Twelve Points Wealth Management LLC - Portfolio overview

Twelve Points Wealth Management LLC has 219 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 8.65%
2. FLTR - VANECK ETF TRUST, 5.47%
3. IOO - ISHARES TR, 5.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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