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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Twelve Points Wealth Management LLC

Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0001877090-25-000008

Total Value
$401.4M
Positions
191
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (191)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78468R663527,943$48.4M12.07%
2ASA GOLD AND PRECIOUS MTLS LG3156P103478,820$21.9M5.46%
3ISHARES TR46436E718171,745$17.3M4.31%
4VANECK ETF TRUST92189F486564,220$14.4M3.59%
5VANGUARD INTL EQUITY INDEX F922042775176,623$12.6M3.14%
6VANGUARD MALVERN FDS922020805235,966$11.9M2.98%
7ISHARES TR46428757294,006$11.3M2.81%
8FIRST TR EXCH TRADED FD III33739E108520,584$9.5M2.37%
9ISHARES TR46434V621103,965$7.1M1.76%
10ISHARES SILVER TRSLV163,125$6.9M1.72%
11VANGUARD INTL EQUITY INDEX F92204271847,163$6.7M1.68%
12DOUBLELINE OPPORTUNISTIC CRDBL396,595$6.2M1.54%
13SSGA ACTIVE ETF TR78467V608147,907$6.1M1.53%
14NUVEEN S&P 500 BUY-WRITE INCNU422,767$6.1M1.52%
15SPDR GOLD TRGLD16,094$5.7M1.43%
16SPDR SERIES TRUST78464A292152,181$5.0M1.25%
17JPMORGAN CHASE & CO.VYLD15,065$4.8M1.18%
18APPLE INCAAPL17,523$4.5M1.11%
19FRANKLIN RESOURCES INCBEN178,888$4.1M1.03%
20BERKSHIRE HATHAWAY INC DELBRK-A5$3.8M0.94%
21JABIL INCJBL17,049$3.7M0.92%
22ARTISAN PARTNERS ASSET MGMT04316A10882,494$3.6M0.89%
23INVESCO EXCHANGE TRADED FD TIVZ69,387$3.5M0.88%
24EOG RES INCEOG28,807$3.2M0.80%
25FIRST TR EXCHANGE TRADED FD33734X200108,920$3.1M0.78%
26EXXON MOBIL CORPXOM27,611$3.1M0.78%
27CISCO SYS INCCSCO45,392$3.1M0.77%
28TEXAS INSTRS INC88250810416,589$3.0M0.76%
29ONEOK INC NEWOKE39,746$2.9M0.72%
30SKYWORKS SOLUTIONS INCSWKS36,310$2.8M0.70%
31MICROSOFT CORPMSFT5,337$2.8M0.69%
32BELDEN INCBDC22,951$2.8M0.69%
33INVESCO EXCHANGE TRADED FD TIVZ50,013$2.7M0.68%
34HARBOR ETF TRUST41151J505102,049$2.6M0.66%
35ISHARES GOLD TRIAU36,086$2.6M0.65%
36BORGWARNER INCBWA59,732$2.6M0.65%
37CLEVELAND-CLIFFS INC NEWCLF213,862$2.6M0.65%
38JOHNSON & JOHNSONJNJ12,666$2.3M0.59%
39HILLENBRAND INC43157110884,194$2.3M0.57%
40HARLEY DAVIDSON INCHOG78,686$2.2M0.55%
41INTERNATIONAL BUSINESS MACHSINTR7,640$2.2M0.54%
42QUALCOMM INCQCOM12,550$2.1M0.52%
43ATKORE INCATKR33,236$2.1M0.52%
44GREIF INCGEF-B34,440$2.1M0.51%
45FREEPORT-MCMORAN INCFCX52,289$2.1M0.51%
46VISHAY INTERTECHNOLOGY INCVSH132,904$2.0M0.51%
47CALAMOS ETF TR12811T57173,771$2.0M0.50%
48INVESCO EXCHANGE TRADED FD TIVZ41,902$2.0M0.50%
49CRANE COMPANYCR10,818$2.0M0.50%
50CHEMOURS COCC123,973$2.0M0.49%
51EXCHANGE TRADED CONCEPTS TRU30150588941,722$1.9M0.48%
52SPDR SERIES TRUST78464A80523,603$1.9M0.47%
53PEPSICO INCPEP13,452$1.9M0.47%
54NEW YORK LIFE INVESTMENTS ET45409B10755,082$1.9M0.46%
55VISA INCV5,291$1.8M0.45%
56LITMAN GREGORY FDS TR53700T82762,665$1.7M0.43%
57EMERSON ELEC COEMR12,496$1.6M0.41%
58PACCAR INCPCAR16,582$1.6M0.41%
59ALPHABET INCGOOG6,592$1.6M0.40%
60C H ROBINSON WORLDWIDE INCCHRW12,049$1.6M0.40%
