TWIN FOCUS CAPITAL PARTNERS, LLC Diversified Active

CIK: 0001387761 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 12, 2025

Total Value ($000): $714,175 (100.0% shares, 0.0% debt)

Holdings (167)

IEFA ISHARES TR 11.2%
Value ($000) $79,772 Shares 955,580 Est. Cost $68.24 Unrealized
VTI VANGUARD INDEX FDS 9.8%
Value ($000) $69,986 Shares 230,270 Est. Cost $178.25 Unrealized
IAU ISHARES GOLD TR 8.7%
Value ($000) $61,842 Shares 991,700 Est. Cost $42.90 Unrealized
DELL DELL TECHNOLOGIES INC 3.9%
Value ($000) $27,953 Shares 228,000 Est. Cost $63.23 Unrealized +60.2%
SPYG SPDR SERIES TRUST 3.1%
Value ($000) $22,352 Shares 234,498 Est. Cost $61.52 Unrealized
GLD SPDR GOLD TR 2.9%
Value ($000) $20,965 Shares 68,776 Est. Cost $137.53 Unrealized
ITOT ISHARES TR 2.9%
Value ($000) $20,701 Shares 153,296 Est. Cost $123.58 Unrealized
SPY SPDR S&P 500 ETF TR 2.3%
Value ($000) $16,397 Shares 26,538 Est. Cost $338.61 Unrealized
VTIP VANGUARD MALVERN FDS 2.2%
Value ($000) $15,943 Shares 317,140 Est. Cost $48.44 Unrealized
JAAA JANUS DETROIT STR TR 2.0%
Value ($000) $14,566 Shares 287,009 Est. Cost $50.72 Unrealized
KVYO KLAVIYO INC 2.0%
Value ($000) $14,343 Shares 427,136 Est. Cost $31.68 Unrealized 0.0%
VOO VANGUARD INDEX FDS 2.0%
Value ($000) $14,085 Shares 24,796 Est. Cost $390.27 Unrealized
IWB ISHARES TR 2.0%
Value ($000) $13,981 Shares 41,172 Est. Cost $216.88 Unrealized
AGG ISHARES TR 1.8%
Value ($000) $13,004 Shares 131,094 Est. Cost $100.87 Unrealized
TIP ISHARES TR 1.7%
Value ($000) $11,844 Shares 107,631 Est. Cost $115.81 Unrealized
IVW ISHARES TR 1.5%
Value ($000) $11,033 Shares 100,205 Est. Cost $84.57 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $10,156 Shares 205,330 Est. Cost $43.55 Unrealized
BKGI BNY MELLON ETF TRUST 1.4%
Value ($000) $10,056 Shares 256,019 Est. Cost $36.25 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.3%
Value ($000) $9,175 Shares 44,828 Est. Cost $108.14 Unrealized
IWS ISHARES TR 1.3%
Value ($000) $9,039 Shares 68,402 Est. Cost $108.17 Unrealized
XLU SELECT SECTOR SPDR TR 1.2%
Value ($000) $8,823 Shares 108,050 Est. Cost $72.70 Unrealized
ESGV VANGUARD WORLD FD 1.1%
Value ($000) $8,123 Shares 74,092 Est. Cost $99.80 Unrealized
IVV ISHARES TR 1.1%
Value ($000) $7,931 Shares 12,773 Est. Cost $329.21 Unrealized
IEMG ISHARES INC 1.1%
Value ($000) $7,871 Shares 131,122 Est. Cost $47.56 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.1%
Value ($000) $7,618 Shares 133,626 Est. Cost $46.69 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $7,085 Shares 105,404 Est. Cost $52.99 Unrealized
QQQ INVESCO QQQ TR 1.0%
Value ($000) $7,052 Shares 12,783 Est. Cost $474.94 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $6,936 Shares 33,805 Est. Cost $139.12 Unrealized +44.8%
VUG VANGUARD INDEX FDS 0.9%
Value ($000) $6,766 Shares 15,433 Est. Cost $296.59 Unrealized
VOE VANGUARD INDEX FDS 0.9%
Value ($000) $6,166 Shares 37,494 Est. Cost $146.68 Unrealized
IJH ISHARES TR 0.9%
Value ($000) $6,091 Shares 98,212 Est. Cost $78.94 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $5,792 Shares 45,063 Est. Cost $92.06 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $5,713 Shares 42,511 Est. Cost $102.84 Unrealized
IWR ISHARES TR 0.8%
Value ($000) $5,510 Shares 59,916 Est. Cost $67.51 Unrealized
VSGX VANGUARD WORLD FD 0.6%
Value ($000) $4,638 Shares 70,807 Est. Cost $58.14 Unrealized
CGEM CULLINAN THERAPEUTICS INC 0.6%
Value ($000) $4,484 Shares 595,489 Est. Cost $21.29 Unrealized -62.3%
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $4,254 Shares 31,563 Est. Cost $126.86 Unrealized
VXUS VANGUARD STAR FDS 0.6%
Value ($000) $4,126 Shares 59,722 Est. Cost $58.98 Unrealized
EEM ISHARES TR 0.6%
Value ($000) $4,113 Shares 85,269 Est. Cost $40.11 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $4,051 Shares 15,999 Est. Cost $165.00 Unrealized
