TWIN FOCUS CAPITAL PARTNERS, LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
173
Total value ($000)
$870,878
Net value change ($000)
+3,223 (0.4%)
New positions
18
Sold out positions
26
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 12,596 14.0%
DELL 8,310 29.0%
SPY 7,548 32.0%
MRNA 3,959 72.4%
HGER 3,847 145.1%
IEFA 3,238 3.6%
AGG 2,328 14.6%
CGEM 2,299 37.3%
GLD 2,067 7.6%
IEV 2,035 102.5%
Top Reduces (Value $000, Stocks/ETFs)
JAAA -14,679 -100.0%
AMZN -9,651 -100.0%
GOOGL -8,110 -89.8%
AAPL -7,809 -88.3%
VTI -6,296 -8.4%
KVYO -4,745 -40.1%
IVW -3,889 -20.2%
MSFT -2,758 -100.0%
IVE -2,437 -32.5%
AVGO -2,423 -100.0%
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