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Institutional

TWIN FOCUS CAPITAL PARTNERS, LLC

CIK 0001387761
$870.9M
Reported AUM
173
Positions
Q1 2026
Period
2026-05-14
Filed

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%.

Portfolio · Q1 2026

IAU$102.4MIEFA$93.9MVTI$69.0MDELLSPYGLDITOTSPYGVOOAGGVTIPOther$391.6MTL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IAUISHARES GOLD TR$81.22-3.63%30.01%135.01%$102.4M11.76%+55,141+5.0%
2IEFAISHARES TR$95.56-2.60%18.86%46.61%$93.9M10.78%+23,797+2.3%
3VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$69.0M7.92%9,504−4.2%
4DELLDELL TECHNOLOGIES INC$394.39-6.55%251.99%785.09%$37.0M4.25%2,500−1.1%
5SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$31.1M3.57%+13,284+38.5%
6GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$29.1M3.35%593−0.9%
7ITOTISHARES TR$161.35-2.71%24.52%71.42%$25.2M2.89%+12,931+7.9%
8SPYGSPDR SERIES TRUST$117.751.03%28.20%85.39%$21.5M2.47%1,460−0.7%
9VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$19.5M2.24%+2,283+7.5%
10AGGISHARES TR$98.17-0.50%5.32%-1.36%$18.3M2.10%+24,432+15.3%
11VTIPVANGUARD MALVERN FDS$50.31-0.20%4.64%17.27%$17.0M1.95%17,284−4.8%
12IVWISHARES TR$134.60-3.81%28.06%84.10%$15.4M1.76%20,358−13.0%
13IWBISHARES TR$403.01-2.58%23.62%73.29%$14.7M1.69%HELD
14VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%23.65%32.53%$12.9M1.49%+35,945+17.7%
15TIPISHARES TR$109.25-0.48%5.19%1.99%$12.6M1.45%+825+0.7%
16BKGIBNY MELLON ETF TRUST$45.27-0.29%21.24%91.38%$11.3M1.29%3,200−1.2%
17VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%18.28%59.52%$11.2M1.28%+6,903+15.4%
18IEMGISHARES INC$78.63-6.40%38.44%42.72%$10.7M1.23%2,849−1.8%
19IVVISHARES TR$740.91-2.62%24.60%80.03%$10.5M1.21%+2,716+20.3%
20VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%26.80%55.20%$10.4M1.19%+22,243+15.9%
21XLUSELECT SECTOR SPDR TR$44.350.93%12.36%55.30%$9.6M1.11%11,000−5.0%
22QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$9.5M1.09%+3,712+29.0%
23IWSISHARES TR$159.43-1.87%24.64%49.41%$9.5M1.09%3,053−4.5%
24MRNAMODERNA INC$47.480.08%72.76%-86.58%$9.4M1.08%+121+0.1%
25ESGVVANGUARD WORLD FD$130.10-3.05%23.84%68.08%$8.7M0.99%4,293−5.3%
26CGEMCULLINAN THERAPEUTICS INC$13.51-6.38%48.79%-41.08%$8.5M0.97%HELD
27VUGVANGUARD INDEX FDS$85.93-3.62%22.71%78.84%$8.0M0.92%+3,341+22.2%
28VOEVANGUARD INDEX FDS$195.39-0.90%22.75%53.99%$7.9M0.91%+2,587+6.4%
29VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%26.24%50.97%$7.9M0.91%HELD
30KVYOKLAVIYO INC$15.58-1.27%-54.26%-45.31%$7.1M0.81%HELD
31IJHISHARES TR$73.95-2.00%$6.8M0.78%+2,669+2.7%
