SEC 13F Intelligence

Managers / Q2 2023 · view latest →

CROSSPOINT FINANCIAL, LLC

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

Reported Value
$10M
Q2 2023
Positions
10
Filings on Record
13
2019–present window
Filed
Aug 10, 2023
original filing

Summary

Crosspoint Financial, LLC reported $10M in U.S.-listed holdings across 10 positions for Q2 2023.

The portfolio is heavily concentrated: BRK/B alone accounts for 29.9% of reported value.

Compared with Q1 2023, the fund opened 1 new position and exited 0.

Portfolio Metrics

Turnover
+0.6%
vs prior filed quarter
Top-10 Concentration
+100.0%
share of reported value
Largest Position
+29.9%
Berkshire Hathaway

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: 65.3%Common Stock: 34.7%Equity WRT: 0.0%
  • ETP · 65.3% · $6M
  • Common Stock · 34.7% · $3M
  • Equity WRT · 0.0% · $2,050

Quarter-over-Quarter Changes full breakdown →

vs Q1 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ALLOALLOGENE THERAPEUTICS INCNEW+12.0K12.0K+$59,640$59,640
METAMETA PLATFORMS INCADDED+1001.1K+$102,613$311,374
ETF SER SOLUTIONSHELD84068.6K+$32,352$2M
BRK/BBERKSHIRE HATHAWAY INC DELHELD+08.6K+$277,334$3M
IHAKISHARES TRHELD+134.0K+$50,052$1M
OIHVANECK ETF TRUSTHELD+04.6K+$48,047$1M
TERNS PHARMACEUTICALS INCHELD+012.1K$37,246$105,473
FIRST TR EXCHNG TRADED FD VIHELD+023.1K+$30,184$771,023

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

Holdings — Q2 2023

10 positions
#IssuerClass% PortfolioValueShares
1BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW29.85%$3M8.6K
2ETF SER SOLUTIONSDEFIANCE NEXT23.49%$2M68.6K
3OIHVANECK ETF TRUSThistory →OIL SERVICES ETF13.43%$1M4.6K
4IHAKISHARES TRhistory →CYBERSECURITY13.10%$1M34.0K
5FIRST TR EXCHNG TRADED FD VIFT CBOE VEST US7.84%$771,02323.1K
6IAUISHARES GOLD TRhistory →ISHARES NEW7.42%$729,33120.0K
7METAMETA PLATFORMS INChistory →CL A3.17%$311,3741.1K
8TERNS PHARMACEUTICALS INCCOM1.07%$105,47312.1K
9ALLOALLOGENE THERAPEUTICS INCCOM0.61%$59,64012.0K
10MICROVAST HOLDINGS INC*W EXP 04/01/2020.02%$2,05010.0K

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 ↗.