Crosspoint Financial

Crosspoint Financial as of Sept. 30, 2025

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