Fund HoldingsTwelve Points Wealth Management LLC

Total Portfolio Value
$454.62M
Total Bought
$57.14M
Total Sold
$45.49M
Net Transaction
+$11.65M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANECK ETF TRUST
IG FLOA RATE ETF
751,8411,002,383+250,54219,17225,5415.62%+6,369
SSGA ACTIVE ETF TR
ST STR BL LN ETF
223,632379,118+155,4869,26315,2183.35%+5,955
ISHARES TR
0-5YR HI YL CP
130,400257,699+127,2995,61410,9032.40%+5,289
ISHARES U S ETF TR
INT RT HDG C B
55,452113,196+57,7445,18910,4532.30%+5,264
NUVEEN S&P 500 DYNAMIC OVERW
COM
0325,501+325,50105,2311.15%+5,231
ISHARES TR155,216201,180+45,96419,93924,3375.35%+4,398
ISHARES TR
CORE DIV GRWTH
134,496169,565+35,0699,54511,9002.62%+2,355
THORNBURG ETF TR
INTL EQUITY ETF
044,516+44,51601,4330.32%+1,433
FIRST TR EXCH TRADED FD III570,695668,860+98,16510,45511,8722.61%+1,417
VANGUARD MALVERN FDS245,708269,145+23,43712,16313,4442.96%+1,281
EOG RES INC(EOG)020,190+20,19002,9190.64%+2,919
EXXON MOBIL CORP024,190+24,19004,1040.90%+4,104
HARBOR ETF TRUST
COMM ALL WEA ETF
118,478130,055+11,5773,0064,0330.89%+1,027
VANGUARD INTL EQUITY INDEX F51,37158,151+6,7807,5928,4781.86%+886
ONEOK INC NEW(OKE)032,651+32,65102,9510.65%+2,951
LISTED FDS TR
ROUN MA SEVE ETF
39,10057,233+18,1332,5953,3160.73%+721
CHEMOURS CO(CC)076,249+76,24901,6800.37%+1,680
JOHNSON & JOHNSON(JNJ)011,513+11,51302,8140.62%+2,814
HUNTSMAN CORP(HUN)0108,523+108,52301,4440.32%+1,444
HARLEY DAVIDSON INC(HOG)069,073+69,07301,3970.31%+1,397
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
64,06774,778+10,7111,8262,2550.50%+429
JABIL INC(JBL)014,449+14,44903,8380.84%+3,838
SPDR SERIES TRUST
ST STR PFD ETF
115,440133,511+18,0713,7074,1170.91%+411
CALAMOS ETF TR
AUTOC INCOM ETF
80,937103,780+22,8432,2062,6090.57%+403
SPDR SERIES TRUST
ST STR PR SP1500
28,68334,885+6,2022,4152,7580.61%+343
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)9,66418,676+9,0128241,1460.25%+322
BONDBLOXX ETF TRUST
PRIVA CR CLO ETF
06,329+6,32903110.07%+311
ISHARES GOLD TR(IAU)37,70339,432+1,7293,2013,4760.76%+276
AMGEN INC(AMGN)03,048+3,04801,0720.24%+1,072
AKAMAI TECHNOLOGIES INC(AKAM)02,082+2,08202390.05%+239
DEFINIUM THERAPEUTICS INC(DFTX)012,245+12,24502310.05%+231
ARISTA NETWORKS INC(ANET)01,878+1,87802310.05%+231
ISHARES TR02,356+2,35602290.05%+229
FIRST TR EXCHANGE-TRADED FD
MNGD FUTRS STRGY
24,14227,521+3,3791,1651,3930.31%+228
BITWISE SOLANA STAKING ETF019,606+19,60602170.05%+217
KROGER CO(KR)012,225+12,22508850.19%+885
CORNING INC(GLW)4,1484,188+403545690.13%+216
ISHARES BITCOIN TRUST ETF(IBIT)05,608+5,60802150.05%+215
HF SINCLAIR CORP(DINO)020,864+20,86401,3020.29%+1,302
SANFILIPPO JOHN B & SON INC(JBSS)02,687+2,68702130.05%+213
TORTOISE CAPITAL SERIES TRUS09,503+9,50302080.05%+208
VANGUARD INTL EQUITY INDEX F166,706171,305+4,59912,66312,8652.83%+202
SSGA ACTIVE ETF TR
ST STR REAL ETF
39,08940,502+1,4131,2651,4640.32%+200
TEXAS INSTRS INC(TXN)09,488+9,48801,8420.41%+1,842
NEW YORK LIFE INVESTMENTS ET
HEDGE MULTI STRA
