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 $43.7M across 39 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: XBAP ($12.8M, 29.32%), BRKB ($3.9M, 8.85%), IHAK ($2.8M, 6.49%), XJUL ($2.1M, 4.77%), UFOX ($1.7M, 3.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XBAP | INNOVATOR ETFS TRUST | $12.8M | 29.32% | 305,289 | Trimmed |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.9M | 8.85% | 7,723 | Trimmed |
| 3 | IHAK | ISHARES TR | $2.8M | 6.49% | 46,680 | Trimmed |
| 4 | XJUL | FIRST TR EXCHNG TRADED FD VI | $2.1M | 4.77% | 51,200 | Hold |
| 5 | UFOX | ETF SER SOLUTIONS | $1.7M | 3.96% | 18,215 | Trimmed |
| 6 | HCMT | DIREXION SHARES ETF TRUST | $1.5M | 3.44% | 35,779 | Trimmed |
| 7 | XBOC | INNOVATOR ETFS TRUST | $1.4M | 3.19% | 39,266 | Trimmed |
| 8 | AVUV | AMERICAN CENTY ETF TR | $1.4M | 3.17% | 11,108 | Trimmed |
| 9 | AVMA | AMERICAN CENTY ETF TR | $1.3M | 2.87% | 17,200 | Trimmed |
| 10 | CRTC | DBX ETF TR | $1.1M | 2.49% | 27,899 | Added |
| 11 | MAXJ | ISHARES TR | $945,381 | 2.16% | 32,454 | Hold |
| 12 | UFEB | INNOVATOR ETFS TRUST | $930,262 | 2.13% | 24,069 | Trimmed |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $906,617 | 2.08% | 19,930 | New |
| 14 | FBCG | FIDELITY COVINGTON TRUST | $884,074 | 2.02% | 14,234 | New |
| 15 | XBJL | INNOVATOR ETFS TRUST | $797,502 | 1.83% | 19,950 | Trimmed |
| 16 | AVLV | AMERICAN CENTY ETF TR | $760,816 | 1.74% | 8,341 | New |
| 17 | DMAX | ISHARES TR | $592,815 | 1.36% | 21,683 | Hold |
| 18 | XBJA | INNOVATOR ETFS TRUST | $588,208 | 1.35% | 17,400 | Hold |
| 19 | AAPR | INNOVATOR ETFS TRUST | $556,699 | 1.27% | 18,875 | Hold |
| 20 | GJAN | FIRST TR EXCHNG TRADED FD VI | $511,472 | 1.17% | 11,360 | Hold |
| 21 | GSLC | GOLDMAN SACHS ETF TR | $490,110 | 1.12% | 3,454 | New |
| 22 | MSFT | MICROSOFT CORP | $469,096 | 1.07% | 1,258 | Added |
| 23 | SOXX | ISHARES TR | $438,921 | 1.01% | 685 | Hold |
| 24 | EWBC | EAST WEST BANCORP INC | $423,286 | 0.97% | 3,279 | Hold |
| 25 | GHYB | GOLDMAN SACHS ETF TR | $401,941 | 0.92% | 8,960 | New |
Source: SEC Form 13F filings · as of 2026-06-30