Twin Focus Capital Partners
Boston, MAfiles as TWIN FOCUS CAPITAL PARTNERS, LLC
$983m in 170 US stocks at the end of 30 June 2026. The top 10 are 50.4% of the money. It changed about 7.1% of the portfolio this quarter.
Value
$983m
Stocks
170
Top 10 share
50.4%
Turnover
7.1%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRDMXF0.2% of the fund
- Ishares TROEF0.1% of the fund
- Adams Natural Resources FundPEO<0.1% of the fund
- Select Sector Spdr TRXLY<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares Gold TRIAU9.2% of the fund+3%
- Vanguard Index FDSVTI8.3% of the fund+3%
- State STR Spdr S&P 500 ETF TSPY3.8% of the fund+4%
- Ishares TRITOT3.0% of the fund+3%
- Spdr Series TrustSPYG2.8% of the fund+5%
- Vanguard Index FDSVXF2.5% of the fund+397%
- Vanguard Malvern FDSVTIP1.9% of the fund+7%
- Vanguard Intl Equity Index FVWO1.5% of the fund+3%
- Vanguard Tax-Managed FDSVEA1.2% of the fund+5%
- Ishares TRIWS1.1% of the fund+3%
- Select Sector Spdr TRXLU1.0% of the fund+5%
- Vanguard Index FDSVOE0.9% of the fund+3%
- Vanguard Intl Equity Index FVT0.9% of the fund+10%
- Harbor ETF TrustHGER0.8% of the fund+36%
- Select Sector Spdr TRXLK0.7% of the fund+5%
- Vanguard Star FDSVXUS0.6% of the fund+9%
- Vanguard Index FDSVV0.5% of the fund+2%
- Ishares TRSOXX0.5% of the fund+7%
- Ishares TRIEI0.4% of the fund+20%
- Spdr Series TrustSPYV0.3% of the fund+72%
- Ishares TRIEF0.2% of the fund+7%
- Vaneck Bitcoin ETFHODL<0.1% of the fund+104%
- ASA Gold & Precious MetalsASA<0.1% of the fund+24%
- AlphabetGOOG<0.1% of the fund+2%
- Berkshire HathawayBRK-B<0.1% of the fund+15%
Cut
Sold some of their stake.
- Dell TechnologiesDELL5.7% of the fund-43%
- Ishares TRIVW1.9% of the fund-2%
- IsharesIEMG1.3% of the fund-3%
- Ishares TRIVE0.5% of the fund-13%
- Ishares TRIEV0.4% of the fund-14%
- VOX RoyaltyVOXR0.2% of the fund-11%
- Vanguard Index FDSVB0.2% of the fund-3%
- RTXRTX<0.1% of the fund-3%
- Uber TechnologiesUBER<0.1% of the fund-4%
- CorningGLW<0.1% of the fund-72%
- Vaneck ETF TrustGDX<0.1% of the fund-7%
- EA Series TrustBOXX<0.1% of the fund-50%
- Global X FDSPAVE<0.1% of the fund-73%
- Proshares TRBITO<0.1% of the fund-70%
Sold out
Sold their entire stake.
- Profesionally Managed PortfoAKRE-100%
- HubspotHUBS-100%
- UnitedHealth GroupUNH-100%
- Ishares TRIBB-100%
- Adams Diversified Equity FundADX-100%
- Vanguard Intl Equity Index FVGK-100%
Holdings
- Ishares TRIEFA
- Share
- 10.3%
- Value
- $101m
- Shares
- 1,045,647
Held
- Ishares Gold TRIAU
- Share
- 9.2%
- Value
- $90m
- Shares
- 1,195,340
+3%
- Vanguard Index FDSVTI
- Share
- 8.3%
- Value
- $82m
- Shares
- 220,854
+3%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 3.8%
- Value
- $37m
- Shares
- 49,527
+4%
- Ishares TRITOT
- Share
- 3.0%
- Value
- $30m
- Shares
- 181,344
+3%
- Spdr Series TrustSPYG
- Share
- 2.8%
- Value
- $27m
- Shares
- 231,019
+5%
- Spdr Gold TRGLD
- Share
