MondegarAI
TWIN FOCUS CAPITAL PARTNERS, LLC

Q1 2026 · 13F-HR

TWIN FOCUS CAPITAL PARTNERS, LLCholdings as filed

Filed 2026-05-14 · accession 0001172661-26-001948

$870.9M
Reported value
173
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · TWIN FOCUS CAPITAL PARTNERS, LLC · Q1 2026

AI · grounded in 13F

TWIN FOCUS CAPITAL PARTNERS, LLC closed its position in JAAA for a reduction of $14.68M. The fund also exited its position in AMZN, resulting in a $9.65M decrease. On the buy side, the fund increased its holdings in HGER by 96.16% and SPY by 38.46%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464285204IAUISHARES GOLD TR$102.4M11.8%1,161,576CommonSOLE
46432F842IEFAISHARES TR$93.9M10.8%1,036,898CommonSOLE
922908769VTIVANGUARD INDEX FDS$69.0M7.92%215,023CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$37.0M4.25%225,500CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$31.1M3.57%47,820CommonSOLE
78463V107GLDSPDR GOLD TR$29.1M3.35%67,740CommonSOLE
464287150ITOTISHARES TR$25.2M2.89%176,721CommonSOLE
78464A409SPYGSPDR SERIES TRUST$21.5M2.47%219,393CommonSOLE
922908363VOOVANGUARD INDEX FDS$19.5M2.24%32,611CommonSOLE
464287226AGGISHARES TR$18.3M2.10%184,204CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$17.0M1.95%340,621CommonSOLE
464287309IVWISHARES TR$15.4M1.76%135,861CommonSOLE
464287622IWBISHARES TR$14.7M1.69%41,161CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$12.9M1.49%239,369CommonSOLE
464287176TIPISHARES TR$12.6M1.45%114,441CommonSOLE
09661T826BKGIBNY MELLON ETF TRUST$11.3M1.29%252,819CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$11.2M1.28%51,869CommonSOLE
46434G103IEMGISHARES INC$10.7M1.23%153,917CommonSOLE
464287200IVVISHARES TR$10.5M1.21%16,116CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$10.4M1.19%162,334CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$9.6M1.11%210,212CommonSOLE
46090E103QQQINVESCO QQQ TR$9.5M1.09%16,495CommonSOLE
464287473IWSISHARES TR$9.5M1.09%65,309CommonSOLE
60770K107MRNAMODERNA INC$9.4M1.08%185,601CommonSOLE
921910733ESGVVANGUARD WORLD FD$8.7M0.99%77,095CommonSOLE
230031106CGEMCULLINAN THERAPEUTICS INC$8.5M0.97%595,489CommonSOLE
922908736VUGVANGUARD INDEX FDS$8.0M0.92%18,373CommonSOLE
922908512VOEVANGUARD INDEX FDS$7.9M0.91%42,976CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$7.9M0.91%105,434CommonSOLE
49845K101KVYOKLAVIYO INC$7.1M0.81%364,666CommonSOLE
464287507IJHISHARES TR$6.8M0.78%101,094CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$6.8M0.78%49,231CommonSOLE
41151J505HGERHARBOR ETF TRUST$6.5M0.75%209,580CommonSOLE
921910725VSGXVANGUARD WORLD FD$6.3M0.73%88,116CommonSOLE
464287499IWRISHARES TR$5.8M0.66%59,518CommonSOLE
92204A306VDEVANGUARD WORLD FD$5.7M0.66%33,211CommonSOLE
464287655IWMISHARES TR$5.2M0.60%21,017CommonSOLE
922908744VTVVANGUARD INDEX FDS$5.1M0.59%26,061CommonSOLE
464287408IVEISHARES TR$5.1M0.58%23,930CommonSOLE
46434G822EWJISHARES INC$4.9M0.57%58,376CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$4.7M0.54%32,269CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.6M0.53%59,722CommonSOLE
464287234EEMISHARES TR$4.5M0.52%79,069CommonSOLE
922908637VVVANGUARD INDEX FDS$4.3M0.50%14,476CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$4.3M0.50%32,463CommonSOLE
922908652VXFVANGUARD INDEX FDS$4.2M0.48%20,311CommonSOLE
464287689IWVISHARES TR$4.2M0.48%11,253CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$4.1M0.47%28,285CommonSOLE
464287861IEVISHARES TR$4.0M0.46%59,166CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$3.7M0.43%8,022CommonSOLE
464287598IWDISHARES TR$3.4M0.39%15,943CommonSOLE
464287119ILCGISHARES TR$3.4M0.39%35,571CommonSOLE