56,51061,831+5,3211,9292,1100.46%+180
BORGWARNER INC045,928+45,92802,4920.55%+2,492
CISCO SYS INC(CSCO)037,233+37,23302,8890.64%+2,889
CELANESE CORP DEL(CE)07,549+7,54904970.11%+497
PEPSICO INC(PEP)011,658+11,65801,8100.40%+1,810
FASTLY INC(FSLY)12,2439,451-2,7921142750.06%+161
ISHARES TR
CORE MSCI TOTAL
13,60115,506+1,9051,1881,3430.30%+156
STATE STR SPDR S&P 500 ETF T(SPY)435700+2653024550.10%+153
DXC TECHNOLOGY CO(DXC)089,449+89,44901,1240.25%+1,124
TRINITY INDS INC(TRN)040,079+40,07901,2900.28%+1,290
STARBUCKS CORP(SBUX)010,137+10,13709080.20%+908
LYONDELLBASELL INDUSTRIES NV
SHS - A -
09,299+9,29907490.16%+749
MERCHANTS BANCORP IND(MBIN)022,916+22,91609830.22%+983
MERCK & CO INC(MRK)13,48113,352-1291,4901,6060.35%+116
JOBY AVIATION INC(JOBY)013,611+13,61101120.02%+112
APPLE INC(AAPL)17,83418,647+8134,6264,7321.04%+107
VISHAY INTERTECHNOLOGY INC(VSH)091,912+91,91201,6540.36%+1,654
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
011,471+11,47108070.18%+807
ADVANCED ENERGY INDS1,034989-452273190.07%+92
C3 AI INC(AI)010,685+10,6850900.02%+90
SKYWORKS SOLUTIONS INC(SWKS)027,025+27,02501,4470.32%+1,447
MOBILEYE GLOBAL INC(MBLY)012,824+12,8240880.02%+88
NVIDIA CORPORATION(NVDA)01,945+1,94503390.07%+339
RTX CORPORATION(RTX)5,4995,777+2781,0371,1140.25%+78
RAPID7 INC014,002+14,0020770.02%+77
SOUNDHOUND AI INC(SOUN)011,037+11,0370760.02%+76
VIRTUS CONVERTIBLE & INC FD047,323+47,32306350.14%+635
LOWES COS INC(LOW)9421,380+4382523260.07%+74
VANGUARD WORLD FD
ENERGY ETF
1,7451,74502293020.07%+73
EXCHANGE TRADED CONCEPTS TRU3,1514,723+1,5722062790.06%+73
AT&T INC(T)013,805+13,80504000.09%+400
TARGET CORP(TGT)09,671+9,67101,1720.26%+1,172
GLOBAL X FDS
ARTIFICIAL ETF
3,9495,900+1,9512082750.06%+68
ANGEL OAK FINL STRATEGIES IN079,150+79,15001,0090.22%+1,009
FIRST TR EXCHANGE-TRADED FD
DJ GLBL DIVID
093,315+93,31502,9800.66%+2,980
ISHARES TR
GLOBAL REIT ETF
27,90429,605+1,7017077450.16%+38
GILEAD SCIENCES INC(GILD)03,789+3,78905280.12%+528
BITWISE ETHEREUM ETF17,42027,468+10,0483834120.09%+29
PFIZER INC(PFE)010,566+10,56602970.07%+297
MSC INDL DIRECT INC(MSM)08,979+8,97908290.18%+829
DOUBLELINE OPPORTUNISTIC CR0363,804+363,80405,3121.17%+5,312
FIRSTENERGY CORP(FE)07,575+7,57503840.08%+384
PPL CORP(PPL)08,993+8,99303440.08%+344
KRONOS WORLDWIDE INC013,579+13,5790890.02%+89
DISNEY WALT CO(DIS)04,185+4,18504030.09%+403
WALMART INC(WMT)2,0192,039+202312530.06%+22
ISHARES TR3,9984,367+3693653860.09%+21
WW GRAINGER INC(GWW)0794+79408660.19%+866
MACERICH CO(MAC)015,142+15,14202860.06%+286
PALANTIR TECHNOLOGIES INC(PLTR)1,2901,619+3292292370.05%+8
MCDONALDS CORP(MCD)02,649+2,64908230.18%+823
ISHARES TR13,66013,460-2001,4221,4290.31%+7
BERKSHIRE HATHAWAY INC DEL2,0932,193+1001,0451,0510.23%+6
HOME DEPOT INC(HD)0738+73802430.05%+243
CARRIER GLOBAL CORPORATION(CARR)05,421+5,42103050.07%+305
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
5,5995,59902832830.06%-0
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