Crosspoint Financial

Crosspoint Financial as of March 31, 2026

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