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 |
|---|---|---|
| Top 20 Holdings Weighted | +1.39% | +1.39% |
| Top 20 Holdings Unweighted | +7.45% | +7.45% |
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