MondegarAI
TWIN FOCUS CAPITAL PARTNERS, LLC

Q4 2025 · 13F-HR

TWIN FOCUS CAPITAL PARTNERS, LLCholdings as filed

Filed 2026-02-17 · accession 0001172661-26-000934

$867.7M
Reported value
180
Positions
2025-12-31
Period end
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The Brief · TWIN FOCUS CAPITAL PARTNERS, LLC · Q4 2025

AI · grounded in 13F

TWIN FOCUS CAPITAL PARTNERS, LLC increased its stake in AMZN by 669.05%. The fund also established a new position in MRNA valued at $5.47M and grew its holding in GOOGL by 158.05%. On the sell side, the fund closed positions in IBM, GEV, and GE.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46432F842IEFAISHARES TR$90.6M10.4%1,013,101CommonSOLE
464285204IAUISHARES GOLD TR$89.8M10.4%1,106,435CommonSOLE
922908769VTIVANGUARD INDEX FDS$75.3M8.68%224,527CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$28.7M3.31%228,000CommonSOLE
78463V107GLDSPDR GOLD TR$27.1M3.12%68,333CommonSOLE
464287150ITOTISHARES TR$24.4M2.81%163,790CommonSOLE
78464A409SPYGSPDR SERIES TRUST$23.6M2.72%220,853CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$23.6M2.71%34,536CommonSOLE
464287309IVWISHARES TR$19.3M2.22%156,219CommonSOLE
922908363VOOVANGUARD INDEX FDS$19.0M2.19%30,328CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$17.7M2.04%357,905CommonSOLE
464287226AGGISHARES TR$16.0M1.84%159,772CommonSOLE
464287622IWBISHARES TR$15.4M1.77%41,161CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$14.7M1.69%290,216CommonSOLE
464287176TIPISHARES TR$12.5M1.44%113,616CommonSOLE
49845K101KVYOKLAVIYO INC$11.8M1.36%364,666CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$10.9M1.26%203,424CommonSOLE
46434G103IEMGISHARES INC$10.5M1.21%156,766CommonSOLE
09661T826BKGIBNY MELLON ETF TRUST$10.3M1.19%256,019CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$9.9M1.14%44,966CommonSOLE
921910733ESGVVANGUARD WORLD FD$9.8M1.13%81,388CommonSOLE
023135106AMZNAMAZON COM INC$9.7M1.11%41,813CommonSOLE
464287473IWSISHARES TR$9.6M1.11%68,362CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$9.4M1.09%221,212CommonSOLE
464287200IVVISHARES TR$9.2M1.06%13,400CommonSOLE
02079K305GOOGLALPHABET INC$9.0M1.04%28,850CommonSOLE
037833100AAPLAPPLE INC$8.8M1.02%32,532CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$8.8M1.01%140,091CommonSOLE
46090E103QQQINVESCO QQQ TR$7.9M0.91%12,783CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$7.8M0.89%105,434CommonSOLE
464287408IVEISHARES TR$7.5M0.86%35,319CommonSOLE
922908736VUGVANGUARD INDEX FDS$7.3M0.85%15,032CommonSOLE
922908512VOEVANGUARD INDEX FDS$7.2M0.83%40,389CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$6.7M0.78%47,782CommonSOLE
464287507IJHISHARES TR$6.5M0.75%98,425CommonSOLE
921910725VSGXVANGUARD WORLD FD$6.3M0.73%88,101CommonSOLE
230031106CGEMCULLINAN THERAPEUTICS INC$6.2M0.71%595,489CommonSOLE
464287499IWRISHARES TR$5.8M0.67%60,040CommonSOLE
60770K107MRNAMODERNA INC$5.5M0.63%185,480CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$5.0M0.58%32,495CommonSOLE
46434G822EWJISHARES INC$4.7M0.54%58,376CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$4.6M0.53%31,832CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.5M0.52%59,722CommonSOLE
922908637VVVANGUARD INDEX FDS$4.4M0.51%14,040CommonSOLE
464287689IWVISHARES TR$4.4M0.50%11,253CommonSOLE
464287234EEMISHARES TR$4.3M0.50%79,069CommonSOLE
92204A306VDEVANGUARD WORLD FD$4.2M0.48%32,977CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$4.1M0.47%28,545CommonSOLE
922908744VTVVANGUARD INDEX FDS$3.9M0.44%20,188CommonSOLE
464287119ILCGISHARES TR$3.7M0.43%35,571CommonSOLE
464287598IWDISHARES TR$3.4M0.39%15,943CommonSOLE
464287655IWMISHARES TR$3.3M0.38%13,300CommonSOLE
922908652VXFVANGUARD INDEX FDS$3.2M0.37%15,494CommonSOLE
74316P579AKREPROFESIONALLY MANAGED PORTFO$3.1M0.36%47,659CommonSOLE
