EdgeMarket › What Partners Capital Investment Group, Llp reported owning
What Partners Capital Investment Group, Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.7BPositions
174Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 536.8M | 20.2% | 821.8K | 769.31 | +20.0% |
| VGSH Vanguard Short-Term Treasury ETF | 170.8M | 6.4% | 2.9M | 58.13 | -0.9% |
| IEMG iShares Core MSCI Emerging Markets ETF | 152.6M | 5.7% | 2.2M | 81.57 | +31.9% |
| HEFA iShares Currency Hedged MSCI EAFE ETF | 152.1M | 5.7% | 3.6M | 47.25 | +20.3% |
| VTV Vanguard Morningstar Value ETF | 125.7M | 4.7% | 640.5K | 226.40 | +24.6% |
| STIP iShares 0-5 Year TIPS Bond ETF | 101.8M | 3.8% | 983.8K | 100.92 | -2.2% |
| VOO Vanguard S&P 500 ETF | 97.5M | 3.7% | 163.1K | 703.71 | +20.0% |
| IEFA iShares Core MSCI EAFE ETF | 83.3M | 3.1% | 919.9K | 100.85 | +16.8% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 80.4M | 3.0% | 1.0M | 97.80 | +53.2% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 69.0M | 2.6% | 484.5K | 167.97 | +20.5% |
| VT Vanguard Total World Stock Index ETF | 68.3M | 2.6% | 493.7K | 160.77 | +21.2% |
| DBJP Xtrackers MSCI Japan Hedged Equity ETF | 66.2M | 2.5% | 655.3K | 114.72 | +37.1% |
| TIP iShares TIPS Bond ETF | 62.8M | 2.4% | 569.2K | 107.13 | -2.7% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 59.5M | 2.2% | 591.0K | 100.63 | +0.0% |
| IEF iShares 7-10 Year Treasury Bond ETF | 52.0M | 2.0% | 544.6K | 92.82 | -2.8% |
| REET iShares Global REIT ETF | 40.1M | 1.5% | 1.6M | 28.02 | +11.4% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 38.9M | 1.5% | 652.5K | 58.31 | -2.3% |
| SPY SPDR S&P 500 ETF TRUST | 37.2M | 1.4% | 57.2K | 765.72 | +20.0% |
| SNPS SYNOPSYS INC | 37.2M | 1.4% | 57.2K | 397.87 | -33.8% |
| unmapped CUSIP 464285105 | 35.8M | 1.3% | 406.4K | — | — |
| ACWI iShares MSCI ACWI ETF | 30.9M | 1.2% | 223.0K | 160.81 | +21.3% |
| SUB iShares Short-Term National Muni Bond ETF | 23.7M | 0.9% | 222.3K | 106.30 | -0.6% |
| LEMB iShares J.P. Morgan EM Local Currency Bond | 23.3M | 0.9% | 571.5K | 43.34 | +6.6% |
| EMLC VanEck J. P. Morgan EM Local Currency Bond ET | 19.4M | 0.7% | 773.3K | 25.85 | +2.3% |
| HEWJ iShares Currency Hedged MSCI Japan ETF | 19.3M | 0.7% | 343.8K | 64.20 | +32.4% |
| SPYX State Street SPDR S&P 500 Fossil Fuel Reserves | 18.9M | 0.7% | 357.2K | 62.71 | +19.3% |
| DXJ WisdomTree Japan Hedged Equity Fund | 18.8M | 0.7% | 118.5K | 177.54 | +41.1% |
| XLE State Street Energy Select Sector SPDR ETF | 18.2M | 0.7% | 296.3K | 63.64 | +48.3% |
| HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF | 17.2M | 0.6% | 420.8K | 46.02 | +25.7% |
| EWJ iShares MSCI Japan ETF | 15.5M | 0.6% | 184.0K | 95.18 | +19.5% |
| XCEM Columbia EM Core ex-China ETF | 13.1M | 0.5% | 320.0K | 50.59 | +46.4% |
| VNQ Vanguard Real Estate ETF | 12.9M | 0.5% | 144.9K | 98.50 | +8.6% |
| BILS State Street SPDR Bloomberg 3-12 Month T-Bill | 11.9M | 0.4% | 119.2K | 99.36 | -0.0% |
| VTWO Vanguard Russell 2000 ETF | 11.5M | 0.4% | 114.7K | 121.25 | +33.0% |
| IWV iShares Russell 3000 Fund | 11.1M | 0.4% | 29.9K | 436.47 | +20.5% |
| PWRD TCW Transform Systems ETF | 10.3M | 0.4% | 105.3K | 108.28 | +18.5% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 10.2M | 0.4% | 110.9K | 91.60 | -0.1% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 9.9M | 0.4% | 199.8K | 55.82 | +21.1% |
| SHY iShares 1-3 Year Treasury Bond ETF | 9.7M | 0.4% | 117.9K | 82.00 | -0.9% |
| MCHI iShares MSCI China ETF | 9.5M | 0.4% | 168.4K | 55.66 | -7.1% |
| IWM iShares Russell 2000 ETF | 9.0M | 0.3% | 36.3K | 299.96 | +33.1% |
| ISRA VanEck Israel ETF | 8.9M | 0.3% | 147.3K | 66.73 | +32.7% |
| USHY iShares Broad USD High Yield Corporate Bond ET | 7.4M | 0.3% | 201.4K | 36.84 | -1.4% |
| EFA iShares MSCI EAFE ETF | 6.8M | 0.3% | 70.5K | 108.24 | +17.1% |
| EPP iShares MSCI Pacific Ex-Japan Index Fund | 6.5M | 0.2% | 122.5K | 58.08 | +14.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 6.5M | 0.2% | 11.3K | 713.44 | +26.1% |
| SHV iShares 0-1 Year Treasury Bond ETF | 6.4M | 0.2% | 58.0K | 110.31 | -0.0% |
| LIN LINDE PLC | 6.3M | 0.2% | 12.7K | 487.57 | +1.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 6.1M | 0.2% | 19.1K | 378.24 | +20.5% |
| RSP Invesco S&P 500 Equal Weight ETF | 6.0M | 0.2% | 31.5K | 221.67 | +18.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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