Partners Capital Investment Group, LLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Partners Capital Investment Group, LLP reported 186 stock positions worth $2.8 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 19.4% of the portfolio, followed by iShares Core MSCI Emerging (IEMG, 6.2%) and Vanguard Short-Term Treasury (VGSH, 5.7%). Compared with Q1 2026, it opened 26 new positions, sold out of 14, added to 57 and reduced 65. The biggest buy was Vanguard Tot World STK ETF (VT, shares +23%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001694870
- Portfolio Value
- $2.8B (Q2 2026)
- SEC Filing
- 0001104659-26-096053 ↗ filed Aug 13, 2026
Holdings Value
Holdings 186 stocks · $2.8B
| IVV iShares Core S&P 500 ETF | 19.37% | 733,194 | $549.1M | Reduce -10.8% |
| IEMG iShares Core MSCI Emerging | 6.22% | 2,129,728 | $176.4M | Reduce -2.6% |
| VGSH Vanguard Short-Term Treasury | 5.73% | 2,789,417 | $162.3M | Reduce -4.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 5.66% | 3,419,467 | $160.5M | Reduce -4.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.36% | 696,729 | $151.8M | Add +8.8% |
| VOO Vanguard S&P 500 ETF | 4.03% | 166,503 | $114.4M | Add +2.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.77% | 1,044,702 | $106.9M | Add +2.2% |
| STIP iShares 0-5 Year Tips Bond E | 3.66% | 1,014,965 | $103.7M | Add +3.2% |
| VT Vanguard Tot World STK ETF | 3.36% | 606,900 | $95.3M | Add +22.9% |
| IEFA iShares Core MSCI Eafe ETF | 3.29% | 966,288 | $93.3M | Add +5.0% |
| DBJP Xtrackers MSCI Japan Hedged | 2.53% | 625,798 | $71.8M | Reduce -4.5% |
| ITOT iShares Core S&P Total U.S. | 2.44% | 421,882 | $69.3M | Reduce -12.9% |
| SGOV iShares 0-3 Month Treasury B | 2.24% | 632,080 | $63.6M | Add +7.0% |
| TIP iShares Tips Bond ETF | 2.22% | 574,221 | $62.8M | Add +0.9% |
| IEF iShares 7-10 Year Treasury B | 1.71% | 513,242 | $48.5M | Reduce -5.8% |
| REET iShares Global REIT ETF | 1.59% | 1,631,844 | $45.1M | Add +2.2% |
| VGIT Vanguard Intermediate-Term T | 1.40% | 673,161 | $39.7M | Add +3.2% |
| ACWI iShares MSCI Acwi ETF | 1.34% | 241,678 | $37.9M | Add +8.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.30% | 49,196 | $36.7M | Reduce -14.0% |
| SNPS Synopsys Inc. | 1.30% | 49,196 | $36.7M | Reduce -14.0% |
| IAU iShares Gold Trust | 1.06% | 397,825 | $30.0M | Reduce -2.1% |
| LEMB iShares JP Morgan Em Local C | 0.79% | 524,424 | $22.3M | Reduce -8.2% |
| DXJ Wisdomtree Japan Hedged Eq | 0.72% | 118,136 | $20.5M | Reduce -0.3% |
| SUB iShares Short-Term National | 0.71% | 189,853 | $20.2M | Reduce -14.6% |
| VTWO Vanguard Russell 2000 ETF | 0.71% | 165,262 | $20.1M | Add +44.1% |
| HEWJ Isha Curr Hedged MSCI Japan | 0.67% | 295,885 | $19.1M | Reduce -13.9% |
| HAWX iShares Cur HDG MSCI Acwi-X | 0.66% | 400,263 | $18.6M | Reduce -4.9% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.63% | 291,227 | $17.8M | Reduce -18.5% |
| XCEM Columbia Em Core Ex-China | 0.60% | 320,043 | $16.9M | No change |
