Partners Capital Investment Group, LLP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Partners Capital Investment Group, LLP disclosed 166 US equity positions worth $2.7bn in its Q4 2025 13F filing. The largest position was IVV at 22.1% of the reported book, followed by VGSH and HEFA. Against the Q3 2025 filing, it opened 1 new position, added to 25 and reduced 16 among the top 50 holdings.
What did Partners Capital Investment Group, LLP own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IVV iShares Core S&P 500 ETF | 22.1% | $594.3m | 867,648 | 13% | added | |
| 2 | VGSH Vanguard Short-Term Treasury ETF | 6.3% | $170.3m | 2,899,929 | 17% | added | |
| 3 | HEFA iShares Currency Hedged MSCI EAFE ETF | 5.3% | $142.4m | 3,442,271 | 3% | added | |
| 4 | IEMG iShares Core MSCI Emerging Markets ETF | 5.3% | $142.1m | 2,114,082 | 1% | added | |
| 5 | STIP iShares 0-5 Year TIPS Bond ETF | 4.9% | $132.1m | 1,290,115 | 40% | added | |
| 6 | VTV Vanguard Value ETF | 4.3% | $116.4m | 609,367 | -1% | reduced | |
| 7 | VOO Vanguard S&P 500 ETF | 4.3% | $114.7m | 182,948 | -8% | reduced | |
| 8 | EMXC iShares MSCI Emerging Markets ex China ETF | 3.1% | $84.0m | 1,155,424 | 7% | added | |
| 9 | VT Vanguard Total World Stock ETF | 3.0% | $80.7m | 572,306 | -2% | reduced | |
| 10 | TIP iShares TIPS Bond ETF | 3.0% | $79.4m | 722,269 | 26% | added | |
| 11 | ITOT iShares Core S&P Total US Stock Market ETF | 2.6% | $69.3m | 466,334 | -11% | reduced | |
| 12 | IEFA iShares Core MSCI EAFE ETF | 2.5% | $68.0m | 760,649 | 9% | added | |
| 13 | DBJP Xtrackers MSCI Japan Hedged Equity ETF | 2.4% | $63.7m | 672,898 | -3% | reduced | |
| 14 | IEF iShares 7-10 Year Treasury Bond ETF | 1.8% | $48.1m | 500,192 | 18% | added | |
| 15 | ACWI iShares MSCI ACWI ETF | 1.5% | $40.8m | 288,213 | -29% | reduced | |
| 16 | REET iShares Global REIT ETF | 1.5% | $39.0m | 1,563,807 | 11% | added | |
| 17 | SPY SPDR S&P 500 ETF Trust | 1.4% | $38.9m | 57,015 | 0% | held | |
| 18 | SNPS Synopsys Inc | Technology | 1.4% | $38.9m | 57,015 | 0% | held |
| 19 | VGIT Vanguard Intermediate-Term Treasury ETF | 1.2% | $32.8m | 546,946 | 68% | added | |
| 20 | IAU iShares Gold Trust | 1.1% | $30.6m | 376,393 | 8% | added | |
| 21 | SGOV iShares 0-3 Month Treasury Bond ETF | 1.1% | $28.8m | 287,091 | -8% | reduced | |
| 22 | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.7% | $20.0m | 356,322 | 25% | added | |
| 23 | iShares Currency Hedged MSCI Japan ETF | 0.7% | $19.1m | 361,583 | -17% | reduced | |
| 24 | EWJ iShares MSCI Japan ETF | 0.6% | $17.2m | 212,681 | -16% | reduced | |
| 25 | iShares Currency Hedged MSCI ACWI EX US ETF | 0.6% | $17.2m | 434,639 | 3% | added | |
| 26 | DXJ WisdomTree Japan Hedged Equity Fund | 0.6% | $17.1m | 118,546 | 0% | held | |
| 27 | SUB iShares Short-Term National Muni Bond ETF | 0.6% | $17.0m | 159,194 | -26% | reduced | |
| 28 | LEMB iShares J.P. Morgan EM Local Currency Bond ETF | 0.6% | $16.0m | 385,814 | – | new | |
| 29 | XLE Energy Select Sector SPDR Fund | 0.5% | $13.2m | 296,295 | 102% | added | |
| 30 | VNQ Vanguard Real Estate ETF | 0.5% | $12.7m | 143,402 | 1% | added | |
| 31 | Columbia EM Core ex-China ETF | 0.5% | $12.3m | 320,043 | -21% | reduced | |
| 32 | BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 0.4% | $11.8m | 118,527 | -26% | reduced | |
| 33 | IWV iShares Russell 3000 ETF | 0.4% | $11.5m | 29,847 | 0% | held | |
| 34 | EFA iShares MSCI EAFE ETF | 0.4% | $11.4m | 119,137 | -9% | reduced | |
| 35 | VTWO Vanguard Russell 2000 ETF | 0.4% | $11.4m | 114,466 | 0% | held | |
| 36 | TCW Transform Systems ETF | 0.4% | $10.1m | 105,340 | 0% | held | |
| 37 | MCHI iShares MSCI China ETF | 0.4% | $10.1m | 168,407 | 1% | added | |
| 38 | USHY iShares Broad USD High Yield Corporate Bond ETF | 0.4% | $9.7m | 258,826 | -49% | reduced | |
| 39 | IWM iShares Russell 2000 ETF | 0.3% | $9.2m | 37,199 | 9% | added | |
| 40 | SHY iShares 1-3 Year Treasury Bond ETF | 0.3% | $8.8m | 106,376 | 16% | added | |
| 41 | VanEck Israel ETF | 0.3% | $8.7m | 147,257 | 1% | added | |
| 42 | DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 0.3% | $8.4m | 175,554 | 23% | added | |
| 43 | BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | 0.3% | $7.5m | 82,502 | 5% | added | |
| 44 | MSFT Microsoft Corp | Technology | 0.3% | $7.4m | 15,328 | -10% | reduced |
| 45 | QQQ Invesco QQQ Trust Series 1 | 0.3% | $6.8m | 11,106 | 0% | held | |
| 46 | SHV iShares Short Treasury Bond ETF | 0.2% | $6.3m | 57,618 | -6% | reduced | |
| 47 | VTI Vanguard Total Stock Market ETF | 0.2% | $6.2m | 18,369 | 1% | added | |
| 48 | RSP Invesco S&P 500 Equal Weight ETF | 0.2% | $6.0m | 31,350 | 10% | added | |
| 49 | EPP iShares MSCI Pacific ex Japan ETF | 0.2% | $6.0m | 118,784 | 2% | added | |
| 50 | QUAL iShares Edge MSCI USA Quality Factor ETF | 0.2% | $5.9m | 29,789 | 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.