13F Filings History of BLACK POINT WEALTH MANAGEMENT

Latest 13F report
Q2 2025 - 17 Jul 2025
Value $
$3,496,807
Signature - Title
Jonathan Harris - CCO
Location
Naples, FL
Summary
This page shows a list of all the recent 13F filings made by BLACK POINT WEALTH MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BLACK POINT WEALTH MANAGEMENT reported 5 stock holdings with total value $3,496,807 as of Q2 2025. Top holdings included BRKB, PHYS, DFAC, MSFT, and BUFG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 5 $3,496,807 $0 -$13,830,749 -$13,830,749 BRKB, PHYS, DFAC, MSFT, BUFG 13F-HR 16 Jul 2025, 17:50
Q1 2025 13 $17,284,942 $0 -$72,922,297 -$72,922,297 BRKB, PHYS, BERKSHIRE HATHAWAY INC DEL, MSFT, DFAC 13F-HR 14 Apr 2025, 13:36
Q4 2024 41 $86,442,156 +$2,037,210 -$1,072,129 +$965,081 BRKB, MSFT, PHYS, DFAC, BRKA 13F-HR 17 Jan 2025, 19:12
Q3 2024 43 $86,314,485 +$2,924,792 -$17,370,227 -$14,445,435 BRKB, MSFT, PHYS, BRKA, DFAC 13F-HR 18 Oct 2024, 13:56
Q2 2024 43 $96,507,196 $0 $0 $0 MSFT, BRKB, PHYS, BRKA, DFAC 13F-HR 09 Aug 2024, 12:44