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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 58.51% of Crosspoint Financial's stock portfolio.
Added to shares of these 10 stocks: XJUL, XAUG, AVMA, XSEP, TNA, AAPL, HCMT, AVUV, NVDA, MSFT.
Started 5 new stock positions in XSEP, XJUL, TNA, AAPL, XAUG.
Reduced shares in these 10 stocks: OIH, XBAP, NUGT, IAU, XBOC, IHAK, META, CRTC, Lucid Group, COIN.
Sold out of its positions in NUGT, Lucid Group, OIH.
Crosspoint Financial was a net buyer of stock by $1.8M.
Crosspoint Financial has $41M in assets under management (AUM), dropping by 8.98%.
Central Index Key (CIK): 0001927769

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Portfolio Holdings for Crosspoint Financial

Crosspoint Financial holds 35 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Innovator Etfs Trust Us Equity Accele (XBAP)	32.0	$13M	-3%	344k	37.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	10.7	$4.3M		8.6k	502.74	View chart
Ishares Tr Cybersecurity (IHAK)	6.5	$2.7M	-2%	51k	52.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	5.1	$2.1M	NEW	54k	38.37	View chart
Direxion Shs Etf Tr Direxion Hcm (HCMT)	4.1	$1.7M	+5%	45k	37.49	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	3.5	$1.4M	-6%	44k	32.80	View chart
Etf Ser Solutions Defiance Connect (SIXG)	3.3	$1.4M		22k	61.68	View chart
Ishares Gold Tr Ishares New (IAU)	2.9	$1.2M	-9%	16k	72.77	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	2.7	$1.1M		31k	35.79	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	2.4	$965k		34k	28.05	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	2.0	$833k		22k	37.45	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.8	$731k	+3%	7.3k	99.52	View chart
NVIDIA Corporation (NVDA)	1.7	$697k		3.7k	186.57	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	1.7	$690k	+112%	11k	65.07	View chart
Meta Platforms Cl A (META)	1.6	$650k	-8%	885.00	734.38	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	1.3	$545k		17k	31.29	View chart
Innovator Etfs Trust Equity Defined (AAPR)	1.3	$527k		19k	27.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	1.3	$525k	NEW	14k	36.75	View chart
Strategy Cl A New (MSTR)	1.3	$518k		1.6k	322.21	View chart
Ishares Tr Large Cap Max Bu (DMAX)	1.2	$507k		19k	26.42	View chart
Dbx Etf Tr Xtrackers Us Nat (CRTC)	1.2	$493k	-10%	14k	36.43	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	1.0	$419k		8.5k	48.99	View chart
Palantir Technologies Cl A (PLTR)	1.0	$410k		2.3k	182.42	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	1.0	$395k		17k	23.94	View chart
Coinbase Global Com Cl A (COIN)	0.9	$366k	-6%	1.1k	337.52	View chart
East West Ban (EWBC)	0.9	$349k		3.3k	106.45	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.8	$328k		13k	24.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.8	$309k		8.0k	38.61	View chart
Amazon (AMZN)	0.7	$286k		1.3k	219.57	View chart
Microsoft Corporation (MSFT)	0.7	$277k	+3%	534.00	517.95	View chart
First Tr Exchng Traded Fd Vi Vest Us Equ Enha (XAPR)	0.7	$269k		7.5k	35.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.6	$254k	NEW	6.1k	41.59	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.6	$245k	NEW	5.4k	45.24	View chart
Apple (AAPL)	0.6	$233k	NEW	913.00	254.63	View chart
Microvast Holdings *w Exp 04/01/202 (MVSTW)	0.0	$1.8k		10k	0.18	View chart

Past Filings by Crosspoint Financial

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

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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