TWIN FOCUS CAPITAL PARTNERS, LLC

CIK

1387761

Location

Boston, MA

Portfolio Value

Small $982,504,027

Diversification

Diversified

Filing Date

Global Rank

#2,551 / 8,793 ▲ 458 · as of Jun 2026

Top Industry

Computer Hardware 48.1%

Period ended 3 months ago

Filed Jul 28, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

86 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

31.1%

+12.5 pts

Top 5

63.9%

+10.9 pts

Top 10

78.8%

+5.9 pts

HHI

1,364

Diversified+506

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	88.2%	$867,025,348	42
Technology	6.7%	$65,764,748	8
Healthcare	2.5%	$24,101,992	3
Financial Services	1.5%	$14,396,455	21
Basic Materials	0.3%	$2,946,814	2
Communication Services	0.3%	$2,853,513	2
Consumer Cyclical	0.2%	$2,372,701	3
Energy	0.1%	$1,261,515	1
Industrials	0.1%	$915,636	1
Consumer Defensive	0.1%	$640,587	2
Utilities	0.0%	$224,718	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+125,724	490,247	$137,960,823
—		+80,700	101,011	$24,869,918
ACOM	Harbor Active Commodity ETF	+75,030	284,610	$8,350,457
IAU	Ishares Gold Trust	+33,764	1,195,340	$90,260,123
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+33,046	369,021	$38,701,184
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+29,133	2,539,952	$305,472,752
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+23,851	364,472	$18,307,428
PPLT	abrdn Platinum ETF Trust	+16,650	18,500	$261,405
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+14,798	295,377	$22,936,536
HODL	VanEck Bitcoin ETF	+13,120	25,770	$428,039
VEU	Vanguard FTSE All-World Ex-US ETF	+9,643	435,087	$36,486,115
VEA	Vanguard FTSE Developed Markets ETF	+8,393	170,727	$12,164,298
EDV	Vanguard World Funds Extended Duration ETF	+5,866	205,158	$23,233,197
RNAC	Cartesian Therapeutics, Inc.	+5,500	25,000	$260,500
VXUS	Vanguard Total International Stock ETF	+5,444	65,166	$5,571,041
SPY	Spdr S&P 500 ETF Trust	+1,707	49,527	$36,985,277
ASA	ASA Gold & Precious Metals Ltd	+1,550	8,050	$418,922
VIG	Vanguard Dividend Appreciation ETF	+607	58,431	$12,991,111
GLD	Spdr Gold Trust	+251	67,991	$25,046,524
BRK-B	Berkshire Hathaway Inc	+100	757	$1,127,144
GOOGL	Alphabet Inc.	+25	4,305	$1,534,013
BNDX	Vanguard Total International Bond ETF	+22	4,217	$204,229
—		+10	25,029	$2,079,159
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
DELL	Dell Technologies Inc.	−96,685	128,815	$55,578,519
VOXR	Vox Royalty Corp.	−59,450	499,538	$2,362,814
ANEW	ProShares MSCI Transformational Changes ETF	−26,600	17,200	$559,014
AGNG	Global X Funds Global X Aging Population ETF	−14,660	60,959	$3,472,931
GLW	Corning Inc /Ny	−5,771	2,229	$569,353
AAAA	Amplius Aggressive Asset Allocation ETF	−4,326	4,325	$506,414
UBER	Uber Technologies, Inc	−500	11,208	$808,769
AFK	VanEck Africa Index ETF	−500	54,282	$1,853,712
BKF	iShares MSCI BIC ETF	−182	154,092	$11,734,004
RTX	RTX Corp	−124	4,826	$915,636
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
PEO	Adams Natural Resources Fund, Inc.	8,900	$220,008
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
AKRE	Akre Focus ETF	46,004	$2,431,311
HUBS	Hubspot Inc	2,666	$650,770
UNH	Unitedhealth Group Inc	1,925	$520,885
—		3,066	$517,694
ADX	Adams Diversified Equity Fund, Inc.	12,705	$278,112
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 tracked positions · $982,504,027 total · filing declares 170 positions · $982,719,490 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 86 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	2,539,952	+29,133	$305,472,752	—	31.09%
VB	Vanguard Morningstar Small-Cap ETF	Added	490,247	+125,724	$137,960,823	+26.0%	14.04%
IAU	Ishares Gold Trust	Added	1,195,340	+33,764	$90,260,123	−11.9%	9.19%