464288661IEIISHARES TR$3.3M0.37%27,492CommonSOLE
78464A763SDYSPDR SERIES TRUST$3.1M0.36%21,345CommonSOLE
92919F103VOXRVOX ROYALTY CORP$2.9M0.34%558,988CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$2.5M0.29%52,845CommonSOLE
464287804IJRISHARES TR$2.5M0.29%20,088CommonSOLE
74316P579AKREPROFESIONALLY MANAGED PORTFO$2.4M0.28%46,004CommonSOLE
464287523SOXXISHARES TR$2.3M0.27%7,106CommonSOLE
922908629VOVANGUARD INDEX FDS$2.3M0.27%8,123CommonSOLE
464287440IEFISHARES TR$2.2M0.25%23,184CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$2.1M0.24%25,019CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.9M0.22%23,544CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.8M0.21%12,366CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.8M0.21%22,958CommonSOLE
78464A508SPYVSPDR SERIES TRUST$1.7M0.19%29,982CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.7M0.19%8,800CommonSOLE
78464A870XBISPDR SERIES TRUST$1.6M0.19%12,900CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$1.6M0.19%5,565CommonSOLE
464286608EZUISHARES INC$1.6M0.18%25,056CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.6M0.18%9,227CommonSOLE
278768106SATSECHOSTAR CORP$1.5M0.17%13,000CommonSOLE
46434G863ESGEISHARES INC$1.5M0.17%32,855CommonSOLE
02368W408MGNRAMERICAN BEACON SELECT FUNDS$1.4M0.16%27,000CommonSOLE
922908751VBVANGUARD INDEX FDS$1.3M0.15%5,030CommonSOLE
37954Y632AIQGLOBAL X FDS$1.3M0.15%27,865CommonSOLE
05613H704BKMIBNY MELLON ETF TRUST II$1.3M0.15%49,504CommonSOLE
464287481IWPISHARES TR$1.3M0.15%10,083CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.3M0.14%22,160CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$1.2M0.14%12,833CommonSOLE
219350105GLWCORNING INC$1.1M0.12%8,000CommonSOLE
929089100VOYAVOYA FINANCIAL INC$1.1M0.12%15,540CommonSOLE
037833100AAPLAPPLE INC$1.0M0.12%4,078CommonSOLE
37954Y673PAVEGLOBAL X FDS$1.0M0.12%20,070CommonSOLE
02072L565BOXXEA SERIES TRUST$1.0M0.12%8,651CommonSOLE
233051879ASHRDBX ETF TR$967,5480.11%29,643CommonSOLE
75513E101RTXRTX CORPORATION$954,8550.11%4,950CommonSOLE
960413102WLKWESTLAKE CORPORATION$934,5600.11%8,000CommonSOLE
02079K305GOOGLALPHABET INC$920,1920.11%3,200CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$911,3490.10%5,635CommonSOLE
78464A854SPYMSPDR SERIES TRUST$891,6910.10%11,650CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$842,1560.10%11,708CommonSOLE
464287671IUSGISHARES TR$826,8910.09%5,331CommonSOLE
48251W104KKRKKR & CO INC$814,0000.09%8,800CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$811,2600.09%9,000CommonSOLE
464287614IWFISHARES TR$781,5910.09%1,833CommonSOLE
464286772EWYISHARES INC$772,3800.09%6,279CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$753,4910.09%1,930CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$743,6280.09%43,487CommonSOLE
000000000PUT SPX 68000 EXP SEP 18 2026$741,1630.09%1,700PUTSOLE
37954Y871URAGLOBAL X FDS$740,9790.09%15,300CommonSOLE
92189F817VNMVANECK ETF TRUST$740,1630.08%42,759CommonSOLE
464287648IWOISHARES TR$737,4540.08%2,350CommonSOLE
78464A847SPMDSPDR SERIES TRUST$722,4840.08%12,200CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$718,1400.08%1CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$713,4180.08%78,140CommonSOLE
95766R104WIWWESTERN AST INFL LKD OPP & I$705,6740.08%83,413CommonSOLE
780915104RMTROYCE MICRO-CAP TR INC$703,0410.08%62,161CommonSOLE
94419L101WWAYFAIR INC$668,3910.08%8,887CommonSOLE
37954Y343MLPAGLOBAL X FDS$667,1260.08%12,384CommonSOLE
46429B671MCHIISHARES TR$664,0480.08%11,820CommonSOLE
92189F106GDXVANECK ETF TRUST$662,8550.08%7,223CommonSOLE
464288323NYFISHARES TR$653,5880.08%12,304CommonSOLE
