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BLACK POINT WEALTH MANAGEMENT13F | |
| BLACK POINT WEALTH MANAGEMENT | |
| Last update 2025-07-17 | 5 Stocks (0 new) |
| Value $4.00 Mil | Turnover 0 % |
BLACK POINT WEALTH MANAGEMENT Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 4,122 | 2,002.3 | -72.07% | 57.260 | -32.78% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
PHYS | Sprott Physical Gold Trust | 28,299 | 717.4 | -69.39% | 20.510 | -8.93% | 0.010 | +0.51% | +27.31% | 22,889.1 | Asset Management | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 8,044 | 288.3 | -74.19% | 8.240 | -4.41% | 0.000 | +18.73% | +6.19% | 35,543.3 | ||
MSFT | Microsoft Corp | 508 | 252.4 | -86.96% | 7.220 | -7.36% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
BUFG |
FT Vest Buffered Allocation Growth ETF
FT Vest Buffered Allocation Growth ETF
| 9,255 | 236.4 | -68.89% | 6.760 | -2.82% | 0.090 | +12.85% | +5.29% | 268.3 | ||
GLD | SPDR Gold Shares ETF | 0 | 0 | Sold Out | 0.000 | -1.44% | 0.000 | +0.74% | +27.37% | 101,985.4 | ||
AAPL | Apple Inc | 0 | 0 | Sold Out | 0.000 | -2.92% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
BRK.A | Berkshire Hathaway Inc | 0 | 0 | Sold Out | 0.000 | -9.24% | 0.000 | -8.71% | +4.41% | 1,022,296.6 | Insurance | |
JNJ | Johnson & Johnson | 0 | 0 | Sold Out | 0.000 | -1.24% | 0.000 | +4.85% | +15.08% | 393,874.2 | Drug Manufacturers | |
JPM | JPMorgan Chase & Co | 0 | 0 | Sold Out | 0.000 | -1.92% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks |
BLACK POINT WEALTH MANAGEMENT's Historical Top Holdings Breakdowns
BLACK POINT WEALTH MANAGEMENT's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -32.78% | 483.48 ($508.26) 539.8 | $473.80 | -6.78% | Reduce -72.07% | 4,122 | -10,637 | |
BRK.A | Berkshire Hathaway Inc | 2025-06-30 | Sold Out Sold Out | -9.24% | 725400 ($762376) 809350 | $710,978.50 | -6.74% | Sold Out | 0 | -2 | |
PHYS | Sprott Physical Gold Trust | 2025-06-30 | Reduce Reduce | -8.93% | 22.82 ($25.11) 26.29 | $25.64 | 2.11% | Reduce -69.39% | 28,299 | -64,164 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -7.36% | 354.56 ($433.34) 497.45 | $510.05 | 17.70% | Reduce -86.96% | 508 | -3,388 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-06-30 | Reduce Reduce | -4.41% | 29.12 ($33.35) 35.84 | $36.53 | 9.54% | Reduce -74.19% | 8,044 | -23,117 | |
AAPL | Apple Inc | 2025-06-30 | Sold Out Sold Out | -2.92% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Sold Out | 0 | -2,273 | |
BUFG |
FT Vest Buffered Allocation Growth ETF
FT Vest Buffered Allocation Growth ETF
| 2025-06-30 | Reduce Reduce | -2.82% | 21.9 ($24.17) 25.54 | $25.80 | 6.73% | Reduce -68.89% | 9,255 | -20,495 | |
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 2025-06-30 | Sold Out Sold Out | -2.26% | 29.36 ($33.38) 35.56 | $36.17 | 8.36% | Sold Out | 0 | -11,762 | |
CALF | Pacer US Small Cap Cash Cows ETF | 2025-06-30 | Sold Out Sold Out | -2.14% | 32 ($37.46) 39.87 | $40.62 | 8.44% | Sold Out | 0 | -9,848 | |
FMAY |
FT Vest U.S. Equity Buffer ETF - May
FT Vest U.S. Equity Buffer ETF - May
| 2025-06-30 | Sold Out Sold Out | -2.00% | 42.44 ($47.09) 50.03 | $50.43 | 7.09% | Sold Out | 0 | -7,470 |
BLACK POINT WEALTH MANAGEMENT Total Holding History ($B)
BLACK POINT WEALTH MANAGEMENT's Asset Allocation
BLACK POINT WEALTH MANAGEMENT Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BLACK POINT WEALTH MANAGEMENT's Hypothetical Growth since 2025-06-30
BLACK POINT WEALTH MANAGEMENT's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BLACK POINT WEALTH MANAGEMENT's Holdings Heat Map
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BLACK POINT WEALTH MANAGEMENT's Holdings Bubble Chart
BLACK POINT WEALTH MANAGEMENT News
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