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CIK: 0001927769
Total reported value
$43.7M
$43.7M
35 檔
52.1%
At the close of Q1 2026, Crosspoint Financial, LLC disclosed equity holdings valued at approximately $43.7M, spread across 35 reported holdings.
In Q1 2026, Crosspoint Financial, LLC adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-Other | 33.14% | -3.82% | -1.91% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.60% | -0.75% | -2.79% | |
| 3 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 5.52% | +0.97% | -0.83% | |
| 4 | XJUL | Ft Vest US Equity Enhance & | ETF-Other | 5.00% | -0.23% | -5.19% | |
| 5 | HCMT | Direxion Hcm Tactic US ETF | ETF-Other | 3.90% | -0.46% | +0.00% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.61% | -0.44% | +54.90% | |
| 7 | XBOC | Innovator US Eqy Acc 9 Buff | ETF-Other | 3.59% | -0.40% | — | |
| 8 | UFOX | Defiance Connective Tech ETF | ETF-Tech | 3.58% | +0.38% | -4.57% | |
| 9 | AVMA | Avantis Mod Alloc ETF | ETF-Other | 3.58% | -0.71% | +11.95% | |
| 10 | UFEB | Innovator U.s. Equity Ultra | ETF-Other | 2.38% | -0.25% | -11.90% | |
| 11 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 2.30% | -0.14% | -5.80% | |
| 12 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 2.13% | -0.30% | — | |
| 13 | CRTC | Xtrackers US Ntl Critic Tech | ETF-Tech | 1.91% | +0.58% | +12.29% | |
| 14 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 1.45% | -0.09% | — | |
| 15 | XBJA | Innovator US Eq Ac 9 Buff-j | ETF-Other | 1.37% | -0.02% | — | |
| 16 | AAPR | Ino Eq Po ETF 2yr Ap2028-usd | ETF-Other | 1.37% | -0.10% | — | |
| 17 | XAUG | Ft Vest US Equity Enhance & | ETF-Other | 1.33% | -0.41% | — | |
| 18 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 1.20% | -0.03% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.10% | -19.40% | |
| 20 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 1.08% | -0.52% | +62.30% | |
| 21 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 1.07% | -1.07% | EXIT | |
| 22 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.91% | -0.25% | — | |
| 23 | XOCT | Ft Vest US Equity Enhance & | ETF-Other | 0.90% | -0.03% | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | -0.09% | -29.38% | |
| 25 | EWBC | East West Bancorp Inc | Stock-Financials | 0.88% | +0.09% | — | |
| 26 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.81% | -0.19% | — | |
| 27 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.80% | — | — | |
| 28 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.78% | -0.31% | — | |
| 29 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | ETF-Other | 0.73% | -0.05% | — | |
| 30 | XAPR | Ft Eqbuff&preminc - April | ETF-Other | 0.69% | -0.69% | EXIT | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.12% | -45.10% | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.59% | -0.59% | EXIT | |
| 33 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.57% | +0.44% | — | |
| 34 | VOYG | Voyager Technologies Inc-a | Stock-Other | 0.50% | +0.13% | — | |
| 35 | 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 35 disclosed positions in Q1 2026.
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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 52.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
DMAX
市值: $576.1K
Top Position Liquidated / Trimmed
NVDA
前期市值: $710.0K
During Q1 2026, Crosspoint Financial, LLC's top holdings by market value included XBAP (33.1%)、BRK-B (9.6%)、IHAK (5.5%). The largest single position, XBAP, represented 33.1% of total portfolio value.
In Q1 2026, Crosspoint Financial, LLC made 25 total portfolio adjustments, initiating 3 new buys, adding to 6 positions, trimming 11 holdings, and fully liquidating 5 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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