- 2.5%
- Value
- $25m
- Shares
- 67,991
Held
- Vanguard Index FDSVXF
- Share
- 2.5%
- Value
- $25m
- Shares
- 101,011
+397%
- Vanguard Index FDSVOO
- Share
- 2.3%
- Value
- $22m
- Shares
- 32,752
Held
- Vanguard Malvern FDSVTIP
- Share
- 1.9%
- Value
- $18m
- Shares
- 364,472
+7%
- Ishares TRIVW
- Share
- 1.9%
- Value
- $18m
- Shares
- 132,990
-2%
- Ishares TRAGG
- Share
- 1.8%
- Value
- $18m
- Shares
- 180,684
Held
- Ishares TRIWB
- Share
- 1.7%
- Value
- $17m
- Shares
- 41,161
Held
- Vanguard Intl Equity Index FVWO
- Share
- 1.5%
- Value
- $15m
- Shares
- 245,938
+3%
- Ishares TRTIP
- Share
- 1.3%
- Value
- $13m
- Shares
- 114,397
Held
- Vanguard Specialized FundsVIG
- Share
- 1.3%
- Value
- $12m
- Shares
- 52,476
Held
- IsharesIEMG
- Share
- 1.3%
- Value
- $12m
- Shares
- 149,413
-3%
- Vanguard Tax-Managed FDSVEA
- Share
- 1.2%
- Value
- $12m
- Shares
- 170,727
+5%
- Invesco QQQ TRQQQ
- Share
- 1.2%
- Value
- $12m
- Shares
- 16,495
Held
- Ishares TRIVV
- Share
- 1.2%
- Value
- $12m
- Shares
- 16,116
Held
- BNY Mellon ETF TrustBKGI
- Share
- 1.2%
- Value
- $11m
- Shares
- 252,819
Held
- Ishares TRIWS
- Share
- 1.1%
- Value
- $11m
- Shares
- 67,423
+3%
- Vanguard World FDESGV
- Share
- 1.0%
- Value
- $10m
- Shares
- 77,100
Held
- Select Sector Spdr TRXLU
- Share
- 1.0%
- Value
- $10m
- Shares
- 221,437
+5%
- Vanguard Index FDSVUG
- Share
- 1.0%
- Value
- $10m
- Shares
- 112,180
Held
- Vanguard Intl Equity Index FVEU
- Share
- 0.9%
- Value
- $9m
- Shares
- 106,634
Held
- Vanguard Index FDSVOE
- Share
- 0.9%
- Value
- $9m
- Shares
- 44,344
+3%
- Vanguard Intl Equity Index FVT
- Share
- 0.9%
- Value
- $9m
- Shares
- 54,226
+10%
- Harbor ETF TrustHGER
- Share
- 0.8%
- Value
- $8m
- Shares
- 284,610
+36%
- Ishares TRIJH
- Share
- 0.8%
- Value
- $8m
- Shares
- 101,213
Held
- Vanguard World FDVSGX
- Share
- 0.7%
- Value
- $7m
- Shares
- 88,137
Held
- Ishares TRIWR
- Share
- 0.7%
- Value
- $7m
- Shares
- 59,452
Held
- Select Sector Spdr TRXLK
- Share
- 0.7%
- Value
- $7m
- Shares
- 34,226
+5%
- Ishares TRIWM
- Share
- 0.6%
- Value
- $6m
- Shares
- 21,209
Held
- Vanguard Index FDSVTV
- Share
- 0.6%
- Value
- $6m
- Shares
- 26,059
Held
- Vanguard Star FDSVXUS
- Share
- 0.6%
- Value
- $6m
- Shares
- 65,166
+9%
- IsharesEWJ
- Share
- 0.6%
- Value
- $5m
- Shares
- 58,176
Held
- Ishares TREEM
- Share
- 0.6%
- Value
- $5m
- Shares
- 79,087
Held
- Select Sector Spdr TRXLV
- Share
- 0.5%
- Value
- $5m
- Shares
- 32,269
Held
- Vanguard Index FDSVV
- Share
- 0.5%
- Value
- $5m
- Shares
- 14,776
+2%
- Vanguard World FDVDE
- Share
- 0.5%
- Value
- $5m
- Shares
- 32,961
Held
- Ishares TRSOXX
- Share
- 0.5%
- Value
- $5m
- Shares
- 7,576
+7%
- Ishares TRIWV
- Share
- 0.5%
- Value
- $5m
- Shares
- 11,226
Held
- Ishares TRIVE
- Share
- 0.5%
- Value
- $5m
- Shares
- 20,722
-13%
- Vanguard Intl Equity Index FVSS
- Share
- 0.4%
- Value
- $4m
- Shares
- 28,289
