TWIN FOCUS CAPITAL PARTNERS, LLC

Filed: 11/12/2025ACC: 0001172661-25-004731

📋 What this filing means

TWIN FOCUS CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 188 equity positions with a total reported market value of $786.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

188

Positions

$786.92M

Total AUM (reported)

9.04M

Total Shares

Allocation by class

CORE MSCI EAFE$86.59M11.0%

TOTAL STK MKT$76.39M9.7%

ISHARES NEW$76.29M9.7%

COM$50.27M6.4%

CL C$32.32M4.1%

GOLD SHS$24.50M3.1%

PRTFLO S&P500 GW$24.26M3.1%

Portfolio Concentration

Top 3$239.26M30.4%

4–10$152.74M19.4%

11–25$165.98M21.1%

Rest$228.93M29.1%

Top 3 weight

30.4%

Top 10 weight

49.8%

Voting Authority Distribution

Total shares with voting rights: 9.04M

Sole

Full voting authority

9.04M

% 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)

Sole188

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings188

Rows:

ISHARES TR

SOLE

CORE MSCI EAFE

Shares991.79K

TypeSH

Market value$86.59M

11.00%

Sole

991.79K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares232.76K

TypeSH

Market value$76.39M

9.71%

Sole

232.76K

Shared

0.00

None

0.00

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares1.05M

TypeSH

Market value$76.29M

9.69%

Sole

1.05M

Shared

0.00

None

0.00

DELL TECHNOLOGIES INC

SOLE

CL C

Shares228K

TypeSH

Market value$32.32M

4.11%

Sole

228K

Shared

0.00

None

0.00

SPDR GOLD TR

SOLE

GOLD SHS

Shares68.92K

TypeSH

Market value$24.50M

3.11%

Sole

68.92K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares232.09K

TypeSH

Market value$24.26M

3.08%

Sole

232.09K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P TTL STK

Shares155.69K

TypeSH

Market value$22.68M

2.88%

Sole

155.69K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares26.43K

TypeSH

Market value$17.61M

2.24%

Sole

26.43K

Shared

0.00

None

0.00

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares324.80K

TypeSH

Market value$16.44M

2.09%

Sole

324.80K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 ETF

Shares40.87K

TypeSH

Market value$14.94M

1.90%

Sole

40.87K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares24.34K

TypeSH

Market value$14.91M

1.89%

Sole

24.34K

Shared

0.00

None

0.00

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares290.06K

TypeSH

Market value$14.73M

1.87%

Sole

290.06K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares117K

TypeSH

Market value$14.12M

1.79%

Sole

117K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE US AGGBD ET

Shares136.03K

TypeSH

Market value$13.64M

1.73%

Sole

136.03K

Shared

0.00

None

0.00

ISHARES TR

SOLE

TIPS BD ETF

Shares107.42K

TypeSH

Market value$11.95M

1.52%

Sole

107.42K

Shared

0.00

None

0.00

KLAVIYO INC

SOLE

COM SER A

Shares412.84K

TypeSH

Market value$11.43M

1.45%

Sole

412.84K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares203.36K

TypeSH

Market value$11.02M

1.40%

Sole

203.36K

Shared

0.00

None

0.00

BNY MELLON ETF TRUST

SOLE

GLOBAL INFRASCTR

Shares256.02K

TypeSH

Market value$9.97M

1.27%

Sole

256.02K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS MDCP VAL ETF

Shares68.38K

TypeSH

Market value$9.55M

1.21%

Sole

68.38K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares44.23K

TypeSH

Market value$9.54M

1.21%

Sole

44.23K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

SBI INT-UTILS

Shares109.25K

TypeSH

Market value$9.53M

1.21%

Sole

109.25K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares138.75K

TypeSH

Market value$9.15M

1.16%

Sole

138.75K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares13.55K

TypeSH

Market value$9.07M

1.15%

Sole

13.55K

Shared

0.00

None

0.00

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares74.10K

TypeSH

Market value$8.78M

1.12%

Sole

74.10K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares33.80K

TypeSH

Market value$8.61M

1.09%

Sole

33.80K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
ISHARES TRSOLE	CORE MSCI EAFE	991.79K	SH	$86.59M 11.00%	991.79K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	232.76K	SH	$76.39M 9.71%	232.76K
ISHARES GOLD TRSOLE	ISHARES NEW	1.05M	SH	$76.29M 9.69%	1.05M
DELL TECHNOLOGIES INCSOLE	CL C	228K	SH	$32.32M 4.11%	228K
SPDR GOLD TRSOLE	GOLD SHS	68.92K	SH	$24.50M 3.11%	68.92K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	232.09K	SH	$24.26M 3.08%	232.09K
ISHARES TRSOLE	CORE S&P TTL STK	155.69K	SH	$22.68M 2.88%	155.69K
SPDR S&P 500 ETF TRSOLE	TR UNIT	26.43K	SH	$17.61M 2.24%	26.43K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	324.80K	SH	$16.44M 2.09%	324.80K
ISHARES TRSOLE	RUS 1000 ETF	40.87K	SH	$14.94M 1.90%	40.87K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	24.34K	SH	$14.91M 1.89%	24.34K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	290.06K	SH	$14.73M 1.87%	290.06K
ISHARES TRSOLE	S&P 500 GRWT ETF	117K	SH	$14.12M 1.79%	117K
ISHARES TRSOLE	CORE US AGGBD ET	136.03K	SH	$13.64M 1.73%	136.03K
ISHARES TRSOLE	TIPS BD ETF	107.42K	SH	$11.95M 1.52%	107.42K
KLAVIYO INCSOLE	COM SER A	412.84K	SH	$11.43M 1.45%	412.84K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	203.36K	SH	$11.02M 1.40%	203.36K
BNY MELLON ETF TRUSTSOLE	GLOBAL INFRASCTR	256.02K	SH	$9.97M 1.27%	256.02K
ISHARES TRSOLE	RUS MDCP VAL ETF	68.38K	SH	$9.55M 1.21%	68.38K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	44.23K	SH	$9.54M 1.21%	44.23K
SELECT SECTOR SPDR TRSOLE	SBI INT-UTILS	109.25K	SH	$9.53M 1.21%	109.25K
ISHARES INCSOLE	CORE MSCI EMKT	138.75K	SH	$9.15M 1.16%	138.75K
ISHARES TRSOLE	CORE S&P500 ETF	13.55K	SH	$9.07M 1.15%	13.55K
VANGUARD WORLD FDSOLE	ESG US STK ETF	74.10K	SH	$8.78M 1.12%	74.10K
APPLE INCSOLE	COM	33.80K	SH	$8.61M 1.09%	33.80K

Page 1 of 8

…