Partners Capital Investment Group, LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Partners Capital Investment Group, LLP disclosed 186 US equity positions worth $2.8bn in its Q2 2026 13F filing. The largest position was IVV at 19.4% of the reported book, followed by IEMG and VGSH. Against the Q1 2026 filing, it opened 1 new position, added to 20 and reduced 22 among the top 50 holdings.
What did Partners Capital Investment Group, LLP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | IVV iShares Core S&P 500 ETF | 19.4% | $549.1m | 733,194 | -11% | reduced | |
| 2 | IEMG iShares Core MSCI Emerging Markets ETF | 6.2% | $176.4m | 2,129,728 | -3% | reduced | |
| 3 | VGSH Vanguard Short-Term Treasury ETF | 5.7% | $162.3m | 2,789,417 | -4% | reduced | |
| 4 | HEFA iShares Currency Hedged MSCI EAFE ETF | 5.7% | $160.5m | 3,419,467 | -4% | reduced | |
| 5 | VTV Vanguard Value ETF | 5.4% | $151.8m | 696,729 | 9% | added | |
| 6 | VOO Vanguard S&P 500 ETF | 4.0% | $114.4m | 166,503 | 2% | added | |
| 7 | EMXC iShares MSCI Emerging Markets ex China ETF | 3.8% | $106.9m | 1,044,702 | 2% | added | |
| 8 | STIP iShares 0-5 Year TIPS Bond ETF | 3.7% | $103.7m | 1,014,965 | 3% | added | |
| 9 | VT Vanguard Total World Stock ETF | 3.4% | $95.3m | 606,900 | 23% | added | |
| 10 | IEFA iShares Core MSCI EAFE ETF | 3.3% | $93.3m | 966,288 | 5% | added | |
| 11 | DBJP Xtrackers MSCI Japan Hedged Equity ETF | 2.5% | $71.8m | 625,798 | -5% | reduced | |
| 12 | ITOT iShares Core S&P Total US Stock Market ETF | 2.4% | $69.3m | 421,882 | -13% | reduced | |
| 13 | SGOV iShares 0-3 Month Treasury Bond ETF | 2.2% | $63.6m | 632,080 | 7% | added | |
| 14 | TIP iShares TIPS Bond ETF | 2.2% | $62.8m | 574,221 | 1% | added | |
| 15 | IEF iShares 7-10 Year Treasury Bond ETF | 1.7% | $48.5m | 513,242 | -6% | reduced | |
| 16 | REET iShares Global REIT ETF | 1.6% | $45.1m | 1,631,844 | 2% | added | |
| 17 | VGIT Vanguard Intermediate-Term Treasury ETF | 1.4% | $39.7m | 673,161 | 3% | added | |
| 18 | ACWI iShares MSCI ACWI ETF | 1.3% | $37.9m | 241,678 | 8% | added | |
| 19 | SPY SPDR S&P 500 ETF Trust | 1.3% | $36.7m | 49,196 | -14% | reduced | |
| 20 | SNPS Synopsys Inc | Technology | 1.3% | $36.7m | 49,196 | -14% | reduced |
| 21 | IAU iShares Gold Trust | 1.1% | $30.0m | 397,825 | -2% | reduced | |
| 22 | LEMB iShares J.P. Morgan EM Local Currency Bond ETF | 0.8% | $22.3m | 524,424 | -8% | reduced | |
| 23 | DXJ WisdomTree Japan Hedged Equity Fund | 0.7% | $20.5m | 118,136 | -0% | held | |
| 24 | SUB iShares Short-Term National Muni Bond ETF | 0.7% | $20.2m | 189,853 | -15% | reduced | |
| 25 | VTWO Vanguard Russell 2000 ETF | 0.7% | $20.1m | 165,262 | 44% | added | |
| 26 | iShares Currency Hedged MSCI Japan ETF | 0.7% | $19.1m | 295,885 | -14% | reduced | |
| 27 | iShares Currency Hedged MSCI ACWI EX US ETF | 0.7% | $18.6m | 400,263 | -5% | reduced | |
| 28 | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.6% | $17.8m | 291,227 | -18% | reduced | |
| 29 | Columbia EM Core ex-China ETF | 0.6% | $16.9m | 320,043 | 0% | held | |
| 30 | EMLC VanEck J. P. Morgan EM Local Currency Bond ETF | 0.6% | $16.5m | 645,385 | -17% | reduced | |
| 31 | SHY iShares 1-3 Year Treasury Bond ETF | 0.6% | $15.7m | 191,523 | 62% | added | |
| 32 | EWJ iShares MSCI Japan ETF | 0.5% | $15.2m | 162,538 | -12% | reduced | |
| 33 | VNQ Vanguard Real Estate ETF | 0.5% | $13.8m | 143,539 | -1% | reduced | |
| 34 | BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | 0.5% | $13.4m | 146,466 | 32% | added | |
| 35 | TCW Transform Systems ETF | 0.5% | $13.0m | 105,393 | 0% | held | |
| 36 | IWV iShares Russell 3000 ETF | 0.5% | $12.8m | 29,975 | 0% | held | |
| 37 | BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 0.4% | $11.2m | 113,143 | -5% | reduced | |
| 38 | DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 0.4% | $11.0m | 200,905 | 1% | added | |
| 39 | XLE Energy Select Sector SPDR Fund | 0.4% | $10.9m | 205,262 | -31% | reduced | |
| 40 | USHY iShares Broad USD High Yield Corporate Bond ETF | 0.3% | $9.6m | 260,361 | 29% | added | |
| 41 | VanEck Israel ETF | 0.3% | $9.6m | 147,257 | 0% | held | |
| 42 | QQQ Invesco QQQ Trust Series 1 | 0.3% | $8.4m | 11,365 | 1% | added | |
| 43 | VCSH Vanguard Short-Term Corporate Bond ETF | 0.3% | $8.1m | 102,742 | – | new | |
| 44 | MCHI iShares MSCI China ETF | 0.3% | $7.6m | 149,450 | -11% | reduced | |
| 45 | IEI iShares 3-7 Year Treasury Bond ETF | 0.3% | $7.1m | 60,622 | 31% | added | |
| 46 | VTI Vanguard Total Stock Market ETF | 0.2% | $7.1m | 19,106 | 0% | held | |
| 47 | EPP iShares MSCI Pacific ex Japan ETF | 0.2% | $6.5m | 122,547 | 0% | held | |
| 48 | SHV iShares Short Treasury Bond ETF | 0.2% | $6.5m | 58,476 | 1% | added | |
| 49 | EEM iShares MSCI Emerging Markets ETF | 0.2% | $6.4m | 94,056 | 15% | added | |
| 50 | QUAL iShares Edge MSCI USA Quality Factor ETF | 0.2% | $6.0m | 27,341 | -4% | reduced |
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.