XII Wealth, 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 243 distinct positions held by the firm, managed by Managing Partner Kurt Newsom.
The portfolio is diversified across a wide range of sectors, with the largest positions held in technology and financial services. The top five holdings by number of shares are:
- NVIDIA Corporation: 10,553,678 shares
- Microsoft Corporation: 13,489,783 shares
- Oneok Inc: 2,511,713 shares
- Prologis Inc: 372,641 shares
- Palantir Technologies Inc: 675,999 shares
Other notable holdings include significant positions in Apple Inc., Alphabet Inc., Amazon.com Inc., and Eli Lilly & Co. The filing also includes various exchange-traded funds and sponsored American depositary receipts (ADRs) representing international companies such as ASML Holding N.V., Taiwan Semiconductor Manufacturing Ltd., and BHP Billiton Limited.
