BLACK POINT WEALTH MANAGEMENT

CIK: 0002032846SEC EDGAR →

Portfolio Value

$3.5B

Holdings

5

As of

Q2 2025

New Positions

0

Closed Positions

8

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	BRK/B BERKSHIRE HATHAWAY INC DEL	4,122	$2.0B	57.26%
2	PHYS/U SPROTT PHYSICAL GOLD TR	28,299	$717.4M	20.51%
3	DFAC DIMENSIONAL ETF TRUST	8,044	$288.3M	8.24%
4	MSFT MICROSOFT CORP	508	$252.4M	7.22%
5	BUFG FIRST TR EXCHNG TRADED FD VI	9,255	$236.4M	6.76%

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

BRK/B↓ Decreased

$5.9B

BRK-BCLOSED

$1.6B

PHYS/U↓ Decreased

$1.5B

MSFT↓ Decreased

$1.2B

DFAC↓ Decreased

$739.7M

Closed Positions (8)

$1.6B · 2 shares

$504.9M · 2K shares

$389.8M · 12K shares

$369.3M · 10K shares

$345.0M · 7K shares

$332.6M · 1K shares

$248.4M · 862 shares

$214.8M · 1K shares

Sector Breakdown

Sector	# Holdings	Value	%
Unknown	2	$2.7B	77.8%
Financial Services	2	$524.7M	15.0%
Technology	1	$252.4M	7.2%