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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 57.17% of Crosspoint Financial's stock portfolio.
Added to shares of these 9 stocks: DMAX, AVUV, GJAN, AAAU, TNA, AVMA, CRTC, IGLD, HCMT.
Started 3 new stock positions in DMAX, GJAN, AAAU.
Reduced shares in these 10 stocks: IAU, NVDA, PLTR, NUGT, AMZN, XBAP, COIN, AAPL, META, UFEB.
Sold out of its positions in AMZN, COIN, NUGT, NVDA, PLTR.
Crosspoint Financial was a net seller of stock by $-2.2M.
Crosspoint Financial has $40M in assets under management (AUM), dropping by -6.34%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Innovator Etfs Trust Us Equity Accele (XBAP)	33.1	$13M		337k	39.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	9.6	$3.8M	-2%	8.0k	479.20	View chart
Ishares Tr Cybersecurity (IHAK)	5.5	$2.2M		50k	43.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	5.0	$2.0M	-5%	51k	38.89	View chart
Direxion Shares Etf Trust Direxion Hcm (HCMT)	3.9	$1.6M		44k	35.19	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.6	$1.4M	+54%	13k	110.46	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	3.6	$1.4M		44k	32.89	View chart
Etf Ser Solutions Defiance Connect (SIXG)	3.6	$1.4M	-4%	21k	68.18	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	3.6	$1.4M	+11%	21k	67.22	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	2.4	$946k	-11%	26k	36.30	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	2.3	$914k	-5%	33k	28.16	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	2.1	$846k		22k	38.02	View chart
Dbx Etf Tr Xtrackers Us Nat (CRTC)	1.9	$759k	+12%	21k	35.45	View chart
Ishares Tr Large Cap Max Bu (DMAX)	1.4	$576k	NEW	22k	26.57	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	1.4	$544k		17k	31.28	View chart
Innovator Etfs Trust Equity Defined (AAPR)	1.4	$543k		19k	28.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	1.3	$531k		14k	37.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	1.2	$476k	NEW	11k	41.91	View chart
Microsoft Corporation (MSFT)	1.2	$465k	-19%	1.3k	370.24	View chart
Direxion Shares Etf Trust Daily Small Cap (TNA)	1.1	$431k	+62%	9.8k	44.13	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	1.1	$428k		17k	25.53	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.9	$362k	NEW	7.8k	46.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.9	$358k		9.6k	37.27	View chart
Meta Platforms Cl A (META)	0.9	$358k	-29%	625.00	572.13	View chart
East West Ban (EWBC)	0.9	$350k		3.3k	106.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.8	$321k		7.7k	41.88	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.8	$320k		6.5k	48.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.8	$310k		8.0k	38.71	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.7	$291k		11k	25.39	View chart
First Tr Exchng Traded Fd Vi Vest Us Equ Enha (XAPR)	0.7	$276k		7.5k	36.85	View chart
Apple (AAPL)	0.7	$269k	-45%	1.1k	253.77	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$233k	-84%	2.6k	88.16	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.6	$225k		685.00	328.66	View chart
Voyager Technologies Com Cl A (VOYG)	0.5	$200k		8.6k	23.39	View chart
Microvast Holdings *w Exp 04/01/202 (MVSTW)	0.0	$160.000000		10k	0.02	View chart

Past Filings by Crosspoint Financial

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

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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