| EMLC Vaneck JPM Em Local Curr BND | 0.58% | 645,385 | $16.5M | Reduce -16.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.55% | 191,523 | $15.7M | Add +62.5% |
| EWJ iShares MSCI Japan ETF | 0.53% | 162,538 | $15.2M | Reduce -11.7% |
| VNQ Vanguard Real Estate ETF | 0.49% | 143,539 | $13.8M | Reduce -1.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.47% | 146,466 | $13.4M | Add +32.1% |
| PWRD TCW Transform Systems ETF | 0.46% | 105,393 | $13.0M | Add +0.1% |
| IWV iShares Russell 3000 ETF | 0.45% | 29,975 | $12.8M | Add +0.2% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.40% | 113,143 | $11.2M | Reduce -5.1% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.39% | 200,905 | $11.0M | Add +0.5% |
| XLE SS Energy Select Sector | 0.38% | 205,262 | $10.9M | Reduce -30.7% |
| USHY iShares Broad Usd High Yield | 0.34% | 260,361 | $9.6M | Add +29.3% |
| ISRA Vaneck Israel ETF | 0.34% | 147,257 | $9.6M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 11,365 | $8.4M | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.29% | 102,742 | $8.1M | New |
| MCHI iShares MSCI China ETF | 0.27% | 149,450 | $7.6M | Reduce -11.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.25% | 60,622 | $7.1M | Add +30.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 19,106 | $7.1M | Add +0.3% |
| EPP iShares MSCI Pacific Ex Japa | 0.23% | 122,547 | $6.5M | Add +0.0% |
| SHV iShares 0-1 Year Treasury Bo | 0.23% | 58,476 | $6.5M | Add +0.9% |
| EEM iShares MSCI Emerging Market | 0.23% | 94,056 | $6.4M | Add +15.5% |
| QUAL iShares MSCI USA Quality Fac | 0.21% | 27,341 | $6.0M | Reduce -4.4% |
| GOOGL Alphabet Inc. Class A | 0.20% | 15,635 | $5.6M | Reduce -7.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 11,369 | $5.4M | Reduce -9.3% |
| DE Deere & Co. | 0.18% | 8,118 | $5.1M | Reduce -11.2% |
| MTZ Mastec Inc. | 0.17% | 11,648 | $4.8M | Reduce -37.5% |
| GLD SPDR Gold Shares | 0.16% | 12,310 | $4.5M | No change |
| LIN Linde PLC | 0.16% | 8,545 | $4.4M | Reduce -32.9% |
| EFA iShares MSCI Eafe ETF | 0.15% | 41,861 | $4.3M | Reduce -40.6% |
| PCG P G & E Corp. | 0.15% | 248,360 | $4.2M | Add +852.8% |
| URI United Rentals Inc. | 0.15% | 3,658 | $4.1M | Reduce -14.6% |
| MUB iShares National Muni Bond E | 0.14% | 37,977 | $4.1M | Add +22.0% |
| META Meta Platforms Inc. Class A | 0.14% | 7,149 | $4.0M | Reduce -1.8% |
| VPL Vanguard Ftse Pacific ETF | 0.14% | 34,509 | $4.0M | Reduce -10.9% |
| ESGU iShares ESG Aware MSCI USA | 0.14% | 24,119 | $3.9M | Add +0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 18,256 | $3.9M | Reduce -42.0% |
| NVSEF Novartis AG-Reg | 0.13% | 24,335 | $3.8M | Reduce -13.8% |
| BMY Bristol-Myers Squibb Co. | 0.12% | 60,405 | $3.5M | Reduce -14.6% |
| HLT Hilton Worldwide Holdings Inc. | 0.12% | 10,524 | $3.5M | Reduce -14.6% |
| IWM iShares Russell 2000 ETF | 0.11% | 10,839 | $3.3M | Reduce -70.1% |
| VMC Vulcan Materials Co. | 0.11% | 10,942 | $3.2M | Reduce -13.8% |
