BLACK POINT WEALTH MANAGEMENT
CIK
2032846
Location
NAPLES, FL
Portfolio Value
Micro
$2,972,406
Diversification
Highly concentrated
Filing Date
Global Rank
#7,860
/ 7,998
▼ 436
· as of Jun 2025
Top Industry
Insurance - Diversified
67.4%
3Y Alpha vs SPY
-8.2%
Period ended 1 year ago
Filed Jul 17, 2025 · 12mo
5 quarters · since Jun 2024
Clone Performance
Aug 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+21.4%
SPY
+40.4%
Annualised alpha
-8.8%
Max drawdown
−10.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
3 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Top Position
67.4%
+6.2 pts
Top 5
100.0%
+3.6 pts
Top 10
100.0%
0.0 pts
HHI
5,193
Highly concentrated+992
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 91.5% | $2,719,722 |
| Technology | 8.5% | $252,684 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
3 positions ·
$2,972,406 total
· as of Jun 30, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,122 | $2,002,343 | 67.36% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Reduced | 28,299 | $717,379 | 24.13% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 508 | $252,684 | 8.50% |