Black Point Wealth Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Black Point Wealth Management reported 5 stock positions worth $3.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 57.3% of the portfolio, followed by Sprott Physical Gold Trust (PHYS, 20.5%) and Dimensional US Core Equity 2 (DFAC, 8.2%). Compared with Q1 2025, it sold out of 8 and reduced 5. The biggest sale was an exit from Berkshire Hathaway Class A (BRK.A).
- Most Recent 13F
- Q2 2025
- Location
- NAPLES, FL
- CIK
- 0002032846
- Portfolio Value
- $3.5M (Q2 2025)
- SEC Filing
- 0001085146-25-003898 ↗ filed Jul 17, 2025
Holdings Value
Holdings 5 stocks · $3.5M
| BRK.B Berkshire Hathaway Inc. Class B | 57.26% | 4,122 | $2.0M | Reduce -72.1% |
| PHYS Sprott Physical Gold Trust | 20.52% | 28,299 | $717K | Reduce -69.4% |
| DFAC Dimensional US Core Equity 2 | 8.24% | 8,044 | $288K | Reduce -74.2% |
| MSFT Microsoft Corp. | 7.22% | 508 | $252K | Reduce -87.0% |
| BUFG FT Vest Buffered Allocation | 6.76% | 9,255 | $236K | Reduce -68.9% |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −9.24 |
| AAPL Apple Inc. | Sold out | 0.00% | −2.92 |
| DUHP Dimensional US High Profi Et | Sold out | 0.00% | −2.25 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −2.14 |
| FMAY FT Vest US Equity Buffer ETF | Sold out | 0.00% | −2.00 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −1.92 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −1.44 |
| MSFT Microsoft Corp. | Reduce -87.0% | 7.22% | −1.24 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −1.24 |
| DFAC Dimensional US Core Equity 2 | Reduce -74.2% | 8.24% | +2.30 |
| BUFG FT Vest Buffered Allocation | Reduce -68.9% | 6.76% | +2.67 |
| PHYS Sprott Physical Gold Trust | Reduce -69.4% | 20.52% | +7.64 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -72.1% | 57.26% | +11.79 |
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||