Fund HoldingsTWIN FOCUS CAPITAL PARTNERS, LLC

Total Portfolio Value
$867.65M
Total Bought
$147.05M
Total Sold
$74.96M
Net Transaction
+$72.10M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500GRW
0220,853+220,853023,5652.72%+23,565
ISHARES GOLD TR(IAU)1,048,3131,106,435+58,12276,28689,80910.35%+13,524
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0221,212+221,21209,4441.09%+9,444
AMAZON COM INC(AMZN)041,813+41,81309,6511.11%+9,651
ALPHABET INC(GOOG)11,18028,850+17,6702,7189,0301.04%+6,312
SPDR S&P 500 ETF TR(SPY)26,42734,536+8,10917,60523,5512.71%+5,946
MODERNA INC(MRNA)0185,480+185,48005,4700.63%+5,470
ISHARES TR116,995156,219+39,22414,12419,2562.22%+5,132
SELECT SECTOR SPDR TR
ST STR CARE ETF
032,495+32,49505,0300.58%+5,030
ISHARES INC
MSCI JAPAN ETF
058,376+58,37604,7130.54%+4,713
SELECT SECTOR SPDR TR
ST STR TECHN ETF
031,832+31,83204,5830.53%+4,583
ISHARES TR14,70835,319+20,6113,0377,4900.86%+4,453
VANGUARD INDEX FDS24,34130,328+5,98714,90619,0202.19%+4,114
ISHARES TR
CORE MSCI EAFE
991,7901,013,101+21,31186,59390,63210.45%+4,039
PROFESIONALLY MANAGED PORTFO
AKRE FOCUS ETF
047,659+47,65903,1220.36%+3,122
SPDR SERIES TRUST
ST STR SP DIV
021,345+21,34502,9700.34%+2,970
CULLINAN THERAPEUTICS INC(CGEM)0595,489+595,48906,1630.71%+6,163
SPDR GOLD TR(GLD)68,92568,333-59224,50127,0813.12%+2,580
ISHARES TR136,030159,772+23,74213,63715,9581.84%+2,321
SELECT SECTOR SPDR TR
ST STR STAPL ETF
028,070+28,07002,1810.25%+2,181
SPDR SERIES TRUST
ST STR P500VAL
031,644+31,64401,7980.21%+1,798
ISHARES TR155,692163,790+8,09822,67724,3542.81%+1,677
SPDR SERIES TRUST
ST STR SP BIOT
012,900+12,90001,5730.18%+1,573
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
023,544+23,54401,9720.23%+1,972
ISHARES INC15,82937,819+21,9909802,4240.28%+1,444
VANGUARD WORLD FD70,82288,101+17,2794,9136,3100.73%+1,397
ISHARES INC
CORE MSCI EMKT
138,754156,766+18,0129,14710,5381.21%+1,391
VANGUARD MALVERN FDS324,795357,905+33,11016,44417,7022.04%+1,258
HARBOR ETF TRUST
COMM ALL WEA ETF
0106,842+106,84202,6520.31%+2,652
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,0008,800+5,8005691,6860.19%+1,117
VANGUARD WORLD FD74,09781,388+7,2918,7769,8451.13%+1,069
SELECT SECTOR SPDR TR
ST STR INDL ETF
06,285+6,28509750.11%+975
SPDR SERIES TRUST
ST STR P500ETF
011,650+11,65009350.11%+935
BLUE OWL CAPITAL INC(OBDC)062,540+62,54009340.11%+934
GLOBAL X FDS
US INFR DEV ETF
16,30134,900+18,5997761,6680.19%+891
ISHARES TR01,833+1,83308680.10%+868
VANGUARD TAX-MANAGED FDS133,380140,091+6,7117,9928,7521.01%+759
ISHARES TR02,350+2,35007590.09%+759
ISHARES TR4,54410,083+5,5396471,3810.16%+734
SPDR SERIES TRUST
ST STR P400MID
012,200+12,20007070.08%+707
VANGUARD WORLD FD
INF TECH ETF
0870+87006560.08%+656
DBX ETF TR18,65537,170+18,5156151,2210.14%+606
ISHARES TR107,419113,616+6,19711,94712,4881.44%+540
ISHARES TR
CORE UNIVRSL USD
010,893+10,89305070.06%+507
VOYA FINANCIAL INC(VOYA)8,75515,540+6,7856551,1580.13%+503