VV VANGUARD INDEX FDS 0.6%
Value ($000) $4,040 Shares 14,160 Est. Cost $238.09 Unrealized
IWV ISHARES TR 0.6%
Value ($000) $3,987 Shares 11,360 Est. Cost $212.49 Unrealized
VDE VANGUARD WORLD FD 0.6%
Value ($000) $3,928 Shares 32,977 Est. Cost $107.79 Unrealized
ILCG ISHARES TR 0.5%
Value ($000) $3,405 Shares 35,142 Est. Cost $73.26 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $3,336 Shares 18,876 Est. Cost $131.95 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.5%
Value ($000) $3,303 Shares 18,005 Est. Cost $52.06 Unrealized +227.5%
AMZN AMAZON COM INC 0.5%
Value ($000) $3,299 Shares 15,037 Est. Cost $197.89 Unrealized 0.0%
IWD ISHARES TR 0.4%
Value ($000) $3,097 Shares 15,943 Est. Cost $158.83 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $3,048 Shares 6,127 Est. Cost $238.54 Unrealized +81.3%
SDY SPDR SERIES TRUST 0.4%
Value ($000) $3,037 Shares 22,373 Est. Cost $98.22 Unrealized
IWM ISHARES TR 0.4%
Value ($000) $2,933 Shares 13,593 Est. Cost $168.63 Unrealized
TLT ISHARES TR 0.4%
Value ($000) $2,811 Shares 31,858 Est. Cost $87.33 Unrealized
VXF VANGUARD INDEX FDS 0.4%
Value ($000) $2,732 Shares 14,177 Est. Cost $135.55 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $2,687 Shares 6,098 Est. Cost $419.88 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,229 Shares 27,534 Est. Cost $75.53 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $2,112 Shares 19,328 Est. Cost $85.21 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $2,063 Shares 7,000 Est. Cost $118.05 Unrealized +115.0%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,970 Shares 11,180 Est. Cost $113.66 Unrealized +43.7%
BLK BLACKROCK INC 0.3%
Value ($000) $1,941 Shares 1,850 Est. Cost $991.05 Unrealized -5.8%
AVGO BROADCOM INC 0.3%
Value ($000) $1,930 Shares 7,000 Est. Cost $148.14 Unrealized +45.8%
IEV ISHARES TR 0.3%
Value ($000) $1,810 Shares 28,624 Est. Cost $41.04 Unrealized
VOXR VOX ROYALTY CORP 0.2%
Value ($000) $1,766 Shares 558,988 Est. Cost $2.22 Unrealized +47.1%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,662 Shares 12,466 Est. Cost $125.76 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $1,621 Shares 53,845 Est. Cost $15.83 Unrealized
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $1,583 Shares 30,244 Est. Cost $44.02 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,531 Shares 19,263 Est. Cost $80.58 Unrealized
HUBS HUBSPOT INC 0.2%
Value ($000) $1,484 Shares 2,666 Est. Cost $585.68 Unrealized 0.0%
IEI ISHARES TR 0.2%
Value ($000) $1,472 Shares 12,358 Est. Cost $117.73 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $1,388 Shares 4,960 Est. Cost $168.56 Unrealized
GEV GE VERNOVA INC 0.2%
Value ($000) $1,372 Shares 2,593 Est. Cost $163.59 Unrealized +154.3%
HGER HARBOR ETF TRUST 0.2%
Value ($000) $1,348 Shares 55,500 Est. Cost $24.29 Unrealized
SOXX ISHARES TR 0.2%
Value ($000) $1,337 Shares 5,601 Est. Cost $300.50 Unrealized
ESGE ISHARES INC 0.2%
Value ($000) $1,279 Shares 32,656 Est. Cost $40.96 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $1,226 Shares 6,276 Est. Cost $195.42 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $1,195 Shares 4,122 Est. Cost $117.31 Unrealized +115.4%
AIQ GLOBAL X FDS 0.2%
Value ($000) $1,174 Shares 26,865 Est. Cost $37.17 Unrealized
GLP GLOBAL PARTNERS LP 0.2%
Value ($000) $1,160 Shares 22,000 Est. Cost $30.73 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $1,127 Shares 4,377 Est. Cost $79.83 Unrealized +173.8%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $1,092 Shares 11,708 Est. Cost $31.88 Unrealized +158.2%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,057 Shares 6,690 Est. Cost $132.56 Unrealized -5.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $995 Shares 9,227 Est. Cost $90.56 Unrealized +15.4%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $983 Shares 1,930 Est. Cost $381.06 Unrealized +13.8%
