2026 Q2 Portfolio Activity
In 2026 Q2, PARTNERS CAPITAL INVESTMENT GROUP, LLP maintained a portfolio of 199 distinct positions. The most significant new addition was Vanguard Short-Term Corporate , now representing 0.29% of the total fund value. They heavily accumulated shares in Vanguard Total World Stock ETF, increasing the position by 22.9%. The fund also reduced its exposure to Energy Select Sector SPDR Fund by 30.7%.
Position History
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PARTNERS CAPITAL INVESTMENT GROUP, LLP
Boston, MA
Outsourced CIO (OCIO) / Investment Office
AUM $2,798M
Total Positions
199
Quarter
2026 Q2
Top Holding
IVV (19.4%)
Top 10 Concentration
60.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 199
PARTNERS CAPITAL INVESTMENT GROUP, LLP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
iShares Core S&...
|
ETF | 19.37% | 20.22% |
#1
Prev: #1
|
6.5 |
—
|
-88,655 | -10.8% |
P
S
|
733,194 | $549,081,655 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IEMG
iShares Core MS...
|
ETF | 6.22% | 5.75% |
#2
1
Prev: #3
|
4.5 |
—
|
-57,412 | -2.6% |
P
S
|
2,129,728 | $176,426,682 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VGSH
Vanguard Short-...
|
ETF | 5.73% | 6.43% |
#3
1
Prev: #2
|
3.8 |
—
|
-127,687 | -4.4% |
P
S
|
2,789,417 | $162,344,077 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HEFA
iShares Currenc...
|
ETF | 5.66% | 5.73% |
#4
Prev: #4
|
3.3 |
—
|
-159,750 | -4.5% |
P
S
|
3,419,467 | $160,458,490 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VTV
Vanguard Value ...
|
ETF | 5.36% | 4.73% |
#5
Prev: #5
|
4.6 |
—
|
56,242 | 8.8% |
P
S
|
696,729 | $151,838,098 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 4.03% | 3.67% |
#6
1
Prev: #7
|
2.1 |
—
|
3,420 | 2.1% |
P
S
|
166,503 | $114,356,085 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EMXC
iShares MSCI Em...
|
ETF | 3.77% | 3.03% |
#7
2
Prev: #9
|
2.0 |
—
|
22,443 | 2.2% |
P
S
|
1,044,702 | $106,872,966 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
STIP
iShares 0-5 Yea...
|
ETF | 3.66% | 3.83% |
#8
2
Prev: #6
|
2.0 |
—
|
31,120 | 3.2% |
P
S
|
1,014,965 | $103,688,800 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VT
Vanguard Total ...
|
ETF | 3.36% | 2.57% |
#9
2
Prev: #11
|
3.8 |
—
|
113,221 | 22.9% |
P
S
|
606,900 | $95,252,900 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IEFA
iShares Core MS...
|
ETF | 3.29% | 3.14% |
#10
2
Prev: #8
|
3.3 |
—
|
46,425 | 5.0% |
P
S
|
966,288 | $93,324,133 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DBJP
Xtrackers MSCI ...
|
ETF | 2.53% | 2.49% |
#11
1
Prev: #12
|
1.5 |
—
|
-29,550 | -4.5% |
P
S
|
625,798 | $71,835,354 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ITOT
iShares Core S&...
|
ETF | 2.44% | 2.60% |
#12
2
Prev: #10
|
1.5 |
—
|
-62,640 | -12.9% |
P
S
|
421,882 | $69,302,475 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SGOV
iShares 0-3 Mon...
|
Bond/Debt | 2.24% | 2.24% |
#13
1
Prev: #14
|
2.9 |
—
|
41,105 | 7.0% |
P
S
|
632,080 | $63,631,540 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TIP
iShares TIPS Bo...
|
ETF | 2.22% | 2.37% |
#14
1
Prev: #13
|
1.4 |
—
|
4,989 | 0.9% |
P
S
|
574,221 | $62,836,982 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IEF
iShares 7-10 Ye...
