CROSSPOINT FINANCIAL, LLC

Est. AUM

$39.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INNOVATOR ETFS TRUST	US EQUITY ACCELE	$13.2M	336908	33.14%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.8M	7973	9.60%	SOLE
3	ISHARES TR	CYBERSECURITY	$2.2M	50359	5.52%	SOLE
4	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$2.0M	51200	5.00%	SOLE
5	DIREXION SHARES ETF TRUST	DIREXION HCM	$1.6M	44158	3.91%	SOLE
6	AMERICAN CENTY ETF TR	US SML CP VALU	$1.4M	13005	3.61%	SOLE
7	INNOVATOR ETFS TRUST	US EQTY ACCELRT9	$1.4M	43466	3.59%	SOLE
8	ETF SER SOLUTIONS	DEFIANCE CONNECT	$1.4M	20895	3.58%	SOLE
9	AMERICAN CENTY ETF TR	AVANTIS MODERAT	$1.4M	21170	3.58%	SOLE
10	INNOVATOR ETFS TRUST	US EQT ULTRA BFR	$946K	26069	2.38%	SOLE
11	ISHARES TR	LARGE CAP MAX BU	$914K	32454	2.30%	SOLE
12	INNOVATOR ETFS TRUST	US EQT ACLRTD 9	$846K	22250	2.13%	SOLE
13	DBX ETF TR	XTRACKERS US NAT	$758K	21394	1.90%	SOLE
14	ISHARES TR	LARGE CAP MAX BU	$576K	21683	1.45%	SOLE
15	INNOVATOR ETFS TRUST	US EQT ACC 9 BFR	$544K	17400	1.37%	SOLE
16	INNOVATOR ETFS TRUST	EQUITY DEFINED	$543K	18875	1.36%	SOLE
17	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$530K	14291	1.33%	SOLE
18	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$476K	11360	1.20%	SOLE
19	MICROSOFT CORP	COM	$465K	1255	1.17%	SOLE
20	DIREXION SHARES ETF TRUST	DAILY SMALL CAP	$431K	9769	1.08%	SOLE
21	FIRST TR EXCHANGE-TRADED FD	FT VEST GOLD	$428K	16750	1.08%	SOLE
22	GOLDMAN SACHS PHYSICAL GOLD	UNIT	$362K	7830	0.91%	SOLE
23	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$358K	9604	0.90%	SOLE
24	META PLATFORMS INC	CL A	$358K	625	0.90%	SOLE
25	EAST WEST BANCORP INC	COM	$350K	3279	0.88%	SOLE
26	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$321K	7660	0.81%	SOLE
27	INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$320K	6548	0.80%	SOLE
28	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$310K	8000	0.78%	SOLE
29	INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$290K	11441	0.73%	SOLE
30	FIRST TR EXCHNG TRADED FD VI	VEST US EQU ENHA	$276K	7500	0.69%	SOLE
31	APPLE INC	COM	$268K	1058	0.67%	SOLE
32	ISHARES GOLD TR	ISHARES NEW	$233K	2646	0.59%	SOLE
33	ISHARES TR	ISHARES SEMICDTR	$225K	685	0.57%	SOLE
34	VOYAGER TECHNOLOGIES INC	COM CL A	$200K	8557	0.50%	SOLE
35	MICROVAST HOLDINGS INC	*W EXP 04/01/202	$0	10000	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.