TWIN FOCUS CAPITAL PARTNERS, LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
163
Total value ($000)
$1,075,200
Net value change ($000)
+92,481 (9.4%)
New positions
9
Sold out positions
16
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MRNA 22,720 174.8%
IUSG 20,202 2014.2%
HGER 11,385 136.3%
DELL 10,543 19.0%
IAU 10,234 11.3%
VIG 6,060 48.8%
IEFA 3,027 3.0%
VTIP 3,022 16.5%
VTI 2,856 3.5%
SPY 2,029 5.5%
Top Reduces (Value $000, Stocks/ETFs)
VOXR -2,363 -100.0%
VCIT -1,946 -100.0%
CGEM -1,703 -15.7%
BKGI -1,700 -15.0%
XLU -1,421 -14.2%
XOM -1,262 -100.0%
SOXX -1,081 -22.3%
TIP -1,010 -8.1%
KKR -808 -100.0%
CALY -808 -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