| TDG Transdigm Group Inc. | 0.11% | 2,416 | $3.2M | Reduce -13.5% |
| VTIP Vanguard Short-Term Tips | 0.11% | 62,524 | $3.1M | Add +28.7% |
| V Visa Inc. Class A | 0.11% | 9,139 | $3.1M | Reduce -14.3% |
| AVGO Broadcom Inc. | 0.11% | 8,217 | $3.1M | Reduce -10.8% |
| NWSA News Corp. Class A | 0.11% | 123,199 | $3.1M | Reduce -13.9% |
| SCHW Schwab (charles) Corp. | 0.11% | 32,995 | $3.0M | Reduce -14.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.10% | 29,558 | $2.9M | Add +0.3% |
| COF Capital One Financial Corp. | 0.10% | 13,933 | $2.8M | Reduce -14.5% |
| DPZ Domino's Pizza Inc. | 0.10% | 9,428 | $2.8M | New |
| REZ Ishars Res and Multi Reales | 0.10% | 28,990 | $2.7M | No change |
| PSX Phillips 66 | 0.09% | 15,360 | $2.6M | New |
| SOXX iShares Semiconductor ETF | 0.09% | 4,020 | $2.6M | Add +0.1% |
| SPGI S&P Global Inc. | 0.09% | 5,972 | $2.4M | Reduce -14.6% |
| GOOG Alphabet Inc. Class C | 0.08% | 6,814 | $2.4M | Add +0.1% |
| DBEU Xtrackers MSCI Europe Hedged | 0.08% | 44,415 | $2.4M | Reduce -10.5% |
| CQQQ Invesco China Technology ETF | 0.08% | 41,841 | $2.4M | Add +228.2% |
| URTH iShares MSCI World ETF | 0.08% | 11,757 | $2.4M | Reduce -53.8% |
| ICE Intercontinental Exchange Inc. | 0.08% | 19,090 | $2.4M | Reduce -14.6% |
| IGIFF Igm Financial Inc. | 0.08% | 13,553 | $2.2M | Add +0.0% |
| IGM iShares Expanded Tech Sector | 0.08% | 13,553 | $2.2M | Add +0.0% |
| STX Seagate Technology Ulc | 0.08% | 2,254 | $2.2M | No change |
| STX Seagate Technology Holdings | 0.08% | 2,254 | $2.2M | No change |
| MCHP Microchip Technology Inc. | 0.08% | 23,771 | $2.2M | New |
| CRM Salesforce Inc. | 0.07% | 12,931 | $2.0M | Reduce -14.6% |
| IGV iShares Expanded Tech-Softwa | 0.07% | 22,081 | $2.0M | Add +15.0% |
| HWM Howmet Aerospace Inc. | 0.07% | 7,200 | $1.9M | No change |
| BUG Global X Cybersecurity ETF | 0.07% | 48,711 | $1.9M | Add +23.3% |
| SRLN SS Blackstone Sr Loan ETF | 0.06% | 42,910 | $1.7M | Add +1.4% |
| AOR iShares Core 60/40 Balanced | 0.06% | 24,421 | $1.7M | Add +0.5% |
| UTHR United Therapeutics Corp. | 0.06% | 3,120 | $1.7M | Reduce -14.5% |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 15,321 | $1.7M | Add +0.3% |
Portfolio Sells Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Reduce -10.8% | 19.37% | −0.85 |
| VGSH Vanguard Short-Term Treasury | Reduce -4.4% | 5.73% | −0.71 |
| XLE SS Energy Select Sector | Reduce -30.7% | 0.38% | −0.30 |
| IAU iShares Gold Trust | Reduce -2.1% | 1.06% | −0.29 |
| IEF iShares 7-10 Year Treasury B | Reduce -5.8% | 1.71% | −0.25 |
| IWM iShares Russell 2000 ETF | Reduce -70.1% | 0.11% | −0.22 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.19 |
| SUB iShares Short-Term National | Reduce -14.6% | 0.71% | −0.18 |
| ITOT iShares Core S&P Total U.S. | Reduce -12.9% | 2.44% | −0.15 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -16.5% | 0.58% | −0.15 |
| FERG Ferguson Jersey Ltd. | Sold out | 0.00% | −0.12 |
