MondegarAI
TWIN FOCUS CAPITAL PARTNERS, LLC

Q2 2025 · 13F-HR

TWIN FOCUS CAPITAL PARTNERS, LLCholdings as filed

Filed 2025-08-12 · accession 0001172661-25-003058

$714.2M
Reported value
167
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · TWIN FOCUS CAPITAL PARTNERS, LLC · Q2 2025

AI · grounded in 13F

TWIN FOCUS CAPITAL PARTNERS, LLC established a new position in IEFA worth $79.8M. The fund also initiated new stakes in VTI for $70M and IAU for $61.8M. Additional new positions include DELL at $28M and SPYG at $22.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46432F842IEFAISHARES TR$79.8M11.2%955,580CommonSOLE
922908769VTIVANGUARD INDEX FDS$70.0M9.80%230,270CommonSOLE
464285204IAUISHARES GOLD TR$61.8M8.66%991,700CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$28.0M3.91%228,000CommonSOLE
78464A409SPYGSPDR SERIES TRUST$22.4M3.13%234,498CommonSOLE
78463V107GLDSPDR GOLD TR$21.0M2.94%68,776CommonSOLE
464287150ITOTISHARES TR$20.7M2.90%153,296CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$16.4M2.30%26,538CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$15.9M2.23%317,140CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$14.6M2.04%287,009CommonSOLE
49845K101KVYOKLAVIYO INC$14.3M2.01%427,136CommonSOLE
922908363VOOVANGUARD INDEX FDS$14.1M1.97%24,796CommonSOLE
464287622IWBISHARES TR$14.0M1.96%41,172CommonSOLE
464287226AGGISHARES TR$13.0M1.82%131,094CommonSOLE
464287176TIPISHARES TR$11.8M1.66%107,631CommonSOLE
464287309IVWISHARES TR$11.0M1.54%100,205CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$10.2M1.42%205,330CommonSOLE
09661T826BKGIBNY MELLON ETF TRUST$10.1M1.41%256,019CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$9.2M1.28%44,828CommonSOLE
464287473IWSISHARES TR$9.0M1.27%68,402CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$8.8M1.24%108,050CommonSOLE
921910733ESGVVANGUARD WORLD FD$8.1M1.14%74,092CommonSOLE
464287200IVVISHARES TR$7.9M1.11%12,773CommonSOLE
46434G103IEMGISHARES INC$7.9M1.10%131,122CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$7.6M1.07%133,626CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$7.1M0.99%105,404CommonSOLE
46090E103QQQINVESCO QQQ TR$7.1M0.99%12,783CommonSOLE
037833100AAPLAPPLE INC$6.9M0.97%33,805CommonSOLE
922908736VUGVANGUARD INDEX FDS$6.8M0.95%15,433CommonSOLE
922908512VOEVANGUARD INDEX FDS$6.2M0.86%37,494CommonSOLE
464287507IJHISHARES TR$6.1M0.85%98,212CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$5.8M0.81%45,063CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$5.7M0.80%42,511CommonSOLE
464287499IWRISHARES TR$5.5M0.77%59,916CommonSOLE
921910725VSGXVANGUARD WORLD FD$4.6M0.65%70,807CommonSOLE
230031106CGEMCULLINAN THERAPEUTICS INC$4.5M0.63%595,489CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$4.3M0.60%31,563CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.1M0.58%59,722CommonSOLE
464287234EEMISHARES TR$4.1M0.58%85,269CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$4.1M0.57%15,999CommonSOLE
922908637VVVANGUARD INDEX FDS$4.0M0.57%14,160CommonSOLE
464287689IWVISHARES TR$4.0M0.56%11,360CommonSOLE
92204A306VDEVANGUARD WORLD FD$3.9M0.55%32,977CommonSOLE
464287119ILCGISHARES TR$3.4M0.48%35,142CommonSOLE
922908744VTVVANGUARD INDEX FDS$3.3M0.47%18,876CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.3M0.46%18,005CommonSOLE
023135106AMZNAMAZON COM INC$3.3M0.46%15,037CommonSOLE
464287598IWDISHARES TR$3.1M0.43%15,943CommonSOLE
594918104MSFTMICROSOFT CORP$3.0M0.43%6,127CommonSOLE
78464A763SDYSPDR SERIES TRUST$3.0M0.43%22,373CommonSOLE
