Q2 2026 13F · SEC CIK 1387761

Twin Focus Capital Partners, LLC

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $982.7M
Reported positions: 170
Top holdings a year, 3 yrs: +23.2%
Assets under management: $4.6B

Twin Focus Capital Partners, LLC is a wealth manager that reported 170 positions worth $982.7M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Ishares Core Msci Eafe ETF (IEFA, 10.3%), Ishares Gold Trust (IAU, 9.2%), Vanguard Index Fds (VTI, 8.3%). A portfolio copying its top holdings returned 23.2% a year over the last 3 years, against 20.4% for the S&P 500.

Twin Focus Capital Partners, LLC holdings largest 50 of 170 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Twin Focus Capital Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IEFAIshares Core Msci Eafe ETF	10.3%	10.8%	1,045,647	+0.8%	$101.0M
IAUIshares Gold Trust	9.2%	11.8%	1,195,340	+2.9%	$90.3M
VTIVanguard Index Fds	8.3%	7.9%	220,854	+2.7%	$81.7M
DELLDell Technologies Inc	5.7%	4.3%	128,815	-42.9%	$55.6M
SPYSpdr S&p 500 ETF Tr	3.8%	3.6%	49,527	+3.6%	$37.0M
ITOTIshares Total US Stock Market ETF	3.0%	2.9%	181,344	+2.6%	$29.8M
SPYGSpdr Series Trust	2.8%	2.5%	231,019	+5.3%	$27.5M
GLDSpdr Gold Shares	2.5%	3.4%	67,991	+0.4%	$25.0M
VXFVanguard Index Fds	2.5%	0.5%	101,011	+397.3%	$24.9M
VOOVanguard S&p 500 ETF	2.3%	2.2%	32,752	+0.4%	$22.5M
VTIPVanguard Malvern Fds	1.9%	2.0%	364,472	+7.0%	$18.3M
IVWIshares	1.9%	1.8%	132,990	-2.1%	$18.3M
AGGIshares Tr	1.8%	2.1%	180,684	-1.9%	$17.9M
IWBIshares Russell 1000 ETF	1.7%	1.7%	41,161	+0.0%	$16.9M
VWOVanguard Intl Equity Index F	1.5%	1.5%	245,938	+2.7%	$14.7M
MRNAModerna Inc	1.3%	1.1%	185,601	+0.0%	$13.0M
TIPiShares TIPS Bond ETF	1.3%	1.5%	114,397	-0.0%	$12.5M
VIGVanguard Dividend Appreciation ETF	1.3%	1.3%	52,476	+1.2%	$12.4M
IEMGIshares	1.3%	1.2%	149,413	-2.9%	$12.4M
VEAVanguard Tax-Managed Fds	1.2%	1.2%	170,727	+5.2%	$12.2M
QQQInvesco Qqq Tr	1.2%	1.1%	16,495	+0.0%	$12.1M
IVVIshares Core S&p 500 ETF	1.2%	1.2%	16,116	+0.0%	$12.1M
BKGIBny Mellon ETF Trust	1.2%	1.3%	252,819	+0.0%	$11.4M
IWSIshares Russell Mid-Cap Value ETF	1.1%	1.1%	67,423	+3.2%	$11.1M
CGEMCullinan Therapeutics Inc	1.1%	1.0%	595,489	+0.0%	$10.8M
ESGVVanguard World Fd	1.0%	1.0%	77,100	+0.0%	$10.2M
XLUSpdr	1.0%	1.1%	221,437	+5.3%	$10.0M
VUGVanguard Indx Fd	1.0%	0.9%	112,180	+510.6%	$9.7M
VEUVanguard FTSE All	0.9%	0.9%	106,634	+1.1%	$8.9M
VOEVanguard Index Fds	0.9%	0.9%	44,344	+3.2%	$8.8M
VTVanguard Total World Stock Index Fund Et	0.9%	0.8%	54,226	+10.1%	$8.5M
HGERHarbor ETF Trust	0.8%	0.7%	284,610	+35.8%	$8.4M
IJHIshares Tr	0.8%	0.8%	101,213	+0.1%	$7.8M
VSGXVanguard ESG International Stoc	0.7%	0.7%	88,137	+0.0%	$7.3M
IWRIshares Russell Midcap ETF	0.7%	0.7%	59,452	-0.1%	$6.6M
XLKState Street Technology Select Sector Sp	0.7%	0.5%	34,226	+5.4%	$6.5M
IWMIshares	0.6%	0.6%	21,209	+0.9%	$6.4M
VTVVanguard Value ETF	0.6%	0.6%	26,059	-0.0%	$5.7M
VXUSVanguard Star Fds Vanguard Total Intl St	0.6%	0.5%	65,166	+9.1%	$5.6M
KVYOKlaviyo Inc	0.6%	0.8%	364,666	+0.0%	$5.5M
EWJIshares Inc	0.6%	0.6%	58,176	-0.3%	$5.4M
EEMIshares	0.6%	0.5%	79,087	+0.0%	$5.4M
XLVSelect Sector Spdr Tr	0.5%	0.5%	32,269	+0.0%	$5.1M
VVVanguard Inx Lrg	0.5%	0.5%	14,776	+2.1%	$5.1M
VDEVanguard World Fd	0.5%	0.7%	32,961	-0.8%	$4.9M
SOXXIshares Semiconductor ETF	0.5%	—	7,576	—	$4.9M
IWVIshares Russell 3000 Index	0.5%	0.5%	11,226	-0.2%	$4.8M
IVEIshares S&p 500 Value ETF	0.5%	0.6%	20,722	-13.4%	$4.7M
VSSVanguard Intl Equity Index F	0.4%	0.5%	28,289	+0.0%	$4.4M
DIAState Street Spdr Dow Jones Industrial A	0.4%	0.4%	8,022	+0.0%	$4.2M