DELL	Dell Technologies Inc. Technology	Reduced	128,815	-96,685	$55,578,519	+50.2%	5.66%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	369,021	+33,046	$38,701,184	+27.0%	3.94%
SPY	Spdr S&P 500 ETF Trust	Added	49,527	+1,707	$36,985,277	+18.9%	3.76%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	435,087	+9,643	$36,486,115	+13.9%	3.71%
GLD	Spdr Gold Trust	Added	67,991	+251	$25,046,524	−14.1%	2.55%
		Added	101,011	+80,700	$24,869,918	+495.0%	2.53%
EDV	Vanguard World Funds Extended Duration ETF	Added	205,158	+5,866	$23,233,197	+11.7%	2.36%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	295,377	+14,798	$22,936,536	+17.0%	2.33%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	364,472	+23,851	$18,307,428	+7.6%	1.86%
MRNA	Moderna, Inc. Healthcare	Held	185,601	0	$12,997,638	+37.9%	1.32%
VIG	Vanguard Dividend Appreciation ETF	Added	58,431	+607	$12,991,111	+11.2%	1.32%
VEA	Vanguard FTSE Developed Markets ETF	Added	170,727	+8,393	$12,164,298	+16.9%	1.24%
QQQ	Invesco Qqq Trust, Series 1	Held	16,495	0	$12,146,918	+27.6%	1.24%
BKF	iShares MSCI BIC ETF	Reduced	154,092	-182	$11,734,004	+14.9%	1.19%
BKAG	BNY Mellon Core Bond ETF	Held	255,076	0	$11,477,147	+1.1%	1.17%
CGEM	Cullinan Therapeutics, Inc. Healthcare	Held	595,489	0	$10,843,854	+28.1%	1.10%
ACOM	Harbor Active Commodity ETF	Added	284,610	+75,030	$8,350,457	+28.5%	0.85%
BNDW	Vanguard Total World Bond ETF	Held	52,067	0	$5,645,257	+4.3%	0.57%
VXUS	Vanguard Total International Stock ETF	Added	65,166	+5,444	$5,571,041	+21.0%	0.57%
KVYO	Klaviyo, Inc. Technology	Held	364,666	0	$5,506,456	−22.4%	0.56%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	8,022	0	$4,190,612	+12.8%	0.43%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	60,959	-14,660	$3,472,931	−6.8%	0.35%
VOXR	Vox Royalty Corp. Basic Materials	Reduced	499,538	-59,450	$2,362,814	−19.3%	0.24%
VIGI	Vanguard International Dividend Appreciation ETF	Held	16,016	0	$2,295,035	+6.5%	0.23%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Held	52,845	0	$2,125,954	−15.7%	0.22%
		Added	25,029	+10	$2,079,159	+1.4%	0.21%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Held	8,800	0	$1,872,376	+10.9%	0.19%
AFK	VanEck Africa Index ETF	Reduced	54,282	-500	$1,853,712	−9.2%	0.19%
GOOGL	Alphabet Inc. Communication Services	Added	4,305	+25	$1,534,013	+24.7%	0.16%
		Held	10,083	0	$1,476,252	+14.3%	0.15%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	1,930	0	$1,472,860	+95.5%	0.15%
VOYA	Voya Financial, Inc. Financial Services	Held	15,540	0	$1,406,836	+32.5%	0.14%
ECHO	EchoStar CORP Communication Services	Held	13,000	0	$1,319,500	−13.3%	0.13%
AHLT	American Beacon AHL Trend ETF	Held	27,000	0	$1,310,850	−5.9%	0.13%
BEDY	BNY Mellon Enhanced Dividend and Income ETF	Held	49,504	0	$1,308,984	+1.3%	0.13%
XOM	ExxonMobil Holdings Corp Energy	Held	9,227	0	$1,261,515	−19.4%	0.13%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Held	22,160	0	$1,251,596	−0.4%	0.13%
AAPL	Apple Inc. Technology	Held	4,078	0	$1,180,010	+14.0%	0.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	757	+100	$1,127,144	+9.2%	0.11%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Held	29,643	0	$1,086,712	+12.3%	0.11%
TROW	Price T Rowe Group Inc Financial Services	Held	9,000	0	$1,023,210	+26.1%	0.10%
RTX	RTX Corp Industrials	Reduced	4,826	-124	$915,636	−4.1%	0.09%
RMT	Royce Micro-Cap Trust, Inc. Financial Services	Held	62,161	0	$910,037	+29.4%	0.09%
W	Wayfair Inc. Consumer Cyclical	Held	8,887	0	$821,336	+22.9%	0.08%
UBER	Uber Technologies, Inc Technology	Reduced	11,208	-500	$808,769	−4.0%	0.08%
CALY	Callaway Golf Co Consumer Cyclical	Held	43,000	0	$807,970	+35.4%	0.08%
KKR	KKR & Co. Inc. Financial Services	Held	8,800	0	$807,664	−0.8%	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.