Twelve Points Wealth Management LLC Portfolio Holdings
Twelve Points Wealth Management LLC
- $391 Million
- Q3 2025
Twelve Points Wealth Management LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $391 Million distributed in 191 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $48.4M, Asa Gold & Precious Metals LTD with a value of $21.5M, Ishares Trishares 0 3 Mnth Tre with a value of $17.3M, Vaneck ETF Tr Investment Grade with a value of $14.4M, and Vanguard Ftse All World Ex Us with a value of $12.6M.
Examining the 13F form we can see an increase of $26.8M in the current position value, from $364M to 391M.
Below you can find more details about Twelve Points Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 191
- Current Value $391 Million
- Prior Value $364 Million
- Filing
- Period Q3 2025
- Filing Date October 22, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 12 stocks
- Additional Purchases 31 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks