CROSSPOINT FINANCIAL, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
CROSSPOINT FINANCIAL, LLC 13F Holdings
CIK 0001927769 · TUSTIN, CA
As of Jun 30, 2025, CROSSPOINT FINANCIAL, LLC reported
33 positions worth $37.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| INNOVATOR US EQUITY ACCELERATED 9 BUFFER ETF - APRIL | XBAP | — | 355,873 |
|
3.1M35.01% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 8,649 | $4.2M | 11.25% |
| ISHARES CYBERSECURITY AND TECH ETF | IHAK | — | 52,181 | $2.8M | 7.43% |
| INNOVATOR US EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER | XBOC | — | 46,466 |
.5M | 3.96% |
| DIREXION HCM TACTICAL ENHANCED US ETF | HCMT | — | 42,550 |
.4M | 3.71% |
| ETF SER SOLUTIONS | SIXG | — | 21,895 |
.2M | 3.09% |
| ISHARES GOLD TRUST | IAU | — | 17,806 |
.1M | 2.97% |
| INNOVATOR US EQUITY ULTRA BUFFER ETF - FEBRUARY | UFEB | — | 31,141 |
.1M | 2.86% |
| ISHARES TR | MAXJ | — | 34,413 | $946.7K | 2.53% |
| VANECK OIL SERVICES ETF | OIH | — | 3,807 | $876.7K | 2.35% |
| INNOVATOR US EQUITY ACCELERATED 9 BUFFER ETF - JULY | XBJL | — | 22,250 | $800.6K | 2.14% |
| META PLATFORMS INC | META | Communication Services | 965 | $712.3K | 1.91% |
| STRATEGY INC | MSTR | Technology | 1,606 | $649.2K | 1.74% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 7,099 | $646.7K | 1.73% |
| NVIDIA CORP | NVDA | Technology | 3,677 | $580.9K | 1.56% |
| INNOVATOR US EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | XBJA | — | 17,400 | $524.4K | 1.40% |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO APRIL 2026 | AAPR | — | 18,875 | $514.6K | 1.38% |
| DBX ETF TR | — | — | 15,062 | $512.3K | 1.37% |
| ISHARES TR | DMAX | — | 19,172 | $494.6K | 1.32% |
| COINBASE GLOBAL INC | COIN | Financial Services | 1,153 | $404.2K | 1.08% |
| INNOVATOR US EQUITY BUFFER ETF - AUGUST | BAUG | — | 8,548 | $393.4K | 1.05% |
| FT VEST GOLD STRATEGY TARGET INCOME ETF | IGLD | — | 16,462 | $357.4K | 0.96% |
| EAST WEST BANCORP INC | EWBC | Financial Services | 3,279 | $331.1K | 0.89% |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY | ZFEB | — | 13,127 | $320.1K | 0.86% |
| AMERICAN CENTY ETF TR | AVMA | — | 5,000 | $307.3K | 0.82% |