TWIN FOCUS CAPITAL PARTNERS, LLC

CIK 0001387761 • 6 13F filings • May 13, 2025 – Jul 28, 2026

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Filer information

Filed by: TWIN FOCUS CAPITAL PARTNERS, LLC, Chief Compliance Officer
Address: Seventy-five Park Plaza, Boston, MA, 02116
Phone: 617-720-4517
AUM: $867.7M

AUM over time

$982.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $867.7M171 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$247K	0.0%Prev: 0.0%	1,082 SH	Increased+57 SH
ABRDN PLATINUM ETF TRUST	PHYSCL PLATM SHS	$447K	0.1%Prev: 0.0%	2,400 SH	Increased
ADAMS DIVERSIFIED EQUITY FD	COM	$938K	0.1%Prev: 0.1%	40,205 SH	Increased
ALPHABET INC	CAP STK CL A	$9.0M	1.0%Prev: 0.3%	28,850 SH	Increased+17,670 SH
ALPHABET INC	CAP STK CL C	$511K	0.1%Prev: 0.1%	1,628 SH	Decreased-1,162 SH
AMAZON COM INC	COM	$9.7M	1.1%Prev: 0.2%	41,813 SH	Increased+36,376 SH
APPLE INC	COM	$8.8M	1.0%Prev: 1.1%	32,532 SH	Increased-1,273 SH
ASA GOLD AND PRECIOUS MTLS L	SHS	$388K	0.0%Prev: 0.0%	6,500 SH	Increased
AT&T INC	COM	$485K	0.1%Prev: 0.1%	19,526 SH	Decreased
BANK AMERICA CORP	COM	$626K	0.1%Prev: 0.1%	11,383 SH	Increased+449 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.1%Prev: 0.1%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$330K	0.0%Prev: 0.0%	656 SH	Decreased
BLACKROCK ETF TRUST II	ISHARES AAA CLO	$298K	0.0%Prev: 0.0%	5,750 SH	Decreased
BLACKROCK INC	COM	$1.0M	0.1%Prev: 0.1%	950 SH	Decreased
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$246K	0.0%Prev: 0.0%	10,790 SH	Increased
BLOCK INC	CL A	$299K	0.0%Prev: 0.0%	4,600 SH	Decreased
BLUE OWL CAPITAL INC	COM CL A	$934K	0.1%	62,540 SH	New
BNY MELLON ETF TRUST	GLOBAL INFRASCTR	$10.3M	1.2%Prev: 1.3%	256,019 SH	Increased
BROADCOM INC	COM	$2.4M	0.3%Prev: 0.3%	7,000 SH	Increased
CARTESIAN THERAPEUTICS INC	COM NEW	$141K	0.0%Prev: 0.0%	19,500 SH	Decreased
CITIGROUP INC	COM NEW	$642K	0.1%Prev: 0.1%	5,500 SH	Increased
CORNING INC	COM	$1.1M	0.1%Prev: 0.1%	12,500 SH	Increased
CROWDSTRIKE HLDGS INC	CL A	$905K	0.1%Prev: 0.1%	1,930 SH	Decreased
CULLINAN THERAPEUTICS INC	COM	$6.2M	0.7%Prev: 0.4%	595,489 SH	Increased
DBX ETF TR	XTRACK HRVST CSI	$1.2M	0.1%Prev: 0.1%	37,170 SH	Increased+18,515 SH
DELL TECHNOLOGIES INC	CL C	$28.7M	3.3%Prev: 4.1%	228,000 SH	Decreased
ECHOSTAR CORP	CL A	$1.4M	0.2%Prev: 0.1%	13,000 SH	Increased
ELI LILLY & CO	COM	$386K	0.0%Prev: 0.0%	359 SH	Increased-28 SH
EXCHANGE TRADED CONCEPTS TRU	EMQQ THE EMERGIN	$372K	0.0%Prev: 0.1%	9,211 SH	Decreased+716 SH
EXXON MOBIL CORP	COM	$1.1M	0.1%Prev: 0.1%	9,227 SH	Increased
FIDELITY COVINGTON TRUST	ENHANCED MID	$602K	0.1%Prev: 0.1%	16,546 SH	Increased
FIDELITY NATL INFORMATION SV	COM	$518K	0.1%Prev: 0.1%	7,788 SH	Increased+93 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$379K	0.0%Prev: 0.0%	4,625 SH	Increased
