13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001927769
Total reported value
$43.7M
$43.7M
30 檔
50.9%
During the Q1 2025 filing period, Crosspoint Financial, LLC (CIK: 0001927769) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $43.7M across 30 reported positions.
During Q1 2025, Crosspoint Financial, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-Other | 36.18% | -3.82% | -0.39% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 13.34% | -0.75% | +0.51% | |
| 3 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 6.93% | +0.97% | +5.83% | |
| 4 | XBOC | Innovator US Eqy Acc 9 Buff | ETF-Other | 4.29% | -0.40% | +331.24% | |
| 5 | HCMT | Direxion Hcm Tactic US ETF | ETF-Other | 3.55% | -0.46% | — | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 3.04% | -0.59% | EXIT | |
| 7 | OIH | Vaneck Oil Services ETF | ETF-Other | 2.97% | — | -12.56% | |
| 8 | UFEB | Innovator U.s. Equity Ultra | ETF-Other | 2.92% | -0.25% | — | |
| 9 | UFOX | Defiance Connective Tech ETF | ETF-Tech | 2.69% | +0.38% | -19.89% | |
| 10 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 2.57% | -0.14% | +0.09% | |
| 11 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 2.18% | -0.30% | — | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.82% | -0.44% | +18.73% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.09% | — | |
| 14 | AAPR | Ino Eq Po ETF 2yr Ap2028-usd | ETF-Other | 1.43% | -0.10% | — | |
| 15 | XBJA | Innovator US Eq Ac 9 Buff-j | ETF-Other | 1.42% | -0.02% | — | |
| 16 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 1.38% | -0.09% | — | |
| 17 | MSTR | Strategy Inc | Stock-Tech | 1.34% | — | +28.48% | |
| 18 | CRTC | Xtrackers US Ntl Critic Tech | ETF-Tech | 1.25% | +0.58% | +0.08% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | — | +0.05% | |
| 20 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 1.06% | — | -2.26% | |
| 21 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 1.00% | -1.07% | EXIT | |
| 22 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | ETF-Other | 0.90% | -0.05% | — | |
| 23 | EWBC | East West Bancorp Inc | Stock-Financials | 0.85% | +0.09% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.56% | NEW | |
| 25 | AVMA | Avantis Mod Alloc ETF | ETF-Other | 0.84% | -0.71% | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.81% | +0.12% | -7.11% | |
| 27 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.80% | -0.31% | — | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.10% | -23.47% | |
| 29 | CCIVGBP | Lucid Group Inc | Stock-Other | 0.10% | — | — | |
| 30 | MVSTW | Microvast Hold Inc-cw26 | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Crosspoint Financial, LLC reported a total U.S. public equity portfolio value of $43.7M across 30 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XBAP, BRK-B, IHAK) accounted for 50.9% of total reported equity market value during Q1 2025.
During Q1 2025, Crosspoint Financial, LLC's top holdings by market value included XBAP (36.2%)、BRK-B (13.3%)、IHAK (6.9%). The largest single position, XBAP, represented 36.2% of total portfolio value.
In Q1 2025, Crosspoint Financial, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.