DOSSIER · 13F-HR · Q2 2026

CROSSPOINT FINANCIAL, LLC

$44M in tracked AUM across 39 positions as of Q2 2026.

CF
CIK 0001927769 · last filed Jun 30, 2026
Total AUM
$44M
as of Q2 2026
Holdings
39
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

CROSSPOINT FINANCIAL, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
XBAP
INNOVATOR ETFS TRUST
$13M305K29.3%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$4M8K8.8%
03
IHAK
ISHARES TR
$3M47K6.5%
04
XJUL
FIRST TR EXCHNG TRADED FD VI
$2M51K4.8%
05
SIXG
ETF SER SOLUTIONS
$2M18K4.0%
06
HCMT
DIREXION SHARES ETF TRUST
$2M36K3.4%
07
XBOC
INNOVATOR ETFS TRUST
$1M39K3.2%
08
AVUV
AMERICAN CENTY ETF TR
$1M11K3.2%
09
AVMA
AMERICAN CENTY ETF TR
$1M17K2.9%
10
CRTC
DBX ETF TR
$1M28K2.5%

Filing history

2026Q2Jun 30
$44M 9.7%
39 positionsView →
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 positionsLocked
2025Q1Mar 31
$26M 9.6%
20 positionsLocked
2024Q3Sep 30
$29M 18.9%
25 positionsLocked
2024Q2Jun 30
$24M 109.4%
18 positionsLocked
2024Q1Mar 31
$12M 16.2%
13 positionsLocked
2023Q4Dec 31
$10M 6.4%
11 positionsLocked
2023Q3Sep 30
$9M 3.7%
9 positionsLocked
2023Q2Jun 30
$10M 5.9%
10 positionsLocked
Showing 12 of 14