Black Point Wealth Management Portfolio Holdings

Black Point Wealth Management

  • $17.3 Billion
  • Q1 2025

Black Point Wealth Management has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $17.3 Billion distributed in 13 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 $7.86B, Sprott Physical Gold Trust with a value of $2.22B, Berkshire Hathaway Inc with a value of $1.6B, Microsoft Corp with a value of $1.46B, and Dimensional ETF Tr U S Core Eq with a value of $1.03B.

Examining the 13F form we can see an decrease of $69.2B in the current position value, from $86.4B to 17.3B.

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 $17.3 Billion
Financial Services: $12 Billion
ETFs: $2.74 Billion
Technology: $1.97 Billion
Healthcare: $215 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$674B
$7.86 Billion 45.48% of portfolio
14,759
Q1 2025 Reduced 73.93%
$0
$2.22 Billion 12.87% of portfolio
92,463
Q1 2025 Reduced 71.38%
$456B
$1.6 Billion 9.24% of portfolio
2
Q1 2025 Reduced 71.43%
$2.68T
$1.46 Billion 8.46% of portfolio
3,896
Q1 2025 Reduced 91.42%
$0
$1.03 Billion 5.95% of portfolio
31,161
Q1 2025 Reduced 79.2%
$0
$708 Million 4.09% of portfolio
29,750
Q1 2025 Reduced 55.57%
$3.1T
$505 Million 2.92% of portfolio
2,273
Q1 2025 Reduced 59.88%
$0
$390 Million 2.26% of portfolio
11,762
Q1 2025 Reduced 88.52%
$0
$369 Million 2.14% of portfolio
9,848
Q1 2025 Reduced 76.27%
$0
$345 Million 2.0% of portfolio
7,470
Q1 2025 Reduced 59.78%
$672B
$333 Million 1.92% of portfolio
1,356
Q1 2025 Reduced 35.43%
$109B
$248 Million 1.44% of portfolio
862
Q1 2025 Reduced 1.15%
$410B
$215 Million 1.24% of portfolio
1,295
Q1 2025 Reduced 19.71%

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $17.3 Billion
  • Prior Value $86.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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