TWIN FOCUS CAPITAL PARTNERS, LLC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
180
Total value ($000)
$867,655
Net value change ($000)
+80,734 (10.3%)
New positions
10
Sold out positions
18
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IAU 13,523 17.7%
AMZN 8,457 708.3%
GOOGL 6,312 232.2%
SPY 5,946 33.8%
MRNA 5,470 NEW
IVW 5,132 36.3%
IVE 4,453 146.6%
VOO 4,114 27.6%
IEFA 4,039 4.7%
EWJ 3,529 298.1%
Top Reduces (Value $000, Stocks/ETFs)
DELL -3,623 -11.2%
VSS -1,730 -29.7%
IBM -1,693 -100.0%
GEV -1,410 -100.0%
GE -1,317 -100.0%
ICE -1,153 -38.0%
VTI -1,108 -1.5%
GLP -1,056 -100.0%
MCK -927 -100.0%
SPYG -690 -2.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type