Crosspoint Financial, LLC Top Holdings and 13F Report (2026) About Crosspoint Financial, LLCInvestment ActivityCrosspoint Financial, LLC has $39.80 million in total holdings as of March 31, 2026.Crosspoint Financial, LLC owns shares of 35 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.85% of the portfolio was purchased this quarter.About 11.28% of the portfolio was sold this quarter.This quarter, Crosspoint Financial, LLC has purchased 37 new stocks and bought additional shares in 6 stocks.Crosspoint Financial, LLC sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings Innovator U.S. Equity Accelerated 9 Buffer ETF - April $13,187,776Berkshire Hathaway $3,820,662iShares Cybersecurity and Tech ETF $2,198,193FIRST TR EXCHNG TRADED FD VI $1,991,282Direxion HCM Tactical Enhanced U.S. ETF $1,553,921 Largest New Holdings this Quarter 46438G471 - ISHARES TR $576,141 Holding33740F516 - FT Vest U.S. Equity Moderate Buffer ETF - January $476,098 Holding38150K103 - Goldman Sachs Physical Gold ETF $361,668 Holding Largest Purchases this Quarter ISHARES TR 21,683 shares (about $576.14K)Avantis U.S. Small Cap Value ETF 4,609 shares (about $509.13K)FT Vest U.S. Equity Moderate Buffer ETF - January 11,360 shares (about $476.10K)Goldman Sachs Physical Gold ETF 7,830 shares (about $361.67K)Direxion Daily Small Cap Bull 3X Shares 3,750 shares (about $165.48K) Largest Sales this Quarter iShares Gold Trust 14,075 shares (about $1.24M)Innovator U.S. Equity Accelerated 9 Buffer ETF - April 6,555 shares (about $256.59K)Apple 869 shares (about $220.53K)Meta Platforms 260 shares (about $148.75K)Innovator U.S. Equity Ultra Buffer ETF - February 3,522 shares (about $127.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrosspoint Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXBAPInnovator U.S. Equity Accelerated 9 Buffer ETF - April$13,187,776$256,586 â–¼-1.9%336,90833.1%ETFBRK.BBerkshire Hathaway$3,820,662$109,737 â–¼-2.8%7,9739.6%FinanceIHAKiShares Cybersecurity and Tech ETF$2,198,193$18,508 â–¼-0.8%50,3595.5%ETFFIRST TR EXCHNG TRADED FD VI$1,991,282$108,898 â–¼-5.2%51,2005.0%FT VEST U.SHCMTDirexion HCM Tactical Enhanced U.S. ETF$1,553,921$70 â–²0.0%44,1583.9%ETFAVUVAvantis U.S. Small Cap Value ETF$1,436,585$509,129 â–²54.9%13,0053.6%ETFXBOCInnovator U.S. Equity Accelerated 9 Buffer ETF - October$1,429,4780.0%43,4663.6%ETFFIVGDefiance Next Gen Connectivity ETF$1,424,520$68,243 â–¼-4.6%20,8953.6%ETFAVMAAvantis Moderate Allocation ETF$1,423,009$151,913 â–²12.0%21,1703.6%ETFUFEBInnovator U.S. Equity Ultra Buffer ETF - February$946,301$127,848 â–¼-11.9%26,0692.4%ETFISHARES TR$913,887$56,319 â–¼-5.8%32,4542.3%LARGE CAP MAX BUXBJLInnovator U.S. Equity Accelerated 9 Buffer ETF - July$845,8810.0%22,2502.1%ETFDBX ETF TR$758,458$83,028 â–²12.3%21,3941.9%XTRACKERS US NATISHARES TR$576,141$576,141 â–²New Holding21,6831.4%LARGE CAP MAX BUXBJAInnovator U.S. Equity Accelerated 9 Buffer ETF - January$544,2720.0%17,4001.4%ETFINNOVATOR ETFS TRUST$543,4110.0%18,8751.4%EQUITY DEFINEDFIRST TR EXCHNG TRADED FD VI$530,4810.0%14,2911.3%FT VEST U.SGJANFT Vest U.S. Equity Moderate Buffer ETF - January$476,098$476,098 â–²New Holding11,3601.2%ETFMSFTMicrosoft$464,652$111,813 â–¼-19.4%1,2551.2%Computer and TechnologyTNADirexion Daily Small Cap Bull 3X Shares$431,092$165,482 â–²62.3%9,7691.1%ETFIGLDFT Vest Gold Strategy Target Income ETF$427,630$2,655 â–²0.6%16,7501.1%ETFAAAUGoldman Sachs Physical Gold ETF$361,668$361,668 â–²New Holding7,8300.9%FinanceFIRST TR EXCHNG TRADED FD VI$357,9380.0%9,6040.9%FT VEST U.SMETAMeta Platforms$357,581$148,754 â–¼-29.4%6250.9%Computer and TechnologyEWBCEast West Bancorp$350,0660.0%3,2790.9%FinanceXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - September$320,8320.0%7,6600.8%ETFBAUGInnovator U.S. Equity Buffer ETF - August$319,8350.0%6,5480.8%ETFFIRST TR EXCHNG TRADED FD VI$309,6600.0%8,0000.8%FT VEST US EQTINNOVATOR ETFS TRUST$290,4870.0%11,4410.7%EQUITY DEF PROTNFIRST TR EXCHNG TRADED FD VI$276,3380.0%7,5000.7%VEST US EQU ENHAAAPLApple$268,489$220,526 â–¼-45.1%1,0580.7%Computer and TechnologyIAUiShares Gold Trust$233,271$1,240,850 â–¼-84.2%2,6460.6%FinanceSOXXiShares Semiconductor ETF$225,1330.0%6850.6%ETFVOYAGER TECHNOLOGIES INC$200,1480.0%8,5570.5%COM CL AMVSTWMicrovast$1600.0%10,0000.0%IndustrialsNVDANVIDIA$0$709,986 â–¼-100.0%00.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC$0$399,938 â–¼-100.0%00.0%CL ANUGTDirexion Daily Gold Miners Index Bull 2x Shares$0$366,865 â–¼-100.0%00.0%ETFAMZNAmazon.com$0$300,527 â–¼-100.0%00.0%Retail/WholesaleCOINCoinbase Global$0$244,932 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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