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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, UFOX, and represent 53.40% of Crosspoint Financial's stock portfolio.
Added to shares of these 10 stocks: FBND, FBCG, AVLV, GSLC, GHYB, SOXL, CRTC, AMZN, AAPL, MSFT.
Started 7 new stock positions in GSLC, AVLV, FBCG, AMZN, FBND, GHYB, SOXL.
Reduced shares in these 10 stocks: XBAP, TNA, IGLD, HCMT, AVMA, XAPR, UFOX, AVUV, IAU, IHAK.
Sold out of its positions in IGLD, XAPR, IAU.
Crosspoint Financial was a net seller of stock by $-569k.
Crosspoint Financial has $44M in assets under management (AUM), dropping by 9.74%.
Central Index Key (CIK): 0001927769

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Portfolio Holdings for Crosspoint Financial

Crosspoint Financial holds 39 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Innovator Etfs Trust Us Equity Accele (XBAP)	29.3	$13M	-9%	305k	41.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	8.8	$3.9M	-3%	7.7k	500.39	View chart
Ishares Tr Cybersecurity (IHAK)	6.5	$2.8M	-7%	47k	60.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	4.8	$2.1M		51k	40.72	View chart
Etf Ser Solutions Defiance Space A (UFOX)	4.0	$1.7M	-12%	18k	95.04	View chart
Direxion Shares Etf Trust Direxion Hcm (HCMT)	3.4	$1.5M	-18%	36k	41.94	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	3.2	$1.4M	-9%	39k	35.52	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.2	$1.4M	-14%	11k	124.76	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	2.9	$1.3M	-18%	17k	72.89	View chart
Dbx Etf Tr Xtra Us Natl Etf (CRTC)	2.5	$1.1M	+30%	28k	38.99	View chart
Ishares Tr Larg Cap Jun Etf (MAXJ)	2.2	$945k		33k	29.13	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	2.1	$930k	-7%	24k	38.65	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.1	$907k	NEW	20k	45.49	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	2.0	$884k	NEW	14k	62.11	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	1.8	$798k	-10%	20k	39.98	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.7	$761k	NEW	8.3k	91.21	View chart
Ishares Tr Larg Cap Dec Etf (DMAX)	1.4	$593k		22k	27.34	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	1.3	$588k		17k	33.81	View chart
Innovator Etfs Trust Equity Defined (AAPR)	1.3	$557k		19k	29.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	1.2	$512k		11k	45.02	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.1	$490k	NEW	3.5k	141.90	View chart
Microsoft Corporation (MSFT)	1.1	$469k		1.3k	372.89	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.0	$439k		685.00	640.76	View chart
East West Ban (EWBC)	1.0	$423k		3.3k	129.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	0.9	$402k	-27%	10k	39.09	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.9	$402k	NEW	9.0k	44.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.9	$379k		9.6k	39.50	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	0.9	$375k	NEW	1.4k	266.76	View chart
Meta Platforms Cl A (META)	0.8	$352k		625.00	563.29	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.8	$351k		6.5k	53.61	View chart
Apple (AAPL)	0.8	$346k	+12%	1.2k	289.32	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.7	$297k		11k	25.98	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.7	$286k	-7%	7.2k	39.57	View chart
Voyager Technologies Com Cl A (VOYG)	0.6	$276k		8.6k	32.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.6	$271k	-20%	6.1k	44.41	View chart
Direxion Shares Etf Trust Daily Small Cap (TNA)	0.6	$245k	-66%	3.3k	75.11	View chart
Amazon (AMZN)	0.6	$243k	NEW	1.0k	238.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.5	$207k	-37%	5.0k	41.42	View chart
Microvast Holdings *w Exp 07/23/202 (MVSTW)	0.0	$45.000000		10k	0.00	View chart

Past Filings by Crosspoint Financial

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

Crosspoint Financial 2026 Q2 filed Aug. 7, 2026
Crosspoint Financial 2026 Q1 filed May 13, 2026
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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