MondegarAI
TWIN FOCUS CAPITAL PARTNERS, LLC

Q3 2025 · 13F-HR

TWIN FOCUS CAPITAL PARTNERS, LLCholdings as filed

Filed 2025-11-12 · accession 0001172661-25-004731

$786.9M
Reported value
188
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · TWIN FOCUS CAPITAL PARTNERS, LLC · Q3 2025

AI · grounded in 13F

TWIN FOCUS CAPITAL PARTNERS, LLC established a new position in IEFA valued at $86.6M. The fund also initiated new stakes in VTI for $76.4M and IAU for $76.3M. Additional new positions include DELL at $32.3M and GLD at $24.5M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46432F842IEFAISHARES TR$86.6M11.0%991,790CommonSOLE
922908769VTIVANGUARD INDEX FDS$76.4M9.71%232,760CommonSOLE
464285204IAUISHARES GOLD TR$76.3M9.69%1,048,313CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$32.3M4.11%228,000CommonSOLE
78463V107GLDSPDR GOLD TR$24.5M3.11%68,925CommonSOLE
78464A409SPYGSPDR SERIES TRUST$24.3M3.08%232,085CommonSOLE
464287150ITOTISHARES TR$22.7M2.88%155,692CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$17.6M2.24%26,427CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$16.4M2.09%324,795CommonSOLE
464287622IWBISHARES TR$14.9M1.90%40,872CommonSOLE
922908363VOOVANGUARD INDEX FDS$14.9M1.89%24,341CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$14.7M1.87%290,057CommonSOLE
464287309IVWISHARES TR$14.1M1.79%116,995CommonSOLE
464287226AGGISHARES TR$13.6M1.73%136,030CommonSOLE
464287176TIPISHARES TR$11.9M1.52%107,419CommonSOLE
49845K101KVYOKLAVIYO INC$11.4M1.45%412,836CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$11.0M1.40%203,357CommonSOLE
09661T826BKGIBNY MELLON ETF TRUST$10.0M1.27%256,019CommonSOLE
464287473IWSISHARES TR$9.6M1.21%68,381CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$9.5M1.21%44,229CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$9.5M1.21%109,250CommonSOLE
46434G103IEMGISHARES INC$9.1M1.16%138,754CommonSOLE
464287200IVVISHARES TR$9.1M1.15%13,546CommonSOLE
921910733ESGVVANGUARD WORLD FD$8.8M1.12%74,097CommonSOLE
037833100AAPLAPPLE INC$8.6M1.09%33,805CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$8.0M1.02%133,380CommonSOLE
46090E103QQQINVESCO QQQ TR$7.7M0.98%12,783CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$7.5M0.96%105,424CommonSOLE
922908736VUGVANGUARD INDEX FDS$7.4M0.94%15,433CommonSOLE
922908512VOEVANGUARD INDEX FDS$6.8M0.87%39,099CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$6.5M0.82%47,034CommonSOLE
464287507IJHISHARES TR$6.4M0.81%97,602CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$5.8M0.74%40,835CommonSOLE
464287499IWRISHARES TR$5.8M0.74%60,091CommonSOLE
921910725VSGXVANGUARD WORLD FD$4.9M0.62%70,822CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.5M0.57%61,144CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$4.5M0.57%15,872CommonSOLE
922908637VVVANGUARD INDEX FDS$4.3M0.55%14,040CommonSOLE
464287689IWVISHARES TR$4.3M0.55%11,360CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$4.2M0.54%30,441CommonSOLE
464287234EEMISHARES TR$4.2M0.54%79,069CommonSOLE
92204A306VDEVANGUARD WORLD FD$4.2M0.53%32,977CommonSOLE
922908744VTVVANGUARD INDEX FDS$3.8M0.48%20,188CommonSOLE
464287119ILCGISHARES TR$3.7M0.47%35,142CommonSOLE
230031106CGEMCULLINAN THERAPEUTICS INC$3.5M0.45%595,489CommonSOLE
594918104MSFTMICROSOFT CORP$3.4M0.43%6,543CommonSOLE
78464A763SDYSPDR SERIES TRUST$3.3M0.42%23,555CommonSOLE
464287598IWDISHARES TR$3.2M0.41%15,943CommonSOLE
464287655IWMISHARES TR$3.2M0.41%13,404CommonSOLE
464287408IVEISHARES TR$3.0M0.39%14,708CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.0M0.39%18,005CommonSOLE
922908652VXFVANGUARD INDEX FDS$3.0M0.38%14,099CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$2.8M0.36%6,098CommonSOLE
02079K305GOOGLALPHABET INC$2.7M0.35%11,180CommonSOLE
92919F103VOXRVOX ROYALTY CORP$2.4M0.31%558,988CommonSOLE
11135F101AVGOBROADCOM INC$2.3M0.29%7,000CommonSOLE
