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Crosspoint Financial, Llc

Portfolio Manager
Crosspoint Financial, Llc
Performance
+0.74% (2025 Q4)
AUM (13F)
$39.80M
# of Holdings
35
Performance Rank
Allocation (Top 20)
89.21%

Crosspoint Financial, Llc Holdings Map

Top 34 Crosspoint Financial, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XBAP
INNOVATOR ETFS TRUST
33.14%336.9K$13.2M
-1.91%(-6.55K)
2025-Q1: 358.0K shares2025-Q2: 355.9K shares2025-Q3: 344.3K shares2025-Q4: 343.5K shares2026-Q1: 336.9K shares
$31.76(+30.68%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
9.6%8.0K$3.8M
-2.79%(-229)
2025-Q1: 8.6K shares2025-Q2: 8.6K shares2025-Q3: 8.6K shares2025-Q4: 8.2K shares2026-Q1: 8.0K shares
$289.00(+67.49%)
2026-03-31
IHAK
ISHARES TR
5.52%50.4K$2.2M
-0.83%(-424)
2025-Q1: 50.9K shares2025-Q2: 52.2K shares2025-Q3: 50.9K shares2025-Q4: 50.8K shares2026-Q1: 50.4K shares
$37.35(+39.95%)
2026-03-31
XJUL
FIRST TR EXCHNG TRADED FD VI
5%51.2K$2.0M
-5.19%(-2.80K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 54.2K shares2025-Q4: 54.0K shares2026-Q1: 51.2K shares
$37.76(+6.89%)
2026-03-31
HCMT
DIREXION SHARES ETF TRUST
3.9%44.2K$1.6M
+0.00%(+2)
2025-Q1: 40.6K shares2025-Q2: 42.5K shares2025-Q3: 45.0K shares2025-Q4: 44.2K shares2026-Q1: 44.2K shares
$33.17(+22.33%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
3.61%13.0K$1.4M
+54.90%(+4.61K)
2025-Q1: 7.2K shares2025-Q2: 7.1K shares2025-Q3: 7.3K shares2025-Q4: 8.4K shares2026-Q1: 13.0K shares
$97.87(+21.35%)
2026-03-31
XBOC
INNOVATOR ETFS TRUST
3.59%43.5K$1.4M
+0.00%(+0)
2025-Q1: 49.8K shares2025-Q2: 46.5K shares2025-Q3: 43.5K shares2025-Q4: 43.5K shares2026-Q1: 43.5K shares
$29.87(+17.62%)
2026-03-31
SIXG
ETF SER SOLUTIONS
3.58%20.9K$1.4M
-4.57%(-1.00K)
2025-Q1: 21.9K shares2025-Q2: 21.9K shares2025-Q3: 21.9K shares2025-Q4: 21.9K shares2026-Q1: 20.9K shares
$29.20(+217.82%)
2026-03-31
AVMA
AMERICAN CENTY ETF TR
3.58%21.2K$1.4M
+11.95%(+2.26K)
2025-Q1: 5.0K shares2025-Q2: 5.0K shares2025-Q3: 10.6K shares2025-Q4: 18.9K shares2026-Q1: 21.2K shares
$63.37(+14.32%)
2026-03-31
UFEB
INNOVATOR ETFS TRUST
2.38%26.1K$946K
-11.90%(-3.52K)
2025-Q1: 31.1K shares2025-Q2: 31.1K shares2025-Q3: 31.1K shares2025-Q4: 29.6K shares2026-Q1: 26.1K shares
$32.83(+16.94%)
2026-03-31

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