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CIK 0002032846 • 2 13F filings • Apr 14, 2025 – Jul 17, 2025
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=jivedata("black-point-wealth-management","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 57.3%Prev: 45.5% | 4,122 SH | Decreased-10,637 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $288K | 8.2%Prev: 5.9% | 8,044 SH | Decreased-23,117 SH |
| FIRST TR EXCHNG TRADED FD VI | VEST BUFFERED | $236K | 6.8%Prev: 4.1% | 9,255 SH | Decreased-20,495 SH |
| MICROSOFT CORP | COM | $252K | 7.2%Prev: 8.5% | 508 SH | Decreased-3,388 SH |
| SPROTT PHYSICAL GOLD TR | UNIT | $717K | 20.5%Prev: 12.9% | 28,299 SH | Decreased-64,164 SH |