443573100HUBSHUBSPOT INC$650,7710.07%2,666CommonSOLE
92189F601NLRVANECK ETF TRUST$639,3120.07%4,800CommonSOLE
464288877EFVISHARES TR$637,1050.07%8,569CommonSOLE
172967424CCITIGROUP INC$623,7550.07%5,500CommonSOLE
464287390ILFISHARES TR$619,0980.07%17,430CommonSOLE
464287846IYYISHARES TR$612,2510.07%3,864CommonSOLE
92204A702VGTVANGUARD WORLD FD$607,0160.07%870CommonSOLE
46434V456IQLTISHARES TR$604,6880.07%13,080CommonSOLE
131193104CALYCALLAWAY GOLF CO$596,8400.07%43,000CommonSOLE
31609A503FMDEFIDELITY COVINGTON TRUST$595,0100.07%16,546CommonSOLE
565394103CARTMAPLEBEAR INC$588,1220.07%15,700CommonSOLE
464288273SCZISHARES TR$573,9610.07%7,320CommonSOLE
464287465EFAISHARES TR$545,4820.06%5,616CommonSOLE
464286806EWGISHARES INC$536,4970.06%13,524CommonSOLE
922908553VNQVANGUARD INDEX FDS$528,2090.06%5,955CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$520,8860.06%1,925CommonSOLE
464287556IBBISHARES TR$517,6940.06%3,066CommonSOLE
46434V613IUSBISHARES TR$503,1480.06%10,893CommonSOLE
464288414MUBISHARES TR$492,0050.06%4,635CommonSOLE
38748T103PLTMGRANITESHARES PLATINUM TR$491,6600.06%26,000CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$481,8340.06%1,638CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$439,6100.05%9,630CommonSOLE
78464A649SPABSPDR SERIES TRUST$429,5710.05%16,767CommonSOLE
060505104BACBANK AMERICA CORP$419,2500.05%8,600CommonSOLE
742718109PGPROCTER & GAMBLE CO$411,7460.05%2,851CommonSOLE
G3156P103ASAASA GOLD AND PRECIOUS MTLS L$403,1950.05%6,500CommonSOLE
74347B581SPXEPROSHARES TR$403,0970.05%5,800CommonSOLE
922908611VBRVANGUARD INDEX FDS$401,9130.05%1,850CommonSOLE
895436103TYTRI CONTL CORP$398,3810.05%12,611CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$360,9720.04%7,695CommonSOLE
74347G440BITOPROSHARES TR$353,7800.04%38,000CommonSOLE
003260106PPLTABRDN PLATINUM ETF TRUST$329,7260.04%1,850CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$322,8790.04%3,650CommonSOLE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$322,3280.04%31,294CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$314,3550.04%656CommonSOLE
02079K107GOOGALPHABET INC$309,8090.04%1,080CommonSOLE
97717X669DGRWWISDOMTREE TR$309,0210.04%3,518CommonSOLE
464288885EFGISHARES TR$286,4440.03%2,572CommonSOLE
09661T107BKLCBNY MELLON ETF TRUST$281,6960.03%2,257CommonSOLE
006212104ADXADAMS DIVERSIFIED EQUITY FD$278,1120.03%12,705CommonSOLE
852234103XYZBLOCK INC$276,8280.03%4,600CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$270,4980.03%5,479CommonSOLE
78468R556XOPSPDR SERIES TRUST$269,4720.03%1,482CommonSOLE
46431W853COMTISHARES U S ETF TR$263,8870.03%7,805CommonSOLE
46434G764EMXCISHARES INC$259,9710.03%3,305CommonSOLE
744320102PRUPRUDENTIAL FINL INC$258,8790.03%2,650CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$257,6010.03%3,125CommonSOLE
78464A805SPTMSPDR SERIES TRUST$255,2060.03%3,228CommonSOLE
78464A672SPTISPDR SERIES TRUST$243,8970.03%8,510CommonSOLE
92189K105HODLVANECK BITCOIN ETF$242,3740.03%12,650CommonSOLE
464288240ACWXISHARES TR$221,8250.03%3,240CommonSOLE
30034W106EVRGEVERGY INC$212,9920.02%2,600CommonSOLE
464288257ACWIISHARES TR$212,4200.02%1,535CommonSOLE
191216100KOCOCA COLA CO$208,2090.02%2,738CommonSOLE
46435U549EAGGISHARES TR$201,9450.02%4,247CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$201,5710.02%4,195CommonSOLE
500767553KCCAKRANESHARES TRUST$157,5220.02%10,629CommonSOLE
746823103PMMPUTNAM MANAGED MUN INCOME TR$147,5570.02%23,993CommonSOLE
816212302RNACCARTESIAN THERAPEUTICS INC$119,9250.01%19,500CommonSOLE
92912P108IHDVOYA EMERGING MKTS HIGH DIVI$79,9200.01%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.