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Home > Institutional Investor > Twelve Points Wealth Management Llc > Profile

Instuitional Investor - Twelve Points Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Twelve Points Wealth Management Llc
Portfolio Value $371,530,371
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 548,323 $50,297,686 13.54%
2.
Asa Gold & Precious Metals Ltd
 ASA 500,209 $15,791,611 4.25%
3.
Ishares Tr
 143,544 $14,453,447 3.89%
4.
Vaneck Etf Trust
 504,422 $12,862,762 3.46%
5.
Vanguard Intl Equity Index Funds
 VWO 188,242 $12,653,632 3.41%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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