TWIN FOCUS CAPITAL PARTNERS, LLC - Portfolio overview

TWIN FOCUS CAPITAL PARTNERS, LLC has 214 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IAU - ISHARES GOLD TR, 11.21%
2. IEFA - ISHARES TR, 10.28%
3. VTI - VANGUARD INDEX FDS, 7.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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