跳到正文

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR

BLACK POINT WEALTH MANAGEMENT 13F Holdings -- Portfolio & Top Positions (2025-06-30)

BLACK POINT WEALTH MANAGEMENT (CIK 2032846) reported $3.5M across 5 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: BRKB ($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.

RankTickerCompanyValue% PortfolioSharesAction
1BRKBBERKSHIRE HATHAWAY INC DEL$2.0M57.26%4,122Trimmed
2PHYSSPROTT PHYSICAL GOLD TR$717,36920.51%28,299Trimmed
3DFACDIMENSIONAL ETF TRUST$288,2928.24%8,044Trimmed
4MSFTMICROSOFT CORP$252,4367.22%508Trimmed
5BUFGFIRST TR EXCHNG TRADED FD VI$236,3736.76%9,255Trimmed
6AAPLAPPLE INC$00.00%0Exited
7BRK/ABERKSHIRE HATHAWAY INC DEL$00.00%0Exited
8CALFPACER FDS TR$00.00%0Exited
9DUHPDIMENSIONAL ETF TRUST$00.00%0Exited
10FMAYFIRST TR EXCHNG TRADED FD VI$00.00%0Exited
11GLDSPDR GOLD TR$00.00%0Exited
12JNJJOHNSON & JOHNSON$00.00%0Exited
13JPMJPMORGAN CHASE & CO.$00.00%0Exited

来源:SEC 13F 申报文件 · 截至 2025-06-30