CROSSPOINT FINANCIAL, LLC
CIK: 0001927769SEC EDGAR →
Portfolio Value
$42.5M
Holdings
37
As of
Q4 2025
New Positions
35
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INNOVATOR ETFS TRUST | 343,463 | $13.3M | 31.26% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 8,202 | $4.1M | 9.70% |
| 3 | ISHARES TR | 50,783 | $2.4M | 5.75% |
| 4 | FIRST TR EXCHNG TRADED FD VI | 54,000 | $2.1M | 4.97% |
| 5 | DIREXION SHS ETF TR | 44,156 | $1.7M | 4.01% |
| 6 | INNOVATOR ETFS TRUST | 43,466 | $1.5M | 3.43% |
| 7 | ETF SER SOLUTIONS | 21,896 | $1.4M | 3.29% |
| 8 | ISHARES GOLD TR | 16,721 | $1.4M | 3.19% |
| 9 | AMERICAN CENTY ETF TR | 18,910 | $1.3M | 2.95% |
| 10 | INNOVATOR ETFS TRUST | 29,591 | $1.1M | 2.56% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $28.8M | 67.8% |
| Unknown | 8 | $10.2M | 24.0% |
| Technology | 5 | $2.4M | 5.6% |
| Communication Services | 1 | $584K | 1.4% |
| Consumer Cyclical | 1 | $300K | 0.7% |
| Industrials | 1 | $223K | 0.5% |