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CIK: 0001927769
Total reported value
$43.7M
$43.7M
37 檔
54.2%
During the Q4 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 37 reported positions.
In Q4 2025, Crosspoint Financial, LLC displayed an active expansion posture, initiating 4 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-Other | 31.26% | -3.82% | -0.25% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.70% | -0.75% | -5.17% | |
| 3 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 5.75% | +0.97% | -0.24% | |
| 4 | XJUL | Ft Vest US Equity Enhance & | ETF-Other | 4.97% | -0.23% | -0.37% | |
| 5 | HCMT | Direxion Hcm Tactic US ETF | ETF-Other | 4.01% | -0.46% | -1.78% | |
| 6 | XBOC | Innovator US Eqy Acc 9 Buff | ETF-Other | 3.43% | -0.40% | — | |
| 7 | UFOX | Defiance Connective Tech ETF | ETF-Tech | 3.29% | +0.38% | +0.00% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 3.19% | -0.59% | EXIT | |
| 9 | AVMA | Avantis Mod Alloc ETF | ETF-Other | 2.95% | -0.71% | +78.40% | |
| 10 | UFEB | Innovator U.s. Equity Ultra | ETF-Other | 2.56% | -0.25% | -4.98% | |
| 11 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 2.29% | -0.14% | +0.12% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.02% | -0.44% | +14.32% | |
| 13 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 2.00% | -0.30% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | -0.10% | +191.57% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | — | +1.87% | |
| 16 | CRTC | Xtrackers US Ntl Critic Tech | ETF-Tech | 1.64% | +0.58% | +40.71% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | -0.09% | — | |
| 18 | XBJA | Innovator US Eq Ac 9 Buff-j | ETF-Other | 1.31% | -0.02% | — | |
| 19 | AAPR | Ino Eq Po ETF 2yr Ap2028-usd | ETF-Other | 1.26% | -0.10% | — | |
| 20 | XAUG | Ft Vest US Equity Enhance & | ETF-Other | 1.26% | -0.41% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.12% | +111.06% | |
| 22 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.98% | -1.07% | EXIT | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.94% | — | — | |
| 24 | EWBC | East West Bancorp Inc | Stock-Financials | 0.87% | +0.09% | — | |
| 25 | NUGT | Dirxn Dly Gm Indx B2x Etf-ui | ETF-Other | 0.86% | — | — | |
| 26 | XOCT | Ft Vest US Equity Enhance & | ETF-Other | 0.85% | -0.03% | — | |
| 27 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.77% | — | -23.40% | |
| 28 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.76% | -0.19% | +25.57% | |
| 29 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.74% | -0.31% | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.56% | NEW | |
| 31 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | ETF-Other | 0.68% | -0.05% | -12.84% | |
| 32 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.65% | -0.52% | +11.09% | |
| 33 | XAPR | Ft Eqbuff&preminc - April | ETF-Other | 0.64% | -0.69% | EXIT | |
| 34 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.58% | — | — | |
| 35 | VOYG | Voyager Technologies Inc-a | Stock-Other | 0.53% | +0.13% | — | |
| 36 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.49% | +0.44% | — | |
| 37 | MVSTW | Microvast Hold Inc-cw26 | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Crosspoint Financial, LLC reported a total U.S. public equity portfolio value of $43.7M across 37 disclosed positions in Q4 2025.
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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 54.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
NUGT
市值: $366.9K
Top Position Liquidated / Trimmed
MSTR
前期市值: $517.5K
During Q4 2025, Crosspoint Financial, LLC's top holdings by market value included XBAP (31.3%)、BRK-B (9.7%)、IHAK (5.8%). The largest single position, XBAP, represented 31.3% of total portfolio value.
In Q4 2025, Crosspoint Financial, LLC made 26 total portfolio adjustments, initiating 4 new buys, adding to 12 positions, trimming 8 holdings, and fully liquidating 2 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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