Held
- State STR Spdr DOW Jones INDDIA
- Share
- 0.4%
- Value
- $4m
- Shares
- 8,022
Held
- Ishares TRILCG
- Share
- 0.4%
- Value
- $4m
- Shares
- 35,571
Held
- Ishares TRIWD
- Share
- 0.4%
- Value
- $4m
- Shares
- 16,206
Held
- Ishares TRIEI
- Share
- 0.4%
- Value
- $4m
- Shares
- 33,080
+20%
- Ishares TRIEV
- Share
- 0.4%
- Value
- $4m
- Shares
- 50,763
-14%
- Spdr Series TrustSDY
- Share
- 0.3%
- Value
- $3m
- Shares
- 21,205
Held
- Spdr Series TrustSPYV
- Share
- 0.3%
- Value
- $3m
- Shares
- 51,542
+72%
- Ishares TRIJR
- Share
- 0.3%
- Value
- $3m
- Shares
- 20,090
Held
- Vanguard Index FDSVO
- Share
- 0.3%
- Value
- $3m
- Shares
- 32,533
Held
- VOX RoyaltyVOXR
- Share
- 0.2%
- Value
- $2m
- Shares
- 499,538
-11%
- Ishares TRIEF
- Share
- 0.2%
- Value
- $2m
- Shares
- 24,839
+7%
- Sprott Asset Management LPCEF
- Share
- 0.2%
- Value
- $2m
- Shares
- 52,845
Held
- Select Sector Spdr TRXLP
- Share
- 0.2%
- Value
- $2m
- Shares
- 25,029
Held
- Spdr Series TrustXBI
- Share
- 0.2%
- Value
- $2m
- Shares
- 12,900
Held
- Vanguard Whitehall FDSVYM
- Share
- 0.2%
- Value
- $2m
- Shares
- 12,366
Held
- Vanguard Scottsdale FDSVCIT
- Share
- 0.2%
- Value
- $2m
- Shares
- 23,544
Held
- Vanguard Scottsdale FDSVONE
- Share
- 0.2%
- Value
- $2m
- Shares
- 5,565
Held
- Invesco Exchange Traded FD TRSP
- Share
- 0.2%
- Value
- $2m
- Shares
- 8,800
Held
- Global X FDSAIQ
- Share
- 0.2%
- Value
- $2m
- Shares
- 27,865
Held
- Vanguard Scottsdale FDSVCSH
- Share
- 0.2%
- Value
- $2m
- Shares
- 22,958
Held
- IsharesESGE
- Share
- 0.2%
- Value
- $2m
- Shares
- 32,786
Held
- IsharesEZU
- Share
- 0.2%
- Value
- $2m
- Shares
- 25,056
Held
- Ishares TRDMXF
- Share
- 0.2%
- Value
- $2m
- Shares
- 19,083
New
- Vanguard Index FDSVB
- Share
- 0.2%
- Value
- $1m
- Shares
- 4,894
-3%
- Ishares TRIWP
- Share
- 0.2%
- Value
- $1m
- Shares
- 10,083
Held
- American Beacon Select FundsMGNR
- Share
- 0.1%
- Value
- $1m
- Shares
- 27,000
Held
- BNY Mellon ETF Trust IIBKMI
- Share
- 0.1%
- Value
- $1m
- Shares
- 49,504
Held
- IsharesEWY
- Share
- 0.1%
- Value
- $1m
- Shares
- 6,279
Held
- J P Morgan Exchange Traded FJEPI
- Share
- 0.1%
- Value
- $1m
- Shares
- 22,160
Held
- Ishares TROEF
- Share
- 0.1%
- Value
- $1m
- Shares
- 3,230
New
- DBX ETF TRASHR
- Share
- 0.1%
- Value
- $1m
- Shares
- 29,643
Held
- Select Sector Spdr TRXLI
- Share
- 0.1%
- Value
- $1m
- Shares
- 5,635
Held
- Spdr Series TrustSPYM
- Share
- 0.1%
- Value
- $1m
- Shares
- 11,650
Held
- Ishares TRIUSG
- Share
- 0.1%
- Value
- $1m
- Shares
- 5,331
Held
- Ishares TRIWO
- Share
- <0.1%
- Value
- $925,806
- Shares
- 2,350
Held
- Ishares TRIWF
- Share
- <0.1%
- Value
- $910,414
- Shares
- 7,332
Held
- Royce Micro-Cap TrustRMT
- Share
- <0.1%
- Value
- $910,037
- Shares
- 62,161
Held
- Vanguard World FDVGT
- Share
- <0.1%
- Value
- $831,859
- Shares
- 6,960
Held
- Spdr Series TrustSPMD
- Share
- <0.1%
- Value
