Partners Capital Investment Group, LLP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Partners Capital Investment Group, LLP disclosed 174 US equity positions worth $2.7bn in its Q1 2026 13F filing. The largest position was IVV at 20.2% of the reported book, followed by VGSH and IEMG.
What did Partners Capital Investment Group, LLP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | IVV iShares Core S&P 500 ETF | 20.2% | $536.8m | 821,849 | – | ||
| 2 | VGSH Vanguard Short-Term Treasury ETF | 6.4% | $170.8m | 2,917,104 | – | ||
| 3 | IEMG iShares Core MSCI Emerging Markets ETF | 5.7% | $152.6m | 2,187,140 | – | ||
| 4 | HEFA iShares Currency Hedged MSCI EAFE ETF | 5.7% | $152.1m | 3,579,217 | – | ||
| 5 | VTV Vanguard Value ETF | 4.7% | $125.7m | 640,487 | – | ||
| 6 | STIP iShares 0-5 Year TIPS Bond ETF | 3.8% | $101.8m | 983,845 | – | ||
| 7 | VOO Vanguard S&P 500 ETF | 3.7% | $97.5m | 163,083 | – | ||
| 8 | IEFA iShares Core MSCI EAFE ETF | 3.1% | $83.3m | 919,863 | – | ||
| 9 | EMXC iShares MSCI Emerging Markets ex China ETF | 3.0% | $80.4m | 1,022,259 | – | ||
| 10 | ITOT iShares Core S&P Total US Stock Market ETF | 2.6% | $69.0m | 484,522 | – | ||
| 11 | VT Vanguard Total World Stock ETF | 2.6% | $68.3m | 493,679 | – | ||
| 12 | DBJP Xtrackers MSCI Japan Hedged Equity ETF | 2.5% | $66.2m | 655,348 | – | ||
| 13 | TIP iShares TIPS Bond ETF | 2.4% | $62.8m | 569,232 | – | ||
| 14 | SGOV iShares 0-3 Month Treasury Bond ETF | 2.2% | $59.5m | 590,975 | – | ||
| 15 | IEF iShares 7-10 Year Treasury Bond ETF | 2.0% | $52.0m | 544,561 | – | ||
| 16 | REET iShares Global REIT ETF | 1.5% | $40.1m | 1,596,022 | – | ||
| 17 | VGIT Vanguard Intermediate-Term Treasury ETF | 1.5% | $38.9m | 652,463 | – | ||
| 18 | SPY SPDR S&P 500 ETF Trust | 1.4% | $37.2m | 57,179 | – | ||
| 19 | SNPS Synopsys Inc | Technology | 1.4% | $37.2m | 57,179 | – | |
| 20 | IAU iShares Gold Trust | 1.3% | $35.8m | 406,426 | – | ||
| 21 | ACWI iShares MSCI ACWI ETF | 1.2% | $30.9m | 223,032 | – | ||
| 22 | SUB iShares Short-Term National Muni Bond ETF | 0.9% | $23.7m | 222,273 | – | ||
| 23 | LEMB iShares J.P. Morgan EM Local Currency Bond ETF | 0.9% | $23.3m | 571,451 | – | ||
| 24 | EMLC VanEck J. P. Morgan EM Local Currency Bond ETF | 0.7% | $19.4m | 773,331 | – | ||
| 25 | iShares Currency Hedged MSCI Japan ETF | 0.7% | $19.3m | 343,797 | – | ||
| 26 | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.7% | $18.9m | 357,185 | – | ||
| 27 | DXJ WisdomTree Japan Hedged Equity Fund | 0.7% | $18.8m | 118,546 | – | ||
| 28 | XLE Energy Select Sector SPDR Fund | 0.7% | $18.2m | 296,295 | – | ||
| 29 | iShares Currency Hedged MSCI ACWI EX US ETF | 0.6% | $17.2m | 420,782 | – | ||
| 30 | EWJ iShares MSCI Japan ETF | 0.6% | $15.5m | 184,019 | – | ||
| 31 | Columbia EM Core ex-China ETF | 0.5% | $13.1m | 320,043 | – | ||
| 32 | VNQ Vanguard Real Estate ETF | 0.5% | $12.9m | 144,944 | – | ||
| 33 | BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 0.4% | $11.9m | 119,196 | – | ||
| 34 | VTWO Vanguard Russell 2000 ETF | 0.4% | $11.5m | 114,697 | – | ||
| 35 | IWV iShares Russell 3000 ETF | 0.4% | $11.1m | 29,907 | – | ||
| 36 | TCW Transform Systems ETF | 0.4% | $10.3m | 105,340 | – | ||
| 37 | BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | 0.4% | $10.2m | 110,881 | – | ||
| 38 | DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 0.4% | $9.9m | 199,828 | – | ||
| 39 | SHY iShares 1-3 Year Treasury Bond ETF | 0.4% | $9.7m | 117,887 | – | ||
| 40 | MCHI iShares MSCI China ETF | 0.4% | $9.5m | 168,407 | – | ||
| 41 | IWM iShares Russell 2000 ETF | 0.3% | $9.0m | 36,279 | – | ||
| 42 | VanEck Israel ETF | 0.3% | $8.9m | 147,257 | – | ||
| 43 | USHY iShares Broad USD High Yield Corporate Bond ETF | 0.3% | $7.4m | 201,447 | – | ||
| 44 | EFA iShares MSCI EAFE ETF | 0.3% | $6.8m | 70,524 | – | ||
| 45 | EPP iShares MSCI Pacific ex Japan ETF | 0.2% | $6.5m | 122,513 | – | ||
| 46 | QQQ Invesco QQQ Trust Series 1 | 0.2% | $6.5m | 11,277 | – | ||
| 47 | SHV iShares Short Treasury Bond ETF | 0.2% | $6.4m | 57,957 | – | ||
| 48 | LIN Linde PLC | Basic Materials | 0.2% | $6.3m | 12,730 | – | |
| 49 | VTI Vanguard Total Stock Market ETF | 0.2% | $6.1m | 19,052 | – | ||
| 50 | RSP Invesco S&P 500 Equal Weight ETF | 0.2% | $6.0m | 31,484 | – |
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.