TWIN FOCUS CAPITAL PARTNERS, LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
170
Total value ($000)
$982,719
Net value change ($000)
+111,841 (12.8%)
New positions
4
Sold out positions
6
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VXF 20,690 495.0%
DELL 18,568 50.2%
VTI 12,744 18.5%
IEFA 7,119 7.6%
SPYG 6,008 28.0%
SPY 5,886 18.9%
ITOT 4,619 18.4%
MRNA 3,569 37.9%
VOO 3,007 15.4%
IVW 2,923 19.0%
Top Reduces (Value $000, Stocks/ETFs)
IAU -12,145 -11.9%
GLD -4,101 -14.1%
AKRE -2,431 -100.0%
KVYO -1,590 -22.4%
VDE -799 -13.9%
PAVE -701 -68.7%
HUBS -651 -100.0%
VOXR -566 -19.3%
UNH -521 -100.0%
GLW -519 -47.7%
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