Crosspoint Financial, LLC Top Holdings and 13F Report (2026) About Crosspoint Financial, LLCInvestment ActivityCrosspoint Financial, LLC has $43.67 million in total holdings as of June 30, 2026.Crosspoint Financial, LLC owns shares of 39 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 9.98% of the portfolio was purchased this quarter.About 11.28% of the portfolio was sold this quarter.This quarter, Crosspoint Financial, LLC has purchased 35 new stocks and bought additional shares in 3 stocks.Crosspoint Financial, LLC sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings Innovator U.S. Equity Accelerated 9 Buffer ETF - April $12,805,720Berkshire Hathaway $3,864,514iShares Cybersecurity and Tech ETF $2,833,937FIRST TR EXCHNG TRADED FD VI $2,084,610Defiance Next Gen Connectivity ETF $1,731,104 Largest New Holdings this Quarter 316188309 - Fidelity Total Bond ETF $906,617 Holding316092352 - Fidelity Blue Chip Growth ETF $884,074 Holding025072349 - Avantis U.S. Large Cap Value ETF $760,816 Holding381430503 - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $490,110 Holding381430453 - Goldman Sachs Access High Yield Corporate Bond ETF $401,941 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 19,930 shares (about $906.62K)Fidelity Blue Chip Growth ETF 14,234 shares (about $884.07K)Avantis U.S. Large Cap Value ETF 8,341 shares (about $760.82K)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3,454 shares (about $490.11K)Goldman Sachs Access High Yield Corporate Bond ETF 8,960 shares (about $401.94K) Largest Sales this Quarter Innovator U.S. Equity Accelerated 9 Buffer ETF - April 31,619 shares (about $1.33M)Direxion Daily Small Cap Bull 3X Shares 6,513 shares (about $489.20K)Direxion HCM Tactical Enhanced U.S. ETF 8,379 shares (about $351.41K)Avantis Moderate Allocation ETF 3,970 shares (about $289.39K)Defiance Next Gen Connectivity ETF 2,680 shares (about $254.70K) 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$12,805,720$1,326,298 â–¼-9.4%305,28929.3%ETFBRK.BBerkshire Hathaway$3,864,514$125,098 â–¼-3.1%7,7238.8%FinanceIHAKiShares Cybersecurity and Tech ETF$2,833,937$223,352 â–¼-7.3%46,6806.5%ETFFIRST TR EXCHNG TRADED FD VI$2,084,6100.0%51,2004.8%FT VEST U.SFIVGDefiance Next Gen Connectivity ETF$1,731,104$254,700 â–¼-12.8%18,2154.0%ETFHCMTDirexion HCM Tactical Enhanced U.S. ETF$1,500,546$351,409 â–¼-19.0%35,7793.4%ETFXBOCInnovator U.S. Equity Accelerated 9 Buffer ETF - October$1,394,925$149,205 â–¼-9.7%39,2663.2%ETFAVUVAvantis U.S. Small Cap Value ETF$1,385,794$236,663 â–¼-14.6%11,1083.2%ETFAVMAAvantis Moderate Allocation ETF$1,253,779$289,390 â–¼-18.8%17,2002.9%ETFDBX ETF TR$1,087,789$253,632 â–²30.4%27,8992.5%XTRA US NATL ETFISHARES TR$945,3810.0%32,4542.2%LARG CAP JUN ETFUFEBInnovator U.S. Equity Ultra Buffer ETF - February$930,262$77,300 â–¼-7.7%24,0692.1%ETFFBNDFidelity Total Bond ETF$906,617$906,617 â–²New Holding19,9302.1%ETFFBCGFidelity Blue Chip Growth ETF$884,074$884,074 â–²New Holding14,2342.0%ETFXBJLInnovator U.S. Equity Accelerated 9 Buffer ETF - July$797,502$91,943 â–¼-10.3%19,9501.8%ETFAVLVAvantis U.S. Large Cap Value ETF$760,816$760,816 â–²New Holding8,3411.7%ETFISHARES TR$592,8150.0%21,6831.4%LARG CAP DEC ETFXBJAInnovator U.S. Equity Accelerated 9 Buffer ETF - January$588,2080.0%17,4001.3%ETFINNOVATOR ETFS TRUST$556,6990.0%18,8751.3%EQUITY DEFINEDGJANFT Vest U.S. Equity Moderate Buffer ETF - January$511,4720.0%11,3601.2%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$490,110$490,110 â–²New Holding3,4541.1%ETFMSFTMicrosoft$469,096$1,119 â–²0.2%1,2581.1%TechnologySOXXiShares Semiconductor ETF$438,9210.0%6851.0%ETFEWBCEast West Bancorp$423,2860.0%3,2791.0%FinanceFIRST TR EXCHNG TRADED FD VI$402,275$156,360 â–¼-28.0%10,2910.9%FT VEST U.SGHYBGoldman Sachs Access High Yield Corporate Bond ETF$401,941$401,941 â–²New Holding8,9600.9%ETFFIRST TR EXCHNG TRADED FD VI$379,3940.0%9,6040.9%FT VEST U.SSOXLDirexion Daily Semiconductors Bull 3x Shares$375,330$375,330 â–²New Holding1,4070.9%ETFMETAMeta Platforms$352,0560.0%6250.8%Communication ServicesBAUGInnovator U.S. Equity Buffer ETF - August$351,0460.0%6,5480.8%ETFAAPLApple$345,738$39,637 â–²12.9%1,1950.8%TechnologyINNOVATOR ETFS TRUST$297,2940.0%11,4410.7%EQUITY DEF PROTNAAAUGoldman Sachs Physical Gold ETF$286,091$23,742 â–¼-7.7%7,2300.7%ETFVOYAGER TECHNOLOGIES INC$275,9630.0%8,5570.6%COM CL AXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - September$270,871$69,272 â–¼-20.4%6,1000.6%ETFTNADirexion Daily Small Cap Bull 3X Shares$244,561$489,197 â–¼-66.7%3,2560.6%ETFAMZNAmazon.com$243,346$243,346 â–²New Holding1,0210.6%Consumer DiscretionaryFIRST TR EXCHNG TRADED FD VI$207,100$124,260 â–¼-37.5%5,0000.5%FT VEST US EQTMVSTWMicrovast$450.0%10,0000.0%IndustrialsIGLDFT Vest Gold Strategy Target Income ETF$0$427,630 â–¼-100.0%00.0%ETFFIRST TR EXCHNG TRADED FD VI$0$276,338 â–¼-100.0%00.0%VEST US EQU ENHAIAUiShares Gold Trust$0$233,271 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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