XBI SPDR SERIES TRUST 0.1%
Value ($000) $979 Shares 11,800 Est. Cost $84.54 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $942 Shares 6,450 Est. Cost $82.87 Unrealized +59.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $882 Shares 3,721 Est. Cost $160.04 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $879 Shares 1,200 Est. Cost $379.54 Unrealized +85.4%
ADAMS DIVERSIFIED EQUITY FD 0.1%
Value ($000) $873 Shares 40,205 Est. Cost $15.65 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $869 Shares 9,000 Est. Cost $56.48 Unrealized +57.0%
IUSG ISHARES TR 0.1%
Value ($000) $802 Shares 5,331 Est. Cost $150.40 Unrealized
SRH TOTAL RETURN FUND INC 0.1%
Value ($000) $769 Shares 43,487 Est. Cost $15.80 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $729 Shares 1 Est. Cost $729330.75 Unrealized +4.5%
CART MAPLEBEAR INC 0.1%
Value ($000) $710 Shares 15,700 Est. Cost $44.42 Unrealized -2.1%
MLPA GLOBAL X FDS 0.1%
Value ($000) $672 Shares 13,384 Est. Cost $34.65 Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $663 Shares 12,200 Est. Cost $33.69 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $649 Shares 10,220 Est. Cost $61.66 Unrealized
GLW CORNING INC 0.1%
Value ($000) $632 Shares 12,016 Est. Cost $40.86 Unrealized +13.3%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $626 Shares 7,695 Est. Cost $73.37 Unrealized +4.4%
EWJ ISHARES INC 0.1%
Value ($000) $605 Shares 8,072 Est. Cost $72.55 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $601 Shares 1,925 Est. Cost $374.94 Unrealized 0.0%
WESTERN AST INFL LKD OPP & I 0.1%
Value ($000) $591 Shares 67,463 Est. Cost $9.43 Unrealized
VNM VANECK ETF TRUST 0.1%
Value ($000) $587 Shares 42,721 Est. Cost $15.05 Unrealized
ROYCE MICRO-CAP TR INC 0.1%
Value ($000) $575 Shares 62,161 Est. Cost $8.73 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.1%
Value ($000) $569 Shares 16,546 Est. Cost $27.30 Unrealized
T AT&T INC 0.1%
Value ($000) $565 Shares 19,526 Est. Cost $15.85 Unrealized +70.2%
GSY INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $551 Shares 10,980 Est. Cost $50.56 Unrealized
SCZ ISHARES TR 0.1%
Value ($000) $532 Shares 7,320 Est. Cost $55.14 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $530 Shares 5,955 Est. Cost $89.08 Unrealized
URA GLOBAL X FDS 0.1%
Value ($000) $528 Shares 13,600 Est. Cost $25.37 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $517 Shares 10,934 Est. Cost $29.11 Unrealized +42.4%
MCHI ISHARES TR 0.1%
Value ($000) $513 Shares 9,318 Est. Cost $54.40 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $495 Shares 2,790 Est. Cost $113.70 Unrealized +45.0%
NLR VANECK ETF TRUST 0.1%
Value ($000) $484 Shares 4,350 Est. Cost $79.81 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $474 Shares 5,712 Est. Cost $82.92 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $468 Shares 5,500 Est. Cost $48.44 Unrealized +47.0%
IYY ISHARES TR 0.1%
Value ($000) $460 Shares 3,049 Est. Cost $136.10 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $454 Shares 2,851 Est. Cost $134.61 Unrealized +19.4%
EWG ISHARES INC 0.1%
Value ($000) $452 Shares 10,672 Est. Cost $37.08 Unrealized
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $431 Shares 10,039 Est. Cost $14.86 Unrealized +141.3%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $416 Shares 2,131 Est. Cost $121.30 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $407 Shares 7,823 Est. Cost $27.97 Unrealized
TRI CONTL CORP 0.1%
Value ($000) $399 Shares 12,611 Est. Cost $27.99 Unrealized
PLTM GRANITESHARES PLATINUM TR 0.1%
Value ($000) $390 Shares 30,000 Est. Cost $8.23 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $388 Shares 8,966 Est. Cost $32.01 Unrealized +30.6%
SPXE PROSHARES TR 0.1%
Value ($000) $388 Shares 5,800 Est. Cost $67.35 Unrealized
EZU ISHARES INC 0.1%
