BLACK POINT WEALTH MANAGEMENT - Portfolio overview

BLACK POINT WEALTH MANAGEMENT has 5 reported holdings in this dataset, with the latest filing dated 2025-07-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 57.26%
2. PHYS - SPROTT PHYSICAL GOLD TR, 20.51%
3. DFAC - DIMENSIONAL ETF TRUST, 8.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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