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CIK: 0001927769
Total reported value
$43.7M
$43.7M
33 檔
52.5%
In Q2 2025, Crosspoint Financial, LLC's U.S. equity holdings reached a combined market value of $43.7M, distributed across 33 disclosed stock positions.
During Q2 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 | 35.01% | -3.82% | -0.60% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 11.25% | -0.75% | — | |
| 3 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 7.43% | +0.97% | +2.44% | |
| 4 | XBOC | Innovator US Eqy Acc 9 Buff | ETF-Other | 3.96% | -0.40% | -6.71% | |
| 5 | HCMT | Direxion Hcm Tactic US ETF | ETF-Other | 3.71% | -0.46% | +4.77% | |
| 6 | UFOX | Defiance Connective Tech ETF | ETF-Tech | 3.09% | +0.38% | — | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 2.97% | -0.59% | EXIT | |
| 8 | UFEB | Innovator U.s. Equity Ultra | ETF-Other | 2.86% | -0.25% | — | |
| 9 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 2.53% | -0.14% | — | |
| 10 | OIH | Vaneck Oil Services ETF | ETF-Other | 2.35% | — | -2.66% | |
| 11 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 2.14% | -0.30% | — | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.91% | -0.09% | — | |
| 13 | MSTR | Strategy Inc | Stock-Tech | 1.74% | — | — | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.73% | -0.44% | -1.43% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | — | -2.13% | |
| 16 | XBJA | Innovator US Eq Ac 9 Buff-j | ETF-Other | 1.40% | -0.02% | — | |
| 17 | AAPR | Ino Eq Po ETF 2yr Ap2028-usd | ETF-Other | 1.38% | -0.10% | — | |
| 18 | CRTC | Xtrackers US Ntl Critic Tech | ETF-Tech | 1.37% | +0.58% | +4.11% | |
| 19 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 1.32% | -0.09% | — | |
| 20 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.08% | — | — | |
| 21 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 1.05% | — | -1.29% | |
| 22 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.96% | -1.07% | EXIT | |
| 23 | EWBC | East West Bancorp Inc | Stock-Financials | 0.89% | +0.09% | — | |
| 24 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | ETF-Other | 0.86% | -0.05% | — | |
| 25 | AVMA | Avantis Mod Alloc ETF | ETF-Other | 0.82% | -0.71% | — | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.82% | — | — | |
| 27 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.79% | -0.31% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.56% | NEW | |
| 29 | NUGT | Dirxn Dly Gm Indx B2x Etf-ui | ETF-Other | 0.76% | — | — | |
| 30 | XAPR | Ft Eqbuff&preminc - April | ETF-Other | 0.70% | -0.69% | EXIT | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.10% | -17.73% | |
| 32 | CCIVGBP | Lucid Group Inc | Stock-Other | 0.08% | — | — | |
| 33 | 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 33 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including XBAP, BRK-B, IHAK) accounted for 52.5% of total reported equity market value during Q2 2025.
During Q2 2025, Crosspoint Financial, LLC's top holdings by market value included XBAP (35.0%)、BRK-B (11.3%)、IHAK (7.4%). The largest single position, XBAP, represented 35.0% of total portfolio value.
In Q2 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.
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