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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 Q4 2025 · Filed January 23, 2026 · Accession 0001877090-26-000001

Total Value
$444.3M
Positions
196
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (196)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78468R663575,014$52.6M11.84%
2ASA GOLD AND PRECIOUS MTLS LG3156P103460,916$28.5M6.42%
3ISHARES TR464287572155,216$19.9M4.49%
4VANECK ETF TRUST92189F486751,841$19.2M4.32%
5ISHARES TR46436E718171,211$17.2M3.87%
6ISHARES TR464288679124,876$13.8M3.10%
7VANGUARD INTL EQUITY INDEX F922042775166,706$12.7M2.85%
8VANGUARD MALVERN FDS922020805245,708$12.2M2.74%
9ISHARES SILVER TRSLV144,847$10.5M2.36%
10FIRST TR EXCH TRADED FD III33739E108570,695$10.5M2.35%
11ISHARES TR46434V621134,496$9.5M2.15%
12SSGA ACTIVE ETF TR78467V608223,632$9.3M2.08%
13VANGUARD INTL EQUITY INDEX F92204271851,371$7.6M1.71%
14SPDR GOLD TRGLD15,615$6.5M1.46%
15ISHARES TR46434V407130,400$5.6M1.26%
16NUVEEN S&P 500 BUY-WRITE INCNU366,510$5.4M1.22%
17DOUBLELINE OPPORTUNISTIC CRDBL345,569$5.3M1.19%
18ISHARES U S ETF TR46431W70555,452$5.2M1.17%
19JPMORGAN CHASE & CO.VYLD14,820$4.9M1.10%
20APPLE INCAAPL17,834$4.6M1.04%
21INVESCO EXCHANGE TRADED FD TIVZ69,387$3.8M0.86%
22FRANKLIN RESOURCES INCBEN148,317$3.8M0.86%
23BERKSHIRE HATHAWAY INC DELBRK-A5$3.7M0.84%
24SPDR SERIES TRUST78464A292115,440$3.7M0.83%
25JABIL INCJBL15,120$3.4M0.77%
26ISHARES TR4642872004,785$3.3M0.75%
27ARTISAN PARTNERS ASSET MGMT04316A10874,530$3.3M0.74%
28ISHARES GOLD TRIAU37,703$3.2M0.72%
29EXXON MOBIL CORPXOM24,692$3.1M0.69%
30HARBOR ETF TRUST41151J505118,478$3.0M0.68%
31FIRST TR EXCHANGE TRADED FD33734X20095,179$2.9M0.66%
32INVESCO EXCHANGE TRADED FD TIVZ50,000$2.8M0.64%
33CISCO SYS INCCSCO36,701$2.7M0.61%
34LISTED FDS TR53656G49839,100$2.6M0.58%
35MICROSOFT CORPMSFT5,124$2.5M0.55%
36SPDR SERIES TRUST78464A80528,683$2.4M0.54%
37JOHNSON & JOHNSONJNJ11,418$2.3M0.53%
38BORGWARNER INCBWA48,523$2.3M0.52%
39BELDEN INCBDC20,228$2.3M0.52%
40FREEPORT-MCMORAN INCFCX40,631$2.3M0.52%
41ALPHABET INCGOOG6,833$2.2M0.51%
42ONEOK INC NEWOKE30,602$2.2M0.50%
43CALAMOS ETF TR12811T57180,937$2.2M0.50%
44INVESCO EXCHANGE TRADED FD TIVZ40,786$2.0M0.44%
45QUALCOMM INCQCOM10,877$1.9M0.44%
46NEW YORK LIFE INVESTMENTS ET45409B10756,510$1.9M0.43%
47CLEVELAND-CLIFFS INC NEWCLF149,829$1.9M0.43%
48VISA INCV5,299$1.9M0.42%
49INTERNATIONAL BUSINESS MACHSINTR6,020$1.8M0.41%
50CRANE COMPANYCR9,025$1.8M0.41%
51LITMAN GREGORY FDS TR53700T82764,067$1.8M0.41%
52EOG RES INCEOG17,198$1.8M0.41%
53AMERICAN EXPRESS COAXP4,597$1.7M0.39%
54EXCHANGE TRADED CONCEPTS TRU30150588941,799$1.7M0.39%
55TEXAS INSTRS INC8825081048,687$1.7M0.37%
56C H ROBINSON WORLDWIDE INCCHRW9,657$1.6M0.37%
57PEPSICO INCPEP11,777$1.6M0.37%
58VANGUARD INDEX FDS9229087694,699$1.6M0.36%
59SPDR SERIES TRUST78464A20116,173$1.6M0.36%
60VISHAY INTERTECHNOLOGY INCVSH95,774$1.6M0.35%
61ALPHABET INCGOOG4,660$1.5M0.35%