464287804IJRISHARES TR$2.3M0.29%19,077CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$2.1M0.27%27,387CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$2.0M0.25%53,845CommonSOLE
464287861IEVISHARES TR$1.9M0.24%28,623CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.7M0.22%12,366CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.7M0.22%6,000CommonSOLE
78464A508SPYVSPDR SERIES TRUST$1.7M0.21%30,544CommonSOLE
464287523SOXXISHARES TR$1.6M0.21%6,061CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.5M0.20%19,263CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.5M0.19%8,168CommonSOLE
464288661IEIISHARES TR$1.5M0.19%12,588CommonSOLE
922908629VOVANGUARD INDEX FDS$1.5M0.19%4,964CommonSOLE
41151J505HGERHARBOR ETF TRUST$1.4M0.18%55,500CommonSOLE
46434G863ESGEISHARES INC$1.4M0.18%32,621CommonSOLE
36828A101GEVGE VERNOVA INC$1.4M0.18%2,293CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.4M0.17%4,304CommonSOLE
37954Y632AIQGLOBAL X FDS$1.3M0.17%26,865CommonSOLE
369604301GEGE AEROSPACE$1.3M0.17%4,377CommonSOLE
443573100HUBSHUBSPOT INC$1.2M0.16%2,666CommonSOLE
023135106AMZNAMAZON COM INC$1.2M0.15%5,437CommonSOLE
46434G822EWJISHARES INC$1.2M0.15%14,756CommonSOLE
78464A870XBISPDR SERIES TRUST$1.2M0.15%11,800CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.1M0.15%11,708CommonSOLE
09290D101BLKBLACKROCK INC$1.1M0.14%950CommonSOLE
37946R109GLPGLOBAL PARTNERS LP$1.1M0.13%22,000CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.0M0.13%9,227CommonSOLE
92189K105HODLVANECK BITCOIN ETF$1.0M0.13%31,925CommonSOLE
219350105GLWCORNING INC$1.0M0.13%12,500CommonSOLE
278768106SATSECHOSTAR CORP$992,6800.13%13,000CommonSOLE
464286608EZUISHARES INC$980,4480.12%15,829CommonSOLE
922908751VBVANGUARD INDEX FDS$950,6150.12%3,738CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$946,4330.12%1,930CommonSOLE
58155Q103MCKMCKESSON CORP$927,0480.12%1,200CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$923,7600.12%9,000CommonSOLE
75513E101RTXRTX CORPORATION$911,9490.12%5,450CommonSOLE
006212104ADXADAMS DIVERSIFIED EQUITY FD$896,5720.11%40,205CommonSOLE
464287671IUSGISHARES TR$877,1630.11%5,331CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$789,7240.10%43,487CommonSOLE
37954Y673PAVEGLOBAL X FDS$776,4170.10%16,301CommonSOLE
92189F817VNMVANECK ETF TRUST$762,1350.10%42,720CommonSOLE
46429B598INDAISHARES TR$755,7550.10%14,517CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,2000.10%1CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$745,0850.09%4,831CommonSOLE
37954Y871URAGLOBAL X FDS$729,3510.09%15,300CommonSOLE
464288877EFVISHARES TR$716,7600.09%10,567CommonSOLE
78464A847SPMDSPDR SERIES TRUST$697,7180.09%12,200CommonSOLE
92189F106GDXVANECK ETF TRUST$689,3570.09%9,023CommonSOLE
02079K107GOOGALPHABET INC$679,5050.09%2,790CommonSOLE
92189F601NLRVANECK ETF TRUST$671,4680.09%4,950CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$664,7030.08%1,925CommonSOLE
929089100VOYAVOYA FINANCIAL INC$654,8740.08%8,755CommonSOLE
37954Y343MLPAGLOBAL X FDS$648,0530.08%13,384CommonSOLE
464287481IWPISHARES TR$647,1110.08%4,544CommonSOLE
780915104RMTROYCE MICRO-CAP TR INC$645,8530.08%62,161CommonSOLE
95766R104WIWWESTERN AST INFL LKD OPP & I$639,7510.08%71,963CommonSOLE
78464A854SPYMSPDR SERIES TRUST$617,9460.08%7,888CommonSOLE
233051879ASHRDBX ETF TR$615,2420.08%18,655CommonSOLE
46429B671MCHIISHARES TR$613,5900.08%9,318CommonSOLE
31609A503FMDEFIDELITY COVINGTON TRUST$598,1530.08%16,546CommonSOLE
565394103CARTMAPLEBEAR INC$577,1320.07%15,700CommonSOLE
922908611VBRVANGUARD INDEX FDS$576,4570.07%2,762CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$569,1000.07%3,000CommonSOLE
060505104BACBANK AMERICA CORP$564,0850.07%10,934CommonSOLE
464288273SCZISHARES TR$561,5900.07%7,320CommonSOLE
172967424CCITIGROUP INC$558,2500.07%5,500CommonSOLE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$551,5700.07%10,980CommonSOLE
00206R102TAT&T INC$551,4140.07%19,526CommonSOLE
922908553VNQVANGUARD INDEX FDS$544,4060.07%5,955CommonSOLE
