Data as of Q4 2025 (Dec 31, 2025)

CROSSPOINT FINANCIAL, LLC

•CIK: 1927769•Filing: Q4 2025

CROSSPOINT FINANCIAL, LLC manages $42M across a diversified portfolio of 37 positions. The fund exhibits significant conviction in its top holdings, notably maintaining a substantial position in XBAP at $13.3M. Further allocations include $4.1M in BRK/B and $2.4M in IHAK, suggesting a focus on established value and specific sector opportunities. This concentrated exposure indicates a targeted, research-driven investment mandate.

Total AUM
$42.5M
QoQ Performance
+4.4%
Positions
20
Top 10 Concentration
71.1%
Latest Filing
Q4 2025

Top Holdings Allocation

XBAP
BRK/B
IHAK
XBAP31.3%
BRK/B9.7%
IHAK5.8%
XJUL5.0%
HCMT4.0%
XBOC3.4%
SIXG3.3%
IAU*3.2%

📈 Biggest Buys

AVMA
AMERICAN CENTY ETF TR
+78.4%
3.0% of portfolio
MSFT
MICROSOFT CORP
+191.6%
1.8% of portfolio
NUGT
DIREXION SHS ETF TR
NEW
0.9% of portfolio
XOCT
FIRST TR EXCHNG TRADED FD VI
NEW
0.9% of portfolio
AAPL
APPLE INC
+111.1%
1.2% of portfolio

📉 Biggest Sells

BRK/B
BERKSHIRE HATHAWAY INC DEL
-5.2%
9.7% of portfolio
BAUG
INNOVATOR ETFS TRUST
-23.4%
0.8% of portfolio
UFEB
INNOVATOR ETFS TRUST
-5.0%
2.6% of portfolio
ZFEB
INNOVATOR ETFS TRUST
-12.8%
0.7% of portfolio
XBAP
INNOVATOR ETFS TRUST
-0.3%
31.3% of portfolio

Sector Breakdown

Other83.5%
Financial9.7%
Technology6.1%
Consumer0.7%

🚪 Exited Positionssold since Q3 2025

MIGA
STRATEGY INC
SOLD
$517.5K
DMAX
ISHARES TR
SOLD
$506.5K

Changes from Q3 2025

NEW4 new positions
↑12 increased
↓8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

XBAP31.3%
INNOVATOR ETFS TRUST
$13.3M
BRK/B9.7%
BERKSHIRE HATHAWAY INC DEL
$4.1M
IHAK5.8%
ISHARES TR
$2.4M
XJUL5.0%
FIRST TR EXCHNG TRADED FD VI
$2.1M
HCMT4.0%
DIREXION SHS ETF TR
$1.7M

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