62HILLENBRAND INC43157110847,576$1.5M0.34%
63PACCAR INCPCAR12,701$1.5M0.34%
64GREIF INCGEF-B20,857$1.5M0.34%
65MERCK & CO INCMRK13,481$1.5M0.34%
66ATKORE INCATKR21,510$1.4M0.33%
67ISHARES TR46428843013,660$1.4M0.32%
68EMERSON ELEC COEMR9,679$1.4M0.31%
69CUMMINS INCCMI2,514$1.4M0.31%
70SKYWORKS SOLUTIONS INCSWKS22,571$1.4M0.31%
71SPDR SERIES TRUST78464A82113,880$1.3M0.30%
72SSGA ACTIVE ETF TR78467V10339,089$1.3M0.28%
73SPDR SERIES TRUST78464A40911,716$1.3M0.28%
74VANGUARD TAX-MANAGED FDS92194385818,902$1.2M0.27%
75ISHARES TR46432F83413,601$1.2M0.27%
76FIRST TR EXCHANGE-TRADED FD33739G10324,142$1.2M0.26%
77TRINITY INDS INC89652210940,672$1.2M0.26%
78INVESCO EXCHANGE TRADED FD TIVZ10,607$1.1M0.26%
79SCHWAB STRATEGIC TR80852410241,650$1.1M0.25%
80ISHARES TR4642876716,487$1.1M0.25%
81TARGET CORPTGT10,433$1.1M0.25%
82INVESCO EXCHANGE TRADED FD TIVZ5,549$1.1M0.25%
83ABBVIE INCABBV4,958$1.1M0.25%
84HF SINCLAIR CORPDINO21,632$1.1M0.24%
85MICROCHIP TECHNOLOGY INC.MCHPP14,088$1.1M0.24%
86CHEMOURS COCC73,609$1.1M0.24%
87BERKSHIRE HATHAWAY INC DELBRK-A2,093$1.0M0.24%
88RTX CORPORATIONRTX5,499$1.0M0.23%
89ACUITY INCAYI3,175$1.0M0.23%
90ELI LILLY & COLLY925$983,7930.22%
91MAGNA INTL INC55922240117,398$977,9190.22%
92DXC TECHNOLOGY CODXC63,170$971,5550.22%
93HUNTSMAN CORPHUN82,541$967,3850.22%
94ISHARES TR46434V61320,685$965,3580.22%
95HARLEY DAVIDSON INCHOG44,293$949,2100.21%
96ISHARES TR46435G32611,126$944,0410.21%
97ANGEL OAK FINL STRATEGIES IN03464A10071,524$942,9730.21%
98LEVI STRAUSS & CO NEWLEVI40,782$887,0170.20%
99MERCHANTS BANCORP INDMBINN24,035$862,1420.19%
100WW GRAINGER INC384802104829$853,8980.19%
101ISHARES TR4642878046,678$844,2330.19%
102AMAZON COM INCAMZN3,339$826,0530.19%
103COGNIZANT TECHNOLOGY SOLUTIOCTSH9,664$823,9450.19%
104AMGEN INCAMGN2,522$822,4280.19%
105MCDONALDS CORPMCD2,657$816,4470.18%
106SNAP ON INCSNA2,247$813,8730.18%
107MSC INDL DIRECT INC5535301069,482$800,5390.18%
108UNITEDHEALTH GROUP INCUNH2,271$781,3510.18%
109CITIGROUP INCC-PR6,420$778,9000.18%
110STARBUCKS CORPSBUX8,670$770,6000.17%
111ISHARES TR46428750710,983$759,0030.17%
112AUTOMATIC DATA PROCESSING INADP2,826$751,7730.17%
113ISHARES INC46434G10310,586$741,4430.17%
114ISHARES TR46434V28210,470$736,4600.17%
115ISHARES TR46434V64727,904$706,8020.16%
116FIRST TR EXCH TRADED FD III33739P1039,849$704,2020.16%
117ISHARES TR46429B6977,408$701,0930.16%
118BITWISE BITCOIN ETF TRBITB14,287$700,0630.16%
119SCHWAB STRATEGIC TR80852430021,286$699,4570.16%
120CHOICE HOTELS INTL INC1699051066,198$670,5000.15%
121KROGER COKR11,235$668,6130.15%
122ABBOTT LABSABLZF4,944$622,5480.14%
123LYONDELLBASELL INDUSTRIES NLYB12,660$616,6840.14%
124DANAHER CORPORATION2358511022,546$606,8900.14%
1253M COMMM3,594$593,9160.13%
126SONY GROUP CORPSNEJF23,002$575,9700.13%
127EAST WEST BANCORP INCEWBC4,872$572,1970.13%
128INVESCO EXCHANGE TRADED FD TIVZ4,210$564,5900.13%
129MERCADOLIBRE INCMELI258$562,0300.13%
130VIRTUS CONVERTIBLE & INC FD92838U80139,123$559,0640.13%
