Crosspoint Financial

Crosspoint Financial as of June 30, 2026

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