Black Point Wealth Management Top Holdings and 13F Report (2025) About Black Point Wealth ManagementInvestment ActivityBlack Point Wealth Management has $17.28 million in total holdings as of March 31, 2025.Black Point Wealth Management owns shares of 13 different stocks, but just 5 companies or ETFs make up 80% of its holdings.About 421.88% of the portfolio was sold this quarter.This quarter, Black Point Wealth Management has purchased 41 new stocks and bought additional shares in 0 stocks.Black Point Wealth Management sold shares of 13 stocks and completely divested from 28 stocks this quarter.Largest Holdings Berkshire Hathaway $7,860,348SPROTT PHYSICAL GOLD TR $2,224,648Berkshire Hathaway $1,596,883Microsoft $1,462,667Dimensional U.S. Core Equity 2 ETF $1,027,999 Largest Sales this Quarter Berkshire Hathaway 41,847 shares (about $22.29M)Microsoft 41,499 shares (about $15.58M)SPROTT PHYSICAL GOLD TR 230,661 shares (about $5.55M)Berkshire Hathaway 5 shares (about $3.99M)Dimensional U.S. Core Equity 2 ETF 118,637 shares (about $3.91M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlack Point Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$7,860,348$22,286,875 ▼-73.9%14,75945.5%FinanceSPROTT PHYSICAL GOLD TR$2,224,648$5,549,674 ▼-71.4%92,46312.9%UNITBRK.ABerkshire Hathaway$1,596,883$3,992,208 ▼-71.4%29.2%FinanceMSFTMicrosoft$1,462,667$15,579,881 ▼-91.4%3,8968.5%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$1,027,999$3,913,826 ▼-79.2%31,1615.9%ETFBUFGFT Vest Buffered Allocation Growth ETF$707,693$885,056 ▼-55.6%29,7504.1%ETFAAPLApple$504,901$753,464 ▼-59.9%2,2732.9%Computer and TechnologyDUHPDimensional US High Profitability ETF$389,782$3,004,622 ▼-88.5%11,7622.3%ETFCALFPacer US Small Cap Cash Cows ETF$369,305$1,186,854 ▼-76.3%9,8482.1%ETFFMAYFT Vest U.S. Equity Buffer ETF - May$344,954$512,813 ▼-59.8%7,4702.0%ETFJPMJPMorgan Chase & Co.$332,622$182,501 ▼-35.4%1,3561.9%FinanceGLDSPDR Gold Shares$248,377$2,881 ▼-1.1%8621.4%FinanceJNJJohnson & Johnson$214,763$52,737 ▼-19.7%1,2951.2%MedicalVONGVanguard Russell 1000 Growth ETF$0$1,259,298 ▼-100.0%00.0%ETFGUNRFlexShares Global Upstream Natural Resources Index Fund$0$1,182,570 ▼-100.0%00.0%ETFFTHYFirst Trust High Yield Opportunities 2027 Term Fund$0$907,995 ▼-100.0%00.0%DFAUDimensional US Core Equity Market ETF$0$823,121 ▼-100.0%00.0%ETFVIGVanguard Dividend Appreciation ETF$0$759,306 ▼-100.0%00.0%ETFFNYFirst Trust Mid Cap Growth AlphaDEX Fund$0$738,458 ▼-100.0%00.0%ETFURAGlobal X Uranium ETF$0$713,379 ▼-100.0%00.0%ETFSPROTT PHYSICAL GOLD & SILVE$0$681,152 ▼-100.0%00.0%TR UNITDFASDimensional U.S. Small Cap ETF$0$650,519 ▼-100.0%00.0%ETFNVDANVIDIA$0$573,813 ▼-100.0%00.0%Computer and TechnologyHYGVFlexShares High Yield Value-Scored Bond Index Fund$0$563,499 ▼-100.0%00.0%ETFCVXChevron$0$511,805 ▼-100.0%00.0%EnergyAMZNAmazon.com$0$498,235 ▼-100.0%00.0%Retail/WholesaleHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$0$479,108 ▼-100.0%00.0%ManufacturingQTECFirst Trust NASDAQ 100 Technology Index Fund$0$478,564 ▼-100.0%00.0%ManufacturingSKYYFirst Trust Cloud Computing ETF$0$426,862 ▼-100.0%00.0%ManufacturingGOOGAlphabet$0$426,776 ▼-100.0%00.0%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$0$393,408 ▼-100.0%00.0%ETFXLEEnergy Select Sector SPDR Fund$0$387,109 ▼-100.0%00.0%ETFFJUNFT Vest U.S. Equity Buffer ETF - June$0$374,046 ▼-100.0%00.0%ManufacturingORCLOracle$0$349,944 ▼-100.0%00.0%Computer and TechnologyMCYMercury General$0$347,868 ▼-100.0%00.0%FinanceDFATDimensional U.S. Targeted Value ETF$0$318,375 ▼-100.0%00.0%ETFDFAIDimensional International Core Equity Market ETF$0$282,525 ▼-100.0%00.0%ETFPANWPalo Alto Networks$0$243,826 ▼-100.0%00.0%Computer and TechnologyQJUNFT Vest Nasdaq-100 Buffer ETF - June$0$234,611 ▼-100.0%00.0%ETFFJULFT Vest U.S. Equity Buffer ETF - July$0$206,888 ▼-100.0%00.0%ETFSMHVanEck Semiconductor ETF$0$205,845 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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