§ 13F · FUND PROFILE
CROSSPOINT FINANCIAL, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $41M (13F)Positions · 35Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | XBAP | INNOVATOR ETFS TRUST | 337K | $13M | 33.1% | −2% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 8K | $4M | 9.6% | −3% |
| 3 | IHAK | ISHARES TR | 50K | $2M | 5.5% | −1% |
| 4 | XJUL | FIRST TR EXCHNG TRADED FD VI | 51K | $2M | 5.0% | −5% |
| 5 | HCMT | DIREXION SHARES ETF TRUST | 44K | $2M | 3.9% | ±0% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 13K | $1M | 3.6% | +55% |
| 7 | XBOC | INNOVATOR ETFS TRUST | 43K | $1M | 3.6% | ±0% |
| 8 | SIXG | ETF SER SOLUTIONS | 21K | $1M | 3.6% | −5% |
| 9 | AVMA | AMERICAN CENTY ETF TR | 21K | $1M | 3.6% | +12% |
| 10 | UFEB | INNOVATOR ETFS TRUST | 26K | $946K | 2.4% | −12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CROSSPOINT SIGNAL
AC read
CROSSPOINT FINANCIAL, LLC is a Other fund managing $41 million in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed