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Crosspoint Financial

Latest statistics and disclosures from Crosspoint Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are XBAP, BRK.B, IHAK, XJUL, HCMT, and represent 55.69% of Crosspoint Financial's stock portfolio.
Added to shares of these 10 stocks: AVMA, MSFT, NUGT, XOCT, AAPL, VOYG, SOXX, CRTC, AVUV, XSEP.
Started 4 new stock positions in NUGT, SOXX, XOCT, VOYG.
Reduced shares in these 10 stocks: MSTR, DMAX, BRK.B, BAUG, UFEB, ZFEB, XBAP, HCMT, XJUL, IHAK.
Sold out of its positions in DMAX, MSTR.
Crosspoint Financial was a net buyer of stock by $1.4M.
Crosspoint Financial has $43M in assets under management (AUM), dropping by 4.39%.
Central Index Key (CIK): 0001927769

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Portfolio Holdings for Crosspoint Financial

Crosspoint Financial holds 37 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Innovator Etfs Trust Us Equity Accele (XBAP)	31.3	$13M		344k	38.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	9.7	$4.1M	-5%	8.2k	502.65	View chart
Ishares Tr Cybersecurity (IHAK)	5.8	$2.4M		51k	48.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	5.0	$2.1M		54k	39.09	View chart
Direxion Shs Etf Tr Direxion Hcm (HCMT)	4.0	$1.7M		44k	38.56	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	3.4	$1.5M		44k	33.55	View chart
Etf Ser Solutions Defiance Connect (SIXG)	3.3	$1.4M		22k	63.84	View chart
Ishares Gold Tr Ishares New (IAU)	3.2	$1.4M	+3%	17k	81.17	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	3.0	$1.3M	+78%	19k	66.31	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	2.6	$1.1M	-4%	30k	36.79	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	2.3	$971k		35k	28.19	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.0	$856k	+14%	8.4k	101.97	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	2.0	$851k		22k	38.26	View chart
Microsoft Corporation (MSFT)	1.8	$753k	+191%	1.6k	483.60	View chart
NVIDIA Corporation (NVDA)	1.7	$710k		3.8k	186.49	View chart
Dbx Etf Tr Xtrackers Us Nat (CRTC)	1.6	$699k	+40%	19k	36.66	View chart
Meta Platforms Cl A (META)	1.4	$584k		885.00	660.09	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	1.3	$556k		17k	31.97	View chart
Innovator Etfs Trust Equity Defined (AAPR)	1.3	$536k		19k	28.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	1.3	$535k		14k	37.44	View chart
Apple (AAPL)	1.2	$524k	+111%	1.9k	271.85	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	1.0	$416k		17k	25.01	View chart
Palantir Technologies Cl A (PLTR)	0.9	$400k		2.3k	177.75	View chart
East West Ban (EWBC)	0.9	$369k		3.3k	112.39	View chart
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT)	0.9	$367k	NEW	2.0k	183.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.9	$363k	NEW	9.6k	37.75	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.8	$328k	-23%	6.5k	50.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.8	$325k	+25%	7.7k	42.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.7	$314k		8.0k	39.26	View chart
Amazon (AMZN)	0.7	$301k		1.3k	230.82	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.7	$290k	-12%	11k	25.38	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.6	$274k	+11%	6.0k	45.54	View chart
First Tr Exchng Traded Fd Vi Vest Us Equ Enha (XAPR)	0.6	$273k		7.5k	36.44	View chart
Coinbase Global Com Cl A (COIN)	0.6	$245k		1.1k	226.16	View chart
Voyager Technologies Com Cl A (VOYG)	0.5	$224k	NEW	8.6k	26.14	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$206k	NEW	685.00	301.15	View chart
Microvast Holdings *w Exp 04/01/202 (MVSTW)	0.0	$950.000000		10k	0.10	View chart

Past Filings by Crosspoint Financial

SEC 13F filings are viewable for Crosspoint Financial going back to 2022

Crosspoint Financial 2025 Q4 filed Feb. 5, 2026
Crosspoint Financial 2025 Q3 filed Dec. 3, 2025
Crosspoint Financial 2025 Q2 filed Aug. 13, 2025
Crosspoint Financial 2025 Q1 filed May 1, 2025
Crosspoint Financial 2024 Q3 filed Oct. 18, 2024
Crosspoint Financial 2024 Q2 filed July 26, 2024
Crosspoint Financial 2024 Q1 filed April 24, 2024
Crosspoint Financial 2023 Q4 filed Feb. 7, 2024
Crosspoint Financial 2023 Q3 filed Nov. 14, 2023
Crosspoint Financial 2023 Q2 filed Aug. 10, 2023
Crosspoint Financial 2023 Q1 filed May 12, 2023
Crosspoint Financial 2022 Q4 filed Feb. 8, 2023

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