TWIN FOCUS CAPITAL PARTNERS, LLC

Filed: 5/14/2026ACC: 0001172661-26-001948

📋 What this filing means

TWIN FOCUS CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 173 equity positions with a total reported market value of $870.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

173

Positions

$870.88M

Total AUM (reported)

9.84M

Total Shares

Allocation by class

ISHARES NEW$102.40M11.8%

CORE MSCI EAFE$93.87M10.8%

TOTAL STK MKT$68.98M7.9%

COM$37.69M4.3%

CL C$37.01M4.2%

STATE STREET SPD$31.19M3.6%

TR UNIT$31.10M3.6%

Portfolio Concentration

Top 3$265.26M30.5%

4–10$181.68M20.9%

11–25$173.48M19.9%

Rest$250.46M28.8%

Top 3 weight

30.5%

Top 10 weight

51.3%

Voting Authority Distribution

Total shares with voting rights: 9.84M

Sole

Full voting authority

9.84M

% 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)

Sole173

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings173

Rows:

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares1.16M

TypeSH

Market value$102.40M

11.76%

Sole

1.16M

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.04M

TypeSH

Market value$93.87M

10.78%

Sole

1.04M

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares215.02K

TypeSH

Market value$68.98M

7.92%

Sole

215.02K

Shared

0.00

None

0.00

DELL TECHNOLOGIES INC

SOLE

CL C

Shares225.50K

TypeSH

Market value$37.01M

4.25%

Sole

225.50K

Shared

0.00

None

0.00

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares47.82K

TypeSH

Market value$31.10M

3.57%

Sole

47.82K

Shared

0.00

None

0.00

SPDR GOLD TR

SOLE

GOLD SHS

Shares67.74K

TypeSH

Market value$29.15M

3.35%

Sole

67.74K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P TTL STK

Shares176.72K

TypeSH

Market value$25.17M

2.89%

Sole

176.72K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares219.39K

TypeSH

Market value$21.48M

2.47%

Sole

219.39K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares32.61K

TypeSH

Market value$19.49M

2.24%

Sole

32.61K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE US AGGBD ET

Shares184.20K

TypeSH

Market value$18.29M

2.10%

Sole

184.20K

Shared

0.00

None

0.00

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares340.62K

TypeSH

Market value$17.01M

1.95%

Sole

340.62K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares135.86K

TypeSH

Market value$15.37M

1.76%

Sole

135.86K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 ETF

Shares41.16K

TypeSH

Market value$14.68M

1.69%

Sole

41.16K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares239.37K

TypeSH

Market value$12.94M

1.49%

Sole

239.37K

Shared

0.00

None

0.00

ISHARES TR

SOLE

TIPS BD ETF

Shares114.44K

TypeSH

Market value$12.63M

1.45%

Sole

114.44K

Shared

0.00

None

0.00

BNY MELLON ETF TRUST

SOLE

GLOBAL INFRASCTR

Shares252.82K

TypeSH

Market value$11.26M

1.29%

Sole

252.82K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares51.87K

TypeSH

Market value$11.15M

1.28%

Sole

51.87K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares153.92K

TypeSH

Market value$10.74M

1.23%

Sole

153.92K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares16.12K

TypeSH

Market value$10.53M

1.21%

Sole

16.12K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares162.33K

TypeSH

Market value$10.40M

1.19%

Sole

162.33K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

STATE STREET UTI

Shares210.21K

TypeSH

Market value$9.65M

1.11%

Sole

210.21K

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares16.50K

TypeSH

Market value$9.52M

1.09%

Sole

16.50K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS MDCP VAL ETF

Shares65.31K

TypeSH

Market value$9.52M

1.09%

Sole

65.31K

Shared

0.00

None

0.00

MODERNA INC

SOLE

COM

Shares185.60K

TypeSH

Market value$9.43M

1.08%

Sole

185.60K

Shared

0.00

None

0.00

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares77.09K

TypeSH

Market value$8.66M

0.99%

Sole

77.09K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
ISHARES GOLD TRSOLE	ISHARES NEW	1.16M	SH	$102.40M 11.76%	1.16M
ISHARES TRSOLE	CORE MSCI EAFE	1.04M	SH	$93.87M 10.78%	1.04M
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	215.02K	SH	$68.98M 7.92%	215.02K
DELL TECHNOLOGIES INCSOLE	CL C	225.50K	SH	$37.01M 4.25%	225.50K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	47.82K	SH	$31.10M 3.57%	47.82K
SPDR GOLD TRSOLE	GOLD SHS	67.74K	SH	$29.15M 3.35%	67.74K
ISHARES TRSOLE	CORE S&P TTL STK	176.72K	SH	$25.17M 2.89%	176.72K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	219.39K	SH	$21.48M 2.47%	219.39K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	32.61K	SH	$19.49M 2.24%	32.61K
ISHARES TRSOLE	CORE US AGGBD ET	184.20K	SH	$18.29M 2.10%	184.20K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	340.62K	SH	$17.01M 1.95%	340.62K
ISHARES TRSOLE	S&P 500 GRWT ETF	135.86K	SH	$15.37M 1.76%	135.86K
ISHARES TRSOLE	RUS 1000 ETF	41.16K	SH	$14.68M 1.69%	41.16K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	239.37K	SH	$12.94M 1.49%	239.37K
ISHARES TRSOLE	TIPS BD ETF	114.44K	SH	$12.63M 1.45%	114.44K
BNY MELLON ETF TRUSTSOLE	GLOBAL INFRASCTR	252.82K	SH	$11.26M 1.29%	252.82K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	51.87K	SH	$11.15M 1.28%	51.87K
ISHARES INCSOLE	CORE MSCI EMKT	153.92K	SH	$10.74M 1.23%	153.92K
ISHARES TRSOLE	CORE S&P500 ETF	16.12K	SH	$10.53M 1.21%	16.12K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	162.33K	SH	$10.40M 1.19%	162.33K
SELECT SECTOR SPDR TRSOLE	STATE STREET UTI	210.21K	SH	$9.65M 1.11%	210.21K
INVESCO QQQ TRSOLE	UNIT SER 1	16.50K	SH	$9.52M 1.09%	16.50K
ISHARES TRSOLE	RUS MDCP VAL ETF	65.31K	SH	$9.52M 1.09%	65.31K
MODERNA INCSOLE	COM	185.60K	SH	$9.43M 1.08%	185.60K
VANGUARD WORLD FDSOLE	ESG US STK ETF	77.09K	SH	$8.66M 0.99%	77.09K

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