Twelve Points Wealth Management LLC
All 13F Filings
- Location
- Concord, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 454,620
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 200 | 454,620 | 13F-HR | Twelve Points Wealth Management LLC |
| Q4 2025 | 1/23/2026 | 196 | 444,267 | 13F-HR | Twelve Points Wealth Management LLC |
| Q3 2025 | 10/22/2025 | 191 | 401,371 | 13F-HR | Twelve Points Wealth Management LLC |
| Q2 2025 | 7/16/2025 | 189 | 371,530 | 13F-HR | Twelve Points Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 167.1 K | 37.6% | 0 | 208.3 K | -208.3 K |
| ETFs | 276.7 K | 62.3% | 214.1 K | 0 | 214.1 K |
| Debt | 311 | 0.1% | 311 | 0 | 311 |
| Other | 0 | 0.0% | 0 | 965 | -965 |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
454,620
Holdings
200
QoQ value change ($000)
10,353
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.