- $824,232
- Shares
- 12,200
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIEFA | 10.3% | $101m | 1,045,647 | Held |
| Ishares Gold TRIAU | 9.2% | $90m | 1,195,340 | +3% |
| Vanguard Index FDSVTI | 8.3% | $82m | 220,854 | +3% |
| Dell TechnologiesDELL | 5.7% | $56m | 128,815 | -43% |
| State STR Spdr S&P 500 ETF TSPY | 3.8% | $37m | 49,527 | +4% |
| Ishares TRITOT | 3.0% | $30m | 181,344 | +3% |
| Spdr Series TrustSPYG | 2.8% | $27m | 231,019 | +5% |
| Spdr Gold TRGLD | 2.5% | $25m | 67,991 | Held |
| Vanguard Index FDSVXF | 2.5% | $25m | 101,011 | +397% |
| Vanguard Index FDSVOO | 2.3% | $22m | 32,752 | Held |
| Vanguard Malvern FDSVTIP | 1.9% | $18m | 364,472 | +7% |
| Ishares TRIVW | 1.9% | $18m | 132,990 | -2% |
| Ishares TRAGG | 1.8% | $18m | 180,684 | Held |
| Ishares TRIWB | 1.7% | $17m | 41,161 | Held |
| Vanguard Intl Equity Index FVWO | 1.5% | $15m | 245,938 | +3% |
| ModernaMRNA | 1.3% | $13m | 185,601 | Held |
| Ishares TRTIP | 1.3% | $13m | 114,397 | Held |
| Vanguard Specialized FundsVIG | 1.3% | $12m | 52,476 | Held |
| IsharesIEMG | 1.3% | $12m | 149,413 | -3% |
| Vanguard Tax-Managed FDSVEA | 1.2% | $12m | 170,727 | +5% |
| Invesco QQQ TRQQQ | 1.2% | $12m | 16,495 | Held |
| Ishares TRIVV | 1.2% | $12m | 16,116 | Held |
| BNY Mellon ETF TrustBKGI | 1.2% | $11m | 252,819 | Held |
| Ishares TRIWS | 1.1% | $11m | 67,423 | +3% |
| Cullinan TherapeuticsCGEM | 1.1% | $11m | 595,489 | Held |
| Vanguard World FDESGV | 1.0% | $10m | 77,100 | Held |
| Select Sector Spdr TRXLU | 1.0% | $10m | 221,437 | +5% |
| Vanguard Index FDSVUG | 1.0% | $10m | 112,180 | Held |
| Vanguard Intl Equity Index FVEU | 0.9% | $9m | 106,634 | Held |
| Vanguard Index FDSVOE | 0.9% | $9m | 44,344 | +3% |
| Vanguard Intl Equity Index FVT | 0.9% | $9m | 54,226 | +10% |
| Harbor ETF TrustHGER | 0.8% | $8m | 284,610 | +36% |
| Ishares TRIJH | 0.8% | $8m | 101,213 | Held |
| Vanguard World FDVSGX | 0.7% | $7m | 88,137 | Held |
| Ishares TRIWR | 0.7% | $7m | 59,452 | Held |
| Select Sector Spdr TRXLK | 0.7% | $7m | 34,226 | +5% |
| Ishares TRIWM | 0.6% | $6m | 21,209 | Held |
| Vanguard Index FDSVTV | 0.6% | $6m | 26,059 | Held |
| Vanguard Star FDSVXUS | 0.6% | $6m | 65,166 | +9% |
| KlaviyoKVYO | 0.6% | $6m | 364,666 | Held |
| IsharesEWJ | 0.6% | $5m | 58,176 | Held |
| Ishares TREEM | 0.6% | $5m | 79,087 | Held |
| Select Sector Spdr TRXLV | 0.5% | $5m | 32,269 | Held |
| Vanguard Index FDSVV | 0.5% | $5m | 14,776 | +2% |
| Vanguard World FDVDE | 0.5% | $5m | 32,961 | Held |
| Ishares TRSOXX | 0.5% | $5m | 7,576 | +7% |
| Ishares TRIWV | 0.5% | $5m | 11,226 | Held |
| Ishares TRIVE | 0.5% | $5m | 20,722 | -13% |
| Vanguard Intl Equity Index FVSS | 0.4% | $4m | 28,289 | Held |
| State STR Spdr DOW Jones INDDIA | 0.4% | $4m | 8,022 | Held |
| Ishares TRILCG | 0.4% | $4m | 35,571 | Held |
| Ishares TRIWD | 0.4% | $4m | 16,206 | Held |
