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Portfolio (Quarterly) Guide ↗

TWIN FOCUS CAPITAL PARTNERS, LLC

· CIK 0001387761
13F Portfolio $871M AUM 173 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 39 Added 40 Reduced 26 Exited
Page 1 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IAU ISHARES GOLD TR Financial Services 1,161,576.0 $102.4M 11.76% +55K +5.0% $88.16 -4.2%
2 IEFA ISHARES TR 1,036,898.0 $93.9M 10.78% +24K +2.4% $90.53 +8.4%
3 VTI VANGUARD INDEX FDS 215,023.0 $69.0M 7.92% -10K -4.2% $320.81 +15.1%
4 DELL DELL TECHNOLOGIES INC Technology 225,500.0 $37.0M 4.25% -2K -1.1% $164.13 +86.3%
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 47,820.0 $31.1M 3.57% +13K +38.5% $650.34 +15.3%
6 GLD SPDR GOLD TR Financial Services 67,740.0 $29.1M 3.35% -593.0 -0.9% $430.29 -4.3%
7 ITOT ISHARES TR 176,721.0 $25.2M 2.89% +13K +7.9% $142.43 +15.1%
8 SPYG SPDR SERIES TRUST 219,393.0 $21.5M 2.47% -1K -0.7% $97.91 +22.1%
9 VOO VANGUARD INDEX FDS 32,611.0 $19.5M 2.24% +2K +7.5% $597.55 +15.4%
10 AGG ISHARES TR 184,204.0 $18.3M 2.10% +24K +15.3% $99.27 -0.6%
11 VTIP VANGUARD MALVERN FDS 340,621.0 $17.0M 1.95% -17K -4.8% $49.95 +0.7%
12 IVW ISHARES TR 135,861.0 $15.4M 1.76% -20K -13.0% $113.11 +22.0%
13 IWB ISHARES TR 41,161.0 $14.7M 1.69% $356.56 +14.7%
14 VWO VANGUARD INTL EQUITY INDEX F 239,369.0 $12.9M 1.49% +36K +17.7% $54.05 +11.3%
15 TIP ISHARES TR 114,441.0 $12.6M 1.45% +825.0 +0.7% $110.36 +0.4%
16 BKGI BNY MELLON ETF TRUST 252,819.0 $11.3M 1.29% -3K -1.2% $44.54 +4.5%
17 VIG VANGUARD SPECIALIZED FUNDS 51,869.0 $11.2M 1.28% +7K +15.3% $215.06 +8.5%
18 IEMG ISHARES INC 153,917.0 $10.7M 1.23% -3K -1.8% $69.75 +19.5%
19 IVV ISHARES TR 16,116.0 $10.5M 1.21% +3K +20.3% $653.21 +15.3%
20 VEA VANGUARD TAX-MANAGED FDS 162,334.0 $10.4M 1.19% +22K +15.9% $64.08 +11.7%
Page 1 of 9  ·  173 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 71.3%
Technology 19.0%
Healthcare 7.0%
Consumer Cyclical 0.7%
Energy 0.6%
Communication Services 0.5%
Industrials 0.4%
Basic Materials 0.4%
Consumer Defensive 0.2%
Utilities 0.1%