Twelve Points Wealth Management LLC
All 13F Filings
- Location
- Concord, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 444,267
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 375.5 K | 85.5% | 24.53 K | 0 | 24.53 K |
| ETFs | 62.65 K | 14.3% | 13.88 K | 0 | 13.88 K |
| Other | 965 | 0.2% | 556 | 0 | 556 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
444,267
Holdings
196
QoQ value change ($000)
42,896
(10.7%)
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.