Black Point Wealth Management has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $86.4 Billion distributed in 41 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 $25.7B, Microsoft Corp with a value of $19.1B, Sprott Physical Gold Trust with a value of $6.51B, Dimensional ETF Tr U S Core Eq with a value of $5.18B, and Berkshire Hathaway Inc with a value of $4.77B.

Examining the 13F form we can see an increase of $128M in the current position value, from $86.3B to 86.4B.

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 $86.4 Billion
Financial Services: $38.5 Billion
Technology: $21.7 Billion
ETFs: $21.2 Billion
Energy: $512 Million
Consumer Cyclical: $498 Million
Communication Services: $427 Million
Healthcare: $233 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $86.4 Billion
  • Prior Value $86.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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