Value ($000) $377 Shares 6,337 Est. Cost $59.45 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $370 Shares 3,000 Est. Cost $60.54 Unrealized +54.0%
DGRW WISDOMTREE TR 0.1%
Value ($000) $362 Shares 4,320 Est. Cost $45.53 Unrealized
EWY ISHARES INC 0.0%
Value ($000) $356 Shares 4,955 Est. Cost $54.04 Unrealized
WMT WALMART INC 0.0%
Value ($000) $344 Shares 3,523 Est. Cost $56.04 Unrealized +69.1%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $343 Shares 4,625 Est. Cost $79.80 Unrealized -12.9%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $329 Shares 3,650 Est. Cost $69.63 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $327 Shares 2,918 Est. Cost $112.00 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $324 Shares 4,047 Est. Cost $50.13 Unrealized +41.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $319 Shares 656 Est. Cost $246.87 Unrealized +105.7%
XOP SPDR SERIES TRUST 0.0%
Value ($000) $317 Shares 2,523 Est. Cost $64.07 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $312 Shares 4,600 Est. Cost $74.64 Unrealized -22.1%
PUTNAM MUN OPPORTUNITIES TR 0.0%
Value ($000) $309 Shares 31,294 Est. Cost $11.50 Unrealized
CLOA BLACKROCK ETF TRUST II 0.0%
Value ($000) $299 Shares 5,750 Est. Cost $51.92 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $295 Shares 2,400 Est. Cost $91.37 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $285 Shares 2,650 Est. Cost $108.96 Unrealized -8.0%
ASA GOLD AND PRECIOUS MTLS L 0.0%
Value ($000) $281 Shares 8,900 Est. Cost $20.78 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $275 Shares 353 Est. Cost $181.79 Unrealized +325.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $274 Shares 1,253 Est. Cost $142.68 Unrealized +56.4%
DYNF BLACKROCK ETF TRUST 0.0%
Value ($000) $274 Shares 5,027 Est. Cost $54.46 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $271 Shares 3,031 Est. Cost $89.39 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $256 Shares 1,400 Est. Cost $182.82 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $251 Shares 1,135 Est. Cost $163.17 Unrealized +28.9%
IEF ISHARES TR 0.0%
Value ($000) $250 Shares 2,607 Est. Cost $95.76 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $238 Shares 3,073 Est. Cost $70.30 Unrealized
BLACKROCK MUN TARGET TERM TR 0.0%
Value ($000) $236 Shares 10,790 Est. Cost $21.30 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $236 Shares 440 Est. Cost $478.19 Unrealized 0.0%
IWP ISHARES TR 0.0%
Value ($000) $230 Shares 1,655 Est. Cost $138.68 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $224 Shares 4,528 Est. Cost $52.93 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $223 Shares 302 Est. Cost $616.61 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $217 Shares 2,925 Est. Cost $68.32 Unrealized 0.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $214 Shares 6,530 Est. Cost $30.99 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $212 Shares 4,900 Est. Cost $43.22 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $211 Shares 4,413 Est. Cost $47.75 Unrealized
BA BOEING CO 0.0%
Value ($000) $210 Shares 1,000 Est. Cost $188.88 Unrealized 0.0%
EMXC ISHARES INC 0.0%
Value ($000) $209 Shares 3,305 Est. Cost $63.14 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $204 Shares 9,101 Est. Cost $20.72 Unrealized 0.0%
EAGG ISHARES TR 0.0%
Value ($000) $202 Shares 4,247 Est. Cost $46.82 Unrealized
COMT ISHARES U S ETF TR 0.0%
Value ($000) $200 Shares 7,745 Est. Cost $26.83 Unrealized
RNAC CARTESIAN THERAPEUTICS INC 0.0%
Value ($000) $197 Shares 19,000 Est. Cost $19.27 Unrealized -44.7%
KCCA KRANESHARES TRUST 0.0%
Value ($000) $165 Shares 10,629 Est. Cost $15.52 Unrealized
PUTNAM MANAGED MUN INCOME TR 0.0%
Value ($000) $143 Shares 23,993 Est. Cost $6.51 Unrealized
VOYA EMERGING MKTS HIGH DIVI 0.0%
Value ($000) $71 Shares 12,000 Est. Cost $5.71 Unrealized