61DXC TECHNOLOGY CODXC116,187$1.6M0.39%
62SPDR SERIES TRUST78464A20116,514$1.6M0.39%
63TRINITY INDS INC89652210955,438$1.6M0.39%
64LISTED FDS TR53656G49823,845$1.5M0.39%
65HUNTSMAN CORPHUN170,283$1.5M0.38%
66AMERICAN EXPRESS COAXP4,597$1.5M0.38%
67VANGUARD INDEX FDS9229087694,562$1.5M0.37%
68MERCK & CO INCMRK17,773$1.5M0.37%
69HF SINCLAIR CORPDINO28,393$1.5M0.37%
70ABBVIE INCABBV6,235$1.4M0.36%
71CUMMINS INCCMI3,376$1.4M0.36%
72ISHARES TR46434V40732,212$1.4M0.35%
73INVESCO EXCHANGE TRADED FD TIVZ7,173$1.4M0.34%
74SPDR SERIES TRUST78464A82114,858$1.4M0.34%
75ACUITY INCAYI3,912$1.3M0.34%
76ISHARES TR46428843013,852$1.3M0.33%
77SSGA ACTIVE ETF TR78467V10341,989$1.3M0.32%
78ALPHABET INCGOOG5,314$1.3M0.32%
79LEVI STRAUSS & CO NEWLEVI55,184$1.3M0.32%
80SPDR SERIES TRUST78464A40912,209$1.3M0.32%
81MICROCHIP TECHNOLOGY INC.MCHPP19,668$1.3M0.31%
82ISHARES U S ETF TR46431W70513,319$1.2M0.31%
83TARGET CORPTGT13,776$1.2M0.31%
84MAGNA INTL INC55922240125,956$1.2M0.31%
85MSC INDL DIRECT INC55353010612,900$1.2M0.30%
86LYONDELLBASELL INDUSTRIES NLYB23,725$1.2M0.29%
87ISHARES TR4642876716,946$1.1M0.28%
88ANGEL OAK FINL STRATEGIES IN03464A10085,812$1.1M0.28%
89VANGUARD TAX-MANAGED FDS92194385818,736$1.1M0.28%
90MERCHANTS BANCORP INDMBINN35,097$1.1M0.28%
91INVESCO EXCHANGE TRADED FD TIVZ11,171$1.1M0.28%
92SCHWAB STRATEGIC TR80852410242,718$1.1M0.27%
93UNITEDHEALTH GROUP INCUNH3,176$1.1M0.27%
94ISHARES TR46432F83413,228$1.1M0.27%
95SNAP ON INCSNA3,149$1.1M0.27%
96FIRST TR EXCHANGE-TRADED FD33739G10321,486$1.0M0.26%
97KROGER COKR15,347$1.0M0.26%
98MCDONALDS CORPMCD3,404$1.0M0.26%
99GRAINGER W W INC3848021041,082$1.0M0.26%
100BERKSHIRE HATHAWAY INC DELBRK-A2,027$1.0M0.25%
101STARBUCKS CORPSBUX11,459$969,3920.24%
102FARMERS NATIONAL BANC CORPFMNB66,364$956,3000.24%
103CITIGROUP INCC-PR9,397$953,8020.24%
104AMGEN INCAMGN3,323$937,7470.23%
105BOOZ ALLEN HAMILTON HLDG CORBAH8,821$881,6580.22%
106ISHARES TR4642872001,292$864,7790.22%
107RTX CORPORATIONRTX5,153$862,2510.21%
108AUTOMATIC DATA PROCESSING INADP2,926$858,7810.21%
109AON PLCAON2,389$851,9640.21%
1103M COMMM4,942$766,9390.19%
111PRICE T ROWE GROUP INCTROW7,398$759,2790.19%
112EAST WEST BANCORP INCEWBC7,128$758,7500.19%
113AVERY DENNISON CORPAVY4,630$750,8610.19%
114AMAZON COM INCAMZN3,415$749,8770.19%
115ISHARES TR46434V28210,471$723,3370.18%
116ISHARES TR46429B6977,540$717,3560.18%
117FIRST TR EXCH TRADED FD III33739P10310,163$710,9230.18%
118SCHWAB STRATEGIC TR80852430021,291$679,4080.17%
119ISHARES TR46434V64726,114$667,4750.17%
120CHOICE HOTELS INTL INC1699051066,198$662,6280.17%
121SONY GROUP CORPSNEJF23,002$662,2280.16%
122CELANESE CORP DELCE15,724$661,6750.16%
123ABBOTT LABSABLZF4,916$658,4490.16%
124VIRTUS CONVERTIBLE & INC FD92838U80147,397$648,3880.16%
125COGNIZANT TECHNOLOGY SOLUTIOCTSH9,636$646,2680.16%
126ELI LILLY & COLLY819$624,8970.16%
127FIRSTENERGY CORPFE13,480$617,6420.15%
