CIK 1877090
Twelve Points Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
196
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 196
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 575K | $1M+ | SH |
| ASA | ASA GOLD AND PRECIOUS MTLS L | 461K | $1M+ | SH |
| IOO | ISHARES TR | 155K | $1M+ | SH |
| FLTR | VANECK ETF TRUST | 752K | $1M+ | SH |
| SGOV | ISHARES TR | 171K | $1M+ | SH |
| SHV | ISHARES TR | 125K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 167K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 246K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 145K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 571K | $1M+ | SH |
| DGRO | ISHARES TR | 134K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 224K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 51K | $1M+ | SH |
| GLD | SPDR GOLD TR | 16K | $1M+ | SH |
| SHYG | ISHARES TR | 130K | $1M+ | SH |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | 367K | $1M+ | SH |
| DBL | DOUBLELINE OPPORTUNISTIC CR | 346K | $1M+ | SH |
| LQDH | ISHARES U S ETF TR | 55K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 15K | $1M+ | SH |
| AAPL | APPLE INC | 18K | $1M+ | SH |
| RFG | INVESCO EXCHANGE TRADED FD T | 69K | $1M+ | SH |
| BEN | FRANKLIN RESOURCES INC | 148K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5 | $1M+ | SH |
| PSK | SPDR SERIES TRUST | 115K | $1M+ | SH |
| JBL | JABIL INC | 15K | $1M+ | SH |
| IVV | ISHARES TR | 5K | $1M+ | SH |
| APAM | ARTISAN PARTNERS ASSET MGMT | 75K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 38K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 25K | $1M+ | SH |
| HGER | HARBOR ETF TRUST | 118K | $1M+ | SH |
| FGD | FIRST TR EXCHANGE TRADED FD | 95K | $1M+ | SH |
| RZG | INVESCO EXCHANGE TRADED FD T | 50K | $1M+ | SH |
| CSCO | CISCO SYS INC | 37K | $1M+ | SH |
| MAGS | LISTED FDS TR | 39K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 29K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 11K | $1M+ | SH |
| BWA | BORGWARNER INC | 49K | $1M+ | SH |
| BDC | BELDEN INC | 20K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 41K | $1M+ | SH |
| GOOGL | ALPHABET INC | 7K | $1M+ | SH |
| OKE | ONEOK INC NEW | 31K | $1M+ | SH |
| CAIE | CALAMOS ETF TR | 81K | $1M+ | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 41K | $1M+ | SH |
| QCOM | QUALCOMM INC | 11K | $1M+ | SH |
| QAI | NEW YORK LIFE INVESTMENTS ET | 57K | $1M+ | SH |
| CLF | CLEVELAND-CLIFFS INC NEW | 150K | $1M+ | SH |
| V | VISA INC | 5K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 6K | $1M+ | SH |
| CR | CRANE COMPANY | 9K | $1M+ | SH |