Black Point Wealth Management Portfolio Holdings by Sector
Black Point Wealth Management
- $3.5 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2 Million
57.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS 1 stocks |
$717,369
20.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
DFAC BUFG 2 stocks |
$524,665
15.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$252,436
7.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|