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Home > Institutional Investor > Black Point Wealth Management > Profile

Instuitional Investor - Black Point Wealth Management

Fund Profile
Filing Period:
Fund Name: Black Point Wealth Management
Portfolio Value $17,284,942
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 14,759 $7,860,348 45.48%
2.
Sprott Physical Gold Trust
 PHYS 92,463 $2,224,648 12.87%
3.
Berkshire Hathaway Inc
 BRK.A 2 $1,596,883 9.24%
4.
Microsoft Corp
 MSFT 3,896 $1,462,667 8.46%
5.
Dimensional Etf Trust
 31,161 $1,027,999 5.95%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)