Home/Smart Money/BLACK POINT WEALTH MANAGEMENT
§ 13F · FUND PROFILE

BLACK POINT WEALTH MANAGEMENT.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3M (13F)Positions · 5Turnover · · Q2Filed · Jul 17, 2025
CONCENTRATION
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q2 2025

FILED JUL 17, 2025
#TickerNameShares$ value% portΔ Q2
1BRK/BBERKSHIRE HATHAWAY INC DEL4K$2M57.3%−72%
2PHYSSPROTT PHYSICAL GOLD TR28K$717K20.5%−69%
3DFACDIMENSIONAL ETF TRUST8K$288K8.2%−74%
4MSFTMICROSOFT CORP508$252K7.2%−87%
5BUFGFIRST TR EXCHNG TRADED FD VI9K$236K6.8%−69%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE BLACK SIGNAL

AC read

BLACK POINT WEALTH MANAGEMENT is a Other fund managing $3 million in assets. The fund runs a focused portfolio of just 5 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed