Institutional Fund
Crosspoint Financial, LLC
Tustin, CACIK 19277695 filings on record
Portfolio Value
$39.80M
Q1 2026
Holdings
35
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-6.3%
from $42.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Innovator Etfs Trust33.1%
- Berkshire Hathaway Inc Del9.6%
- Ishares Tr5.5%
- First Tr Exchng Traded Fd Vi5.0%
- Direxion Shs ETF Tr3.9%
- American Centy ETF Tr3.6%
- Other39.2%
Portfolio Holdings
35 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Innovator Etfs Trust | 336.9K | $13.19M | 33.1% | −6.6K | Reduced |
| 2 | Berkshire Hathaway Inc Del | 8.0K | $3.82M | 9.6% | −229 | Reduced |
| 3 | Ishares Tr | 50.4K | $2.20M | 5.5% | −424 | Reduced |
| 4 | First Tr Exchng Traded Fd Vi | 51.2K | $1.99M | 5.0% | −2.8K | Reduced |
| 5 | Direxion Shs ETF Tr | 44.2K | $1.55M | 3.9% | +2 | Added |
| 6 | American Centy ETF Tr | 13.0K | $1.44M | 3.6% | +4.6K | Added |
| 7 | Innovator Etfs Trust | 43.5K | $1.43M | 3.6% | 0 | Held |
| 8 | ETF Ser Solutions | 20.9K | $1.42M | 3.6% | −1.0K | Reduced |
| 9 | American Centy ETF Tr | 21.2K | $1.42M | 3.6% | +2.3K | Added |
| 10 | Innovator Etfs Trust | 26.1K | $946.3K | 2.4% | −3.5K | Reduced |
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