Crosspoint Financial, Llc Portfolio Stock Holdings
Crosspoint Financial, Llc disclosed 35 stock positions valued at approximately $39.8 million in its latest SEC 13F filing. The largest holdings include INNOVATOR ETFS TRUST, BERKSHIRE HATHAWAY INC DEL, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 35
- Portfolio Value
- $39.8M
Holdings by Sector
Crosspoint Financial, Llc Portfolio Holdings in Q1 2026
27 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | XBAP | Other | 33.14% | 336,908 | -6,555 | -1.91% | $13,187,776 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 9.60% | 7,973 | -229 | -2.79% | $3,820,662 |
| ISHARES TR | IHAK | Other | 5.52% | 50,359 | -424 | -0.83% | $2,198,193 |
| FIRST TR EXCHNG TRADED FD VI | XJUL | Other | 5.00% | 51,200 | -2,800 | -5.19% | $1,991,282 |
| DIREXION SHARES ETF TRUST | HCMT | Other | 3.90% | 44,158 | +2 | +0.00% | $1,553,921 |
| AMERICAN CENTY ETF TR | AVUV | Other | 3.61% | 13,005 | +4,609 | +54.90% | $1,436,585 |
| INNOVATOR ETFS TRUST | XBOC | Other | 3.59% | 43,466 | - | - | $1,429,478 |
| ETF SER SOLUTIONS | SIXG | Other | 3.58% | 20,895 | -1,001 | -4.57% | $1,424,520 |
| INNOVATOR ETFS TRUST | UFEB | Other | 2.38% | 26,069 | -3,522 | -11.90% | $946,301 |
| INNOVATOR ETFS TRUST | XBJL | Other | 2.13% | 22,250 | - | - | $845,881 |
| INNOVATOR ETFS TRUST | XBJA | Other | 1.37% | 17,400 | - | - | $544,272 |
| INNOVATOR ETFS TRUST | AAPR | Other | 1.37% | 18,875 | - | - | $543,411 |
| FIRST TR EXCHNG TRADED FD VI | GJAN | Other | 1.20% | 11,360 | +11,360 | +100.00% | $476,098 |
| MICROSOFT CORP | MSFT | Technology | 1.17% | 1,255 | -302 | -19.40% | $464,652 |
| DIREXION SHARES ETF TRUST | TNA | Other | 1.08% | 9,769 | +3,750 | +62.30% | $431,092 |
| FIRST TR EXCHANGE-TRADED FD | IGLD | Other | 1.07% | 16,750 | +104 | +0.62% | $427,630 |
| GOLDMAN SACHS PHYSICAL GOLD | AAAU | Other | 0.91% | 7,830 | +7,830 | +100.00% | $361,668 |
| FIRST TR EXCHNG TRADED FD VI | XOCT | Other | 0.90% | 9,604 | - | - | $357,938 |
| META PLATFORMS INC | META | Communication Services | 0.90% | 625 | -260 | -29.38% | $357,581 |
| EAST WEST BANCORP INC | EWBC | Financial Services | 0.88% | 3,279 | - | - | $350,066 |
| FIRST TR EXCHNG TRADED FD VI | XSEP | Other | 0.81% | 7,660 | - | - | $320,832 |
| INNOVATOR ETFS TRUST | BAUG | Other | 0.80% | 6,548 | - | - | $319,835 |
| FIRST TR EXCHNG TRADED FD VI | GAUG | Other | 0.78% | 8,000 | - | - | $309,660 |
| APPLE INC | AAPL | Technology | 0.67% | 1,058 | -869 | -45.10% | $268,489 |
| ISHARES GOLD TR | IAU | Other | 0.59% | 2,646 | -14,075 | -84.18% | $233,271 |
| ISHARES TR | SOXX | Other | 0.57% | 685 | - | - | $225,133 |
| MICROVAST HOLDINGS INC | MVSTW | Industrials | 0.00% | 10,000 | - | - | $160 |