TWIN FOCUS CAPITAL PARTNERS, LLC

Family Office

TWIN FOCUS CAPITAL PARTNERS, LLC is a Family Office based in Boston, MA led by David Angelo Daglio, reporting $4.0B in AUM as of Q3 2025 with 72% ETF concentration.

CIODavid Angelo Daglio

Portfolio Value: $786.9M
Positions: 188
Top Holding: IEFA at 11%
Last Reported: Q3 2025

Address75 Park Plaza, Second Floor, Boston, MA, 02116, United States

Top Holdings

Largest long holdings in TWIN FOCUS CAPITAL PARTNERS, LLC's portfolio (49.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$86.6M	11.00%	+$3.2M Bought	— 991.8K shares	Q2 2015 Held for 10y 5m
2 Vanguard Total Stock Market VTI	ETF ETF	$76.4M	9.71%	+$817.1K Bought	— 232.8K shares	≤ Q2 2013 Held for 12y 5m+
3 IAU iShares Gold Trust IAU	Unknown Unknown	$76.3M	9.69%	+$4.1M Bought	— 1.0M shares	Q4 2022 Held for 2y 11m
4 Dell Technologies DELL	Computer Hardware Technology	$32.3M	4.11%	—	0.03% 228.0K shares	Q4 2022 Held for 2y 11m
5 GLD SPDR Gold Trust GLD	Unknown Unknown	$24.5M	3.11%	+$53.0K Bought	— 68.9K shares	Q4 2022 Held for 2y 11m
6 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$24.3M	3.08%	-$252.2K Sold	— 232.1K shares	Q4 2021 Held for 3y 11m
7 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$22.7M	2.88%	+$349.0K Bought	— 155.7K shares	Q2 2022 Held for 3y 5m
8 SPDR S&P 500 ETF Trust SPY	ETF ETF	$17.6M	2.24%	-$73.9K Sold	— 26.4K shares	≤ Q2 2013 Held for 12y 5m+
9 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP	ETF ETF	$16.4M	2.09%	+$387.6K Bought	— 324.8K shares	Q4 2016 Held for 8y 11m
10 iShares Russell 1000 IWB	ETF ETF	$14.9M	1.90%	-$109.6K Sold	— 40.9K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in TWIN FOCUS CAPITAL PARTNERS, LLC's latest filing

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Market Value

$786.9M

Prior: $713.8M

Q/Q Change

+10.25%

+$73.1M

Net Flows % of MV

+2.16%

Turnover Ratio

2.61%

New Purchases

19 stocks

$8.9M

Added To

46 stocks

+$18.6M

Sold Out Of

5 stocks

$4.0M

Reduced Holdings

38 stocks

-$6.5M

Increased Positions

Position	Shares Δ	Change
1 VanEck Bitcoin Trust HODL	New	0 → 31.9K +$1.0M
2 EchoStar SATS	New	0 → 13.0K +$992.7K
3 Global X U.S. Infrastructure Development PAVE	New	0 → 16.3K +$776.4K
4 Industrial Select Sector SPDR Fund XLI	New	0 → 4.8K +$745.1K
5 Voya Financial VOYA	New	0 → 8.8K +$654.9K

Decreased Positions

Position	Shares Δ	Change
1 iShares 20+ Year Treasury Bond TLT	Sold	31.9K → 0 −$2.8M
2 DraftKings Inc. DKNG	Sold	10.0K → 0 −$430.6K
3 SPDR S&P Oil & Gas Exploration & Production ETF XOP	Sold	2.5K → 0 −$317.4K
4 iShares MSCI USA Quality Factor QUAL	Sold	1.4K → 0 −$255.9K
5 PayPal Holdings, Inc. PYPL	Sold	2.9K → 0 −$217.4K