78464A763SDYSPDR SERIES TRUST$3.0M0.34%21,345CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$2.9M0.34%6,098CommonSOLE
594918104MSFTMICROSOFT CORP$2.8M0.32%5,703CommonSOLE
41151J505HGERHARBOR ETF TRUST$2.7M0.31%106,842CommonSOLE
92919F103VOXRVOX ROYALTY CORP$2.6M0.31%558,988CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$2.5M0.28%53,845CommonSOLE
464286608EZUISHARES INC$2.4M0.28%37,819CommonSOLE
11135F101AVGOBROADCOM INC$2.4M0.28%7,000CommonSOLE
464287804IJRISHARES TR$2.3M0.26%18,992CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$2.2M0.25%28,070CommonSOLE
464287861IEVISHARES TR$2.0M0.23%28,939CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$2.0M0.23%23,544CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.9M0.22%11,605CommonSOLE
464287523SOXXISHARES TR$1.9M0.22%6,216CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.8M0.21%22,958CommonSOLE
78464A508SPYVSPDR SERIES TRUST$1.8M0.21%31,644CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.8M0.20%12,366CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.7M0.19%8,800CommonSOLE
37954Y673PAVEGLOBAL X FDS$1.7M0.19%34,900CommonSOLE
78464A870XBISPDR SERIES TRUST$1.6M0.18%12,900CommonSOLE
46434G863ESGEISHARES INC$1.4M0.17%32,637CommonSOLE
922908629VOVANGUARD INDEX FDS$1.4M0.17%4,953CommonSOLE
464288661IEIISHARES TR$1.4M0.16%11,967CommonSOLE
37954Y632AIQGLOBAL X FDS$1.4M0.16%27,865CommonSOLE
278768106SATSECHOSTAR CORP$1.4M0.16%13,000CommonSOLE
464287481IWPISHARES TR$1.4M0.16%10,083CommonSOLE
233051879ASHRDBX ETF TR$1.2M0.14%37,170CommonSOLE
929089100VOYAVOYA FINANCIAL INC$1.2M0.13%15,540CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.1M0.13%9,227CommonSOLE
219350105GLWCORNING INC$1.1M0.13%12,500CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.12%3,347CommonSOLE
443573100HUBSHUBSPOT INC$1.1M0.12%2,666CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.0M0.12%5,470CommonSOLE
09290D101BLKBLACKROCK INC$1.0M0.12%950CommonSOLE
75513E101RTXRTX CORPORATION$1.0M0.12%5,517CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$974,9290.11%6,285CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$956,6610.11%11,708CommonSOLE
006212104ADXADAMS DIVERSIFIED EQUITY FD$937,5810.11%40,205CommonSOLE
78464A854SPYMSPDR SERIES TRUST$934,5630.11%11,650CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$934,3480.11%62,540CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$921,4200.11%9,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$904,7070.10%1,930CommonSOLE
464287671IUSGISHARES TR$895,2880.10%5,331CommonSOLE
464287614IWFISHARES TR$867,5590.10%1,833CommonSOLE
922908751VBVANGUARD INDEX FDS$854,1890.10%3,311CommonSOLE
92189F817VNMVANECK ETF TRUST$815,8470.09%42,759CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$806,2490.09%43,487CommonSOLE
464287648IWOISHARES TR$759,0740.09%2,350CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,8000.09%1CommonSOLE
95766R104WIWWESTERN AST INFL LKD OPP & I$716,5180.08%83,413CommonSOLE
92189K105HODLVANECK BITCOIN ETF$715,3150.08%28,925CommonSOLE
78464A847SPMDSPDR SERIES TRUST$706,5020.08%12,200CommonSOLE
565394103CARTMAPLEBEAR INC$706,1860.08%15,700CommonSOLE
92189F106GDXVANECK ETF TRUST$705,2870.08%8,223CommonSOLE
92204A702VGTVANGUARD WORLD FD$655,7890.08%870CommonSOLE
37954Y871URAGLOBAL X FDS$653,7690.08%15,300CommonSOLE
780915104RMTROYCE MICRO-CAP TR INC$648,3390.07%62,161CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$644,3750.07%1,952CommonSOLE
46429B598INDAISHARES TR$642,3840.07%11,885CommonSOLE
172967424CCITIGROUP INC$641,7950.07%5,500CommonSOLE
060505104BACBANK AMERICA CORP$626,0650.07%11,383CommonSOLE
92189F601NLRVANECK ETF TRUST$614,7900.07%4,950CommonSOLE
464288877EFVISHARES TR$611,9120.07%8,569CommonSOLE
31609A503FMDEFIDELITY COVINGTON TRUST$601,9590.07%16,546CommonSOLE
