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
101Wayfair Inc 8,887668.4K $
102Global X MLP ETF 12,384667.1K $
103iShares MSCI China ETF 11,820664K $
104VanEck Gold Miners ETF/USA 7,223662.9K $
105HubSpot Inc 2,666650.8K $
106VanEck Uranium and Nuclear ETF 4,800639.3K $
107iShares Trust 8,569637.1K $
108Citigroup Inc 5,500623.8K $
109ISHARES TRUST 17,430619.1K $
110iShares Dow Jones U.S. ETF 3,864612.3K $
111Vanguard Information Technology ETF 870607K $
112iShares MSCI International Quality Factor ETF 13,080604.7K $
113Callaway Golf Co 43,000596.8K $
114Fidelity Covington Trust 16,546595K $
115Maplebear Inc 15,700588.1K $
116iShares MSCI EAFE Small-Cap ETF 7,320574K $
117iShares MSCI EAFE ETF 5,616545.5K $
118Ishares Inc 13,524536.5K $
119Vanguard Real Estate ETF 5,955528.2K $
120UnitedHealth Group Inc 1,925520.9K $
121iShares Biotechnology ETF 3,066517.7K $
122iShares Trust 10,893503.1K $
123iShares National Muni Bond ETF 4,635492K $
124JPMorgan Chase & Co 1,638481.8K $
125State Street SPDR Portfolio Developed World ex-US ETF 9,630439.6K $
126State Street SPDR Portfolio Ag 16,767429.6K $
127Bank of America Corp 8,600419.3K $
128Procter & Gamble Co/The 2,851411.7K $
129Vanguard Index Funds 1,850401.9K $
130Tri-Continental Corp 12,611398.4K $
131Fidelity National Information Services Inc 7,695361K $
132ProShares Bitcoin ETF 38,000353.8K $
133abrdn Platinum ETF Trust 1,850329.7K $
134Vanguard International Dividend Appreciation ETF 3,650322.9K $
135Putnam Municipal Opportunities Trust 31,294322.3K $
136Berkshire Hathaway Inc 656314.4K $
137Alphabet Inc 1,080309.8K $
138WisdomTree Trust 3,518309K $
139iShares MSCI EAFE Growth ETF 2,572286.4K $
140BNY Mellon US Large Cap Core E 2,257281.7K $
141Block Inc 4,600276.8K $
142Select Sector Spdr Trust 5,479270.5K $
143SPDR SERIES TRUST 1,482269.5K $
144ISHARES US ETF TRUST 7,805263.9K $
145Ishares Inc 3,305260K $
146Prudential Financial, Inc. 2,650258.9K $
147Vanguard FTSE Europe ETF 3,125257.6K $
148State Street SPDR Portfolio S& 3,228255.2K $
149State Street SPDR Portfolio Intermediate Term Treasury ETF 8,510243.9K $
150VanEck Bitcoin ETF/US 12,650242.4K $
151iShares Trust 3,240221.8K $
152Evergy Inc 2,600213K $
153iShares Trust 1,535212.4K $
154Coca-Cola Co/The 2,738208.2K $
155iShares ESG Aware U.S. Aggregate Bond ETF 4,247201.9K $
156Vanguard Charlotte Funds 4,195201.6K $
157Putnam Managed Municipal Income Trust 23,993147.6K $
158Cartesian Therapeutics Inc 19,500119.9K $
159Voya Emerging Markets High Dividend Equity Fund 12,00079.9K $