Black Point Wealth Management 13F Holdings · last filed Q2 2025
Black Point Wealth Management reported 5 securities worth $3.50M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: BRKB (57.26%), PHYS (20.51%), DFAC (8.24%). Among its top 25 positions this quarter: 5 trimmed, 8 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.0M | 57.26% | 4,122 | Trimmed |
| 2 | PHYS | SPROTT PHYSICAL GOLD TR | $717,369 | 20.51% | 28,299 | Trimmed |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $288,292 | 8.24% | 8,044 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $252,436 | 7.22% | 508 | Trimmed |
| 5 | BUFG | FIRST TR EXCHNG TRADED FD VI | $236,373 | 6.76% | 9,255 | Trimmed |
| 6 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | Exited |
| 8 | CALF | PACER FDS TR | $0 | 0.00% | 0 | Exited |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | Exited |
| 10 | FMAY | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | Exited |
| 11 | GLD | SPDR GOLD TR | $0 | 0.00% | 0 | Exited |
| 12 | JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | Exited |
| 13 | JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR