Twelve Points Wealth Management LLC
Top Portfolio Positions
127 positions ·
$167,711,800 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ASA |
ASA Gold & Precious Metals Ltd
Financial Services
|
317,179 | $19,674,613 | 11.73% |
| SLV |
iShares Silver Trust
|
137,944 | $9,399,504 | 5.60% |
| DBL |
DoubleLine Opportunistic Credit Fund
Financial Services
|
363,804 | $5,311,538 | 3.17% |
| SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
Financial Services
|
325,501 | $5,230,801 | 3.12% |
| AAPL |
Apple Inc.
Technology
|
18,647 | $4,732,422 | 2.82% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
15,428 | $4,538,300 | 2.71% |
| GLD |
Spdr Gold Trust
|
10,447 | $4,495,239 | 2.68% |
| XOM |
Exxon Mobil Corp
Energy
|
24,190 | $4,104,075 | 2.45% |
| JBL |
Jabil Inc
Technology
|
14,449 | $3,838,087 | 2.29% |
| BEN |
Franklin Resources Inc
Financial Services
|
148,496 | $3,507,475 | 2.09% |
Portfolio Trend
Holdings in ETHW
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $412,020 | 27,468 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $370,523 | 17,420 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $205,758 | 6,900 | Shares | Sole | 2025-10-22 | |
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