Question 1

What is BLACK POINT WEALTH MANAGEMENT's portfolio value?

Accepted Answer

As of Q2 2025, BLACK POINT WEALTH MANAGEMENT manages $3.5M across 5 reported positions in their SEC 13F filing.

Question 2

What are BLACK POINT WEALTH MANAGEMENT's top holdings?

Accepted Answer

BLACK POINT WEALTH MANAGEMENT's largest 13F positions include BRK/B, PHYS/U, DFAC, representing approximately 86.0% of the reported portfolio.

Question 3

How many stocks does BLACK POINT WEALTH MANAGEMENT hold?

Accepted Answer

BLACK POINT WEALTH MANAGEMENT holds 5 reported positions as of their Q2 2025 13F filing.

Question 4

When did BLACK POINT WEALTH MANAGEMENT last file a 13F?

Accepted Answer

The most recent 13F filing from BLACK POINT WEALTH MANAGEMENT reports positions as of Q2 2025. 13F filings are required within 45 days of each calendar quarter end.

Rank	Stock	Shares	Value	% of Portfolio
1	BRK/B BERKSHIRE HATHAWAY INC DEL	4,122	$2.0M	57.26%
2	PHYS/U SPROTT PHYSICAL GOLD TR	28,299	$717K	20.51%
3	DFAC DIMENSIONAL ETF TRUST	8,044	$288K	8.24%
4	MSFT MICROSOFT CORP	508	$252K	7.22%
5	BUFG FIRST TR EXCHNG TRADED FD VI	9,255	$236K	6.76%

Sector	# Holdings	Value	%
Unknown	2	$2.7M	77.8%
Financial Services	2	$525K	15.0%
Technology	1	$252K	7.2%

BLACK POINT WEALTH MANAGEMENT

Top 10 Holdings

Quarterly Changes

Top Buys

Top Sells

Closed Positions (8)

Sector Breakdown