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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 $3,496,807
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 4,122 $2,002,337 57.26%
2.
Sprott Physical Gold Trust
 PHYS 28,299 $717,369 20.51%
3.
Dimensional Etf Trust
 8,044 $288,292 8.24%
4.
Microsoft Corp
 MSFT 508 $252,436 7.22%
5.
First Tr Exchng Traded Fd Vi
 9,255 $236,373 6.76%
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)