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Portfolio (Quarterly) Guide ↗

TWIN FOCUS CAPITAL PARTNERS, LLC

· CIK 0001387761
13F Portfolio $871M AUM 173 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 39 Added 40 Reduced 26 Exited
Page 3 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLV SELECT SECTOR SPDR TR 32,269.0 $4.7M 0.54% -226.0 -0.7% $146.61 +1.8%
42 VXUS VANGUARD STAR FDS 59,722.0 $4.6M 0.53% $77.11 +11.4%
43 EEM ISHARES TR 79,069.0 $4.5M 0.52% $56.79 +19.8%
44 VV VANGUARD INDEX FDS 14,476.0 $4.3M 0.50% +436.0 +3.1% $298.85 +15.3%
45 XLK SELECT SECTOR SPDR TR 32,463.0 $4.3M 0.49% +631.0 +2.0% $132.90 +38.7%
46 VXF VANGUARD INDEX FDS 20,311.0 $4.2M 0.48% +5K +31.1% $205.80 +13.7%
47 IWV ISHARES TR 11,253.0 $4.2M 0.48% $370.68 +14.6%
48 VSS VANGUARD INTL EQUITY INDEX F 28,285.0 $4.1M 0.47% -260.0 -0.9% $145.79 +11.2%
49 IEV ISHARES TR 59,166.0 $4.0M 0.46% +30K +104.5% $67.94 +8.0%
50 DIA STATE STR SPDR DOW JONES IND Financial Services 8,022.0 $3.7M 0.43% +2K +31.6% $463.18 +9.0%
51 IWD ISHARES TR 15,943.0 $3.4M 0.39% $213.67 +11.4%
52 ILCG ISHARES TR 35,571.0 $3.4M 0.39% $95.48 +22.2%
53 IEI ISHARES TR 27,492.0 $3.3M 0.37% +16K +129.7% $118.60 -1.0%
54 SDY SPDR SERIES TRUST 21,345.0 $3.1M 0.36% $145.94 +3.0%
55 VOX ROYALTY CORP 558,988.0 $2.9M 0.34% $5.24
56 CEF SPROTT ASSET MANAGEMENT LP Financial Services 52,845.0 $2.5M 0.29% -1K -1.9% $47.72 -0.5%
57 IJR ISHARES TR 20,088.0 $2.5M 0.29% +1K +5.8% $124.31 +11.9%
58 AKRE PROFESIONALLY MANAGED PORTFO 46,004.0 $2.4M 0.28% -2K -3.5% $52.85 +2.6%
59 SOXX ISHARES TR 7,106.0 $2.3M 0.27% +890.0 +14.3% $328.66 +71.4%
60 VO VANGUARD INDEX FDS 8,123.0 $2.3M 0.27% +3K +64.0% $287.19 -72.6%
Page 3 of 9  ·  173 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 71.3%
Technology 19.0%
Healthcare 7.0%
Consumer Cyclical 0.7%
Energy 0.6%
Communication Services 0.5%
Industrials 0.4%
Basic Materials 0.4%
Consumer Defensive 0.2%
Utilities 0.1%