GLOBAL X FDS	ARTIFICIAL ETF	$1.4M	0.2%Prev: 0.2%	27,865 SH	Increased+1,000 SH
GLOBAL X FDS	GLBL X MLP ETF	$600K	0.1%Prev: 0.1%	12,384 SH	Decreased-1,000 SH
GLOBAL X FDS	GLOBAL X URANIUM	$654K	0.1%Prev: 0.1%	15,300 SH	Decreased
GLOBAL X FDS	US INFR DEV ETF	$1.7M	0.2%Prev: 0.1%	34,900 SH	Increased+18,599 SH
GRANITESHARES PLATINUM TR	SHS BEN INT	$592K	0.1%Prev: 0.1%	30,000 SH	Increased
HARBOR ETF TRUST	HARBOR COMMODITY	$2.7M	0.3%Prev: 0.2%	106,842 SH	Increased+51,342 SH
HUBSPOT INC	COM	$1.1M	0.1%Prev: 0.2%	2,666 SH	Decreased
IDEXX LABS INC	COM	$298K	0.0%Prev: 0.0%	440 SH	Increased
INTEL CORP	COM	$423K	0.0%Prev: 0.0%	11,450 SH	Increased-51 SH
INTERCONTINENTAL EXCHANGE IN	COM	$1.9M	0.2%Prev: 0.4%	11,605 SH	Decreased-6,400 SH
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$552K	0.1%Prev: 0.1%	10,980 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.7M	0.2%Prev: 0.1%	8,800 SH	Increased+5,800 SH
INVESCO QQQ TR	UNIT SER 1	$7.9M	0.9%Prev: 1.0%	12,783 SH	Increased
ISHARES GOLD TR	ISHARES NEW	$89.8M	10.4%Prev: 9.7%	1,106,435 SH	Increased+58,122 SH
ISHARES INC	CORE MSCI EMKT	$10.5M	1.2%Prev: 1.2%	156,766 SH	Increased+18,012 SH
ISHARES INC	ESG AWR MSCI EM	$1.4M	0.2%Prev: 0.2%	32,637 SH	Increased+16 SH
ISHARES INC	MSCI EMRG CHN	$240K	0.0%Prev: 0.0%	3,305 SH	Increased
ISHARES INC	MSCI EURZONE ETF	$2.4M	0.3%Prev: 0.1%	37,819 SH	Increased+21,990 SH
ISHARES INC	MSCI GERMANY ETF	$454K	0.1%Prev: 0.1%	10,672 SH	Increased
ISHARES INC	MSCI JAPAN ETF	$4.7M	0.5%	58,376 SH	New
ISHARES INC	MSCI STH KOR ETF	$482K	0.1%Prev: 0.1%	4,955 SH	Increased
ISHARES SILVER TR	ISHARES	$421K	0.0%Prev: 0.0%	6,530 SH	Increased
ISHARES TR	3 7 YR TREAS BD	$1.4M	0.2%Prev: 0.2%	11,967 SH	Decreased-621 SH
ISHARES TR	7-10 YR TRSY BD	$547K	0.1%Prev: 0.0%	5,688 SH	Increased+2,782 SH
ISHARES TR	CORE MSCI EAFE	$90.6M	10.4%Prev: 11.0%	1,013,101 SH	Increased+21,311 SH
ISHARES TR	CORE S&P MCP ETF	$6.5M	0.7%Prev: 0.8%	98,425 SH	Increased+823 SH
ISHARES TR	CORE S&P SCP ETF	$2.3M	0.3%Prev: 0.3%	18,992 SH	Increased-85 SH
ISHARES TR	CORE S&P TTL STK	$24.4M	2.8%Prev: 2.9%	163,790 SH	Increased+8,098 SH
ISHARES TR	CORE S&P US GWT	$895K	0.1%Prev: 0.1%	5,331 SH	Increased
ISHARES TR	CORE S&P500 ETF	$9.2M	1.1%Prev: 1.2%	13,400 SH	Increased-146 SH
ISHARES TR	CORE UNIVRSL USD	$507K	0.1%	10,893 SH	New
ISHARES TR	CORE US AGGBD ET	$16.0M	1.8%Prev: 1.7%	159,772 SH	Increased+23,742 SH
ISHARES TR	DOW JONES US ETF	$506K	0.1%Prev: 0.1%	3,049 SH	Increased
ISHARES TR	EAFE GRWTH ETF	$293K	0.0%Prev: 0.0%	2,572 SH	Decreased-120 SH
ISHARES TR	EAFE SML CP ETF	$568K	0.1%Prev: 0.1%	7,320 SH	Increased
ISHARES TR	EAFE VALUE ETF	$612K	0.1%Prev: 0.1%	8,569 SH	Decreased-1,998 SH
ISHARES TR	ESG AWR US AGRGT	$203K	0.0%Prev: 0.0%	4,247 SH	Decreased
ISHARES TR	EUROPE ETF	$2.0M	0.2%Prev: 0.2%	28,939 SH	Increased+316 SH
ISHARES TR	ISHARES BIOTECH	$517K	0.1%Prev: 0.1%	3,066 SH	Increased
