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 151–196 of 196
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EBC | EASTERN BANKSHARES INC | 18K | $100K–$500K | SH |
| META | META PLATFORMS INC | 530 | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 4K | $100K–$500K | SH |
| CE | CELANESE CORP DEL | 7K | $100K–$500K | SH |
| T | AT&T INC | 14K | $100K–$500K | SH |
| PPL | PPL CORP | 9K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 910 | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 5K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 435 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 481 | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 6K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| MAC | MACERICH CO | 15K | $100K–$500K | SH |
| LIEN | CHICAGO ATLANTIC BDC INC | 26K | $100K–$500K | SH |
| PFE | PFIZER INC | 11K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 1K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 1K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| LOW | LOWES COS INC | 942 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| ACWV | ISHARES INC | 2K | $100K–$500K | SH |
| PSKY | PARAMOUNT SKYDANCE CORP | 20K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 639 | $100K–$500K | SH |
| IJT | ISHARES TR | 2K | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 320 | $100K–$500K | SH |
| INTU | INTUIT | 352 | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 1K | $100K–$500K | SH |
| AEIS | ADVANCED ENERGY INDS | 1K | $100K–$500K | SH |
| IWM | ISHARES TR | 826 | $100K–$500K | SH |
| IVW | ISHARES TR | 2K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 1K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 412 | $100K–$500K | SH |
| HUBS | HUBSPOT INC | 560 | $100K–$500K | SH |
| AIQ | GLOBAL X FDS | 4K | $100K–$500K | SH |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | 3K | $100K–$500K | SH |
| EVN | EATON VANCE MUNI INCOME TRUS | 16K | $100K–$500K | SH |
| SERA | SERA PROGNOSTICS INC | 43K | $100K–$500K | SH |
| DFTX | MIND MEDICINE MINDMED INC | 11K | $100K–$500K | SH |
| ACHR | ARCHER AVIATION INC | 14K | $100K–$500K | SH |
| FSLY | FASTLY INC | 12K | $100K–$500K | SH |
| KRO | KRONOS WORLDWIDE INC | 12K | $50K–$100K | SH |
| JBLU | JETBLUE AWYS CORP | 10K | $50K–$100K | SH |