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Twelve Points Wealth Management LLC

Q2 2026 13F filing

Updated 34 days ago

213 disclosed positions worth $499.1M

Portfolio value
$499.1M
Total holdings
213
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-07

Full holdings

Every line item disclosed in Q2 2026

S

SPDR SERIES TRUST

Value
$35.2M
Shares
383.9K
% Port
7.05%
E

ISHARES TR

Value
$32.5M
Shares
237.8K
% Port
6.51%
F

VANECK ETF TRUST

Value
$28.3M
Shares
1.10M
% Port
5.67%
E

ISHARES TR

Value
$18.8M
Shares
186.8K
% Port
3.77%
S

SSGA ACTIVE ETF TR

Value
$18.6M
Shares
461.7K
% Port
3.73%
A
6.ASA

ASA GOLD AND PRECIOUS MTLS L

Value
$17.1M
Shares
329.3K
% Port
3.43%
E

ISHARES TR

Value
$15.3M
Shares
202.2K
% Port
3.07%
V

VANGUARD MALVERN FDS

Value
$15.3M
Shares
304.6K
% Port
3.07%
V

VANGUARD INTL EQUITY INDEX F

Value
$15.1M
Shares
180.4K
% Port
3.03%
F
10.FPF

FIRST TR EXCH TRADED FD III

Value
$13.9M
Shares
775.1K
% Port
2.78%
E
11.ETHA

ISHARES U S ETF TR

Value
$11.5M
Shares
123.4K
% Port
2.30%
E
12.ETHA

ISHARES TR

Value
$11.5M
Shares
270.2K
% Port
2.30%
V
13.VGES

VANGUARD INTL EQUITY INDEX F

Value
$10M
Shares
64.6K
% Port
2.00%
S
14.SLV

ISHARES SILVER TR

Value
$7.6M
Shares
142.5K
% Port
1.53%
S
15.SPXX

NUVEEN S&P 500 DYNAMIC OVERW

Value
$6.4M
Shares
345.1K
% Port
1.29%
E
16.ETHA

ISHARES TR

Value
$6M
Shares
54.4K
% Port
1.20%
D
17.DBL

DOUBLELINE OPPORTUNISTIC CR

Value
$5.8M
Shares
405.8K
% Port
1.17%
A
18.AAPL

APPLE INC

Value
$5.3M
Shares
18.3K
% Port
1.06%
J
19.JBL

JABIL INC

Value
$5M
Shares
13.0K
% Port
1.00%
S

SPDR SERIES TRUST

Value
$5M
Shares
164.2K
% Port
1.00%
J

JPMORGAN CHASE & CO

Value
$5M
Shares
15.1K
% Port
0.99%
B
22.BEN

FRANKLIN RESOURCES INC

Value
$4.6M
Shares
137.1K
% Port
0.91%
I
23.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$4.4M
Shares
68.1K
% Port
0.88%
?
24.N/A

LISTED FDS TR

Value
$4.4M
Shares
67.9K
% Port
0.87%
?
25.N/A

HARBOR ETF TRUST

Value
$4.1M
Shares
138.5K
% Port
0.81%
G
26.GLD

SPDR GOLD TR

Value
$3.8M
Shares
10.3K
% Port
0.76%
A
27.APAM

ARTISAN PARTNERS ASSET MGMT

Value
$3.8M
Shares
109.1K
% Port
0.75%
B

BERKSHIRE HATHAWAY INC DEL

Value
$3.7M
Shares
5
% Port
0.75%
?
29.N/A

INVESCO EXCHANGE TRADED FD T

Value
$3.6M
Shares
49.3K
% Port
0.72%
I
30.IAU

ISHARES GOLD TR

Value
$3.5M
Shares
45.9K
% Port
0.69%
X
31.XOM

EXXON MOBIL CORP

Value
$3.4M
Shares
24.9K
% Port
0.68%
C
32.CSQ

CALAMOS ETF TR

Value
$3.4M
Shares
125.1K
% Port
0.68%
V
33.VSH

VISHAY INTERTECHNOLOGY INC

Value
$3.4M
Shares
62.9K
% Port
0.68%
C
34.CSCO

CISCO SYS INC

Value
$3.4M
Shares
28.6K
% Port
0.67%
S

SPDR SERIES TRUST

Value
$3.2M
Shares
35.4K
% Port
0.64%
E
36.ETHA

ISHARES TR

Value
$3.2M
Shares
4.3K
% Port
0.64%
F
37.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$3.1M
Shares
96.3K
% Port
0.62%
J
38.JNJ

JOHNSON & JOHNSON

Value
$2.9M
Shares
11.5K
% Port
0.59%
E
39.EOG

EOG RES INC

Value
$2.9M
Shares
22.2K
% Port
0.58%
O
40.OKE

ONEOK INC NEW

Value
$2.9M
Shares
33.0K
% Port
0.57%
B
41.BWA

BORGWARNER INC

Value
$2.8M
Shares
42.6K
% Port
0.57%
G

ALPHABET INC

Value
$2.6M
Shares
7.3K
% Port
0.52%
B
43.BDC

BELDEN INC

Value
$2.6M
Shares
21.7K
% Port
0.52%
I
44.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$2.6M
Shares
40.3K
% Port
0.52%
?
45.N/A

LITMAN GREGORY FDS TR

Value
$2.6M
Shares
83.9K
% Port
0.51%
T
46.TXN

TEXAS INSTRS INC

Value
$2.5M
Shares
8.4K
% Port
0.50%
?
47.N/A

NEW YORK LIFE INVESTMENTS ET

Value
$2.5M
Shares
68.0K
% Port
0.50%
C
48.CR

CRANE COMPANY

Value
$2.1M
Shares
9.5K
% Port
0.43%
F
49.FCX

FREEPORT MCMORAN INC

Value
$2.1M
Shares
33.6K
% Port
0.42%
M
50.MSFT

MICROSOFT CORP

Value
$2M
Shares
5.3K
% Port
0.39%