Partners Capital Investment Group, Llp Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Partners Capital Investment Group, Llp disclosed 176 stock positions valued at approximately $2.83B as of quarter-end June 30, 2026. The largest holdings include iShares Core S&P 500 ETF, iShares Core MSCI Emerging Markets ETF, and Vanguard Short-Term Treasury ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 176
- Portfolio Value
- $2.83B
Holdings by Sector
Partners Capital Investment Group, Llp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF | IVV | Other | 19.37% | 733,194 | -88,655 | -10.79% | $549,081,655 |
| iShares Core MSCI Emerging Markets ETF | IEMG | Other | 6.22% | 2,129,728 | -57,412 | -2.62% | $176,426,682 |
| Vanguard Short-Term Treasury ETF | VGSH | Other | 5.73% | 2,789,417 | -127,687 | -4.38% | $162,344,077 |
| iShares Currency Hedged MSCI EAFE ETF | HEFA | Other | 5.66% | 3,419,467 | -159,750 | -4.46% | $160,458,490 |
| Vanguard Value ETF | VTV | Other | 5.36% | 696,729 | +56,242 | +8.78% | $151,838,098 |
| Vanguard S&P 500 ETF | VOO | Other | 4.03% | 166,503 | +3,420 | +2.10% | $114,356,085 |
| iShares MSCI Emerging Markets ex China ETF | EMXC | Other | 3.77% | 1,044,702 | +22,443 | +2.20% | $106,872,966 |
| iShares 0-5 Year TIPS Bond ETF | STIP | Other | 3.66% | 1,014,965 | +31,120 | +3.16% | $103,688,800 |
| Vanguard Total World Stock ETF | VT | Other | 3.36% | 606,900 | +113,221 | +22.93% | $95,252,900 |
| iShares Core MSCI EAFE ETF | IEFA | Other | 3.29% | 966,288 | +46,425 | +5.05% | $93,324,133 |
| Xtrackers MSCI Japan Hedged Equity ETF | DBJP | Other | 2.53% | 625,798 | -29,550 | -4.51% | $71,835,354 |
| iShares Core S&P Total US Stock Market ETF | ITOT | Other | 2.44% | 421,882 | -62,640 | -12.93% | $69,302,475 |
| iShares 0-3 Month Treasury Bond ETF | SGOV | Other | 2.24% | 632,080 | +41,105 | +6.96% | $63,631,540 |
| iShares TIPS Bond ETF | TIP | Other | 2.22% | 574,221 | +4,989 | +0.88% | $62,836,982 |
| iShares 7-10 Year Treasury Bond ETF | IEF | Other | 1.71% | 513,242 | -31,319 | -5.75% | $48,537,342 |
| iShares Global REIT ETF | REET | Other | 1.59% | 1,631,844 | +35,822 | +2.24% | $45,071,537 |
| Vanguard Intermediate-Term Treasury ETF | VGIT | Other | 1.40% | 673,161 | +20,698 | +3.17% | $39,703,055 |
| iShares MSCI ACWI ETF | ACWI | Other | 1.34% | 241,678 | +18,646 | +8.36% | $37,936,204 |
| Synopsys Inc | SNPS | Technology | 1.30% | 49,196 | -7,983 | -13.96% | $36,738,376 |
| SPDR S&P 500 ETF Trust | SPY | Other | 1.30% | 49,196 | -7,983 | -13.96% | $36,738,376 |
| iShares J.P. Morgan EM Local Currency Bond ETF | LEMB | Other | 0.78% | 524,424 | -47,027 | -8.23% | $22,251,327 |
| WisdomTree Japan Hedged Equity Fund | DXJ | Other | 0.72% | 118,136 | -410 | -0.35% | $20,498,887 |
| iShares Short-Term National Muni Bond ETF | SUB | Other | 0.71% | 189,853 | -32,420 | -14.59% | $20,213,692 |
| Vanguard Russell 2000 ETF | VTWO | Other | 0.71% | 165,262 | +50,565 | +44.09% | $20,066,116 |
| iShares Currency Hedged MSCI Japan ETF | HEWJ | Other | 0.67% | 295,885 | -47,912 | -13.94% | $19,090,477 |
| iShares Currency Hedged MSCI ACWI EX US ETF | HAWX | Other | 0.66% | 400,263 | -20,519 | -4.88% | $18,612,148 |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF | SPYX | Other | 0.63% | 291,227 | -65,958 | -18.47% | $17,793,965 |
| Columbia EM Core ex-China ETF | XCEM | Other | 0.60% | 320,043 | - | - | $16,923,891 |
| VanEck J. P. Morgan EM Local Currency Bond ETF | EMLC | Other | 0.58% | 645,385 | -127,946 | -16.54% | $16,496,037 |
| iShares 1-3 Year Treasury Bond ETF | SHY | Other | 0.55% | 191,523 | +73,636 | +62.46% | $15,725,952 |
Showing 30 of 176 holdings in the latest reporting period.