TWIN FOCUS CAPITAL PARTNERS, LLC

Filed: 8/12/2025ACC: 0001172661-25-003058

📋 What this filing means

TWIN FOCUS CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 167 equity positions with a total reported market value of $714.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

167

Positions

$714.17M

Total AUM (reported)

8.73M

Total Shares

Allocation by class

CORE MSCI EAFE$79.77M11.2%

TOTAL STK MKT$69.99M9.8%

ISHARES NEW$61.84M8.7%

COM$49.56M6.9%

CL C$27.95M3.9%

PRTFLO S&P500 GW$22.35M3.1%

GOLD SHS$20.96M2.9%

Portfolio Concentration

Top 3$211.60M29.6%

4–10$138.88M19.4%

11–25$157.08M22.0%

Rest$206.62M28.9%

Top 3 weight

29.6%

Top 10 weight

49.1%

Voting Authority Distribution

Total shares with voting rights: 8.73M

Sole

Full voting authority

8.73M

% 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)

Sole167

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings167

Rows:

ISHARES TR

SOLE

CORE MSCI EAFE

Shares955.58K

TypeSH

Market value$79.77M

11.17%

Sole

955.58K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares230.27K

TypeSH

Market value$69.99M

9.80%

Sole

230.27K

Shared

0.00

None

0.00

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares991.70K

TypeSH

Market value$61.84M

8.66%

Sole

991.70K

Shared

0.00

None

0.00

DELL TECHNOLOGIES INC

SOLE

CL C

Shares228K

TypeSH

Market value$27.95M

3.91%

Sole

228K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares234.50K

TypeSH

Market value$22.35M

3.13%

Sole

234.50K

Shared

0.00

None

0.00

SPDR GOLD TR

SOLE

GOLD SHS

Shares68.78K

TypeSH

Market value$20.96M

2.94%

Sole

68.78K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P TTL STK

Shares153.30K

TypeSH

Market value$20.70M

2.90%

Sole

153.30K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares26.54K

TypeSH

Market value$16.40M

2.30%

Sole

26.54K

Shared

0.00

None

0.00

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares317.14K

TypeSH

Market value$15.94M

2.23%

Sole

317.14K

Shared

0.00

None

0.00

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares287.01K

TypeSH

Market value$14.57M

2.04%

Sole

287.01K

Shared

0.00

None

0.00

KLAVIYO INC

SOLE

COM SER A

Shares427.14K

TypeSH

Market value$14.34M

2.01%

Sole

427.14K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares24.80K

TypeSH

Market value$14.08M

1.97%

Sole

24.80K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 ETF

Shares41.17K

TypeSH

Market value$13.98M

1.96%

Sole

41.17K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE US AGGBD ET

Shares131.09K

TypeSH

Market value$13.00M

1.82%

Sole

131.09K

Shared

0.00

None

0.00

ISHARES TR

SOLE

TIPS BD ETF

Shares107.63K

TypeSH

Market value$11.84M

1.66%

Sole

107.63K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares100.20K

TypeSH

Market value$11.03M

1.54%

Sole

100.20K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares205.33K

TypeSH

Market value$10.16M

1.42%

Sole

205.33K

Shared

0.00

None

0.00

BNY MELLON ETF TRUST

SOLE

GLOBAL INFRASCTR

Shares256.02K

TypeSH

Market value$10.06M

1.41%

Sole

256.02K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares44.83K

TypeSH

Market value$9.17M

1.28%

Sole

44.83K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS MDCP VAL ETF

Shares68.40K

TypeSH

Market value$9.04M

1.27%

Sole

68.40K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

SBI INT-UTILS

Shares108.05K

TypeSH

Market value$8.82M

1.24%

Sole

108.05K

Shared

0.00

None

0.00

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares74.09K

TypeSH

Market value$8.12M

1.14%

Sole

74.09K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares12.77K

TypeSH

Market value$7.93M

1.11%

Sole

12.77K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares131.12K

TypeSH

Market value$7.87M

1.10%

Sole

131.12K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares133.63K

TypeSH

Market value$7.62M

1.07%

Sole

133.63K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
ISHARES TRSOLE	CORE MSCI EAFE	955.58K	SH	$79.77M 11.17%	955.58K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	230.27K	SH	$69.99M 9.80%	230.27K
ISHARES GOLD TRSOLE	ISHARES NEW	991.70K	SH	$61.84M 8.66%	991.70K
DELL TECHNOLOGIES INCSOLE	CL C	228K	SH	$27.95M 3.91%	228K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	234.50K	SH	$22.35M 3.13%	234.50K
SPDR GOLD TRSOLE	GOLD SHS	68.78K	SH	$20.96M 2.94%	68.78K
ISHARES TRSOLE	CORE S&P TTL STK	153.30K	SH	$20.70M 2.90%	153.30K
SPDR S&P 500 ETF TRSOLE	TR UNIT	26.54K	SH	$16.40M 2.30%	26.54K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	317.14K	SH	$15.94M 2.23%	317.14K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	287.01K	SH	$14.57M 2.04%	287.01K
KLAVIYO INCSOLE	COM SER A	427.14K	SH	$14.34M 2.01%	427.14K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	24.80K	SH	$14.08M 1.97%	24.80K
ISHARES TRSOLE	RUS 1000 ETF	41.17K	SH	$13.98M 1.96%	41.17K
ISHARES TRSOLE	CORE US AGGBD ET	131.09K	SH	$13.00M 1.82%	131.09K
ISHARES TRSOLE	TIPS BD ETF	107.63K	SH	$11.84M 1.66%	107.63K
ISHARES TRSOLE	S&P 500 GRWT ETF	100.20K	SH	$11.03M 1.54%	100.20K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	205.33K	SH	$10.16M 1.42%	205.33K
BNY MELLON ETF TRUSTSOLE	GLOBAL INFRASCTR	256.02K	SH	$10.06M 1.41%	256.02K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	44.83K	SH	$9.17M 1.28%	44.83K
ISHARES TRSOLE	RUS MDCP VAL ETF	68.40K	SH	$9.04M 1.27%	68.40K
SELECT SECTOR SPDR TRSOLE	SBI INT-UTILS	108.05K	SH	$8.82M 1.24%	108.05K
VANGUARD WORLD FDSOLE	ESG US STK ETF	74.09K	SH	$8.12M 1.14%	74.09K
ISHARES TRSOLE	CORE S&P500 ETF	12.77K	SH	$7.93M 1.11%	12.77K
ISHARES INCSOLE	CORE MSCI EMKT	131.12K	SH	$7.87M 1.10%	131.12K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	133.63K	SH	$7.62M 1.07%	133.63K

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