32VTVANGUARD INTL EQUITY INDEX F$153.68-3.07%$6.8M0.78%+1,449+3.0%
33HGERHARBOR ETF TRUST$31.040.81%$6.5M0.75%+102,738+96.2%
34VSGXVANGUARD WORLD FD$79.13-4.10%$6.3M0.73%+15+0.0%
35IWRISHARES TR$106.21-2.12%$5.8M0.66%522−0.9%
36VDEVANGUARD WORLD FD$162.36-2.11%$5.7M0.66%+234+0.7%
37IWMISHARES TR$281.65-3.55%$5.2M0.60%+7,717+58.0%
38VTVVANGUARD INDEX FDS$212.02-1.36%$5.1M0.59%+5,873+29.1%
39IVEISHARES TR$226.54-1.15%$5.1M0.58%11,389−32.2%
40EWJISHARES INC$90.72-3.62%$4.9M0.57%HELD
41XLVSELECT SECTOR SPDR TR$153.010.61%$4.7M0.54%226−0.7%
42VXUSVANGUARD STAR FDS$83.03-3.73%$4.6M0.53%HELD
43EEMISHARES TR$64.59-6.53%$4.5M0.52%HELD
44VVVANGUARD INDEX FDS$339.76-2.62%$4.3M0.50%+436+3.1%
45XLKSELECT SECTOR SPDR TR$180.30-6.66%$4.3M0.50%+631+2.0%
46VXFVANGUARD INDEX FDS$231.90-3.32%$4.2M0.48%+4,817+31.1%
47IWVISHARES TR$418.71-2.61%$4.2M0.48%HELD
48VSSVANGUARD INTL EQUITY INDEX F$154.39-3.51%$4.1M0.47%260−0.9%
49IEVISHARES TR$72.341.08%$4.0M0.46%+30,227+104.5%
50DIASTATE STR SPDR DOW JONES IND$509.70-1.35%$3.7M0.43%+1,924+31.6%
51IWDISHARES TR$236.42-1.91%$3.4M0.39%HELD
52ILCGISHARES TR$114.830.76%$3.4M0.39%HELD
53IEIISHARES TR$116.73-0.38%$3.3M0.37%+15,525+129.7%
54SDYSPDR SERIES TRUST$149.930.35%$3.1M0.36%HELD
55VOXRVOX ROYALTY CORP$5.04-12.20%$2.9M0.34%HELD
56CEFSPROTT ASSET MANAGEMENT LP$44.13-5.81%$2.5M0.29%1,000−1.9%
57IJRISHARES TR$137.68-1.84%$2.5M0.29%+1,096+5.8%
58AKREPROFESIONALLY MANAGED PORTFO$54.83-0.04%$2.4M0.28%1,655−3.5%
59SOXXISHARES TR$539.77-10.44%$2.3M0.27%+890+14.3%
60VOVANGUARD INDEX FDS$78.53-2.06%$2.3M0.27%+3,170+64.0%
61IEFISHARES TR$93.62-0.53%$2.2M0.25%+17,496+307.6%
62XLPSELECT SECTOR SPDR TR$83.441.71%$2.1M0.24%3,051−10.9%
63VCITVANGUARD SCOTTSDALE FDS$81.91-0.56%$1.9M0.22%HELD
64VYMVANGUARD WHITEHALL FDS$158.24-1.35%$1.8M0.21%HELD
65VCSHVANGUARD SCOTTSDALE FDS$78.61-0.29%$1.8M0.21%HELD
66SPYVSPDR SERIES TRUST$60.69-1.12%$1.7M0.19%1,662−5.3%
67RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%$1.7M0.19%HELD
68XBISPDR SERIES TRUST$128.67-3.56%$1.6M0.19%HELD
69VONEVANGUARD SCOTTSDALE FDS$333.60-2.51%$1.6M0.19%+5,565NEW
70EZUISHARES INC$68.411.15%$1.6M0.18%12,763−33.7%
71XOMEXXON MOBIL CORP$149.92-1.39%$1.6M0.18%HELD
72SATSECHOSTAR CORP$116.28-6.71%$1.5M0.17%HELD
73ESGEISHARES INC$53.082.43%$1.5M0.17%+218+0.7%
74MGNRAMERICAN BEACON SELECT FUNDS$51.99-6.07%$1.4M0.16%+27,000NEW
75VBVANGUARD INDEX FDS$288.20-2.44%$1.3M0.15%+1,719+51.9%
76AIQGLOBAL X FDS$62.52-8.15%$1.3M0.15%HELD
77BKMIBNY MELLON ETF TRUST II$26.28-0.11%$1.3M0.15%+49,504NEW
78IWPISHARES TR$139.23-2.75%$1.3M0.15%HELD
79JEPIJ P MORGAN EXCHANGE TRADED F$55.52-0.34%$1.3M0.14%+22,160NEW
