Black Point Wealth Management as of March 31, 2025
Portfolio Holdings for Black Point Wealth Management
Black Point Wealth Management holds 13 positions in its portfolio as reported in the March 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) | 45.5 | $7.9M | 15k | 532.58 | |
| Sprott Physical Gold Tr Unit (PHYS) | 12.9 | $2.2M | 93k | 24.06 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 9.2 | $1.6M | 2.00 | 798441.50 | |
| Microsoft Corporation (MSFT) | 8.5 | $1.5M | 3.9k | 375.43 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 5.9 | $1.0M | 31k | 32.99 | |
| First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) | 4.1 | $708k | 30k | 23.79 | |
| Apple (AAPL) | 2.9 | $505k | 2.3k | 222.13 | |
| Dimensional Etf Trust Us High Profitab (DUHP) | 2.3 | $390k | 12k | 33.14 | |
| Pacer Fds Tr Pacer Us Small (CALF) | 2.1 | $369k | 9.8k | 37.50 | |
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) | 2.0 | $345k | 7.5k | 46.18 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $333k | 1.4k | 245.30 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $248k | 862.00 | 288.14 | |
| Johnson & Johnson (JNJ) | 1.2 | $215k | 1.3k | 165.84 |