ISHARES TR	ISHARES SEMICDTR	$1.9M	0.2%Prev: 0.2%	6,216 SH	Increased+155 SH
ISHARES TR	MORNINGSTAR GRWT	$3.7M	0.4%Prev: 0.5%	35,571 SH	Increased+429 SH
ISHARES TR	MSCI ACWI ETF	$217K	0.0%Prev: 0.0%	1,535 SH	Increased
ISHARES TR	MSCI ACWI EX US	$207K	0.0%	3,084 SH	New
ISHARES TR	MSCI CHINA ETF	$560K	0.1%Prev: 0.1%	9,318 SH	Decreased
ISHARES TR	MSCI EAFE ETF	$539K	0.1%Prev: 0.1%	5,616 SH	Increased+510 SH
ISHARES TR	MSCI EMG MKT ETF	$4.3M	0.5%Prev: 0.5%	79,069 SH	Increased
ISHARES TR	MSCI INDIA ETF	$642K	0.1%Prev: 0.1%	11,885 SH	Decreased-2,632 SH
ISHARES TR	MSCI INTL QUALTY	$223K	0.0%Prev: 0.0%	4,900 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$496K	0.1%Prev: 0.1%	4,635 SH	Increased
ISHARES TR	RUS 1000 ETF	$15.4M	1.8%Prev: 1.9%	41,161 SH	Increased+289 SH
ISHARES TR	RUS 1000 GRW ETF	$868K	0.1%	1,833 SH	New
ISHARES TR	RUS 1000 VAL ETF	$3.4M	0.4%Prev: 0.4%	15,943 SH	Increased
ISHARES TR	RUS 2000 GRW ETF	$759K	0.1%	2,350 SH	New
ISHARES TR	RUS MD CP GR ETF	$1.4M	0.2%Prev: 0.1%	10,083 SH	Increased+5,539 SH
ISHARES TR	RUS MDCP VAL ETF	$9.6M	1.1%Prev: 1.2%	68,362 SH	Increased-19 SH
ISHARES TR	RUS MID CAP ETF	$5.8M	0.7%Prev: 0.7%	60,040 SH	Decreased-51 SH
ISHARES TR	RUSSELL 2000 ETF	$3.3M	0.4%Prev: 0.4%	13,300 SH	Increased-104 SH
ISHARES TR	RUSSELL 3000 ETF	$4.4M	0.5%Prev: 0.5%	11,253 SH	Increased-107 SH
ISHARES TR	S&P 500 GRWT ETF	$19.3M	2.2%Prev: 1.8%	156,219 SH	Increased+39,224 SH
ISHARES TR	S&P 500 VAL ETF	$7.5M	0.9%Prev: 0.4%	35,319 SH	Increased+20,611 SH
ISHARES TR	TIPS BD ETF	$12.5M	1.4%Prev: 1.5%	113,616 SH	Increased+6,197 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$14.7M	1.7%Prev: 1.9%	290,216 SH	Decreased+159 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.1%Prev: 0.2%	3,347 SH	Decreased-957 SH
KLAVIYO INC	COM SER A	$11.8M	1.4%Prev: 1.5%	364,666 SH	Increased-48,170 SH
KRANESHARES TRUST	CALIFORNIA CARB	$179K	0.0%Prev: 0.0%	10,629 SH	Decreased
MAPLEBEAR INC	COM	$706K	0.1%Prev: 0.1%	15,700 SH	Increased
MARSH & MCLENNAN COS INC	COM	$233K	0.0%Prev: 0.0%	1,253 SH	Decreased
MICRON TECHNOLOGY INC	COM	$428K	0.0%Prev: 0.1%	1,500 SH	Increased-1,000 SH
MICROSOFT CORP	COM	$2.8M	0.3%Prev: 0.4%	5,703 SH	Decreased-840 SH
MODERNA INC	COM	$5.5M	0.6%	185,480 SH	New
MORGAN STANLEY	COM NEW	$210K	0.0%	1,183 SH	New
NVIDIA CORPORATION	COM	$1.0M	0.1%Prev: 0.2%	5,470 SH	Decreased-2,698 SH
PRICE T ROWE GROUP INC	COM	$921K	0.1%Prev: 0.1%	9,000 SH	Decreased
PROCTER AND GAMBLE CO	COM	$419K	0.0%Prev: 0.1%	2,926 SH	Decreased+76 SH
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$3.1M	0.4%	47,659 SH	New
PROSHARES TR	SP500 EX ENRGY	$429K	0.0%Prev: 0.1%	5,800 SH	Increased
PRUDENTIAL FINL INC	COM	$299K	0.0%Prev: 0.0%	2,650 SH	Increased
PUTNAM MANAGED MUN INCOME TR	COM	$150K	0.0%Prev: 0.0%	23,993 SH	Increased