80CRCLCIRCLE INTERNET GROUP INC$80.28-11.33%$1.2M0.14%+12,833NEW
81GLWCORNING INC$177.58-10.18%$1.1M0.12%4,500−36.0%
82VOYAVOYA FINANCIAL INC$86.693.28%$1.1M0.12%HELD
83AAPLAPPLE INC$307.34-1.25%$1.0M0.12%28,454−87.5%
84PAVEGLOBAL X FDS$56.68-1.61%$1.0M0.12%14,830−42.5%
85BOXXEA SERIES TRUST$116.94-0.01%$1.0M0.12%+8,651NEW
86ASHRDBX ETF TR$34.88-3.06%$968K0.11%7,527−20.3%
87RTXRTX CORPORATION$180.990.88%$955K0.11%567−10.3%
88WLKWESTLAKE CORPORATION$84.28-0.43%$935K0.11%+8,000NEW
89GOOGLALPHABET INC$368.53-0.98%$920K0.11%25,650−88.9%
90XLISELECT SECTOR SPDR TR$174.18-1.12%$911K0.10%650−10.3%
91SPYMSPDR SERIES TRUST$86.81-2.58%$892K0.10%HELD
92UBERUBER TECHNOLOGIES INC$70.71-2.08%$842K0.10%HELD
93IUSGISHARES TR$184.13-3.72%$827K0.09%HELD
94KKRKKR & CO INC$93.40-2.16%$814K0.09%+8,800NEW
95TROWPRICE T ROWE GROUP INC$105.99-0.91%$811K0.09%HELD
96IWFISHARES TR$122.69-3.26%$782K0.09%HELD
97EWYISHARES INC$175.19-14.11%$772K0.09%+1,324+26.7%
98CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$753K0.09%HELD
99STEWSRH TOTAL RETURN FUND INC$17.570.57%$744K0.09%HELD
100PUT SPX 68000 EXP SEP 18 2026$741K0.09%+1,700NEW
101URAGLOBAL X FDS$46.672.99%$741K0.09%HELD
102VNMVANECK ETF TRUST$740K0.08%HELD
103IWOISHARES TR$737K0.08%HELD
104SPMDSPDR SERIES TRUST$722K0.08%HELD
105BRK/ABERKSHIRE HATHAWAY INC DEL$718K0.08%HELD
106OWLBLUE OWL CAPITAL INC$713K0.08%+15,600+24.9%
107WIWWESTERN AST INFL LKD OPP & I$706K0.08%HELD
108RMTROYCE MICRO-CAP TR INC$703K0.08%HELD
109WWAYFAIR INC$668K0.08%+8,887NEW
110MLPAGLOBAL X FDS$667K0.08%HELD
111MCHIISHARES TR$664K0.08%+2,502+26.9%
112GDXVANECK ETF TRUST$663K0.08%1,000−12.2%
113NYFISHARES TR$654K0.08%+12,304NEW
114HUBSHUBSPOT INC$651K0.07%HELD
115NLRVANECK ETF TRUST$639K0.07%150−3.0%
116EFVISHARES TR$637K0.07%HELD
117CCITIGROUP INC$624K0.07%HELD
118ILFISHARES TR$619K0.07%+17,430NEW
119IYYISHARES TR$612K0.07%+815+26.7%
120VGTVANGUARD WORLD FD$607K0.07%HELD
121IQLTISHARES TR$605K0.07%+8,180+166.9%
122CALYCALLAWAY GOLF CO$597K0.07%+43,000NEW
123FMDEFIDELITY COVINGTON TRUST$595K0.07%HELD
124CARTMAPLEBEAR INC$588K0.07%HELD
125SCZISHARES TR$574K0.07%HELD
126EFAISHARES TR$545K0.06%HELD
127EWGISHARES INC$536K0.06%+2,852+26.7%
128VNQVANGUARD INDEX FDS$528K0.06%HELD
129UNHUNITEDHEALTH GROUP INC$521K0.06%27−1.4%
130IBBISHARES TR$518K0.06%HELD
131IUSBISHARES TR$503K0.06%HELD
132MUBISHARES TR$492K0.06%HELD
133PLTMGRANITESHARES PLATINUM TR$492K0.06%4,000−13.3%
134JPMJPMORGAN CHASE & CO$482K0.06%1,709−51.1%
135SPDWSPDR INDEX SHS FDS$440K0.05%HELD
136SPABSPDR SERIES TRUST$430K0.05%HELD
137BACBANK AMERICA CORP$419K0.05%2,783−24.4%
