Black Point Wealth Management Portfolio Holdings

Black Point Wealth Management

  • $3.5 Billion
  • Q2 2025

Black Point Wealth Management has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.5 Billion distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $2B, Sprott Physical Gold Trust with a value of $717M, Dimensional ETF Tr U S Core Eq with a value of $288M, Microsoft Corp with a value of $252M, and Ft Exch Trd Fd Viii Cboe Vest with a value of $236M.

Examining the 13F form we can see an decrease of $13.8B in the current position value, from $17.3B to 3.5B.

Black Point Wealth Management is based out at Naples, FL

Below you can find more details about Black Point Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $3.5 Billion
Financial Services: $2.72 Billion
ETFs: $525 Million
Technology: $252 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$717 Million 20.51% of portfolio
28,299
Q2 2025 Reduced 69.39%

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $3.5 Billion
  • Prior Value $17.3 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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