Black Point Wealth Management
Latest statistics and disclosures from Black Point Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, PHYS, DFAC, MSFT, BUFG, and represent 100.00% of Black Point Wealth Management's stock portfolio.
- Reduced shares in these 10 stocks: BRK.B (-$5.2M), MSFT, PHYS, BRK.A, DFAC, BUFG, AAPL, DUHP, CALF, FMAY.
- Sold out of its positions in AAPL, BRK.A, DUHP, FMAY, JPM, JNJ, CALF, GLD.
- Black Point Wealth Management was a net seller of stock by $-14M.
- Black Point Wealth Management has $3.5M in assets under management (AUM), dropping by -79.77%.
- Central Index Key (CIK): 0002032846
Tip: Access up to 7 years of quarterly data
Positions held by Black Point Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Black Point Wealth Management
Black Point Wealth Management holds 5 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 57.3 | $2.0M | -72% | 4.1k | 485.77 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 20.5 | $717k | -69% | 28k | 25.35 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 8.2 | $288k | -74% | 8.0k | 35.84 |
|
| Microsoft Corporation (MSFT) | 7.2 | $252k | -86% | 508.00 | 496.92 |
|
| First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) | 6.8 | $236k | -68% | 9.3k | 25.54 |
|
Past Filings by Black Point Wealth Management
SEC 13F filings are viewable for Black Point Wealth Management going back to 2024
- Black Point Wealth Management 2025 Q2 filed July 17, 2025
- Black Point Wealth Management 2025 Q1 filed April 14, 2025
- Black Point Wealth Management 2024 Q4 filed Jan. 21, 2025
- Black Point Wealth Management 2024 Q3 filed Oct. 18, 2024
- Black Point Wealth Management 2024 Q2 filed Aug. 9, 2024