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TFCP

Twin Focus Capital Partners Portfolio holdings

AUM $983M
1-Year Est. Return 37.07%
This Fund
S&P 500
This Quarter Est. Return
+8.28%
1 Year Est. Return
+37.07%
3 Year Est. Return
+92.46%
5 Year Est. Return
+88%
10 Year Est. Return
+241.11%
AUM
$787M
AUM Growth
+$72.7M
Cap. Flow
+$18M
Cap. Flow %
2.29%
Top 10 Hldgs %
49.82%
Holding
193
New
26
Increased
46
Reduced
38
Closed
5

Top Buys

Rank Stock Value
1
IAU icon
iShares Gold Trust
IAU
+$3.69M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.08M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.93M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.69M
5
HODL icon
VanEck Bitcoin Trust
HODL
+$1.03M

Top Sells

Rank Stock Value
1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.81M
2
AMZN icon
Amazon
AMZN
+$2.17M
3
BLK icon
Blackrock
BLK
+$1.01M
4
KVYO icon
Klaviyo
KVYO
+$462K
5
DKNG icon
DraftKings
DKNG
+$431K

Sector Composition

Rank Sector Weight
1 Technology 8.55%
2 Financials 1.37%
3 Healthcare 0.82%
4 Communication Services 0.74%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFV icon
101
iShares MSCI EAFE Value ETF
EFV
$30.2B
$717K 0.09%
10,567
+347
+3% +$22.9K
SPMD icon
102
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$698K 0.09%
12,200
– –
GDX icon
103
VanEck Gold Miners ETF
GDX
$27.4B
$689K 0.09%
9,023
+1,200
+15% +$72.3K
GOOG icon
104
Alphabet (Google) Class C
GOOG
$4.32T
$680K 0.09%
2,790
– –
NLR icon
105
VanEck Uranium + Nuclear Energy ETF
NLR
$4.17B
$671K 0.09%
4,950
+600
+14% +$71.5K
UNH icon
106
UnitedHealth
UNH
$370B
$665K 0.08%
1,925
– –
VOYA icon
107
Voya Financial
VOYA
$9.19B
$655K 0.08%
+8,755
New +$645K
MLPA icon
108
Global X MLP ETF
MLPA
$2.28B
$648K 0.08%
13,384
– –
IWP icon
109
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$647K 0.08%
4,544
+2,889
+175% +$408K
RMT
110
Royce Micro-Cap Trust
RMT
$761M
$646K 0.08%
62,161
– –
WIW
111
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$513M
$640K 0.08%
71,963
+4,500
+7% +$39.8K
SPYM
112
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$618K 0.08%
+7,888
New +$595K
ASHR icon
113
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.6B
$615K 0.08%
+18,655
New +$561K
MCHI icon
114
iShares MSCI China ETF
MCHI
$6.38B
$614K 0.08%
9,318
– –
FMDE icon
115
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.12B
$598K 0.08%
16,546
– –
CART icon
116
Maplebear
CART
$11.8B
$577K 0.07%
15,700
– –
VBR icon
117
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$576K 0.07%
2,762
+631
+30% +$129K
RSP icon
118
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$569K 0.07%
+3,000
New +$559K
BAC icon
119
Bank of America
BAC
$442B
$564K 0.07%
10,934
– –
SCZ icon
120
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$562K 0.07%
7,320
– –
C icon
121
Citigroup
C
$226B
$558K 0.07%
5,500
– –
GSY icon
122
Invesco Ultra Short Duration ETF
GSY
$3.88B
$552K 0.07%
10,980
– –
T icon
123
AT&T
T
$163B
$551K 0.07%
19,526
– –
VNQ icon
124
Vanguard Real Estate ETF
VNQ
$39.1B
$544K 0.07%
5,955
– –
IUSB icon
125
iShares Core Universal USD Bond ETF
IUSB
$43.3B
$509K 0.06%
+10,893
New +$504K
3 4
5
6 7

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Twin Focus Capital Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Twin Focus Capital Partners held 193 positions worth $787M, up 10% from $714M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Twin Focus Capital Partners's Q3 2025 filing shows 26 new, 46 increased, 38 reduced and 5 closed positions. Its largest new stake was VanEck Bitcoin Trust: 31,925 shares worth $1.03M. The largest sale was iShares 20+ Year Treasury Bond ETF, an estimated $2.81M.

By sector, the portfolio is most concentrated in Technology at 8.6% of assets, down from 8.8% a quarter earlier, followed by Financials and Healthcare.

  • Twin Focus Capital Partners's largest Q3 2025 buy was VanEck Bitcoin Trust: 31,925 shares worth $1.03M.
  • Twin Focus Capital Partners added most to iShares Gold Trust in Q3 2025, an estimated $3.69M increase.
  • Twin Focus Capital Partners's biggest Q3 2025 reduction was Amazon, cutting an estimated $2.17M.
  • Twin Focus Capital Partners fully exited iShares 20+ Year Treasury Bond ETF in Q3 2025, selling an estimated $2.81M.
  • Twin Focus Capital Partners's ten largest holdings make up 50% of its $787M portfolio in Q3 2025.
  • Twin Focus Capital Partners opened 26 new positions and closed 5 in Q3 2025.
  • Twin Focus Capital Partners's portfolio value rose 10% quarter-over-quarter to $787M.

Based on Twin Focus Capital Partners's 13F filing for Q3 2025, filed 12 Nov 2025.