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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 $536,140,489
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust - ST STR BLO 1 ETF
 424,665 $38,941,821 7.26%
2.
Ishares Trust
 IEF 268,113 $37,771,792 7.05%
3.
Market Vectors Etf Trust
 GDX 1,223,520 $31,285,410 5.84%
4.
Ishares Tr
 215,999 $21,757,602 4.06%
5.
Ishares Tr
 164,970 $18,219,237 3.4%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.