46434V613IUSBISHARES TR$508,8120.06%10,893CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$507,4080.06%7,695CommonSOLE
464287846IYYISHARES TR$495,3950.06%3,049CommonSOLE
464288414MUBISHARES TR$493,5810.06%4,635CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$480,4360.06%5,712CommonSOLE
464287465EFAISHARES TR$476,7470.06%5,106CommonSOLE
38748T103PLTMGRANITESHARES PLATINUM TR$453,3000.06%30,000CommonSOLE
464286806EWGISHARES INC$444,0620.06%10,672CommonSOLE
464287556IBBISHARES TR$442,6380.06%3,066CommonSOLE
742718109PGPROCTER AND GAMBLE CO$438,0000.06%2,850CommonSOLE
895436103TYTRI CONTL CORP$428,7740.05%12,611CommonSOLE
74347B581SPXEPROSHARES TR$418,5420.05%5,800CommonSOLE
595112103MUMICRON TECHNOLOGY INC$418,3000.05%2,500CommonSOLE
464287325IXJISHARES TR$399,1440.05%4,504CommonSOLE
464286772EWYISHARES INC$396,8960.05%4,955CommonSOLE
301505889EMQQEXCHANGE TRADED CONCEPTS TRU$394,4650.05%8,495CommonSOLE
458140100INTCINTEL CORP$385,8590.05%11,501CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$377,9700.05%8,600CommonSOLE
931142103WMTWALMART INC$363,0890.05%3,523CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$347,3380.04%4,625CommonSOLE
003260106PPLTABRDN PLATINUM ETF TRUST$342,9120.04%2,400CommonSOLE
949746101WMT2WELLS FARGO CO NEW$339,2200.04%4,047CommonSOLE
852234103XYZBLOCK INC$332,4420.04%4,600CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$329,7970.04%656CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$326,9310.04%3,650CommonSOLE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$323,2670.04%31,294CommonSOLE
97717X669DGRWWISDOMTREE TR$312,9610.04%3,518CommonSOLE
464288885EFGISHARES TR$306,5650.04%2,692CommonSOLE
092528504CLOABLACKROCK ETF TRUST II$298,7990.04%5,750CommonSOLE
G3156P103ASAASA GOLD AND PRECIOUS MTLS L$297,7000.04%6,500CommonSOLE
532457108LLYELI LILLY & CO$295,2810.04%387CommonSOLE
45168D104IDXXIDEXX LABS INC$281,1120.04%440CommonSOLE
464287440IEFISHARES TR$280,3780.04%2,906CommonSOLE
46428Q109SLVISHARES SILVER TR$276,6760.04%6,530CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$276,2270.04%4,666CommonSOLE
744320102PRUPRUDENTIAL FINL INC$274,9110.03%2,650CommonSOLE
922908595VBKVANGUARD INDEX FDS$261,9060.03%880CommonSOLE
78464A805SPTMSPDR SERIES TRUST$260,3380.03%3,228CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$252,6070.03%1,253CommonSOLE
64110L106NFLXNETFLIX INC$248,1760.03%207CommonSOLE
78464A672SPTISPDR SERIES TRUST$245,9390.03%8,510CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$245,9050.03%3,081CommonSOLE
09257P105BTTBLACKROCK MUN TARGET TERM TR$242,3430.03%10,790CommonSOLE
00287Y109ABBVABBVIE INC$237,3290.03%1,025CommonSOLE
464287721IYWISHARES TR$225,0430.03%1,149CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$223,4300.03%4,413CommonSOLE
46434G764EMXCISHARES INC$223,1210.03%3,305CommonSOLE
30303M102METAMETA PLATFORMS INC$221,6310.03%301CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$218,2830.03%1,135CommonSOLE
46434V456IQLTISHARES TR$216,5310.03%4,900CommonSOLE
097023105BABOEING CO$215,8300.03%1,000CommonSOLE
00214Q203ARKQARK ETF TR$213,0800.03%1,910CommonSOLE
464288257ACWIISHARES TR$212,2200.03%1,535CommonSOLE
46431W853COMTISHARES U S ETF TR$207,9530.03%7,745CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$207,7400.03%4,200CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$206,6760.03%4,830CommonSOLE
78464A649SPABSPDR SERIES TRUST$204,7580.03%7,921CommonSOLE
46435U549EAGGISHARES TR$203,9830.03%4,247CommonSOLE
816212302RNACCARTESIAN THERAPEUTICS INC$199,2900.03%19,500CommonSOLE
500767553KCCAKRANESHARES TRUST$181,4370.02%10,629CommonSOLE
746823103PMMPUTNAM MANAGED MUN INCOME TR$144,9180.02%23,993CommonSOLE
05964H105SANBANCO SANTANDER S.A.$121,8400.02%11,626CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$114,7310.01%17,124CommonSOLE
92912P108IHDVOYA EMERGING MKTS HIGH DIVI$75,2390.01%12,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.