2026 Q1 Portfolio Activity
In 2026 Q1, TWIN FOCUS CAPITAL PARTNERS, LLC maintained a portfolio of 199 distinct positions. The most significant new addition was VANGUARD SCOTTSDALE FDS, now representing 0.19% of the total fund value. They heavily accumulated shares in STATE STR SPDR S&P 500 ETF T, increasing the position by 38.5%. Conversely, TWIN FOCUS CAPITAL PARTNERS, LLC completely exited their position in JANUS DETROIT STR TR.
Position History
hover any row below to update
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Total Positions
199
Quarter
2026 Q1
Top Holding
IAU (11.8%)
Top 10 Concentration
51.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 199
TWIN FOCUS CAPITAL PARTNERS, LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IAU
ISHARES GOLD TR
|
ETF | 11.76% | 10.35% |
#1
1
Prev: #2
|
6.5 |
—
|
55,141 | 5.0% |
P
S
|
1,161,576 | $102,404,540 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IEFA
ISHARES TR
|
ETF | 10.78% | 10.45% |
#2
1
Prev: #1
|
6.0 |
—
|
23,797 | 2.3% |
P
S
|
1,036,898 | $93,870,416 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 7.92% | 8.68% |
#3
Prev: #3
|
4.7 |
—
|
-9,504 | -4.2% |
P
S
|
215,023 | $68,981,397 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 4.25% | 3.31% |
#4
Prev: #4
|
2.7 |
—
|
-2,500 | -1.1% |
P
S
|
225,500 | $37,011,349 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 3.57% | 2.71% |
#5
3
Prev: #8
|
4.4 |
—
|
13,284 | 38.5% |
P
S
|
47,820 | $31,099,274 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GLD
SPDR GOLD TR
|
ETF | 3.35% | 3.12% |
#6
1
Prev: #5
|
1.8 |
—
|
-593 | -0.9% |
P
S
|
67,740 | $29,147,845 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ITOT
ISHARES TR
|
ETF | 2.89% | 2.81% |
#7
1
Prev: #6
|
3.2 |
—
|
12,931 | 7.9% |
P
S
|
176,721 | $25,170,309 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 2.47% | 2.72% |
#8
1
Prev: #7
|
1.5 |
—
|
-1,460 | -0.7% |
P
S
|
219,393 | $21,480,790 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.24% | 2.19% |
#9
1
Prev: #10
|
2.9 |
—
|
2,283 | 7.5% |
P
S
|
32,611 | $19,486,807 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AGG
ISHARES TR
|
ETF | 2.10% | 1.84% |
#10
2
Prev: #12
|
2.8 |
—
|
24,432 | 15.3% |
P
S
|
184,204 | $18,285,894 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 1.95% | 2.04% |
#11
Prev: #11
|
1.3 |
—
|
-17,284 | -4.8% |
P
S
|
340,621 | $17,014,021 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVW
ISHARES TR
|
Warrant | 1.76% | 2.22% |
#12
3
Prev: #9
|
1.2 |
—
|
-20,358 | -13.0% |
P
S
|
135,861 | $15,367,265 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWB
ISHARES TR
|
ETF | 1.69% | 1.77% |
#13
Prev: #13
|
1.7 |
—
|
no change | no change |
P
S
|
41,161 | $14,676,366 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.49% | 1.26% |
#14
3
Prev: #17
|
2.6 |
—
|
35,945 | 17.7% |
P
S
|
239,369 | $12,937,899 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TIP
ISHARES TR
|
ETF | 1.45% | 1.44% |
#15
Prev: #15
|
1.1 |
—
|
825 | 0.7% |
P
S
|
114,441 | $12,629,665 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BKGI
BNY MELLON ETF ...
|
ETF | 1.29% | 1.19% |
#16
3
Prev: #19
|
1.0 |
—
|
-3,200 | -1.2% |
P
S
|
252,819 | $11,260,558 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.28% | 1.14% |
#17
3
Prev: #20
|
2.5 |
—
|
6,903 | 15.4% |
P
S
|
51,869 | $11,154,894 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IEMG
ISHARES INC
|
ETF | 1.23% | 1.21% |
#18
Prev: #18
|
1.0 |
—
|
-2,849 | -1.8% |
P
S
|
153,917 | $10,735,709 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVV
ISHARES TR
|
ETF | 1.21% | 1.06% |
#19
6
Prev: #25
|
3.0 |
—
|
2,716 | 20.3% |
P
S
|
16,116 | $10,527,123 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.19% | 1.01% |
#20
8
Prev: #28
|
2.5 |
—
|
22,243 | 15.9% |
P
S
|
162,334 | $10,402,361 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 1.11% | 1.09% |
#21
3
Prev: #24
|
0.9 |
—
|
-11,000 | -5.0% |
P
S
|
210,212 | $9,646,629 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.09% | 0.91% |
#22
7
Prev: #29
|
2.9 |
—
|
3,712 | 29.0% |
P
S
|
16,495 | $9,520,452 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWS
ISHARES TR
|
ETF | 1.09% | 1.11% |
#23
Prev: #23
|
0.9 |
—
|
-3,053 | -4.5% |
P
S
|
65,309 | $9,518,088 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MRNA
MODERNA INC
|
Healthcare | 1.08% | 0.63% |
#24
15
Prev: #39
|
0.9 |
—
|
121 | 0.1% |
P
S
|
185,601 | $9,428,531 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 0.99% | 1.13% |
#25
4
Prev: #21
|
0.9 |
—
|
-4,293 | -5.3% |
P
S
|
77,095 | $8,655,440 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CGEM
CULLINAN THERAP...
