SEC 13F Intelligence

Managers / Q1 2026

CROSSPOINT FINANCIAL, LLC

CIK 0001927769 · 17822 EAST 17TH STREET, SUITE 310, TUSTIN, CA, 92780 · 714-617-4463

Reported Value
$40M
Q1 2026
Positions
35
Filings on Record
13
2019–present window
Filed
May 13, 2026
original filing

Summary

Crosspoint Financial, LLC reported $40M in U.S.-listed holdings across 35 positions for Q1 2026.

The portfolio is heavily concentrated: XBAP alone accounts for 45.5% of reported value.

Compared with Q4 2025, the fund opened 3 new positions and exited 5.

Portfolio Metrics

Turnover
+5.9%
vs prior filed quarter
Top-10 Concentration
+95.5%
share of reported value
Largest Position
+45.5%
Innovator Etfs
New / Exited
3 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $9MQ4 ’22Q1 ’23: $9MQ2 ’23: $10MQ2 ’23Q3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $12MQ2 ’24: $24MQ2 ’24Q3 ’24: $29MQ1 ’25: $35MQ1 ’25Q2 ’25: $37MQ4 ’25: $42MQ4 ’25Q1 ’26: $40Mfilingsflow.com

Portfolio Composition

By security type
ETP: 86.3%Common Stock: 13.7%Equity WRT: 0.0%
  • ETP · 86.3% · $34M
  • Common Stock · 13.7% · $5M
  • Equity WRT · 0.0% · $160

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DMAXISHARES TRNEW+21.7K21.7K+$576,141$576,141
GJANFIRST TR EXCHNG TRADED FD VINEW+11.4K11.4K+$476,098$476,098
AAAUGOLDMAN SACHS PHYSICAL GOLDNEW+7.8K7.8K+$361,668$361,668
NVDANVIDIA CORPORATIONSOLD OUT3.8K0$709,986$0
PLTRPALANTIR TECHNOLOGIES INCSOLD OUT2.3K0$399,938$0
NUGTDIREXION SHS ETF TRSOLD OUT2.0K0$366,865$0
AMZNAMAZON COM INCSOLD OUT1.3K0$300,527$0
COINCOINBASE GLOBAL INCSOLD OUT1.1K0$244,932$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

17 positions
#IssuerClass% PortfolioValueShares
1XBAPINNOVATOR ETFS TRUSTUS EQUITY ACCELE · US EQTY ACCELRT9 · US EQT ULTRA BFR · US EQT ACLRTD 9 · US EQT ACC 9 BFR · EQUITY DEFINED · US EQUT BUFR AUG · EQUITY DEF PROTN45.50%$18M483.0K
2XJULFIRST TR EXCHNG TRADED FD VIFT VEST U.S · FT VEST US EQT · VEST US EQU ENHA10.71%$4M109.6K
3IHAKISHARES TRCYBERSECURITY · LARGE CAP MAX BU · ISHARES SEMICDTR9.83%$4M105.2K
4BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW9.60%$4M8.0K
5AMERICAN CENTY ETF TRUS SML CP VALU · AVANTIS MODERAT7.19%$3M34.2K
6HCMTDIREXION SHARES ETF TRUSTDIREXION HCM · DAILY SMALL CAP4.99%$2M53.9K
7ETF SER SOLUTIONSDEFIANCE CONNECT3.58%$1M20.9K
8DBX ETF TRXTRACKERS US NAT1.91%$758,45821.4K
9MSFTMICROSOFT CORPhistory →COM1.17%$464,6521.3K
10IGLDFIRST TR EXCHANGE-TRADED FDhistory →FT VEST GOLD1.07%$427,63016.8K
11AAAUGOLDMAN SACHS PHYSICAL GOLDUNIT0.91%$361,6687.8K
12METAMETA PLATFORMS INCCL A0.90%$357,581625
13EWBCEAST WEST BANCORP INCCOM0.88%$350,0663.3K
14AAPLAPPLE INCCOM0.67%$268,4891.1K
15IAUISHARES GOLD TRISHARES NEW0.59%$233,2712.6K
16VOYGVOYAGER TECHNOLOGIES INCCOM CL A0.50%$200,1488.6K
17MICROVAST HOLDINGS INC*W EXP 04/01/2020.00%$16010.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$40M35May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$42M37Feb 5, 202613F-HRchanges · EDGAR ↗
Q2 2025$37M33Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$35M30May 1, 202513F-HRchanges · EDGAR ↗
Q3 2024$29M25Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$24M18Jul 26, 202413F-HRchanges · EDGAR ↗
Q1 2024$12M13Apr 24, 202413F-HRchanges · EDGAR ↗
Q4 2023$10M11Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$9M9Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$10M10Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$9M9May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$9M9Feb 8, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.