account_balance
Investment manager · 13F filer · SEC CIK 1927769
Crosspoint Financial, LLC
Reported value$50.5Mas of Sep 30, 2026
Positions39 7 new, 7 sold out
Top 10 weight67.5%XBAP alone is 20%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XBAPInnovator Etfs Trust
20.4%Trimmed −22%
FBCGFidelity Covington Trust
7.5%Added +323%
FBNDFidelity Merrimack STR Tr
6.4%Added +277%
IHAKiShares Tr
6.1%
AVLVAmerican Centy ETF Tr
6.1%Added +311%
BRK-BBerkshire Hathaway Inc
5.8%Trimmed −23%
CRTCDBX ETF Tr
4.6%Added +99%
GSLCGoldman Sachs ETF Tr
4.1%Added +318%
XJULFirst Tr Exchng Traded Fd Vi
3.5%Trimmed −16%
GHYBGoldman Sachs ETF Tr
2.9%
XBOCInnovator Etfs Trust
2.6%
UFOXETF Ser Solutions
2.3%
XBAPInnovator Etfs Trust
20.4%Trimmed −22%
FBCGFidelity Covington Trust
7.5%
FBNDFidelity Merrimack STR Tr
6.4%
IHAKiShares Tr
6.1%
AVLVAmerican Centy ETF Tr
6.1%+311%
BRK-BBerkshire Hathaway Inc
5.8%−23%
CRTCDBX ETF Tr
4.6%
GSLCGoldman Sachs ETF Tr
4.1%
XJUL3.5%
GHYB
XBOC2.6%
UFOX
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XBAP Innovator Etfs Trust 20.4% Trimmed −22%
FBCG Fidelity Covington Trust 7.5% Added +323%
FBND Fidelity Merrimack STR Tr 6.4% Added +277%
IHAK iShares Tr 6.1% Held
AVLV American Centy ETF Tr 6.1% Added +311%
BRK-B Berkshire Hathaway Inc 5.8% Trimmed −23%CRTC DBX ETF Tr 4.6% Added +99%
GSLC Goldman Sachs ETF Tr 4.1% Added +318%
XJUL First Tr Exchng Traded Fd Vi 3.5% Trimmed −16%
GHYB Goldman Sachs ETF Tr 2.9% Added +273%
XBOC Innovator Etfs Trust 2.6% Trimmed −6%
UFOX ETF Ser Solutions 2.3% Trimmed −26%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- ACYN $1.02M
- FMUB $992K
- CGMU $619K
- XLI $562K
arrow_upwardAdded
- FBCG +323%
- GSLC +318%
- AVLV +311%
- FBND +277%
arrow_downwardTrimmed
- AVMA −59%
- AAPR −49%
- GJAN −41%
- HCMT −31%
remove_circleSold out
- XBJL $798K
- XOCT $379K
- BAUG $351K
- XSEP $271K
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