13F Filings for BLACK POINT WEALTH MANAGEMENT (CIK: 2032846)
View the most recent portfolio holdings disclosed by BLACK POINT WEALTH MANAGEMENT in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 4.12K | $2M | 57.26% | Decreased | 10.64K (72.0%, $5.86M) |
PHYS - SPROTT PHYSICAL GOLD TR(Class: UNIT) | 28.30K | $717.37K | 20.51% | Decreased | 64.16K (69.0%, $1.51M) |
DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 8.04K | $288.29K | 8.24% | Decreased | 23.12K (74.0%, $739.71K) |
MSFT - MICROSOFT CORP(Class: COM) | 508 | $252.44K | 7.22% | Decreased | 3.39K (86.0%, $1.21M) |
N/A - FIRST TR EXCHNG TRADED FD VI(Class: VEST BUFFERED) | 9.26K | $236.37K | 6.76% | Decreased | 20.50K (68.0%, $471.32K) |
BRK.A - BERKSHIRE HATHAWAY INC DEL(Class: CL A) | 0 | $0 | - | Exited | 2 ($1.60M) |
N/A - FIRST TR EXCHNG TRADED FD VI(Class: FT VEST US EQT) | 0 | $0 | - | Exited | 7.47K ($344.95K) |
GLD - SPDR GOLD TR(Class: GOLD SHS) | 0 | $0 | - | Exited | 862 ($248.38K) |
AAPL - APPLE INC(Class: COM) | 0 | $0 | - | Exited | 2.27K ($504.90K) |
JNJ - JOHNSON & JOHNSON(Class: COM) | 0 | $0 | - | Exited | 1.29K ($214.76K) |
N/A - PACER FDS TR(Class: PACER US SMALL) | 0 | $0 | - | Exited | 9.85K ($369.31K) |
DUHP - DIMENSIONAL ETF TRUST(Class: US HIGH PROFITAB) | 0 | $0 | - | Exited | 11.76K ($389.78K) |
JPM - JPMORGAN CHASE & CO.(Class: COM) | 0 | $0 | - | Exited | 1.36K ($332.62K) |