What Twin Focus Capital Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +30.3% /yr; S&P 500 +20.1%
3 years: +23.2% /yr; S&P 500 +20.4%
5 years: +11.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$982.7M	170
Q1 2026	$870.1M	172
Q4 2025	$867.7M	180
Q3 2025	$786.9M	188
Q2 2025	$714.2M	167
Q1 2025	$643.8M	154
Q4 2024	$676.6M	141
Q3 2024	$634.0M	150
Q2 2024	$626.1M	134
Q1 2024	$525.3M	143
Q4 2023	$491.6M	160
Q3 2023	$445.1M	163

Questions about Twin Focus Capital Partners, LLC's portfolio

What stocks does Twin Focus Capital Partners, LLC own?

Twin Focus Capital Partners, LLC's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 170 positions worth $982.7M. The largest are Ishares Core Msci Eafe ETF (IEFA) at 10.3%, Ishares Gold Trust (IAU) at 9.2%, Vanguard Index Fds (VTI) at 8.3%, Dell Technologies Inc (DELL) at 5.7% and Spdr S&p 500 ETF Tr (SPY) at 3.8%.

What did Twin Focus Capital Partners, LLC buy last quarter?

In Q2 2026, Twin Focus Capital Partners, LLC added Vanguard Indx Fd (VUG) (+510.6% shares), Vanguard Index Fds (VXF) (+397.3% shares) and Harbor ETF Trust (HGER) (+35.8% shares), compared with its Q1 2026 filing.

What did Twin Focus Capital Partners, LLC sell last quarter?

In Q2 2026, Twin Focus Capital Partners, LLC cut from its top 50 Ishares Tr (IEV), Dell Technologies Inc (DELL) (-42.9% shares) and Ishares S&p 500 Value ETF (IVE) (-13.4% shares), compared with its Q1 2026 filing.

How has Twin Focus Capital Partners, LLC's portfolio performed?

A portfolio copying Twin Focus Capital Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +30.3% against +20.1%. Over 5 years: +11.2% a year against +11.6%.

When is Twin Focus Capital Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Twin Focus Capital Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Twin Focus Capital Partners, LLC manage?

Twin Focus Capital Partners, LLC reported $4.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $982.7M.