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Portfolio (Quarterly) Guide ↗

Twelve Points Wealth Management LLC

· CIK 0001877090
13F Portfolio $444M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 196 New
Page 8 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GDXJ VANECK ETF TRUST 3,211.0 $392K 0.09% NEW $121.95 -7.0%
142 ETHW BITWISE ETHEREUM ETF Financial Services 17,420.0 $383K 0.09% NEW $21.98 -30.5%
143 DIS DISNEY WALT CO Communication Services 3,284.0 $381K 0.09% NEW $115.88 -11.7%
144 SPYV SPDR SERIES TRUST 6,400.0 $373K 0.08% NEW $58.22 +3.9%
145 IEFA ISHARES TR 4,024.0 $371K 0.08% NEW $92.13 +5.2%
146 AOA ISHARES TR 3,998.0 $365K 0.08% NEW $91.41 +5.4%
147 SPLB SPDR SERIES TRUST 15,991.0 $364K 0.08% NEW $22.76 -3.3%
148 SCHF SCHWAB STRATEGIC TR 14,444.0 $359K 0.08% NEW $24.86 +9.3%
149 FE FIRSTENERGY CORP Utilities 7,993.0 $357K 0.08% NEW $44.65 +0.9%
150 GLW CORNING INC Technology 4,148.0 $354K 0.08% NEW $85.23 +106.3%
151 EBC EASTERN BANKSHARES INC Financial Services 18,154.0 $353K 0.08% NEW $19.44 -1.1%
152 META META PLATFORMS INC Communication Services 530.0 $346K 0.08% NEW $653.10 -7.7%
153 VYM VANGUARD WHITEHALL FDS 2,258.0 $333K 0.07% NEW $147.26 +6.4%
154 GDX VANECK ETF TRUST 3,589.0 $332K 0.07% NEW $92.56 -6.7%
155 CE CELANESE CORP DEL Basic Materials 7,280.0 $332K 0.07% NEW $45.57 +17.4%
156 T AT&T INC Communication Services 13,705.0 $329K 0.07% NEW $23.99 +4.1%
157 PPL PPL CORP Utilities 9,238.0 $320K 0.07% NEW $34.59 +1.9%
158 AVGO BROADCOM INC Technology 910.0 $314K 0.07% NEW $344.97 +21.1%
159 CARR CARRIER GLOBAL CORPORATION Industrials 5,423.0 $305K 0.07% NEW $56.25 +9.2%
160 SPY SPDR S&P 500 ETF TR Financial Services 435.0 $302K 0.07% NEW $694.58 +6.7%
Page 8 of 10  ·  196 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.3%
Technology 17.1%
Industrials 10.6%
Consumer Cyclical 6.4%
Healthcare 5.8%
Energy 4.8%
Basic Materials 4.2%
Communication Services 3.0%
Consumer Defensive 2.1%
Utilities 0.4%