|
ETF | 1.71% | 1.96% |
#15
Prev: #15
|
1.2 |
—
|
-31,319 | -5.8% |
P
S
|
513,242 | $48,537,342 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
REET
iShares Global ...
|
ETF | 1.59% | 1.51% |
#16
Prev: #16
|
1.1 |
—
|
35,822 | 2.2% |
P
S
|
1,631,844 | $45,071,537 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VGIT
Vanguard Interm...
|
Bond/Debt | 1.40% | 1.46% |
#17
Prev: #17
|
1.1 |
—
|
20,698 | 3.2% |
P
S
|
673,161 | $39,703,055 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ACWI
iShares MSCI AC...
|
ETF | 1.34% | 1.16% |
#18
3
Prev: #21
|
2.5 |
—
|
18,646 | 8.4% |
P
S
|
241,678 | $37,936,204 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SNPS
Synopsys Inc
|
Technology | 1.30% | 1.40% |
#19
1
Prev: #18
|
1.0 |
—
|
-7,983 | -14.0% |
P
S
|
49,196 | $36,738,376 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.30% | 1.40% |
#20
1
Prev: #19
|
1.0 |
—
|
-7,983 | -14.0% |
P
S
|
49,196 | $36,738,376 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IAU
iShares Gold Tr...
|
ETF | 1.06% | 1.35% |
#21
1
Prev: #20
|
0.9 |
—
|
-8,601 | -2.1% |
P
S
|
397,825 | $30,039,766 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LEMB
iShares J.P. Mo...
|
ETF | 0.78% | 0.88% |
#22
1
Prev: #23
|
0.8 |
—
|
-47,027 | -8.2% |
P
S
|
524,424 | $22,251,327 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DXJ
WisdomTree Japa...
|
Unknown | 0.72% | 0.71% |
#23
4
Prev: #27
|
0.8 |
—
|
-410 | -0.3% |
P
S
|
118,136 | $20,498,887 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SUB
iShares Short-T...
|
ETF | 0.71% | 0.89% |
#24
2
Prev: #22
|
0.8 |
—
|
-32,420 | -14.6% |
P
S
|
189,853 | $20,213,692 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VTWO
Vanguard Russel...
|
ETF | 0.71% | 0.43% |
#25
9
Prev: #34
|
2.8 |
—
|
50,565 | 44.1% |
P
S
|
165,262 | $20,066,116 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HEWJ
iShares Currenc...
|
ETF | 0.67% | 0.73% |
#26
1
Prev: #25
|
0.8 |
—
|
-47,912 | -13.9% |
P
S
|
295,885 | $19,090,477 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HAWX
iShares Currenc...
|
ETF | 0.66% | 0.65% |
#27
2
Prev: #29
|
0.8 |
—
|
-20,519 | -4.9% |
P
S
|
400,263 | $18,612,148 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SPYX
SPDR S&P 500 Fo...
|
ETF | 0.63% | 0.71% |
#28
2
Prev: #26
|
0.8 |
—
|
-65,958 | -18.5% |
P
S
|
291,227 | $17,793,965 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XCEM
Columbia EM Cor...
|
ETF | 0.60% | 0.49% |
#29
2
Prev: #31
|
1.2 |
—
|
no change | no change |
P
S
|
320,043 | $16,923,891 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EMLC
VanEck J. P. Mo...
|
ETF | 0.58% | 0.73% |
#30
6
Prev: #24
|
0.7 |
—
|
-127,946 | -16.5% |
P
S
|
645,385 | $16,496,037 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SHY
iShares 1-3 Yea...
|
ETF | 0.55% | 0.37% |
#31
8
Prev: #39
|
3.2 |
—
|
73,636 | 62.5% |
P
S
|
191,523 | $15,725,952 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EWJ
iShares MSCI Ja...
|
ETF | 0.53% | 0.59% |
#32
2
Prev: #30
|
0.7 |
—
|
-21,481 | -11.7% |
P
S
|
162,538 | $15,159,939 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VNQ
Vanguard Real E...
|
ETF | 0.49% | 0.48% |
#33
1
Prev: #32
|
0.7 |
—
|
-1,405 | -1.0% |
P
S
|
143,539 | $13,841,488 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BIL
SPDR Bloomberg ...
|
Bond/Debt | 0.47% | 0.38% |
#34
3
Prev: #37
|
2.7 |
—
|
35,585 | 32.1% |
P
S
|
146,466 | $13,422,160 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PWRD
TCW Transform S...
|
ETF | 0.46% | 0.39% |
#35
1
Prev: #36
|
0.7 |
—
|
53 | 0.1% |
P
S
|
105,393 | $12,959,157 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IWV
iShares Russell...
|
ETF | 0.45% | 0.42% |
#36
1
Prev: #35
|
0.7 |
—
|
68 | 0.2% |
P
S
|
29,975 | $12,781,328 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BILS
SPDR Bloomberg ...
|
ETF | 0.40% | 0.45% |
#37
4
Prev: #33
|
0.7 |
—
|
-6,053 | -5.1% |
P
S
|
113,143 | $11,244,155 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DBEF
Xtrackers MSCI ...
|
ETF | 0.39% | 0.37% |
#38
Prev: #38
|
0.7 |
—
|
1,077 | 0.5% |
P
S
|
200,905 | $10,975,446 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XLE
Energy Select S...
|
Unknown | 0.38% | 0.68% |
#39
11
Prev: #28
|
0.2 |
—
|
-91,033 | -30.7% |
P
S
|
205,262 | $10,901,444 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
USHY
iShares Broad U...
|
ETF | 0.34% | 0.28% |
#40
3
Prev: #43
|
2.6 |
—
|
58,914 | 29.2% |
P
S
|
260,361 | $9,638,579 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ISRA
VanEck Israel E...
|
ETF | 0.34% | 0.34% |
#41
1
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
147,257 | $9,551,785 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
QQQ
Invesco QQQ Tru...
|
ETF | 0.30% | 0.25% |
#42
4
Prev: #46
|
0.6 |
—
|
88 | 0.8% |
P
S
|
11,365 | $8,369,102 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VCSH
Vanguard Short-...
|
ETF | 0.29% | — |
#43
Prev: #—
|
3.6 |
—
|
102,742 | — |
NEW
|
102,742 | $8,119,700 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MCHI
iShares MSCI Ch...
|
ETF | 0.27% | 0.36% |
#44
4
Prev: #40
|
0.6 |
—
|
-18,957 | -11.3% |
P
S
|
149,450 | $7,625,711 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IEI
iShares 3-7 Yea...
|
ETF | 0.25% | 0.21% |
#45
7
Prev: #52
|
2.6 |
—
|
14,260 | 30.8% |
P
S
|
60,622 | $7,119,996 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VTI
Vanguard Total ...
|
ETF | 0.25% | 0.23% |
#46
3
Prev: #49
|
0.6 |
—
|
54 | 0.3% |
P
S
|
19,106 | $7,069,911 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EPP
iShares MSCI Pa...
|
ETF | 0.23% | 0.25% |
#47
2
Prev: #45
|
0.6 |
—
|
34 | 0.0% |
P
S
|
122,547 | $6,526,873 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SHV
iShares Short T...
|
ETF | 0.23% | 0.24% |
#48
1
Prev: #47
|
0.6 |
—
|
519 | 0.9% |
P
S
|
58,476 | $6,452,811 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EEM
iShares MSCI Em...
|
ETF | 0.23% | 0.17% |
#49
9
Prev: #58
|
2.1 |
—
|
12,595 | 15.5% |
P
S
|
94,056 | $6,434,404 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
QUAL
iShares Edge MS...
|
ETF | 0.21% | 0.21% |
#50
3
Prev: #53
|
0.6 |
—
|
-1,252 | -4.4% |
P
S
|
27,341 | $5,999,542 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-50 of 199 holdings