Institutional Manager · CIK 0002032846
BLACK POINT WEALTH MANAGEMENT
NAPLES, FL · File #028-24286
Latest AUM
$3.5M
Positions
5
Top-10 Concentration
100.0%
Filings
5
Sector Allocation
Filing History
View all filings →Top 5 Holdings — Jun 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,122 | $2.0M | 57.26% |
| 2 | SPROTT PHYSICAL GOLD TR | SII | 28,299 | $717,369 | 20.51% |
| 3 | DIMENSIONAL ETF TRUST | 25434V708 | 8,044 | $288,292 | 8.24% |
| 4 | MICROSOFT CORP | MSFT | 508 | $252,436 | 7.22% |
| 5 | FIRST TR EXCHNG TRADED FD VI | 33740U778 | 9,255 | $236,373 | 6.76% |