Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BLACK POINT WEALTH MANAGEMENT (CIK 2032846) reported $3.5M across 5 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: BRK/B ($2.0M, 57.26%), PHYS ($717,369, 20.51%), DFAC ($288,292, 8.24%), MSFT ($252,436, 7.22%), BUFG ($236,373, 6.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | 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 | DUHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | Exited |
| 9 | FMAY | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | Exited |
| 10 | JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | Exited |
| 11 | JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | Exited |
| 12 | CALF | PACER FDS TR | $0 | 0.00% | 0 | Exited |
| 13 | GLD | SPDR GOLD TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-06-30