Crosspoint Financial, LLC Top Holdings and 13F Report (2026) About Crosspoint Financial, LLCInvestment ActivityCrosspoint Financial, LLC has $50.52 million in total holdings as of September 30, 2026.Crosspoint Financial, LLC owns shares of 39 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 31.51% of the portfolio was purchased this quarter.About 19.28% of the portfolio was sold this quarter.This quarter, Crosspoint Financial, LLC has purchased 39 new stocks and bought additional shares in 9 stocks.Crosspoint Financial, LLC sold shares of 17 stocks and completely divested from 7 stocks this quarter.Largest Holdings Innovator U.S. Equity Accelerated 9 Buffer ETF - April $10,288,365Fidelity Blue Chip Growth ETF $3,803,851Fidelity Total Bond ETF $3,250,372iShares Cybersecurity and Tech ETF $3,105,776Avantis U.S. Large Cap Value ETF $3,098,308 Largest New Holdings this Quarter 33733E690 - FIRST TR EXCHANGE-TRADED FD $1,020,243 Holding316188853 - FIDELITY MERRIMACK STR TR $991,775 Holding14020Y201 - Capital Group Municipal Income ETF $619,040 Holding81369Y704 - Industrial Select Sector SPDR Fund $562,389 Holding47103U647 - JANUS DETROIT STR TR $497,926 Holding Largest Purchases this Quarter Fidelity Blue Chip Growth ETF 45,944 shares (about $2.90M)Fidelity Total Bond ETF 55,136 shares (about $2.39M)Avantis U.S. Large Cap Value ETF 25,916 shares (about $2.34M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 10,989 shares (about $1.59M)DBX ETF TR 27,726 shares (about $1.15M) Largest Sales this Quarter Innovator U.S. Equity Accelerated 9 Buffer ETF - April 66,079 shares (about $2.84M)Berkshire Hathaway 1,803 shares (about $897.80K)Avantis Moderate Allocation ETF 10,230 shares (about $733.67K)Direxion HCM Tactical Enhanced U.S. ETF 11,220 shares (about $478.52K)Avantis U.S. Small Cap Value ETF 3,467 shares (about $408.36K) 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$10,288,365$2,842,042 ▼-21.6%239,21020.4%ETFFBCGFidelity Blue Chip Growth ETF$3,803,851$2,904,120 ▲322.8%60,1787.5%ETFFBNDFidelity Total Bond ETF$3,250,372$2,387,399 ▲276.6%75,0666.4%ETFIHAKiShares Cybersecurity and Tech ETF$3,105,776$50,715 ▼-1.6%45,9306.1%ETFAVLVAvantis U.S. Large Cap Value ETF$3,098,308$2,343,922 ▲310.7%34,2576.1%ETFBRK.BBerkshire Hathaway$2,947,866$897,804 ▼-23.3%5,9205.8%FinanceDBX ETF TR$2,300,119$1,146,483 ▲99.4%55,6254.6%XTRA US NATL ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,094,936$1,593,938 ▲318.2%14,4434.1%ETFFIRST TR EXCHNG TRADED FD VI$1,789,247$346,171 ▼-16.2%42,9003.5%FT VEST U.SGHYBGoldman Sachs Access High Yield Corporate Bond ETF$1,444,630$1,057,552 ▲273.2%33,4402.9%ETFXBOCInnovator U.S. Equity Accelerated 9 Buffer ETF - October$1,338,466$91,012 ▼-6.4%36,7662.6%ETFFIVGDefiance Next Gen Connectivity ETF$1,151,470$397,572 ▼-25.7%13,5402.3%ETFHCMTDirexion HCM Tactical Enhanced U.S. ETF$1,047,422$478,524 ▼-31.4%24,5592.1%ETFFIRST TR EXCHANGE-TRADED FD$1,020,243$1,020,243 ▲New Holding48,9092.0%VEST LADDEREDFIDELITY MERRIMACK STR TR$991,775$991,775 ▲New Holding20,5632.0%MUN BD OPPORTUNAVUVAvantis U.S. Small Cap Value ETF$899,995$408,361 ▼-31.2%7,6411.8%ETFISHARES TR$659,777$296,945 ▼-31.0%22,3811.3%LARG CAP JUN ETFUFEBInnovator U.S. Equity Ultra Buffer ETF - February$652,938$298,022 ▼-31.3%16,5261.3%ETFMSFTMicrosoft$620,335$25,142 ▼-3.9%1,2091.2%TechnologyCGMUCapital Group Municipal Income ETF$619,040$619,040 ▲New Holding23,8651.2%ETFISHARES TR$603,2190.0%21,6831.2%LARG CAP DEC ETFXBJAInnovator U.S. Equity Accelerated 9 Buffer ETF - January$586,643$17,356 ▼-2.9%16,9001.2%ETFXLIIndustrial Select Sector SPDR Fund$562,389$562,389 ▲New Holding3,3681.1%ETFAVMAAvantis Moderate Allocation ETF$499,874$733,674 ▼-59.5%6,9701.0%ETFJANUS DETROIT STR TR$497,926$497,926 ▲New Holding19,4351.0%HEND EQ LI MODEGOLDMAN SACHS PHYSICAL GOLD$452,608$156,467 ▲52.8%11,0500.9%UNITFIRST TR EXCHNG TRADED FD VI$408,0500.0%10,2910.8%FT VEST U.SEWBCEast West Bancorp$406,3660.0%3,2790.8%FinanceAAPLApple$398,207$333 ▲0.1%1,1960.8%TechnologyMETAMeta Platforms$380,720$72,518 ▼-16.0%5250.8%Communication ServicesSOXXiShares Semiconductor ETF$346,870$42,648 ▼-10.9%6100.7%ETFCALAMOS ETF TR$313,717$313,717 ▲New Holding11,7850.6%AUTOC INCOM ETFGJANFT Vest U.S. Equity Moderate Buffer ETF - January$309,322$214,359 ▼-40.9%6,7100.6%ETFINNOVATOR ETFS TRUST$301,7560.0%11,4410.6%EQUITY DEF PROTNINNOVATOR ETFS TRUST$285,089$276,901 ▼-49.3%9,5750.6%EQUITY DEFINEDSOXLDirexion Daily Semiconductors Bull 3X ETF$267,357$59,298 ▲28.5%1,8080.5%ETFBUFBInnovator Laddered Allocation Buffer ETF$261,840$261,840 ▲New Holding6,5000.5%ETFVOYAGER TECHNOLOGIES INC$258,8490.0%8,5570.5%COM CL AAMZNAmazon.com$254,3820.0%1,0210.5%Consumer DiscretionaryXBJLInnovator U.S. Equity Accelerated 9 Buffer ETF - July$0$797,502 ▼-100.0%00.0%ETFFIRST TR EXCHNG TRADED FD VI$0$379,394 ▼-100.0%00.0%FT VEST U.SBAUGInnovator U.S. Equity Buffer ETF - August$0$351,046 ▼-100.0%00.0%ETFXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - September$0$270,871 ▼-100.0%00.0%ETFTNADirexion Daily Small Cap Bull 3X ETF$0$244,561 ▼-100.0%00.0%ETFFIRST TR EXCHNG TRADED FD VI$0$207,100 ▼-100.0%00.0%FT VEST US EQTMVSTWMicrovast$0$45 ▼-100.0%00.0%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