131FARMERS NATIONAL BANC CORPFMNB39,689$529,0500.12%
132AON PLCAON1,491$523,1370.12%
133AVERY DENNISON CORPAVY2,760$520,0060.12%
134GILEAD SCIENCES INCGILD4,088$495,0030.11%
135INVESCO EXCHANGE TRADED FD TIVZ3,830$488,0690.11%
136UNILEVER PLCUNLYF6,979$448,0520.10%
137ADVENT CONV & INCOME FD00764C10934,783$447,6520.10%
138PRICE T ROWE GROUP INCTROW4,134$443,5910.10%
139FLUTTER ENTMT PLCG3643J1081,835$394,9680.09%
140BOOZ ALLEN HAMILTON HLDG CORBAH4,092$393,5760.09%
141VANECK ETF TRUST92189F7913,211$391,5810.09%
142BITWISE ETHEREUM ETFETHW17,420$382,8920.09%
143DISNEY WALT CO2546871063,284$380,5610.09%
144SPDR SERIES TRUST78464A5086,400$372,6080.08%
145ISHARES TR46432F8424,024$370,7430.08%
146ISHARES TR4642898593,998$365,4570.08%
147SPDR SERIES TRUST78464A36715,991$363,9480.08%
148SCHWAB STRATEGIC TR80852480514,444$359,0780.08%
149FIRSTENERGY CORPFE7,993$356,8970.08%
150CORNING INCGLW4,148$353,5340.08%
151EASTERN BANKSHARES INCEBC18,154$352,9140.08%
152META PLATFORMS INCMETA530$346,1410.08%
153VANGUARD WHITEHALL FDS9219464062,258$332,5130.07%
154VANECK ETF TRUST92189F1063,589$332,1980.07%
155CELANESE CORP DELCE7,280$331,7600.07%
156AT&T INCT-PC13,705$328,7780.07%
157PPL CORPPPLC9,238$319,5480.07%
158BROADCOM INCAVGO910$313,9230.07%
159CARRIER GLOBAL CORPORATIONCARR5,423$305,0440.07%
160SPDR S&P 500 ETF TRSPY435$302,1430.07%
161INVESCO QQQ TRIVZ481$301,2640.07%
162J P MORGAN EXCHANGE TRADED F46641Q8375,599$283,4770.06%
163VANGUARD BD INDEX FDS9219378353,801$282,3750.06%
164MACERICH COMAC15,142$277,4010.06%
165CHICAGO ATLANTIC BDC INCLIEN26,233$272,0360.06%
166PFIZER INCPFE10,534$268,4000.06%
167CINTAS CORPCTAS1,367$264,0560.06%
168NVIDIA CORPORATIONNVDA1,404$259,4990.06%
169VANGUARD INDEX FDS9229085532,857$255,6390.06%
170LOWES COS INC548661107942$251,7120.06%
171BANK AMERICA CORP0605051044,503$251,4690.06%
172ISHARES INC4642865252,070$247,3030.06%
173PARAMOUNT SKYDANCE CORPPSKY20,101$242,4190.05%
174HOME DEPOT INCHD639$239,2590.05%
175ISHARES TR4642878871,589$234,3140.05%
176WALMART INCWMT2,019$231,2360.05%
177PALANTIR TECHNOLOGIES INCPLTR1,290$228,9620.05%
178VANGUARD WORLD FD92204A3061,745$228,9440.05%
179IDEXX LABS INC45168D104320$228,2720.05%
180INTUITINTU352$227,7090.05%
181LAM RESEARCH CORPLRCX1,040$227,0940.05%
182ADVANCED ENERGY INDS0079731001,034$227,0560.05%
183ISHARES TR464287655826$214,8300.05%
184ISHARES TR4642873091,705$212,5760.05%
185TJX COS INC NEW8725401091,337$211,0120.05%
186AMERIPRISE FINL INC03076C106412$209,1970.05%
187HUBSPOT INCHUBS560$208,0740.05%
188GLOBAL X FDS37954Y6323,949$207,6380.05%
189EXCHANGE TRADED CONCEPTS TRU3015057313,151$206,0120.05%
190EATON VANCE MUNI INCOME TRUSETN15,906$175,2840.04%
191SERA PROGNOSTICS INCSERA43,388$160,1020.04%
192MIND MEDICINE MINDMED INC60255C88510,645$147,3270.03%
193ARCHER AVIATION INCACHR-WT13,585$119,6840.03%
194FASTLY INCFSLY12,243$113,9820.03%
195KRONOS WORLDWIDE INCKRO12,246$65,2710.01%
196JETBLUE AWYS CORP47714310110,143$52,6420.01%