value$17.17M

2.54%

Sole

53.28K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares60.76K

TypeSH

Market value$15.21M

2.25%

Sole

60.76K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares22.80K

TypeSH

Market value$13.36M

1.97%

Sole

22.80K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares131.43K

TypeSH

Market value$13.34M

1.97%

Sole

131.43K

Shared

0.00

None

0.00

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares252K

TypeSH

Market value$12.78M

1.89%

Sole

252K

Shared

0.00

None

0.00

ISHARES TR

SOLE

TIPS BD ETF

Shares109.99K

TypeSH

Market value$11.72M

1.73%

Sole

109.99K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE US AGGBD ET

Shares115.70K

TypeSH

Market value$11.21M

1.66%

Sole

115.70K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares27.21K

TypeSH

Market value$10.93M

1.61%

Sole

27.21K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS MDCP VAL ETF

Shares72.88K

TypeSH

Market value$9.43M

1.39%

Sole

72.88K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares209.63K

TypeSH

Market value$9.23M

1.36%

Sole

209.63K

Shared

0.00

None

0.00

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares82.53K

TypeSH

Market value$8.66M

1.28%

Sole

82.53K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares43.12K

TypeSH

Market value$8.44M

1.25%

Sole

43.12K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares153.58K

TypeSH

Market value$8.02M

1.19%

Sole

153.58K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares57.89K

TypeSH

Market value$7.96M

1.18%

Sole

57.89K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

SBI INT-UTILS

Shares98.56K

TypeSH

Market value$7.46M

1.10%

Sole

98.56K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares18.06K

TypeSH

Market value$7.41M

1.10%

Sole

18.06K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	259.18K	SH	$75.11M 11.10%	259.18K
ISHARES TRSOLE	CORE MSCI EAFE	987.61K	SH	$69.41M 10.26%	987.61K
ISHARES GOLD TRSOLE	ISHARES NEW	898.04K	SH	$44.46M 6.57%	898.04K
DELL TECHNOLOGIES INCSOLE	CL C	226K	SH	$26.04M 3.85%	226K
SPDR SER TRSOLE	PRTFLO S&P500 GW	240.59K	SH	$21.15M 3.13%	240.59K
ISHARES TRSOLE	CORE S&P TTL STK	150.86K	SH	$19.40M 2.87%	150.86K
SPDR GOLD TRSOLE	GOLD SHS	76.36K	SH	$18.49M 2.73%	76.36K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	368.64K	SH	$17.85M 2.64%	368.64K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	32.23K	SH	$17.37M 2.57%	32.23K
ISHARES TRSOLE	RUS 1000 ETF	53.28K	SH	$17.17M 2.54%	53.28K
APPLE INCSOLE	COM	60.76K	SH	$15.21M 2.25%	60.76K
SPDR S&P 500 ETF TRSOLE	TR UNIT	22.80K	SH	$13.36M 1.97%	22.80K
ISHARES TRSOLE	S&P 500 GRWT ETF	131.43K	SH	$13.34M 1.97%	131.43K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	252K	SH	$12.78M 1.89%	252K
ISHARES TRSOLE	TIPS BD ETF	109.99K	SH	$11.72M 1.73%	109.99K
ISHARES TRSOLE	CORE US AGGBD ET	115.70K	SH	$11.21M 1.66%	115.70K
ISHARES TRSOLE	RUS 1000 GRW ETF	27.21K	SH	$10.93M 1.61%	27.21K
ISHARES TRSOLE	RUS MDCP VAL ETF	72.88K	SH	$9.43M 1.39%	72.88K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	209.63K	SH	$9.23M 1.36%	209.63K
VANGUARD WORLD FDSOLE	ESG US STK ETF	82.53K	SH	$8.66M 1.28%	82.53K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	43.12K	SH	$8.44M 1.25%	43.12K
ISHARES INCSOLE	CORE MSCI EMKT	153.58K	SH	$8.02M 1.19%	153.58K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	57.89K	SH	$7.96M 1.18%	57.89K
SELECT SECTOR SPDR TRSOLE	SBI INT-UTILS	98.56K	SH	$7.46M 1.10%	98.56K
VANGUARD INDEX FDSSOLE	GROWTH ETF	18.06K	SH	$7.41M 1.10%	18.06K

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