PUTNAM MUN OPPORTUNITIES TR	SH BEN INT	$335K	0.0%Prev: 0.0%	31,294 SH	Increased
ROYCE MICRO-CAP TR INC	COM	$648K	0.1%Prev: 0.1%	62,161 SH	Increased
RTX CORPORATION	COM	$1.0M	0.1%Prev: 0.1%	5,517 SH	Increased+67 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$2.4M	0.3%	29,880 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$300K	0.0%	5,479 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$5.0M	0.6%	32,495 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$975K	0.1%	6,285 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$4.6M	0.5%	31,832 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$9.4M	1.1%	221,212 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.9M	0.3%Prev: 0.4%	6,098 SH	Increased
SPDR GOLD TR	GOLD SHS	$27.1M	3.1%Prev: 3.1%	68,333 SH	Increased-592 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$428K	0.0%Prev: 0.0%	9,630 SH	Increased+4,800 SH
SPDR S&P 500 ETF TR	TR UNIT	$23.6M	2.7%Prev: 2.2%	34,536 SH	Increased+8,109 SH
SPDR SERIES TRUST	STATE STREET SPD	$32.5M	3.7%	339,097 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$2.5M	0.3%Prev: 0.3%	53,845 SH	Increased
SRH TOTAL RETURN FUND INC	COM	$806K	0.1%Prev: 0.1%	43,487 SH	Increased
TRI CONTL CORP	COM	$412K	0.0%Prev: 0.1%	12,611 SH	Decreased
UBER TECHNOLOGIES INC	COM	$957K	0.1%Prev: 0.1%	11,708 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$644K	0.1%Prev: 0.1%	1,952 SH	Decreased+27 SH
VANECK BITCOIN ETF	SH BEN INT	$715K	0.1%Prev: 0.1%	28,925 SH	Decreased-3,000 SH
VANECK ETF TRUST	GOLD MINERS ETF	$705K	0.1%Prev: 0.1%	8,223 SH	Increased-800 SH
VANECK ETF TRUST	URANIUM AND NUCL	$615K	0.1%Prev: 0.1%	4,950 SH	Decreased
VANECK ETF TRUST	VANECK VIETNAM	$816K	0.1%Prev: 0.1%	42,759 SH	Increased+39 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$207K	0.0%Prev: 0.0%	4,281 SH	Decreased+81 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$3.2M	0.4%Prev: 0.4%	15,494 SH	Increased+1,395 SH
VANGUARD INDEX FDS	GROWTH ETF	$7.3M	0.8%Prev: 0.9%	15,032 SH	Decreased-401 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$4.4M	0.5%Prev: 0.5%	14,040 SH	Increased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$7.2M	0.8%Prev: 0.9%	40,389 SH	Increased+1,290 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.4M	0.2%Prev: 0.2%	4,953 SH	Decreased-11 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$527K	0.1%Prev: 0.1%	5,955 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$19.0M	2.2%Prev: 1.9%	30,328 SH	Increased+5,987 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$392K	0.0%Prev: 0.1%	1,850 SH	Decreased-912 SH
VANGUARD INDEX FDS	SMALL CP ETF	$854K	0.1%Prev: 0.1%	3,311 SH	Decreased-427 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$75.3M	8.7%Prev: 9.7%	224,527 SH	Decreased-8,233 SH
