Partners Capital Investment Group, LLP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Partners Capital Investment Group, LLP disclosed 162 US equity positions worth $2.5bn in its Q3 2025 13F filing. The largest position was IVV at 20.5% of the reported book, followed by VGSH and IEMG. Against the Q2 2025 filing, it opened 0 new positions, added to 18 and reduced 20 among the top 50 holdings.
What did Partners Capital Investment Group, LLP own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IVV iShares Core S&P 500 ETF | 20.5% | $514.9m | 769,341 | -6% | reduced | |
| 2 | VGSH Vanguard Short-Term Treasury ETF | 5.8% | $145.4m | 2,470,830 | -6% | reduced | |
| 3 | IEMG iShares Core MSCI Emerging Markets ETF | 5.5% | $137.6m | 2,087,514 | -8% | reduced | |
| 4 | HEFA iShares Currency Hedged MSCI EAFE ETF | 5.2% | $132.1m | 3,334,727 | 5% | added | |
| 5 | VOO Vanguard S&P 500 ETF | 4.8% | $121.2m | 197,963 | -2% | reduced | |
| 6 | VTV Vanguard Value ETF | 4.6% | $114.9m | 616,349 | -7% | reduced | |
| 7 | STIP iShares 0-5 Year TIPS Bond ETF | 3.8% | $95.5m | 923,723 | 13% | added | |
| 8 | VT Vanguard Total World Stock ETF | 3.2% | $80.8m | 586,353 | -9% | reduced | |
| 9 | ITOT iShares Core S&P Total US Stock Market ETF | 3.0% | $76.7m | 526,649 | -10% | reduced | |
| 10 | EMXC iShares MSCI Emerging Markets ex China ETF | 2.9% | $73.0m | 1,081,293 | -25% | reduced | |
| 11 | TIP iShares TIPS Bond ETF | 2.5% | $63.6m | 571,851 | 9% | added | |
| 12 | IEFA iShares Core MSCI EAFE ETF | 2.4% | $61.0m | 698,646 | -18% | reduced | |
| 13 | DBJP Xtrackers MSCI Japan Hedged Equity ETF | 2.3% | $58.8m | 691,554 | -2% | reduced | |
| 14 | ACWI iShares MSCI ACWI ETF | 2.2% | $56.1m | 405,964 | 5% | added | |
| 15 | IEF iShares 7-10 Year Treasury Bond ETF | 1.6% | $41.0m | 424,554 | 7% | added | |
| 16 | SPY SPDR S&P 500 ETF Trust | 1.5% | $37.9m | 56,862 | 0% | held | |
| 17 | SNPS Synopsys Inc | Technology | 1.5% | $37.9m | 56,862 | 0% | held |
| 18 | REET iShares Global REIT ETF | 1.4% | $36.1m | 1,413,342 | 6% | added | |
| 19 | SGOV iShares 0-3 Month Treasury Bond ETF | 1.2% | $31.3m | 311,037 | 19% | added | |
| 20 | IAU iShares Gold Trust | 1.0% | $25.5m | 349,933 | 0% | held | |
| 21 | SUB iShares Short-Term National Muni Bond ETF | 0.9% | $22.8m | 213,956 | 36% | added | |
| 22 | iShares Currency Hedged MSCI Japan ETF | 0.9% | $21.5m | 436,920 | -4% | reduced | |
| 23 | EWJ iShares MSCI Japan ETF | 0.8% | $20.4m | 253,972 | -22% | reduced | |
| 24 | VGIT Vanguard Intermediate-Term Treasury ETF | 0.8% | $19.6m | 326,064 | -5% | reduced | |
| 25 | USHY iShares Broad USD High Yield Corporate Bond ETF | 0.8% | $19.1m | 504,949 | 1% | added | |
| 26 | BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 0.6% | $16.0m | 161,239 | -45% | reduced | |
| 27 | iShares Currency Hedged MSCI ACWI EX US ETF | 0.6% | $15.9m | 421,211 | 6% | added | |
| 28 | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.6% | $15.7m | 285,493 | 49% | added | |
| 29 | DXJ WisdomTree Japan Hedged Equity Fund | 0.6% | $15.1m | 118,241 | -6% | reduced | |
| 30 | Columbia EM Core ex-China ETF | 0.6% | $14.8m | 406,326 | 0% | held | |
| 31 | XLE Energy Select Sector SPDR Fund | 0.5% | $13.1m | 146,916 | 1% | added | |
| 32 | VNQ Vanguard Real Estate ETF | 0.5% | $13.0m | 141,786 | 2% | added | |
| 33 | EFA iShares MSCI EAFE ETF | 0.5% | $12.2m | 130,751 | -62% | reduced | |
| 34 | IWV iShares Russell 3000 ETF | 0.4% | $11.3m | 29,764 | 0% | held | |
| 35 | VTWO Vanguard Russell 2000 ETF | 0.4% | $11.2m | 114,119 | 0% | held | |
| 36 | MCHI iShares MSCI China ETF | 0.4% | $11.0m | 167,230 | 0% | held | |
| 37 | TCW Transform Systems ETF | 0.4% | $10.3m | 105,340 | 56% | added | |
| 38 | MSFT Microsoft Corp | Technology | 0.4% | $8.8m | 17,053 | 1% | added |
| 39 | IWM iShares Russell 2000 ETF | 0.3% | $8.3m | 34,255 | 29% | added | |
| 40 | VanEck Israel ETF | 0.3% | $7.9m | 145,123 | 0% | held | |
| 41 | SHY iShares 1-3 Year Treasury Bond ETF | 0.3% | $7.6m | 91,729 | -12% | reduced | |
| 42 | META Meta Platforms Inc | Communication Services | 0.3% | $7.2m | 9,855 | 0% | held |
| 43 | BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | 0.3% | $7.2m | 78,679 | -36% | reduced | |
| 44 | SHV iShares Short Treasury Bond ETF | 0.3% | $6.8m | 61,490 | 1% | added | |
| 45 | QQQ Invesco QQQ Trust Series 1 | 0.3% | $6.7m | 11,090 | 2% | added | |
| 46 | DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 0.3% | $6.6m | 143,246 | -6% | reduced | |
| 47 | GOOGL Alphabet Inc | Communication Services | 0.2% | $6.1m | 25,276 | 0% | held |
| 48 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 0.2% | $6.1m | 21,935 | 0% | held |
| 49 | EPP iShares MSCI Pacific ex Japan ETF | 0.2% | $6.0m | 116,360 | -16% | reduced | |
| 50 | VTI Vanguard Total Stock Market ETF | 0.2% | $6.0m | 18,267 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.