CROSSPOINT FINANCIAL, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, CROSSPOINT FINANCIAL, LLC held in its portfolio 34 assets valued at $42,487,756 (i.e. $42.49M).

The most valuable assets in the portfolio included: INNOVATOR ETFS TRUST ($13.28M), BERKSHIRE HATHAWAY INC DEL ($4.12M), and FIRST TR EXCHNG TRADED FD VI ($3.33M).

The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in CROSSPOINT FINANCIAL, LLC Portfolio

INNOVATOR ETFS TRUST

BERKSHIRE HATHAWAY INC DEL

FIRST TR EXCHNG TRADED FD VI

ISHARES TR

DIREXION SHS ETF TR

INNOVATOR ETFS TRUST

ETF SER SOLUTIONS

ISHARES GOLD TR

AMERICAN CENTY ETF TR

INNOVATOR ETFS TRUST

CROSSPOINT FINANCIAL, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
INNOVATOR ETFS TRUST	343463	13281502	US EQUITY ACCELE
BERKSHIRE HATHAWAY INC DEL	8202	4122740	CL B NEW
FIRST TR EXCHNG TRADED FD VI	85555	3332852	FT VEST U.S
ISHARES TR	50783	2443748	CYBERSECURITY
DIREXION SHS ETF TR	44156	1702628	DIREXION HCM
INNOVATOR ETFS TRUST	43466	1458488	US EQTY ACCELRT9
ETF SER SOLUTIONS	21896	1397774	DEFIANCE CONNECT
ISHARES GOLD TR	16721	1357246	ISHARES NEW
AMERICAN CENTY ETF TR	18910	1253881	AVANTIS MODERAT
INNOVATOR ETFS TRUST	29591	1088519	US EQT ULTRA BFR
ISHARES TR	34454	971403	LARGE CAP MAX BU
AMERICAN CENTY ETF TR	8396	856167	US SML CP VALU
INNOVATOR ETFS TRUST	22250	851181	US EQT ACLRTD 9
MICROSOFT CORP	1557	752965	COM
NVIDIA CORPORATION	3807	709986	COM
DBX ETF TR	19052	698462	XTRACKERS US NAT
META PLATFORMS INC	885	584179	CL A
INNOVATOR ETFS TRUST	17400	556280	US EQT ACC 9 BFR
INNOVATOR ETFS TRUST	18875	536320	EQUITY DEFINED
APPLE INC	1927	523864	COM
FIRST TR EXCHANGE-TRADED FD	16646	416325	FT VEST GOLD
PALANTIR TECHNOLOGIES INC	2250	399938	CL A
EAST WEST BANCORP INC	3279	368527	COM
DIREXION SHS ETF TR	1995	366865	DLY GOLD INDX 2X
INNOVATOR ETFS TRUST	6548	327638	US EQUT BUFR AUG
FIRST TR EXCHNG TRADED FD VI	8000	314080	FT VEST US EQT
AMAZON COM INC	1302	300527	COM
INNOVATOR ETFS TRUST	11441	290372	EQUITY DEF PROTN
DIREXION SHS ETF TR	6019	274111	DLY SMCAP BULL3X
FIRST TR EXCHNG TRADED FD VI	7500	273337	VEST US EQU ENHA
COINBASE GLOBAL INC	1083	244932	COM CL A
VOYAGER TECHNOLOGIES INC	8557	223680	COM CL A
ISHARES TR	685	206289	ISHARES SEMICDTR
MICROVAST HOLDINGS INC	10000	950	*W EXP 04/01/202