13F Insight
DOSSIER · 13F-HR · Q1 2026

CROSSPOINT FINANCIAL, LLC

$40M in tracked AUM across 35 positions as of Q1 2026.

CF
CIK 0001927769 · last filed Mar 31, 2026
Total AUM
$40M
as of Q1 2026
Holdings
35
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

CROSSPOINT FINANCIAL, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
XBAP
INNOVATOR ETFS TRUST
$13M337K33.1%02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$4M8K9.6%03
IHAK
ISHARES TR
$2M50K5.5%04
XJUL
FIRST TR EXCHNG TRADED FD VI
$2M51K5.0%05
HCMT
DIREXION SHARES ETF TRUST
$2M44K3.9%06
AVUV
AMERICAN CENTY ETF TR
$1M13K3.6%07
XBOC
INNOVATOR ETFS TRUST
$1M43K3.6%08
SIXG
ETF SER SOLUTIONS
$1M21K3.6%09
AVMA
AMERICAN CENTY ETF TR
$1M21K3.6%10
UFEB
INNOVATOR ETFS TRUST
$946K26K2.4%

Filing history

2026Q1Mar 31
$40M▼ 6.3%
35 positionsView →2025Q4Dec 31
$42M▲ 32.6%
37 positionsView →2025Q3Sep 30
$32M▼ 14.2%
26 positionsView →2025Q2Jun 30
$37M▲ 41.9%
33 positionsLocked2025Q1Mar 31
$26M▼ 9.6%
20 positionsLocked2024Q3Sep 30
$29M▲ 18.9%
25 positionsLocked2024Q2Jun 30
$24M▲ 109.4%
18 positionsLocked2024Q1Mar 31
$12M▲ 16.2%
13 positionsLocked2023Q4Dec 31
$10M▲ 6.4%
11 positionsLocked2023Q3Sep 30
$9M▼ 3.7%
9 positionsLocked2023Q2Jun 30
$10M▲ 5.9%
10 positionsLocked2023Q1Mar 31
$9M▲ 2.3%
9 positionsLocked
Showing 12 of 13