BLACK POINT WEALTH MANAGEMENT 13F Holdings
CIK 0002032846 · NAPLES, FL
As of Jun 30, 2025, BLACK POINT WEALTH MANAGEMENT reported 5 positions worth $3.5M in its SEC Form 13F filing.
Top 5 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 4,122 | $2.0M | 57.26% |
| SPROTT PHYSICAL GOLD TRUST | PHYS | — | 28,299 | $717.4K | 20.51% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 8,044 | $288.3K | 8.24% |
| MICROSOFT CORP | MSFT | Technology | 508 | $252.4K | 7.22% |
| FT VEST BUFFERED ALLOCATION GROWTH ETF | BUFG | — | 9,255 | $236.4K | 6.76% |