SPROTT ASSET MANAGEMENT LP(CEF)53,84553,84501,9762,4660.28%+491
ISHARES TR40,87241,161+28914,93815,3711.77%+433
SPDR SERIES TRUST
ST STR AGGRE ETF
016,767+16,76704320.05%+432
ECHOSTAR CORP(ECHO)13,00013,00009931,4130.16%+420
KLAVIYO INC(KVYO)0364,666+364,666011,8411.36%+11,841
BNY MELLON ETF TRUST
GLOBAL INFRASCTR
0256,019+256,019010,3281.19%+10,328
VANGUARD SPECIALIZED FUNDS44,22944,966+7379,5449,8831.14%+338
VANGUARD INDEX FDS39,09940,389+1,2906,8267,1640.83%+338
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,479+5,47903000.03%+300
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
022,958+22,95801,8300.21%+1,830
VANGUARD INDEX FDS14,09915,494+1,3952,9523,2400.37%+289
ISHARES TR05,688+5,68805470.06%+547
SPDR SERIES TRUST
ST STR PR SP1500
03,228+3,22802660.03%+266
VANGUARD INTL EQUITY INDEX F47,03447,782+7486,4816,7400.78%+259
VOX ROYALTY CORP558,988558,98802,4042,6500.31%+246
SPDR SERIES TRUST
ST INTER ETF
08,510+8,51002450.03%+245
APPLE INC(AAPL)33,80532,532-1,2738,6088,8441.02%+236
VANGUARD INTL EQUITY INDEX F105,424105,434+107,5247,7560.89%+232
ISHARES TR6,0616,216+1551,6431,8720.22%+229
SPDR INDEX SHS FDS
ST STR PO EX ETF
4,8309,630+4,8002074280.05%+221
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,810+1,81002160.02%+216
MORGAN STANLEY(MS)01,183+1,18302100.02%+210
ISHARES TR03,084+3,08402070.02%+207
INVESCO QQQ TR12,78312,78307,6757,8530.91%+178
ISHARES SILVER TR(SLV)06,530+6,53004210.05%+421
GRANITESHARES PLATINUM TR(PLTM)030,000+30,00005920.07%+592
MAPLEBEAR INC(CART)015,700+15,70007060.08%+706
ISHARES TR97,60298,425+8236,3706,4960.75%+127
BROADCOM INC(AVGO)7,0007,00002,3092,4230.28%+113
ISHARES TR13,54613,400-1469,0669,1781.06%+112
ISHARES TR028,939+28,93901,9850.23%+1,985
ISHARES TR15,94315,94303,2463,3530.39%+108
ABRDN PLATINUM ETF TRUST02,400+2,40004470.05%+447
ISHARES TR79,06979,06904,2224,3260.50%+104
SPDR DOW JONES INDL AVERAGE(DIA)6,0986,09802,8282,9310.34%+103
RTX CORPORATION(RTX)05,517+5,51701,0120.12%+1,012
VANGUARD INDEX FDS14,04014,04004,3224,4200.51%+97
ISHARES TR68,38168,362-199,5519,6431.11%+92
VANGUARD INDEX FDS20,18820,18803,7653,8560.44%+91
ELI LILLY & CO(LLY)0359+35903860.04%+386
GLOBAL X FDS
ARTIFICIAL ETF
26,86527,865+1,0001,3271,4170.16%+90
ASA GOLD AND PRECIOUS MTLS L
SHS
06,500+6,50003880.04%+388
ISHARES INC04,955+4,95504820.06%+482
CITIGROUP INC(C)05,500+5,50006420.07%+642
WESTERN AST INFL LKD OPP & I(WIW)083,413+83,41307170.08%+717
ISHARES TR3,0663,06604435170.06%+75
EXXON MOBIL CORP09,227+9,22701,1100.13%+1,110
CORNING INC(GLW)12,50012,50001,0251,0950.13%+69
WELLS FARGO CO NEW(WFC)04,326+4,32604030.05%+403
ISHARES TR5,1065,616+5104775390.06%+63
BANK AMERICA CORP011,383+11,38306260.07%+626
VANECK ETF TRUST
VANECK VIETNAM
42,72042,759+397628160.09%+54
ISHARES TR11,36011,253-1074,3054,3530.50%+48
ADAMS DIVERSIFIED EQUITY FD040,205+40,20509380.11%+938
WALMART INC(WMT)03,624+3,62404040.05%+404
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