464287655IWMISHARES TR$2.9M0.41%13,593CommonSOLE
464287432TLTISHARES TR$2.8M0.39%31,858CommonSOLE
922908652VXFVANGUARD INDEX FDS$2.7M0.38%14,177CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$2.7M0.38%6,098CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$2.2M0.31%27,534CommonSOLE
464287804IJRISHARES TR$2.1M0.30%19,328CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.1M0.29%7,000CommonSOLE
02079K305GOOGLALPHABET INC$2.0M0.28%11,180CommonSOLE
09290D101BLKBLACKROCK INC$1.9M0.27%1,850CommonSOLE
11135F101AVGOBROADCOM INC$1.9M0.27%7,000CommonSOLE
464287861IEVISHARES TR$1.8M0.25%28,624CommonSOLE
92919F103VOXRVOX ROYALTY CORP$1.8M0.25%558,988CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.7M0.23%12,466CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$1.6M0.23%53,845CommonSOLE
78464A508SPYVSPDR SERIES TRUST$1.6M0.22%30,244CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.5M0.21%19,263CommonSOLE
443573100HUBSHUBSPOT INC$1.5M0.21%2,666CommonSOLE
464288661IEIISHARES TR$1.5M0.21%12,358CommonSOLE
922908629VOVANGUARD INDEX FDS$1.4M0.19%4,960CommonSOLE
36828A101GEVGE VERNOVA INC$1.4M0.19%2,593CommonSOLE
41151J505HGERHARBOR ETF TRUST$1.3M0.19%55,500CommonSOLE
464287523SOXXISHARES TR$1.3M0.19%5,601CommonSOLE
46434G863ESGEISHARES INC$1.3M0.18%32,656CommonSOLE
464287408IVEISHARES TR$1.2M0.17%6,276CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.17%4,122CommonSOLE
37954Y632AIQGLOBAL X FDS$1.2M0.16%26,865CommonSOLE
37946R109GLPGLOBAL PARTNERS LP$1.2M0.16%22,000CommonSOLE
369604301GEGE AEROSPACE$1.1M0.16%4,377CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.1M0.15%11,708CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.1M0.15%6,690CommonSOLE
30231G102XOMEXXON MOBIL CORP$994,6710.14%9,227CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$982,9680.14%1,930CommonSOLE
78464A870XBISPDR SERIES TRUST$978,5740.14%11,800CommonSOLE
75513E101RTXRTX CORPORATION$941,8290.13%6,450CommonSOLE
922908751VBVANGUARD INDEX FDS$881,8350.12%3,721CommonSOLE
58155Q103MCKMCKESSON CORP$879,3360.12%1,200CommonSOLE
006212104ADXADAMS DIVERSIFIED EQUITY FD$872,8510.12%40,205CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$868,5000.12%9,000CommonSOLE
464287671IUSGISHARES TR$801,7820.11%5,331CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$768,8500.11%43,487CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$728,8000.10%1CommonSOLE
565394103CARTMAPLEBEAR INC$710,2680.10%15,700CommonSOLE
37954Y343MLPAGLOBAL X FDS$671,8770.09%13,384CommonSOLE
78464A847SPMDSPDR SERIES TRUST$663,4360.09%12,200CommonSOLE
464288877EFVISHARES TR$648,7660.09%10,220CommonSOLE
219350105GLWCORNING INC$631,9210.09%12,016CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$626,4500.09%7,695CommonSOLE
46434G822EWJISHARES INC$605,1580.08%8,072CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$600,5420.08%1,925CommonSOLE
95766R104WIWWESTERN AST INFL LKD OPP & I$590,9760.08%67,463CommonSOLE
92189F817VNMVANECK ETF TRUST$587,4080.08%42,721CommonSOLE
780915104RMTROYCE MICRO-CAP TR INC$574,9890.08%62,161CommonSOLE
31609A503FMDEFIDELITY COVINGTON TRUST$569,4400.08%16,546CommonSOLE
00206R102TAT&T INC$565,0820.08%19,526CommonSOLE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$550,5370.08%10,980CommonSOLE
464288273SCZISHARES TR$532,0180.07%7,320CommonSOLE
922908553VNQVANGUARD INDEX FDS$530,3520.07%5,955CommonSOLE
37954Y871URAGLOBAL X FDS$527,8160.07%13,600CommonSOLE
060505104BACBANK AMERICA CORP$517,3970.07%10,934CommonSOLE
46429B671MCHIISHARES TR$513,4220.07%9,318CommonSOLE