128MERCADOLIBRE INCMELI261$609,9410.15%
129GILEAD SCIENCES INCGILD5,439$603,7240.15%
130INVESCO EXCHANGE TRADED FD TIVZ4,480$574,6440.14%
131PPL CORPPPLC15,351$570,4610.14%
132DANAHER CORPORATION2358511022,546$504,7700.13%
133INVESCO EXCHANGE TRADED FD TIVZ4,165$491,6880.12%
134UNILEVER PLCUNLYF7,886$467,4820.12%
135FLUTTER ENTMT PLCG3643J1081,838$466,7250.12%
136ADVENT CONV & INCOME FD00764C10934,781$444,8530.11%
137DISNEY WALT CO2546871063,866$442,6680.11%
138ISHARES TR46434V6138,763$409,3080.10%
139META PLATFORMS INCMETA547$401,7280.10%
140PFIZER INCPFE15,364$391,4730.10%
141PARAMOUNT SKYDANCE CORPPSKY20,408$386,1220.10%
142AT&T INCT-PC13,156$371,5190.09%
143SPDR SERIES TRUST78464A36715,991$369,7040.09%
144SPDR SERIES TRUST78464A5086,400$354,1120.09%
145ISHARES TR46432F8424,046$353,2280.09%
146CORNING INCGLW4,148$340,2600.08%
147VANGUARD WHITEHALL FDS9219464062,405$338,9850.08%
148SCHWAB STRATEGIC TR80852480514,444$336,2560.08%
149MACERICH COMAC18,433$335,4880.08%
150DIAGEO PLCDGEAF3,470$331,1420.08%
151ISHARES INC46434G1035,003$329,7980.08%
152VANECK ETF TRUST92189F7913,211$317,9850.08%
153CARRIER GLOBAL CORPORATIONCARR5,313$317,1860.08%
154LIGHT & WONDER INCLAWIL3,750$314,7750.08%
155BROADCOM INCAVGO910$300,2180.07%
156VANGUARD BD INDEX FDS9219378353,961$294,5760.07%
157J P MORGAN EXCHANGE TRADED F46641Q8375,699$289,1100.07%
158NVIDIA CORPORATIONNVDA1,540$287,2730.07%
159CINTAS CORPCTAS1,367$280,6550.07%
160CHICAGO ATLANTIC BDC INCLIEN26,233$275,4470.07%
161VANECK ETF TRUST92189F1063,589$274,2000.07%
162INVESCO QQQ TRIVZ446$267,6140.07%
163ISHARES TR4642898593,009$265,2130.07%
164SPDR S&P 500 ETF TRSPY396$264,0150.07%
165VANGUARD INDEX FDS9229085532,861$261,5740.07%
166VANGUARD INSTL INDEX FD9220408453,434$259,6620.06%
167HOME DEPOT INCHD639$258,7680.06%
168ISHARES INC4642865252,147$257,4680.06%
169VANGUARD INDEX FDS922908363407$249,2410.06%
170SANFILIPPO JOHN B & SON INCJBSS3,754$241,3070.06%
171INTUITINTU352$240,3840.06%
172ISHARES TR4642873091,969$237,7270.06%
173LOCKHEED MARTIN CORPLMT465$232,0780.06%
174BANK AMERICA CORP0605051044,413$227,6670.06%
175LOWES COS INC548661107895$224,9220.06%
176ISHARES TR4642878871,589$224,8440.06%
177HUBSPOT INCHUBS477$223,1410.06%
178VANGUARD WORLD FD92204A3061,745$219,6260.05%
179ISHARES TR4642875981,062$216,2130.05%
180WALMART INCWMT2,019$208,0780.05%
181BITWISE BITCOIN ETF TRBITB3,335$207,5040.05%
182BITWISE ETHEREUM ETFETHW6,900$205,7580.05%
183IDEXX LABS INC45168D104320$204,4450.05%
184AMERIPRISE FINL INC03076C106412$202,3950.05%
185RIVERNORTH MANAGED DUR MUN I76882H10513,697$193,6760.05%
186EATON VANCE MUNI INCOME TRUSETN15,906$176,0790.04%
187RIVERNORTH OPPORTUNISTIC MUNRMI10,170$148,6850.04%
188O-I GLASS INCOI10,436$135,3550.03%
189SERA PROGNOSTICS INCSERA43,388$132,7670.03%
190KRONOS WORLDWIDE INCKRO22,639$129,9480.03%
191JETBLUE AWYS CORP47714310110,242$50,3910.01%