StockDriftsStockDriftsTop 5 Black Point Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 57.26% | 4.1K | $2.0M | — | — | — | 2025-06-30 |
| PHYS | SPROTT PHYSICAL GOLD TR | 20.51% | 28.3K | $717K | — | — | — | 2025-06-30 |
| DFAC | DIMENSIONAL ETF TRUST | 8.24% | 8.0K | $288K | — | — | — | 2025-06-30 |
| MSFT | MICROSOFT CORP | 7.22% | 508 | $252K | — | — | — | 2025-06-30 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | 6.76% | 9.3K | $236K | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +1.39% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.45% |
Black Point Wealth Management reports $3.50M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are BRKB (57.3%), PHYS (20.5%) and DFAC (8.2%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +1.39% cumulatively over 4 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Black Point Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2032846). View Black Point Wealth Management’s 13F filings on SEC