| QSR Restaurant Brands Intern | Reduce -91.9% | 0.01% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.0% | 1.30% | −0.10 |
| SNPS Synopsys Inc. | Reduce -14.0% | 1.30% | −0.10 |
| EFA iShares MSCI Eafe ETF | Reduce -40.6% | 0.15% | −0.10 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.10 |
| LEMB iShares JP Morgan Em Local C | Reduce -8.2% | 0.79% | −0.09 |
| RSP Invesco S&P 500 Equal Weight | Reduce -42.0% | 0.14% | −0.09 |
| URTH iShares MSCI World ETF | Reduce -53.8% | 0.08% | −0.09 |
| MCHI iShares MSCI China ETF | Reduce -11.3% | 0.27% | −0.09 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -18.5% | 0.63% | −0.09 |
| LIN Linde PLC | Reduce -32.9% | 0.16% | −0.08 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.07 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -4.5% | 5.66% | −0.07 |
| HEWJ Isha Curr Hedged MSCI Japan | Reduce -13.9% | 0.67% | −0.06 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.06 |
| MTZ Mastec Inc. | Reduce -37.5% | 0.17% | −0.05 |
| EWJ iShares MSCI Japan ETF | Reduce -11.7% | 0.53% | −0.05 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -5.1% | 0.40% | −0.05 |
| ICE Intercontinental Exchange Inc. | Reduce -14.6% | 0.08% | −0.05 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -14.6% | 0.12% | −0.04 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -57.2% | 0.03% | −0.04 |
| EMR Emerson Electric Co. | Reduce -62.9% | 0.02% | −0.04 |
| CRM Salesforce Inc. | Reduce -14.6% | 0.07% | −0.04 |
| TT Trane Technologies PLC | Reduce -53.7% | 0.03% | −0.03 |
| ITB iShares U.S. Home Constructi | Reduce -42.7% | 0.05% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -14.6% | 0.11% | −0.03 |
| XEL Xcel Energy Inc. | Reduce -47.3% | 0.03% | −0.03 |
| NWSA News Corp. Class A | Reduce -13.9% | 0.11% | −0.03 |
| NVSEF Novartis AG-Reg | Reduce -13.8% | 0.13% | −0.03 |
| SPGI S&P Global Inc. | Reduce -14.6% | 0.09% | −0.03 |
| UTHR United Therapeutics Corp. | Reduce -14.5% | 0.06% | −0.02 |
| JCI Johnson Controls Internation | Reduce -39.1% | 0.03% | −0.02 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -14.6% | 0.12% | −0.02 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.02 |
| VMC Vulcan Materials Co. | Reduce -13.8% | 0.11% | −0.02 |
| GE General Electric | Reduce -41.6% | 0.04% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -1.8% | 0.14% | −0.01 |
| ONC Beone Medicines Ltd.-ADR | Reduce -14.6% | 0.04% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| VT Vanguard Tot World STK ETF | Add +22.9% | 3.36% | +0.79 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +2.2% | 3.77% | +0.74 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.8% | 5.36% | +0.62 |
| VOO Vanguard S&P 500 ETF | Add +2.1% | 4.03% | +0.36 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.29% | +0.29 |
| VTWO Vanguard Russell 2000 ETF | Add +44.1% | 0.71% | +0.28 |
| SHY iShares 1-3 Year Treasury Bo | Add +62.5% | 0.55% | +0.19 |
| ACWI iShares MSCI Acwi ETF | Add +8.4% | 1.34% | +0.18 |
| IEFA iShares Core MSCI Eafe ETF | Add +5.0% | 3.29% | +0.16 |
| PCG P G & E Corp. | Add +852.8% | 0.15% | +0.13 |
| DPZ Domino's Pizza Inc. | New | 0.10% | +0.10 |
| PSX Phillips 66 | New | 0.09% | +0.09 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +32.1% | 0.47% | +0.09 |
| REET iShares Global REIT ETF | Add +2.2% | 1.59% | +0.08 |
| MCHP Microchip Technology Inc. | New | 0.08% | +0.08 |
| PWRD TCW Transform Systems ETF | Add +0.1% | 0.46% | +0.07 |
| CQQQ Invesco China Technology ETF | Add +228.2% | 0.08% | +0.06 |
| USHY iShares Broad Usd High Yield | Add +29.3% | 0.34% | +0.06 |
| EEM iShares MSCI Emerging Market | Add +15.5% | 0.23% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.8% | 0.30% | +0.05 |
| LIEN Chicago Atlantic BDC Inc. | New | 0.05% | +0.05 |
| IEI iShares 3-7 Year Treasury Bo | Add +30.8% | 0.25% | +0.04 |
| SOXX iShares Semiconductor ETF | Add +0.1% | 0.09% | +0.04 |
| MU Micron Technology Inc. | New | 0.04% | +0.04 |
| IWV iShares Russell 3000 ETF | Add +0.2% | 0.45% | +0.03 |
| BUG Global X Cybersecurity ETF | Add +23.3% | 0.07% | +0.03 |
| ETN Eaton Corp. PLC | Add +142.2% | 0.04% | +0.02 |
| PWR Quanta Services Inc. | New | 0.02% | +0.02 |
| UAL United Airlines Holdings Inc. | New | 0.02% | +0.02 |
| DAR Darling Ingredients Inc. | New | 0.02% | +0.02 |
| MUB iShares National Muni Bond E | Add +22.0% | 0.14% | +0.02 |
| DAL Delta Air Lines Inc. | New | 0.02% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +28.7% | 0.11% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.25% | +0.02 |
| CARR Carrier Global Corp. | New | 0.02% | +0.02 |
| TSLA Tesla Inc. | New | 0.02% | +0.02 |
| IGIFF Igm Financial Inc. | Add +0.0% | 0.08% | +0.02 |
| IGM iShares Expanded Tech Sector | Add +0.0% | 0.08% | +0.02 |
| LOW Lowe's Cos Inc. | New | 0.02% | +0.02 |
| UNP Union Pacific Corp. | New | 0.02% | +0.02 |
| AA Alcoa Corp. | New | 0.02% | +0.02 |
| CEG Constellation Energy | New | 0.02% | +0.02 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +0.5% | 0.39% | +0.02 |
| CMI Cummins Inc. | Add +28.7% | 0.04% | +0.01 |
| GM General Motors Co. | Add +76.1% | 0.04% | +0.01 |
| IGV iShares Expanded Tech-Softwa | Add +15.0% | 0.07% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.08% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +0.2% | 0.14% | +0.01 |
| MRVL Marvell Technology Group Ltd. | New | 0.01% | +0.01 |
| VST Vistra Corp. | Add +76.8% | 0.02% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 186 | $2.8B | IVV, IEMG, VGSH, HEFA, VTV |
| Q1 2026 | 174 | $2.7B | IVV, VGSH, IEMG, HEFA, VTV |
| Q4 2025 | 166 | $2.7B | IVV, VGSH, HEFA, IEMG, STIP |
| Q3 2025 | 162 | $2.5B | IVV, VGSH, IEMG, HEFA, VOO |
| Q2 2025 | 161 | $2.5B | IVV, VGSH, IEMG, HEFA, VTV |
| Q1 2025 | 182 | $5.9B | IVV, VOO, VTV, VT, VGSH |
| Q4 2024 | 125 | $3.6B | IVV, VOO, EMXC, BIL, VT |
| Q3 2024 | 177 | $6.3B | IVV, VOO, EMXC, VGSH, VT |
| Q2 2024 | 186 | $5.9B | IVV, EMXC, VOO, VGSH, VTV |
| Q1 2024 | 139 | $3.3B | IVV, EMXC, IRRRF, VTV, VGSH |