Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CROSSPOINT FINANCIAL, LLC (CIK 1927769) reported $39.8M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XBAP ($13.2M, 33.14%), BRK/B ($3.8M, 9.60%), IHAK ($2.2M, 5.52%), XJUL ($2.0M, 5.00%), HCMT ($1.6M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XBAP | INNOVATOR ETFS TRUST | $13.2M | 33.14% | 336,908 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.8M | 9.60% | 7,973 | Trimmed |
| 3 | IHAK | ISHARES TR | $2.2M | 5.52% | 50,359 | Trimmed |
| 4 | XJUL | FIRST TR EXCHNG TRADED FD VI | $2.0M | 5.00% | 51,200 | Trimmed |
| 5 | HCMT | DIREXION SHARES ETF TRUST | $1.6M | 3.90% | 44,158 | Added |
| 6 | AVUV | AMERICAN CENTY ETF TR | $1.4M | 3.61% | 13,005 | Added |
| 7 | XBOC | INNOVATOR ETFS TRUST | $1.4M | 3.59% | 43,466 | Hold |
| 8 | FIVG | ETF SER SOLUTIONS | $1.4M | 3.58% | 20,895 | Trimmed |
| 9 | AVMA | AMERICAN CENTY ETF TR | $1.4M | 3.58% | 21,170 | Added |
| 10 | UFEB | INNOVATOR ETFS TRUST | $946,301 | 2.38% | 26,069 | Trimmed |
| 11 | MAXJ | ISHARES TR | $913,887 | 2.30% | 32,454 | Trimmed |
| 12 | XBJL | INNOVATOR ETFS TRUST | $845,881 | 2.13% | 22,250 | Hold |
| 13 | CRTC | DBX ETF TR | $758,458 | 1.91% | 21,394 | Added |
| 14 | DMAX | ISHARES TR | $576,141 | 1.45% | 21,683 | New |
| 15 | AAPR | INNOVATOR ETFS TRUST | $543,411 | 1.37% | 18,875 | Hold |
| 16 | XBJA | INNOVATOR ETFS TRUST | $544,272 | 1.37% | 17,400 | Hold |
| 17 | XAUG | FIRST TR EXCHNG TRADED FD VI | $530,481 | 1.33% | 14,291 | Hold |
| 18 | GJAN | FIRST TR EXCHNG TRADED FD VI | $476,098 | 1.20% | 11,360 | New |
| 19 | MSFT | MICROSOFT CORP | $464,652 | 1.17% | 1,255 | Trimmed |
| 20 | TNA | DIREXION SHARES ETF TRUST | $431,092 | 1.08% | 9,769 | Added |
| 21 | IGLD | FIRST TR EXCHANGE-TRADED FD | $427,630 | 1.07% | 16,750 | Added |
| 22 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $361,668 | 0.91% | 7,830 | New |
| 23 | META | META PLATFORMS INC | $357,581 | 0.90% | 625 | Trimmed |
| 24 | XOCT | FIRST TR EXCHNG TRADED FD VI | $357,938 | 0.90% | 9,604 | Hold |
| 25 | EWBC | EAST WEST BANCORP INC | $350,066 | 0.88% | 3,279 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31