Twelve Points Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal executive office at 9 Pond Lane, Ste 3A, Concord, MA 01742.
The report identifies David Clayman, the Chief Compliance Officer, as the authorized signatory for the filing. The document provides a detailed list of the firm's stock positions, including specific ticker symbols, number of shares held, and the total value of the position.
The portfolio includes a diverse range of equity securities. Notable positions include Archer Aviation Inc., with 41,831 shares valued at $17,569,000; Broadcom Inc., with 1,840 shares valued at $599,987; and Micron Technology Inc., with 335 shares valued at $296,441. The filing also lists significant holdings in exchange-traded funds, such as the iShares Core S&P 500 ETF with 3,248,070 shares valued at $3,248,070,000, and the SPDR Series Trust S&P 500 Growth ETF with 1,281,202 shares valued at $1,281,202,000.
Other individual stock holdings listed in the filing include shares in NVIDIA Corporation, Johnson & Johnson, Tesla Inc., and Microsoft Corporation, among others. The filing does not include any options or other derivative positions.