02079K107GOOGALPHABET INC$494,9180.07%2,790CommonSOLE
92189F601NLRVANECK ETF TRUST$483,6330.07%4,350CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$473,6390.07%5,712CommonSOLE
172967424CCITIGROUP INC$468,1600.07%5,500CommonSOLE
464287846IYYISHARES TR$460,0150.06%3,049CommonSOLE
742718109PGPROCTER AND GAMBLE CO$454,1630.06%2,851CommonSOLE
464286806EWGISHARES INC$451,5320.06%10,672CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$430,5730.06%10,039CommonSOLE
922908611VBRVANGUARD INDEX FDS$415,5660.06%2,131CommonSOLE
92189F106GDXVANECK ETF TRUST$407,2650.06%7,823CommonSOLE
895436103TYTRI CONTL CORP$399,2640.06%12,611CommonSOLE
38748T103PLTMGRANITESHARES PLATINUM TR$390,0000.05%30,000CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$387,9590.05%8,966CommonSOLE
74347B581SPXEPROSHARES TR$387,9480.05%5,800CommonSOLE
464286608EZUISHARES INC$376,7350.05%6,337CommonSOLE
595112103MUMICRON TECHNOLOGY INC$369,7500.05%3,000CommonSOLE
97717X669DGRWWISDOMTREE TR$361,7570.05%4,320CommonSOLE
464286772EWYISHARES INC$355,6700.05%4,955CommonSOLE
931142103WMTWALMART INC$344,4870.05%3,523CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$342,5740.05%4,625CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$328,9380.05%3,650CommonSOLE
464288885EFGISHARES TR$326,8160.05%2,918CommonSOLE
949746101WMT2WELLS FARGO CO NEW$324,2460.05%4,047CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$318,6650.04%656CommonSOLE
78468R556XOPSPDR SERIES TRUST$317,3930.04%2,523CommonSOLE
852234103XYZBLOCK INC$312,4780.04%4,600CommonSOLE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$309,4980.04%31,294CommonSOLE
092528504CLOABLACKROCK ETF TRUST II$298,5400.04%5,750CommonSOLE
003260106PPLTABRDN PLATINUM ETF TRUST$294,8880.04%2,400CommonSOLE
744320102PRUPRUDENTIAL FINL INC$284,7160.04%2,650CommonSOLE
G3156P103ASAASA GOLD AND PRECIOUS MTLS L$280,9730.04%8,900CommonSOLE
532457108LLYELI LILLY & CO$275,1740.04%353CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$274,0530.04%1,253CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$273,7700.04%5,027CommonSOLE
464287465EFAISHARES TR$270,9410.04%3,031CommonSOLE
46432F339QUALISHARES TR$255,9480.04%1,400CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$250,8580.04%1,135CommonSOLE
464287440IEFISHARES TR$249,6410.03%2,607CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$238,1940.03%3,073CommonSOLE
09257P105BTTBLACKROCK MUN TARGET TERM TR$236,1930.03%10,790CommonSOLE
45168D104IDXXIDEXX LABS INC$235,9900.03%440CommonSOLE
464287481IWPISHARES TR$229,5150.03%1,655CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$224,1890.03%4,528CommonSOLE
30303M102METAMETA PLATFORMS INC$222,5930.03%302CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$217,3860.03%2,925CommonSOLE
46428Q109SLVISHARES SILVER TR$214,2490.03%6,530CommonSOLE
46434V456IQLTISHARES TR$211,7780.03%4,900CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$210,7210.03%4,413CommonSOLE
097023105BABOEING CO$209,5300.03%1,000CommonSOLE
46434G764EMXCISHARES INC$208,6780.03%3,305CommonSOLE
458140100INTCINTEL CORP$203,8620.03%9,101CommonSOLE
46435U549EAGGISHARES TR$201,9020.03%4,247CommonSOLE
46431W853COMTISHARES U S ETF TR$200,2080.03%7,745CommonSOLE
816212302RNACCARTESIAN THERAPEUTICS INC$197,4100.03%19,000CommonSOLE
500767553KCCAKRANESHARES TRUST$164,9620.02%10,629CommonSOLE
746823103PMMPUTNAM MANAGED MUN INCOME TR$143,4780.02%23,993CommonSOLE
92912P108IHDVOYA EMERGING MKTS HIGH DIVI$71,2800.01%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.