BLACK POINT WEALTH MANAGEMENT

NAPLES, FL · CIK 2032846 · 13F filing filed 2025-07-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNaples, FL

$3.5m reported value -79.8% vs Q1 2025

5positions

100.0%in top 10

0 new 0 added 5 reduced 8 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,122	$2.0m57.26%	57.26%	Reduced -10.6k	-10,637 -72.1%
2	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	28,299	$717.4k20.51%	20.51%	Reduced -64.2k	-64,164 -69.4%
3	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	8,044	$288.3k8.24%	8.24%	Reduced -23.1k	-23,117 -74.2%
4	MICROSOFT CORP COM MSFT	MSFT	508	$252.4k7.22%	7.22%	Reduced -3.4k	-3,388 -87.0%
5	FIRST TR EXCHNG TRADED FD VI VEST BUFFERED BUFG	BUFG	9,255	$236.4k6.76%	6.76%	Reduced -20.5k	-20,495 -68.9%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
BERKSHIRE HATHAWAY INC DEL BRK.A	BRK.A	2	$1.6m2 shares
APPLE INC AAPL	AAPL	2,273	$504.9k2.3k shares
DIMENSIONAL ETF TRUST		11,762	$389.8k11.8k shares
PACER FDS TR CALF	CALF	9,848	$369.3k9.8k shares
FIRST TR EXCHNG TRADED FD VI FMAY	FMAY	7,470	$345.0k7.5k shares
JPMORGAN CHASE & CO JPM	JPM	1,356	$332.6k1.4k shares
SPDR GOLD TR GLD	GLD	862	$248.4k862 shares
JOHNSON & JOHNSON JNJ	JNJ	1,295	$214.8k1.3k shares