Institutions / Crosspoint Financial, LLC
Crosspoint Financial, LLC
CIK 1927769 ยท Institution ยท as of Jun 30, 2026
Portfolio value
$43.67M
Positions
39
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$43.67M+2.8%Positions
39+5.4%Top holdings
Jun 30, 2026View all 39 โ
| Company | Value | % of portfolio |
|---|---|---|
| Innovator Etfs Trust | $12.81M | 29.3% |
| Warren E. Buffett | $3.86M | 8.8% |
| iShares Tr | $2.83M | 6.5% |
| First Trust Exchange-Traded Fund VIII | $2.08M | 4.8% |
| ETF Ser Solutions | $1.73M | 4.0% |
| Direxion Shares ETF Trust | $1.50M | 3.4% |
| Innovator Etfs Trust | $1.39M | 3.2% |
| American Centy ETF Tr | $1.39M | 3.2% |
| American Centy ETF Tr | $1.25M | 2.9% |
| Dbx ETF Tr | $1.09M | 2.5% |
| iShares Tr | $945.4K | 2.2% |
| Innovator Etfs Trust | $930.3K | 2.1% |
| Fidelity Merrimack Str Tr | $906.6K | 2.1% |
| Fidelity Covington Trust | $884.1K | 2.0% |
| Innovator Etfs Trust | $797.5K | 1.8% |
| American Centy ETF Tr | $760.8K | 1.7% |
| iShares Tr | $592.8K | 1.4% |
| Innovator Etfs Trust | $588.2K | 1.3% |
| Innovator Etfs Trust | $556.7K | 1.3% |
| First Trust Exchange-Traded Fund VIII | $511.5K | 1.2% |
| Goldman Sachs ETF Tr | $490.1K | 1.1% |
| Microsoft Corp | $469.1K | 1.1% |
| iShares Tr | $438.9K | 1.0% |
| East West Bancorp Inc | $423.3K | 1.0% |
| First Trust Exchange-Traded Fund VIII | $402.3K | 0.9% |
Activity
Jun 30, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 45783Y301 Common stock | $-1.60M | -38K -11.11% | 305,289 29.32% of portfolio | low |
| Q2 2026 as of | Exit | 464285204 Common stock | $-1.36M | -17K -100.00% | 0 | low |
| Q2 2026 as of | New | 316188309 Common stock | $906.6K | +20K | 19,930 2.08% of portfolio | low |
| Q2 2026 as of | New | 316092352 Common stock | $884.1K | +14K | 14,234 2.02% of portfolio | low |
| Q2 2026 as of | New | 025072349 Common stock | $760.8K | +8K | 8,341 1.74% of portfolio | low |
| Q2 2026 as of | Exit | NVIDIA Corp Common stock | $-710.0K | -4K -100.00% | 0 | low |
| Q2 2026 as of | New | 46438G471 Common stock | $592.8K | +22K | 21,683 1.36% of portfolio | low |
| Q2 2026 as of | New | First Trust Exchange-Traded Fund VIII Common stock | $511.5K | +11K | 11,360 1.17% of portfolio | low |
| Q2 2026 as of | New | 381430503 Common stock | $490.1K | +3K | 3,454 1.12% of portfolio | low |
| Q2 2026 as of | Exit | 33733E856 Common stock | $-416.3K | -17K -100.00% | 0 | low |