|
Healthcare | 0.97% | 0.71% |
#26
11
Prev: #37
|
1.4 |
—
|
no change | no change |
P
S
|
595,489 | $8,461,899 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.92% | 0.85% |
#27
5
Prev: #32
|
2.9 |
—
|
3,341 | 22.2% |
P
S
|
18,373 | $8,025,243 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.91% | 0.83% |
#28
5
Prev: #33
|
2.4 |
—
|
2,587 | 6.4% |
P
S
|
42,976 | $7,919,547 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.91% | 0.89% |
#29
1
Prev: #30
|
1.4 |
—
|
no change | no change |
P
S
|
105,434 | $7,918,101 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KVYO
KLAVIYO INC
|
Technology | 0.81% | 1.36% |
#30
14
Prev: #16
|
1.3 |
—
|
no change | no change |
P
S
|
364,666 | $7,096,400 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJH
ISHARES TR
|
ETF | 0.78% | 0.75% |
#31
4
Prev: #35
|
0.8 |
—
|
2,669 | 2.7% |
P
S
|
101,094 | $6,826,902 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.78% | 0.78% |
#32
2
Prev: #34
|
0.8 |
—
|
1,449 | 3.0% |
P
S
|
49,231 | $6,809,654 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HGER
HARBOR ETF TRUS...
|
ETF | 0.75% | 0.31% |
#33
25
Prev: #58
|
3.3 |
—
|
102,738 | 96.2% |
P
S
|
209,580 | $6,499,076 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 0.73% | 0.73% |
#34
2
Prev: #36
|
0.8 |
—
|
15 | 0.0% |
P
S
|
88,116 | $6,320,589 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWR
ISHARES TR
|
ETF | 0.66% | 0.67% |
#35
3
Prev: #38
|
0.8 |
—
|
-522 | -0.9% |
P
S
|
59,518 | $5,786,935 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VDE
VANGUARD WORLD ...
|
ETF | 0.66% | 0.48% |
#36
11
Prev: #47
|
0.8 |
—
|
234 | 0.7% |
P
S
|
33,211 | $5,746,831 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWM
ISHARES TR
|
ETF | 0.60% | 0.38% |
#37
15
Prev: #52
|
3.2 |
—
|
7,717 | 58.0% |
P
S
|
21,017 | $5,212,099 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.59% | 0.44% |
#38
11
Prev: #49
|
2.7 |
—
|
5,873 | 29.1% |
P
S
|
26,061 | $5,113,168 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVE
ISHARES TR
|
ETF | 0.58% | 0.86% |
#39
8
Prev: #31
|
0.2 |
—
|
-11,389 | -32.2% |
P
S
|
23,930 | $5,052,820 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EWJ
ISHARES INC
|
ETF | 0.57% | 0.54% |
#40
1
Prev: #41
|
1.2 |
—
|
no change | no change |
P
S
|
58,376 | $4,929,269 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 0.54% | 0.58% |
#41
1
Prev: #40
|
0.7 |
—
|
-226 | -0.7% |
P
S
|
32,269 | $4,730,958 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.53% | 0.52% |
#42
1
Prev: #43
|
1.2 |
—
|
no change | no change |
P
S
|
59,722 | $4,605,163 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EEM
ISHARES TR
|
ETF | 0.52% | 0.50% |
#43
3
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
79,069 | $4,490,329 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.50% | 0.51% |
#44
Prev: #44
|
0.7 |
—
|
436 | 3.1% |
P
S
|
14,476 | $4,326,153 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.50% | 0.53% |
#45
3
Prev: #42
|
0.7 |
—
|
631 | 2.0% |
P
S
|
32,463 | $4,314,333 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 0.48% | 0.37% |
#46
7
Prev: #53
|
2.7 |
—
|
4,817 | 31.1% |
P
S
|
20,311 | $4,180,103 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWV
ISHARES TR
|
ETF | 0.48% | 0.50% |
#47
2
Prev: #45
|
1.2 |
—
|
no change | no change |
P
S
|
11,253 | $4,171,262 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.47% | 0.47% |
#48
Prev: #48
|
0.7 |
—
|
-260 | -0.9% |
P
S
|
28,285 | $4,123,696 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IEV
ISHARES TR
|
ETF | 0.46% | 0.23% |
#49
16
Prev: #65
|
3.2 |
—
|
30,227 | 104.5% |
P
S
|
59,166 | $4,019,755 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 0.43% | 0.34% |
#50
6
Prev: #56
|
2.7 |
—
|
1,924 | 31.6% |
P
S
|
8,022 | $3,715,666 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 199 holdings