37954Y343MLPAGLOBAL X FDS$599,5090.07%12,384CommonSOLE
38748T103PLTMGRANITESHARES PLATINUM TR$591,9000.07%30,000CommonSOLE
464288273SCZISHARES TR$567,5200.07%7,320CommonSOLE
46429B671MCHIISHARES TR$559,7320.06%9,318CommonSOLE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$551,7450.06%10,980CommonSOLE
464287440IEFISHARES TR$547,0230.06%5,688CommonSOLE
464287465EFAISHARES TR$539,3040.06%5,616CommonSOLE
922908553VNQVANGUARD INDEX FDS$526,9580.06%5,955CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$517,5900.06%7,788CommonSOLE
464287556IBBISHARES TR$517,4490.06%3,066CommonSOLE
02079K107GOOGALPHABET INC$510,8660.06%1,628CommonSOLE
46434V613IUSBISHARES TR$506,9600.06%10,893CommonSOLE
464287846IYYISHARES TR$505,5550.06%3,049CommonSOLE
464288414MUBISHARES TR$496,4550.06%4,635CommonSOLE
00206R102TAT&T INC$485,0260.06%19,526CommonSOLE
464286772EWYISHARES INC$481,7250.06%4,955CommonSOLE
464286806EWGISHARES INC$453,5600.05%10,672CommonSOLE
003260106PPLTABRDN PLATINUM ETF TRUST$447,4320.05%2,400CommonSOLE
78464A649SPABSPDR SERIES TRUST$431,7500.05%16,767CommonSOLE
74347B581SPXEPROSHARES TR$428,5080.05%5,800CommonSOLE
595112103MUMICRON TECHNOLOGY INC$428,1150.05%1,500CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$427,6680.05%9,630CommonSOLE
458140100INTCINTEL CORP$422,5050.05%11,450CommonSOLE
46428Q109SLVISHARES SILVER TR$420,6630.05%6,530CommonSOLE
742718109PGPROCTER AND GAMBLE CO$419,4160.05%2,926CommonSOLE
895436103TYTRI CONTL CORP$411,8750.05%12,611CommonSOLE
931142103WMTWALMART INC$403,7600.05%3,624CommonSOLE
949746101WMT2WELLS FARGO CO NEW$403,1830.05%4,326CommonSOLE
922908611VBRVANGUARD INDEX FDS$391,8120.05%1,850CommonSOLE
G3156P103ASAASA GOLD AND PRECIOUS MTLS L$387,8550.04%6,500CommonSOLE
532457108LLYELI LILLY & CO$385,8100.04%359CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$379,3430.04%4,625CommonSOLE
301505889EMQQEXCHANGE TRADED CONCEPTS TRU$371,7560.04%9,211CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$355,1250.04%8,719CommonSOLE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$334,8460.04%31,294CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$333,7930.04%3,650CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$329,7380.04%656CommonSOLE
97717X669DGRWWISDOMTREE TR$314,6150.04%3,518CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$300,0850.03%5,479CommonSOLE
852234103XYZBLOCK INC$299,4140.03%4,600CommonSOLE
744320102PRUPRUDENTIAL FINL INC$299,1320.03%2,650CommonSOLE
45168D104IDXXIDEXX LABS INC$297,6730.03%440CommonSOLE
092528504CLOABLACKROCK ETF TRUST II$297,5310.03%5,750CommonSOLE
464288885EFGISHARES TR$293,0020.03%2,572CommonSOLE
78464A805SPTMSPDR SERIES TRUST$266,3100.03%3,228CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$260,0460.03%3,110CommonSOLE
00287Y109ABBVABBVIE INC$247,2260.03%1,082CommonSOLE
09257P105BTTBLACKROCK MUN TARGET TERM TR$246,2280.03%10,790CommonSOLE
78464A672SPTISPDR SERIES TRUST$245,4280.03%8,510CommonSOLE
46434G764EMXCISHARES INC$240,2070.03%3,305CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$232,5390.03%1,253CommonSOLE
46434V456IQLTISHARES TR$222,7050.03%4,900CommonSOLE
464288257ACWIISHARES TR$217,2090.03%1,535CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$216,1320.02%1,810CommonSOLE
617446448MSMORGAN STANLEY$210,0180.02%1,183CommonSOLE
464288240ACWXISHARES TR$207,0780.02%3,084CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$206,8750.02%4,281CommonSOLE
46435U549EAGGISHARES TR$203,2190.02%4,247CommonSOLE
500767553KCCAKRANESHARES TRUST$178,6730.02%10,629CommonSOLE
746823103PMMPUTNAM MANAGED MUN INCOME TR$150,4360.02%23,993CommonSOLE
816212302RNACCARTESIAN THERAPEUTICS INC$140,5950.02%19,500CommonSOLE
92912P108IHDVOYA EMERGING MKTS HIGH DIVI$75,2400.01%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.