138PGPROCTER & GAMBLE CO$412K0.05%75−2.6%
139ASAASA GOLD AND PRECIOUS MTLS L$403K0.05%HELD
140SPXEPROSHARES TR$403K0.05%HELD
141VBRVANGUARD INDEX FDS$402K0.05%HELD
142TYTRI CONTL CORP$398K0.05%HELD
143FISFIDELITY NATL INFORMATION SV$361K0.04%93−1.2%
144BITOPROSHARES TR$354K0.04%+38,000NEW
145PPLTABRDN PLATINUM ETF TRUST$330K0.04%550−22.9%
146VIGIVANGUARD WHITEHALL FDS$323K0.04%HELD
147PMOPUTNAM MUN OPPORTUNITIES TR$322K0.04%HELD
148BRK/BBERKSHIRE HATHAWAY INC DEL$314K0.04%HELD
149GOOGALPHABET INC$310K0.04%548−33.7%
150DGRWWISDOMTREE TR$309K0.04%HELD
151EFGISHARES TR$286K0.03%HELD
152BKLCBNY MELLON ETF TRUST$282K0.03%+2,257NEW
153ADXADAMS DIVERSIFIED EQUITY FD$278K0.03%27,500−68.4%
154XYZBLOCK INC$277K0.03%HELD
155XLFSELECT SECTOR SPDR TR$270K0.03%HELD
156XOPSPDR SERIES TRUST$269K0.03%+1,482NEW
157COMTISHARES U S ETF TR$264K0.03%+7,805NEW
158EMXCISHARES INC$260K0.03%HELD
159PRUPRUDENTIAL FINL INC$259K0.03%HELD
160VGKVANGUARD INTL EQUITY INDEX F$258K0.03%+15+0.5%
161SPTMSPDR SERIES TRUST$255K0.03%HELD
162SPTISPDR SERIES TRUST$244K0.03%HELD
163HODLVANECK BITCOIN ETF$242K0.03%16,275−56.3%
164ACWXISHARES TR$222K0.03%+156+5.1%
165EVRGEVERGY INC$213K0.02%+2,600NEW
166ACWIISHARES TR$212K0.02%HELD
167KOCOCA COLA CO$208K0.02%+2,738NEW
168EAGGISHARES TR$202K0.02%HELD
169BNDXVANGUARD CHARLOTTE FDS$202K0.02%86−2.0%
170KCCAKRANESHARES TRUST$158K0.02%HELD
171PMMPUTNAM MANAGED MUN INCOME TR$148K0.02%HELD
172RNACCARTESIAN THERAPEUTICS INC$120K0.01%HELD
173IHDVOYA EMERGING MKTS HIGH DIVI$80K0.01%HELD
174JAAAJANUS DETROIT STR TR290,216EXITED
175AMZNAMAZON COM INC41,813EXITED
176MSFTMICROSOFT CORP5,703EXITED
177AVGOBROADCOM INC7,000EXITED
178ICEINTERCONTINENTAL EXCHANGE IN11,605EXITED
179NVDANVIDIA CORPORATION5,470EXITED
180BLKBLACKROCK INC950EXITED
181INDAISHARES TR11,885EXITED
182GSYINVESCO ACTIVELY MANAGED EXC10,980EXITED
183TAT&T INC19,526EXITED
184MUMICRON TECHNOLOGY INC1,500EXITED
185INTCINTEL CORP11,450EXITED
186SLVISHARES SILVER TR6,530EXITED
187WMTWALMART INC3,624EXITED
188WMT2WELLS FARGO CO NEW4,326EXITED
189LLYELI LILLY & CO359EXITED
190GEHCGE HEALTHCARE TECHNOLOGIES I4,625EXITED
191EMQQEXCHANGE TRADED CONCEPTS TRU9,211EXITED
192VZVERIZON COMMUNICATIONS INC8,719EXITED
193IDXXIDEXX LABS INC440EXITED
194CLOABLACKROCK ETF TRUST II5,750EXITED
195ABBVABBVIE INC1,082EXITED
196BTTBLACKROCK MUN TARGET TERM TR10,790EXITED
197MRSHMARSH & MCLENNAN COS INC1,253EXITED
198XLYSELECT SECTOR SPDR TR1,810EXITED
199MSMORGAN STANLEY1,183EXITED

Source: SEC EDGAR · accession 0001172661-26-001948. 13F discloses long positions only — shorts, foreign equities, and options are excluded.