Black Point Wealth Management Top Holdings and 13F Report (2025) About Black Point Wealth ManagementInvestment ActivityBlack Point Wealth Management has $86.44 million in total holdings as of December 31, 2024.Black Point Wealth Management owns shares of 41 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.43% of the portfolio was purchased this quarter.About 20.98% of the portfolio was sold this quarter.This quarter, Black Point Wealth Management has purchased 43 new stocks and bought additional shares in 13 stocks.Black Point Wealth Management sold shares of 18 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $25,658,223Microsoft $19,134,058SPROTT PHYSICAL GOLD TR $6,507,720Dimensional U.S. Core Equity 2 ETF $5,181,523Berkshire Hathaway $4,766,440 Largest New Holdings this Quarter Palo Alto Networks $243,826 HoldingFT Vest U.S. Equity Buffer ETF - July $206,888 Holding Largest Purchases this Quarter Pacer US Small Cap Cash Cows 100 ETF 26,277 shares (about $1.16M)FT Vest Buffered Allocation Growth ETF 41,631 shares (about $1.02M)Dimensional U.S. Core Equity 2 ETF 19,846 shares (about $686.47K)Dimensional US High Profitability ETF 17,084 shares (about $577.27K)First Trust High Yield Opportunities 2027 Term Fund 23,951 shares (about $346.81K) Largest Sales this Quarter Microsoft 32,637 shares (about $13.76M)Alphabet 8,499 shares (about $1.62M)Apple 2,908 shares (about $728.26K)Berkshire Hathaway 214 shares (about $97.00K)Mercury General 1,097 shares (about $72.92K) 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$25,658,223$97,001 ▼-0.4%56,60629.7%FinanceMSFTMicrosoft$19,134,058$13,756,543 ▼-41.8%45,39522.1%Computer and TechnologySPROTT PHYSICAL GOLD TR$6,507,720$35,749 ▼-0.5%323,1247.5%UNITDFACDimensional U.S. Core Equity 2 ETF$5,181,523$686,474 ▲15.3%149,7986.0%ETFBRK.ABerkshire Hathaway$4,766,4400.0%75.5%FinanceDUHPDimensional US High Profitability ETF$3,461,081$577,269 ▲20.0%102,4294.0%ETFCALFPacer US Small Cap Cash Cows 100 ETF$1,826,300$1,156,462 ▲172.6%41,4972.1%ETFBUFGFT Vest Buffered Allocation Growth ETF$1,640,422$1,019,960 ▲164.4%66,9561.9%ETFAAPLApple$1,418,713$728,264 ▼-33.9%5,6651.6%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$1,259,298$37,084 ▲3.0%12,1911.5%ETFGUNRFlexShares Global Upstream Natural Resources Index Fund$1,182,570$85,555 ▲7.8%32,5241.4%ETFFTHYFirst Trust High Yield Opportunities 2027 Term Fund$907,995$346,810 ▲61.8%62,7071.1%FMAYFT Vest U.S. Equity Buffer ETF - May$881,0120.0%18,5751.0%ETFDFAUDimensional US Core Equity Market ETF$823,121$70,857 ▲9.4%20,3291.0%ETFVIGVanguard Dividend Appreciation ETF$759,306$10,772 ▲1.4%3,8770.9%ETFFNYFirst Trust Mid Cap Growth AlphaDEX Fund$738,458$26,319 ▼-3.4%9,2310.9%ETFURAGlobal X Uranium ETF$713,379$66,226 ▼-8.5%26,6390.8%ETFSPROTT PHYSICAL GOLD & SILVE$681,152$45,144 ▼-6.2%28,6680.8%TR UNITDFASDimensional U.S. Small Cap ETF$650,519$123,843 ▲23.5%9,9960.8%ETFNVDANVIDIA$573,813$52,238 ▼-8.3%4,2730.7%Computer and TechnologyHYGVFlexShares High Yield Value-Scored Bond Index Fund$563,499$23,269 ▼-4.0%13,8520.7%ETFCVXChevron$511,805$6,662 ▼-1.3%3,5340.6%Oils/EnergyJPMJPMorgan Chase & Co.$503,350$45,062 ▼-8.2%2,1000.6%FinanceAMZNAmazon.com$498,2350.0%2,2710.6%Retail/WholesaleHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$479,108$8,018 ▼-1.6%11,5920.6%ManufacturingQTECFirst Trust NASDAQ 100 Technology Index Fund$478,5640.0%2,5420.6%ManufacturingSKYYFirst Trust Cloud Computing ETF$426,862$22,755 ▼-5.1%3,5830.5%ManufacturingGOOGAlphabet$426,776$1,618,549 ▼-79.1%2,2410.5%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$393,408$122,607 ▲45.3%15,2220.5%ETFXLEEnergy Select Sector SPDR Fund$387,109$1,371 ▲0.4%4,5190.4%ETFFJUNFT Vest U.S. Equity Buffer ETF - June$374,046$14,129 ▼-3.6%7,2800.4%ManufacturingORCLOracle$349,9440.0%2,1000.4%Computer and TechnologyMCYMercury General$347,868$72,924 ▼-17.3%5,2330.4%FinanceDFATDimensional U.S. Targeted Value ETF$318,3750.0%5,7200.4%ETFDFAIDimensional International Core Equity Market ETF$282,525$1,898 ▲0.7%9,6760.3%ETFPANWPalo Alto Networks$243,826$243,826 ▲New Holding1,3400.3%Computer and TechnologyQJUNFT Vest Nasdaq-100 Buffer ETF - June$234,6110.0%8,3700.3%ETFJNJJohnson & Johnson$233,272$37,601 ▼-13.9%1,6130.3%MedicalGLDSPDR Gold Shares$211,137$26,876 ▼-11.3%8720.2%FinanceFJULFT Vest U.S. Equity Buffer ETF - July$206,888$206,888 ▲New Holding4,2250.2%ETFSMHVanEck Semiconductor ETF$205,8450.0%8500.2%ManufacturingDFCFDimensional Core Fixed Income ETF$0$772,042 ▼-100.0%00.0%ETFFBTFirst Trust NYSE Arca Biotechnology Index Fund$0$338,932 ▼-100.0%00.0%ETFCLOIVanEck CLO ETF$0$204,613 ▼-100.0%00.0%ETFSPROTT PHYSICAL SILVER TR$0$139,020 ▼-100.0%00.0%TR UNITShowing 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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