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CIK: 0002032846
Total reported value
$3.5M
$3.5M
41 檔
1751.5%
At the close of Q4 2024, Black Point Wealth Management disclosed equity holdings valued at approximately $3.5M, spread across 41 reported holdings.
During Q4 2024, Black Point Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 29.68% | — | -0.38% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 22.14% | — | -0.33% | |
| 3 | PHYS | Sprott Physical Gold Trust | Stock-Other | 7.53% | — | -0.12% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.99% | — | +10.69% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.51% | — | — | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.00% | — | +6.50% | |
| 7 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.11% | — | +13.32% | |
| 8 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.90% | — | +50.73% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.64% | — | -9.58% | |
| 10 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.46% | — | +1.04% | |
| 11 | GUNR | Flexshares Global Upstream N | ETF-Other | 1.37% | — | +5.43% | |
| 12 | FTHY | First Trust Hi Yld Opp 2027 | Stock-Other | 1.05% | — | +9.94% | |
| 13 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 1.02% | — | — | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.95% | — | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.88% | — | +1.23% | |
| 16 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.85% | — | -2.08% | |
| 17 | URA | Global X Uranium ETF | ETF-Other | 0.83% | — | -2.47% | |
| 18 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.79% | — | -2.71% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.75% | — | +3.71% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | — | -4.24% | |
| 21 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.65% | — | -3.73% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.59% | — | +0.37% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | — | +0.29% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | — | — | |
| 25 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.55% | — | -1.40% | |
| 26 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.55% | — | — | |
| 27 | SKYY | First Trust Cloud Computing | ETF-Other | 0.49% | — | -5.06% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | — | — | |
| 29 | DFIC | Dimensional International Co | ETF-Other | 0.46% | — | +44.64% | |
| 30 | XLE | Ss Energy Select Sector | ETF-Other | 0.45% | — | +0.18% | |
| 31 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.43% | — | -3.64% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.40% | — | — | |
| 33 | MCY | Mercury General CORP | Stock-Other | 0.40% | — | +0.02% | |
| 34 | DFAT | Dimensional US Target Value | ETF-Other | 0.37% | — | — | |
| 35 | DFAI | Dimensional International Co | ETF-Other | 0.33% | — | +0.43% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.28% | — | — | |
| 37 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.27% | — | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | — | -5.84% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | — | -11.29% | |
| 40 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.24% | — | — | |
| 41 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.24% | — | — |
According to official SEC Form 13F filings, Black Point Wealth Management reported a total U.S. public equity portfolio value of $3.5M across 41 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, PHYS) accounted for 1751.5% of total reported equity market value during Q4 2024.
During Q4 2024, Black Point Wealth Management's top holdings by market value included BRK-B (29.7%)、MSFT (22.1%)、PHYS (7.5%). The largest single position, BRK-B, represented 29.7% of total portfolio value.
In Q4 2024, Black Point Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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