VANGUARD INDEX FDS	VALUE ETF	$3.9M	0.4%Prev: 0.5%	20,188 SH	Increased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$7.8M	0.9%Prev: 1.0%	105,434 SH	Increased+10 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.9M	1.3%Prev: 1.4%	203,424 SH	Decreased+67 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$260K	0.0%Prev: 0.0%	3,110 SH	Increased+29 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$4.1M	0.5%Prev: 0.7%	28,545 SH	Decreased-12,290 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$6.7M	0.8%Prev: 0.8%	47,782 SH	Increased+748 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$17.7M	2.0%Prev: 2.1%	357,905 SH	Increased+33,110 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.0M	0.2%Prev: 0.1%	23,544 SH	Increased+17,832 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.8M	0.2%Prev: 0.2%	22,958 SH	Increased+3,695 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$9.9M	1.1%Prev: 1.2%	44,966 SH	Increased+737 SH
VANGUARD STAR FDS	VG TL INTL STK F	$4.5M	0.5%Prev: 0.6%	59,722 SH	Increased-1,422 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.8M	1.0%Prev: 1.0%	140,091 SH	Increased+6,711 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.8M	0.2%Prev: 0.2%	12,366 SH	Increased
VANGUARD WHITEHALL FDS	INTL DVD ETF	$334K	0.0%Prev: 0.0%	3,650 SH	Increased
VANGUARD WORLD FD	ENERGY ETF	$4.2M	0.5%Prev: 0.5%	32,977 SH	Increased
VANGUARD WORLD FD	ESG INTL STK ETF	$6.3M	0.7%Prev: 0.6%	88,101 SH	Increased+17,279 SH
VANGUARD WORLD FD	ESG US STK ETF	$9.8M	1.1%Prev: 1.1%	81,388 SH	Increased+7,291 SH
VANGUARD WORLD FD	INF TECH ETF	$656K	0.1%	870 SH	New
VERIZON COMMUNICATIONS INC	COM	$355K	0.0%Prev: 0.0%	8,719 SH	Decreased+119 SH
VOX ROYALTY CORP	COM	$2.6M	0.3%Prev: 0.3%	558,988 SH	Increased
VOYA EMERGING MKTS HIGH DIVI	COM	$75K	0.0%Prev: 0.0%	12,000 SH	Increased
VOYA FINANCIAL INC	COM	$1.2M	0.1%Prev: 0.1%	15,540 SH	Increased+6,785 SH
WALMART INC	COM	$404K	0.0%Prev: 0.0%	3,624 SH	Increased+101 SH
WELLS FARGO CO NEW	COM	$403K	0.0%Prev: 0.0%	4,326 SH	Increased+279 SH
WESTERN AST INFL LKD OPP & I	COM	$717K	0.1%Prev: 0.1%	83,413 SH	Increased+11,450 SH
WISDOMTREE TR	US QTLY DIV GRT	$315K	0.0%Prev: 0.0%	3,518 SH	Increased

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $218K
ARK ETF TR — $213K
BANCO SANTANDER S.A. — $122K
BLACKROCK ETF TRUST — $276K
BOEING CO — $216K
GE AEROSPACE — $1.3M
GE VERNOVA INC — $1.4M
GLOBAL PARTNERS LP — $1.1M
GRAYSCALE BITCOIN MINI TR ET — $223K
INTERNATIONAL BUSINESS MACHS — $1.7M
ISHARES INC — $1.2M
ISHARES TR — $509K
ISHARES TR — $399K
ISHARES TR — $225K
ISHARES U S ETF TR — $208K
MCKESSON CORP — $927K
META PLATFORMS INC — $222K
MIZUHO FINANCIAL GROUP INC — $115K
NETFLIX INC — $248K
SELECT SECTOR SPDR TR — $745K
… and 14 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001172661-26-000934	$867.7M	View
Nov 12, 2025	Q3 2025	13F-HR	0001172661-25-004731	$786.9M	View
Jul 28, 2026	Q2 2026