Titelia

Holdings of TWIN FOCUS CAPITAL PARTNERS, LLC

159 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 53.1 % of the equity sleeve

Sector breakdown

  • Funds 11.0 %
  • Technology 4.8 %
  • Health care 1.2 %
  • Financials 0.7 %
  • Industrials 0.2 %
  • Energy 0.2 %
  • Communication 0.1 %
  • Consumer staples 0.1 %
  • Unattributed 81.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US159842.2M $100.00 %

Positions

RankCompanySharesValueWeight
1Ishares Gold Trust 1,161,576102.4M $
2iShares Core MSCI EAFE ETF 1,036,89893.9M $
3Vanguard Total Stock Market ETF 215,02369M $
4Dell Technologies Inc 225,50037M $
5State Street SPDR S&P 500 ETF Trust 47,82031.1M $
6SPDR Gold Shares 67,74029.1M $
7iShares Core S&P Total U.S. Stock Market ETF 176,72125.2M $
8SPDR Series Trust 219,39321.5M $
9Vanguard S&P 500 ETF 32,61119.5M $
10iShares Core U.S. Aggregate Bond ETF 184,20418.3M $
11Vanguard Malvern Funds 340,62117M $
12iShares Trust 135,86115.4M $
13iShares Trust 41,16114.7M $
14Vanguard International Equity Index Funds 239,36912.9M $
15iShares TIPS Bond ETF 114,44112.6M $
16BNY Mellon ETF Trust 252,81911.3M $
17VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 51,86911.2M $
18iShares Core MSCI Emerging Markets ETF 153,91710.7M $
19iShares Core S&P 500 ETF 16,11610.5M $
20Vanguard FTSE Developed Markets ETF 162,33410.4M $
21State Street Utilities Select Sector SPDR ETF 210,2129.6M $
22Invesco QQQ Trust Series 1 16,4959.5M $
23iShares Russell Mid-Cap Value 65,3099.5M $
24Moderna Inc 185,6019.4M $
25Cullinan Therapeutics Inc 595,4898.5M $
26Vanguard Growth ETF 18,3738M $
27Vanguard Index Funds 42,9767.9M $
28Vanguard FTSE All-World ex-US ETF 105,4347.9M $
29Klaviyo Inc 364,6667.1M $
30iShares Core S&P Mid-Cap ETF 101,0946.8M $
31Vanguard Total World Stock ETF 49,2316.8M $
32Harbor Commodity All-Weather Strategy ETF 209,5806.5M $
33iShares Trust 59,5185.8M $
34VANGUARD ENERGY ETF VANGUARD ENERGY ETF 33,2115.7M $
35iShares Russell 2000 ETF 21,0175.2M $
36Vanguard Value ETF 26,0615.1M $
37iShares Trust 23,9305.1M $
38iShares MSCI Japan ETF 58,3764.9M $
39State Street Health Care Select Sector SPDR ETF 32,2694.7M $
40Vanguard Total International S 59,7224.6M $
41iShares MSCI Emerging Markets ETF 79,0694.5M $
42Vanguard Large-Cap ETF 14,4764.3M $
43SELECT SECTOR SPDR TRUST (THE) 32,4634.3M $
44Vanguard Extended Market ETF 20,3114.2M $
45iShares Russell 3000 ETF 11,2534.2M $
46Vanguard FTSE All World ex-US 28,2854.1M $
47ISHARES TRUST 59,1664M $
48State Street Spdr Dow Jones Industrial Average Etf Trust 8,0223.7M $
49iShares Trust 15,9433.4M $
50iShares Morningstar Growth ETF 35,5713.4M $
51iShares Trust 27,4923.3M $
52State Street SPDR S&P Dividend ETF 21,3453.1M $
53iShares Core S&P Small-Cap ETF 20,0882.5M $
54iShares Trust 7,1062.3M $
55Vanguard Mid-Cap ETF 8,1232.3M $
56iShares Trust 23,1842.2M $
57Select Sector Spdr Trust 25,0192.1M $
58Vanguard Intermediate-Term Corporate Bond ETF 23,5441.9M $
59Vanguard High Dividend Yield E 12,3661.8M $
60VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 22,9581.8M $
61SPDR Series Trust 29,9821.7M $
62Invesco S&P 500 Equal Weight ETF 8,8001.7M $
63SPDR Series Trust 12,9001.6M $
64Vanguard Russell 1000 5,5651.6M $
65iShares MSCI Eurozone ETF 25,0561.6M $
66Exxon Mobil Corp 9,2271.6M $
67EchoStar Corp 13,0001.5M $
68iShares ESG Aware MSCI EM ETF 32,8551.5M $
69Vanguard Small-Cap ETF 5,0301.3M $
70Global X Artificial Intelligence & Technology ETF 27,8651.3M $
71iShares Trust 10,0831.3M $
72J P Morgan Exchange Traded Fund Trust 22,1601.3M $
73Circle Internet Group Inc 12,8331.2M $
74Corning Inc 8,0001.1M $
75Voya Financial Inc 15,5401.1M $
76Apple Inc 4,0781M $
77Global X US Infrastructure Development ETF 20,0701M $
78Alpha Architect 1-3 Month Box 8,6511M $
79DBX ETF Trust 29,643967.5K $
80RTX Corp 4,950954.9K $
81Westlake Corp 8,000934.6K $
82Alphabet Inc 3,200920.2K $
83Select Sector Spdr Trust 5,635911.3K $
84SPDR Series Trust 11,650891.7K $
85Uber Technologies Inc 11,708842.2K $
86iShares Core S&P U.S. Growth ETF 5,331826.9K $
87KKR & Co Inc 8,800814K $
88T Rowe Price Group Inc 9,000811.3K $
89iShares Russell 1000 Growth ETF 1,833781.6K $
90iShares MSCI South Korea ETF 6,279772.4K $
91Crowdstrike Holdings Inc 1,930753.5K $
92SRH Total Return Fund Inc 43,487743.6K $
93Global X Uranium ETF 15,300741K $
94VanEck ETF Trust 42,759740.2K $
95iShares Russell 2000 Growth ETF 2,350737.5K $
96SPDR Series Trust 12,200722.5K $
97Berkshire Hathaway Inc 1718.1K $
98Blue Owl Capital Inc 78,140713.4K $
99Western Asset Inflation-Linked Opportunities & Income Fund 83,413705.7K $
100Royce Micro-Cap Trust, Inc. 62,161703K $