SEC 13F Intelligence

Managers / Q4 2025 · view latest →

CROSSPOINT FINANCIAL, LLC

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

Reported Value
$42M
Q4 2025
Positions
37
Filings on Record
13
2019–present window
Filed
Feb 5, 2026
original filing

Summary

Crosspoint Financial, LLC reported $42M in U.S.-listed holdings across 37 positions for Q4 2025.

The portfolio is heavily concentrated: XBAP alone accounts for 43.3% of reported value.

Compared with Q2 2025, the fund opened 8 new positions and exited 4.

Portfolio Metrics

Turnover
+7.2%
vs prior filed quarter
Top-10 Concentration
+91.1%
share of reported value
Largest Position
+43.3%
Innovator Etfs
New / Exited
8 / 4
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: 80.6%Common Stock: 19.4%Equity WRT: 0.0%
  • ETP · 80.6% · $34M
  • Common Stock · 19.4% · $8M
  • Equity WRT · 0.0% · $950

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline) · note: prior filed quarter, not the immediately preceding one

IssuerMoveShare ΔShares nowValue ΔValue now
XJULFIRST TR EXCHNG TRADED FD VINEW+54.0K54.0K+$2M$2M
XAUGFIRST TR EXCHNG TRADED FD VINEW+14.3K14.3K+$534,995$534,995
AAPLAPPLE INCNEW+1.9K1.9K+$523,864$523,864
XOCTFIRST TR EXCHNG TRADED FD VINEW+9.6K9.6K+$362,506$362,506
FIRST TR EXCHNG TRADED FD VINEW+7.7K7.7K+$324,668$324,668
DIREXION SHS ETF TRNEW+6.0K6.0K+$274,111$274,111
VOYGVOYAGER TECHNOLOGIES INCNEW+8.6K8.6K+$223,680$223,680
SOXXISHARES TRNEW+685685+$206,289$206,289

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

Holdings — Q4 2025

20 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 PROTN43.28%$18M493.0K
2BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW9.70%$4M8.2K
3XJULFIRST TR EXCHNG TRADED FD VIFT VEST U.S · FT VEST US EQT · VEST US EQU ENHA9.23%$4M101.1K
4IHAKISHARES TRCYBERSECURITY · LARGE CAP MAX BU · ISHARES SEMICDTR8.52%$4M85.9K
5HCMTDIREXION SHS ETF TRDIREXION HCM · DLY GOLD INDX 2X · DLY SMCAP BULL3X5.52%$2M52.2K
6AMERICAN CENTY ETF TRAVANTIS MODERAT · US SML CP VALU4.97%$2M27.3K
7ETF SER SOLUTIONSDEFIANCE CONNECT3.29%$1M21.9K
8IAUISHARES GOLD TRhistory →ISHARES NEW3.19%$1M16.7K
9MSFTMICROSOFT CORPhistory →COM1.77%$752,9651.6K
10NVDANVIDIA CORPORATIONhistory →COM1.67%$709,9863.8K
11DBX ETF TRXTRACKERS US NAT1.64%$698,46219.1K
12METAMETA PLATFORMS INChistory →CL A1.37%$584,179885
13AAPLAPPLE INChistory →COM1.23%$523,8641.9K
14IGLDFIRST TR EXCHANGE-TRADED FDFT VEST GOLD0.98%$416,32516.6K
15PLTRPALANTIR TECHNOLOGIES INCCL A0.94%$399,9382.3K
16EWBCEAST WEST BANCORP INCCOM0.87%$368,5273.3K
17AMZNAMAZON COM INCCOM0.71%$300,5271.3K
18COINCOINBASE GLOBAL INCCOM CL A0.58%$244,9321.1K
19VOYGVOYAGER TECHNOLOGIES INCCOM CL A0.53%$223,6808.6K
20MICROVAST HOLDINGS INC*W EXP 04/01/2020.00%$95010.0K

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 ↗.