| Ishares TRIEI | 0.4% | $4m | 33,080 | +20% |
| Ishares TRIEV | 0.4% | $4m | 50,763 | -14% |
| Spdr Series TrustSDY | 0.3% | $3m | 21,205 | Held |
| Spdr Series TrustSPYV | 0.3% | $3m | 51,542 | +72% |
| Ishares TRIJR | 0.3% | $3m | 20,090 | Held |
| Vanguard Index FDSVO | 0.3% | $3m | 32,533 | Held |
| VOX RoyaltyVOXR | 0.2% | $2m | 499,538 | -11% |
| Ishares TRIEF | 0.2% | $2m | 24,839 | +7% |
| Sprott Asset Management LPCEF | 0.2% | $2m | 52,845 | Held |
| Select Sector Spdr TRXLP | 0.2% | $2m | 25,029 | Held |
| Spdr Series TrustXBI | 0.2% | $2m | 12,900 | Held |
| Vanguard Whitehall FDSVYM | 0.2% | $2m | 12,366 | Held |
| Vanguard Scottsdale FDSVCIT | 0.2% | $2m | 23,544 | Held |
| Vanguard Scottsdale FDSVONE | 0.2% | $2m | 5,565 | Held |
| Invesco Exchange Traded FD TRSP | 0.2% | $2m | 8,800 | Held |
| Global X FDSAIQ | 0.2% | $2m | 27,865 | Held |
| Vanguard Scottsdale FDSVCSH | 0.2% | $2m | 22,958 | Held |
| IsharesESGE | 0.2% | $2m | 32,786 | Held |
| IsharesEZU | 0.2% | $2m | 25,056 | Held |
| Ishares TRDMXF | 0.2% | $2m | 19,083 | New |
| Vanguard Index FDSVB | 0.2% | $1m | 4,894 | -3% |
| Ishares TRIWP | 0.2% | $1m | 10,083 | Held |
| CrowdStrike HoldingsCRWD | 0.1% | $1m | 1,930 | Held |
| Voya FinancialVOYA | 0.1% | $1m | 15,540 | Held |
| EchoStarECHO | 0.1% | $1m | 13,000 | Held |
| American Beacon Select FundsMGNR | 0.1% | $1m | 27,000 | Held |
| BNY Mellon ETF Trust IIBKMI | 0.1% | $1m | 49,504 | Held |
| IsharesEWY | 0.1% | $1m | 6,279 | Held |
| ExxonMobil HoldingsXOM | 0.1% | $1m | 9,227 | Held |
| J P Morgan Exchange Traded FJEPI | 0.1% | $1m | 22,160 | Held |
| Ishares TROEF | 0.1% | $1m | 3,230 | New |
| AppleAAPL | 0.1% | $1m | 4,078 | Held |
| AlphabetGOOGL | 0.1% | $1m | 3,200 | Held |
| DBX ETF TRASHR | 0.1% | $1m | 29,643 | Held |
| Select Sector Spdr TRXLI | 0.1% | $1m | 5,635 | Held |
| Spdr Series TrustSPYM | 0.1% | $1m | 11,650 | Held |
| Price T Rowe GroupTROW | 0.1% | $1m | 9,000 | Held |
| Ishares TRIUSG | 0.1% | $1m | 5,331 | Held |
| Ishares TRIWO | <0.1% | $925,806 | 2,350 | Held |
| RTXRTX | <0.1% | $915,637 | 4,826 | -3% |
| Ishares TRIWF | <0.1% | $910,414 | 7,332 | Held |
| Royce Micro-Cap TrustRMT | <0.1% | $910,037 | 62,161 | Held |
| Vanguard World FDVGT | <0.1% | $831,859 | 6,960 | Held |
| Spdr Series TrustSPMD | <0.1% | $824,232 | 12,200 | Held |
| WayfairW | <0.1% | $821,337 | 8,887 | Held |
| Uber TechnologiesUBER | <0.1% | $808,769 | 11,208 | -4% |
| Callaway GolfCALY | <0.1% | $807,970 | 43,000 | Held |
| KKRKKR | <0.1% | $807,664 | 8,800 | Held |
Showing the largest 100 of 170.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 37.6% since 30 June 2025.
Where the money is
Technology6.5%
Health care2.5%
Financial services0.8%
Materials0.3%
Media & telecom0.3%
Industrials0.2%
Retail & consumer0.2%
Everyday goods0.1%
Energy0.1%
Utilities0.0%
Other89.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.