TWIN FOCUS CAPITAL PARTNERS, LLC

Filed: 5/13/2025ACC: 0001172661-25-001761

📋 What this filing means

TWIN FOCUS CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 154 equity positions with a total reported market value of $643.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

154

Positions

$643.83M

Total AUM (reported)

8.09M

Total Shares

Allocation by class

CORE MSCI EAFE$68.48M10.6%

TOTAL STK MKT$63.67M9.9%

ISHARES NEW$49.04M7.6%

COM$41.35M6.4%

GOLD SHS$21.51M3.3%

CL C$20.78M3.2%

CORE S&P TTL STK$20.40M3.2%

Portfolio Concentration

Top 3$181.19M28.1%

4–10$131.68M20.5%

11–25$142.46M22.1%

Rest$188.50M29.3%

Top 3 weight

28.1%

Top 10 weight

48.6%

Voting Authority Distribution

Total shares with voting rights: 8.09M

Sole

Full voting authority

8.09M

% 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)

Sole154

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings154

Rows:

ISHARES TR

SOLE

CORE MSCI EAFE

Shares905.28K

TypeSH

Market value$68.48M

10.64%

Sole

905.28K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares231.66K

TypeSH

Market value$63.67M

9.89%

Sole

231.66K

Shared

0.00

None

0.00

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares831.69K

TypeSH

Market value$49.04M

7.62%

Sole

831.69K

Shared

0.00

None

0.00

SPDR GOLD TR

SOLE

GOLD SHS

Shares74.65K

TypeSH

Market value$21.51M

3.34%

Sole

74.65K

Shared

0.00

None

0.00

DELL TECHNOLOGIES INC

SOLE

CL C

Shares228K

TypeSH

Market value$20.78M

3.23%

Sole

228K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P TTL STK

Shares167.19K

TypeSH

Market value$20.40M

3.17%

Sole

167.19K

Shared

0.00

None

0.00

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares242.48K

TypeSH

Market value$19.49M

3.03%

Sole

242.48K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares33.42K

TypeSH

Market value$17.17M

2.67%

Sole

33.42K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 ETF

Shares53.79K

TypeSH

Market value$16.50M

2.56%

Sole

53.79K

Shared

0.00

None

0.00

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares317.21K

TypeSH

Market value$15.83M

2.46%

Sole

317.21K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares26.48K

TypeSH

Market value$14.81M

2.30%

Sole

26.48K

Shared

0.00

None

0.00

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares250.16K

TypeSH

Market value$12.69M

1.97%

Sole

250.16K

Shared

0.00

None

0.00

ISHARES TR

SOLE

TIPS BD ETF

Shares108.49K

TypeSH

Market value$12.05M

1.87%

Sole

108.49K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE US AGGBD ET

Shares120.90K

TypeSH

Market value$11.96M

1.86%

Sole

120.90K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares27.21K

TypeSH

Market value$9.82M

1.53%

Sole

27.21K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares205.55K

TypeSH

Market value$9.30M

1.44%

Sole

205.55K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS MDCP VAL ETF

Shares70.75K

TypeSH

Market value$8.91M

1.38%

Sole

70.75K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares45.56K

TypeSH

Market value$8.84M

1.37%

Sole

45.56K

Shared

0.00

None

0.00

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares88.16K

TypeSH

Market value$8.64M

1.34%

Sole

88.16K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

SBI INT-UTILS

Shares108.30K

TypeSH

Market value$8.54M

1.33%

Sole

108.30K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares86.40K

TypeSH

Market value$8.02M

1.25%

Sole

86.40K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares144.21K

TypeSH

Market value$7.78M

1.21%

Sole

144.21K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares33.80K

TypeSH

Market value$7.51M

1.17%

Sole

33.80K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares47.43K

TypeSH

Market value$6.92M

1.08%

Sole

47.43K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares109.73K

TypeSH

Market value$6.66M

1.03%

Sole

109.73K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
ISHARES TRSOLE	CORE MSCI EAFE	905.28K	SH	$68.48M 10.64%	905.28K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	231.66K	SH	$63.67M 9.89%	231.66K
ISHARES GOLD TRSOLE	ISHARES NEW	831.69K	SH	$49.04M 7.62%	831.69K
SPDR GOLD TRSOLE	GOLD SHS	74.65K	SH	$21.51M 3.34%	74.65K
DELL TECHNOLOGIES INCSOLE	CL C	228K	SH	$20.78M 3.23%	228K
ISHARES TRSOLE	CORE S&P TTL STK	167.19K	SH	$20.40M 3.17%	167.19K
SPDR SER TRSOLE	PRTFLO S&P500 GW	242.48K	SH	$19.49M 3.03%	242.48K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	33.42K	SH	$17.17M 2.67%	33.42K
ISHARES TRSOLE	RUS 1000 ETF	53.79K	SH	$16.50M 2.56%	53.79K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	317.21K	SH	$15.83M 2.46%	317.21K
SPDR S&P 500 ETF TRSOLE	TR UNIT	26.48K	SH	$14.81M 2.30%	26.48K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	250.16K	SH	$12.69M 1.97%	250.16K
ISHARES TRSOLE	TIPS BD ETF	108.49K	SH	$12.05M 1.87%	108.49K
ISHARES TRSOLE	CORE US AGGBD ET	120.90K	SH	$11.96M 1.86%	120.90K
ISHARES TRSOLE	RUS 1000 GRW ETF	27.21K	SH	$9.82M 1.53%	27.21K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	205.55K	SH	$9.30M 1.44%	205.55K
ISHARES TRSOLE	RUS MDCP VAL ETF	70.75K	SH	$8.91M 1.38%	70.75K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	45.56K	SH	$8.84M 1.37%	45.56K
VANGUARD WORLD FDSOLE	ESG US STK ETF	88.16K	SH	$8.64M 1.34%	88.16K
SELECT SECTOR SPDR TRSOLE	SBI INT-UTILS	108.30K	SH	$8.54M 1.33%	108.30K
ISHARES TRSOLE	S&P 500 GRWT ETF	86.40K	SH	$8.02M 1.25%	86.40K
ISHARES INCSOLE	CORE MSCI EMKT	144.21K	SH	$7.78M 1.21%	144.21K
APPLE INCSOLE	COM	33.80K	SH	$7.51M 1.17%	33.80K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	47.43K	SH	$6.92M 1.08%	47.43K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	109.73K	SH	$6.66M 1.03%	109.73K

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