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The Analysis of CROSSPOINT FINANCIAL, LLC's Holdings & P&L

Currently, CROSSPOINT FINANCIAL, LLC holds 35 types of securities in its portfolio with a total value $39.8M. In the most recent quarter, they have increased their positions in DMAX (+21.7K shares, valued at $576.1K), AVUV (+4.6K shares, valued at $509.1K), GJAN (+11.4K shares, valued at $476.1K); decreased their positions in N/A (-14.1K shares, valued at $1.2M), XBAP (-6.6K shares, valued at $256.6K), AAPL (-869 shares, valued at $220.5K); initiated new positions in DMAX (+21.7K shares, valued at $576.1K), GJAN (+11.4K shares, valued at $476.1K), AAAU (+7.8K shares, valued at $361.7K).

1M P&L

+1.4M+3.79%

3M P&L

+2.4M+6.79%

HY P&L

+3.3M+9.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A32.9M

88.9%

2Software - Infrastructure1.2M

3.1%

3Semiconductors710.0K

1.9%

Top Industries by Stock Count

1N/A26 stocks

74.3%

2Software - Infrastructure2 stocks

5.7%

3Internet Retail1 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XBAP INNOVATOR ETFS TRUST336.9K shares-1.91%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.0K shares-2.79%2026-03-312026-05-13

IHAK ISHARES TR50.4K shares-0.83%2026-03-312026-05-13

XJUL FIRST TR EXCHNG TRADED FD VI51.2K shares-5.19%2026-03-312026-05-13

HCMT DIREXION SHARES ETF TRUST44.2K shares0.00%2026-03-312026-05-13

AVUV AMERICAN CENTY ETF TR13.0K shares54.90%2026-03-312026-05-13

XBOC INNOVATOR ETFS TRUST43.5K shares0.00%2026-03-312026-05-13

SIXG ETF SER SOLUTIONS20.9K shares-4.57%2026-03-312026-05-13

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AVMA AMERICAN CENTY ETF TR21.2K shares11.95%2026-03-312026-05-13

UFEB INNOVATOR ETFS TRUST26.1K shares-11.90%2026-03-312026-05-13

MAXJ ISHARES TR32.5K shares-5.80%2026-03-312026-05-13

XBJL INNOVATOR ETFS TRUST22.3K shares0.00%2026-03-312026-05-13

CRTC DBX ETF TR21.4K shares12.29%2026-03-312026-05-13

DMAX ISHARES TR21.7K sharesnew addition2026-03-312026-05-13

XBJA INNOVATOR ETFS TRUST17.4K shares0.00%2026-03-312026-05-13

AAPR INNOVATOR ETFS TRUST18.9K shares0.00%2026-03-312026-05-13

Sponsored

XAUG FIRST TR EXCHNG TRADED FD VI14.3K shares0.00%2026-03-312026-05-13

GJAN FIRST TR EXCHNG TRADED FD VI11.4K sharesnew addition2026-03-312026-05-13

MSFT MICROSOFT CORP1.3K shares-19.40%2026-03-312026-05-13

TNA DIREXION SHARES ETF TRUST9.8K shares62.30%2026-03-312026-05-13

IGLD FIRST TR EXCHANGE-TRADED FD16.8K shares0.62%2026-03-312026-05-13

AAAU GOLDMAN SACHS PHYSICAL GOLD7.8K sharesnew addition2026-03-312026-05-13

XOCT FIRST TR EXCHNG TRADED FD VI9.6K shares0.00%2026-03-312026-05-13

META META PLATFORMS INC625 shares-29.38%2026-03-312026-05-13

Sponsored

EWBC EAST WEST BANCORP INC3.3K shares0.00%2026-03-312026-05-13

XSEP FIRST TR EXCHNG TRADED FD VI7.7K shares0.00%2026-03-312026-05-13

BAUG INNOVATOR ETFS TRUST6.5K shares0.00%2026-03-312026-05-13

GAUG FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2026-03-312026-05-13

ZFEB INNOVATOR ETFS TRUST11.4K shares0.00%2026-03-312026-05-13

XAPR FIRST TR EXCHNG TRADED FD VI7.5K shares0.00%2026-03-312026-05-13

AAPL APPLE INC1.1K shares-45.10%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR2.6K shares-84.18%2026-03-312026-05-13

Sponsored

SOXX ISHARES TR685 shares0.00%2026-03-312026-05-13

VOYG VOYAGER TECHNOLOGIES INC8.6K shares0.00%2026-03-312026-05-13

MVSTW MICROVAST HOLDINGS INC10.0K shares0.00%2026-03-312026-05-13

XBAP

INNOVATOR ETFS TRUST

-1.91%

Shares336.9K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-2.79%

Shares8.0K

Event2026-03-31

Filed2026-05-13

IHAK

ISHARES TR

-0.83%

Shares50.4K

Event2026-03-31

Filed2026-05-13

XJUL

FIRST TR EXCHNG TRADED FD VI

-5.19%

Shares51.2K

Event2026-03-31

Filed2026-05-13

HCMT

DIREXION SHARES ETF TRUST

0.00%

Shares44.2K

Event2026-03-31

Filed2026-05-13

AVUV

AMERICAN CENTY ETF TR

54.90%

Shares13.0K

Event2026-03-31

Filed2026-05-13

XBOC

INNOVATOR ETFS TRUST

0.00%

Shares43.5K

Event2026-03-31

Filed2026-05-13

SIXG

ETF SER SOLUTIONS

-4.57%

Shares20.9K

Event2026-03-31

Filed2026-05-13

AVMA

AMERICAN CENTY ETF TR

11.95%

Shares21.2K

Event2026-03-31

Filed2026-05-13

UFEB

INNOVATOR ETFS TRUST

-11.90%

Shares26.1K

Event2026-03-31

Filed2026-05-13

MAXJ

ISHARES TR

-5.80%

Shares32.5K

Event2026-03-31

Filed2026-05-13

XBJL

INNOVATOR ETFS TRUST

0.00%

Shares22.3K

Event2026-03-31

Filed2026-05-13

CRTC

DBX ETF TR

12.29%

Shares21.4K

Event2026-03-31

Filed2026-05-13

DMAX

ISHARES TR

New

Shares21.7K

Event2026-03-31

Filed2026-05-13

XBJA

INNOVATOR ETFS TRUST

0.00%

Shares17.4K

Event2026-03-31

Filed2026-05-13

AAPR

INNOVATOR ETFS TRUST

0.00%

Shares18.9K

Event2026-03-31

Filed2026-05-13

XAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares14.3K

Event2026-03-31

Filed2026-05-13

GJAN

FIRST TR EXCHNG TRADED FD VI

New

Shares11.4K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-19.40%

Shares1.3K

Event2026-03-31

Filed2026-05-13

TNA

DIREXION SHARES ETF TRUST

62.30%

Shares9.8K

Event2026-03-31

Filed2026-05-13

IGLD

FIRST TR EXCHANGE-TRADED FD

0.62%

Shares16.8K

Event2026-03-31

Filed2026-05-13

AAAU

GOLDMAN SACHS PHYSICAL GOLD

New

Shares7.8K

Event2026-03-31

Filed2026-05-13

XOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-13