Twelve Points Wealth Management LLC
Twelve Points Wealth Management LLC reported 213 positions worth $499.1M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: BIL (7.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BIL | SH | $35.2M | 7.05% | 383,913 | — | — | |
| ▸ 2 | IOO | SH | $32.5M | 6.51% | 237,840 | — | — | |
| ▸ 3 | FLTR | SH | $28.3M | 5.67% | 1,104,702 | — | — | |
| ▸ 4 | SGOV | SH | $18.8M | 3.77% | 186,754 | — | — | |
| ▸ 5 | SRLN | SH | $18.6M | 3.73% | 461,725 | — | — | |
| ▸ 6 | ASA | SH | $17.1M | 3.43% | 329,331 | — | — | |
| ▸ 7 | DGRO | SH | $15.3M | 3.07% | 202,235 | — | — | |
| ▸ 8 | VTIP | SH | $15.3M | 3.07% | 304,623 | — | — | |
| ▸ 9 | VEU | SH | $15.1M | 3.03% | 180,384 | — | — | |
| ▸ 10 | FPE | SH | $13.9M | 2.78% | 775,066 | — | — |
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Frequently Asked Questions
What stocks does Twelve Points Wealth Management LLC hold as of Q2 2026?
Twelve Points Wealth Management LLC reported 213 positions worth $499.1M in its Q2 2026 13F filing. Largest positions: BIL (7.0%), IOO (6.5%), FLTR (5.7%), SGOV (3.8%) and SRLN (3.7%).
What did Twelve Points Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Twelve Points Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.