Investor
CROSSPOINT FINANCIAL, LLC
CIK 0001927769 · filed 2026-05-13 · SEC filing
13F book
$39.8M
Positions
35
3 new · 5 sold
Largest name
33.1%
Innovator Etfs Trust
Est. mark
−$551.7K
Price effect on 32 names still held. Flow −$2.14M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Innovator Etfs Trust | — | 336.9K | $13.2M | 33.1% | $159.8K | Cut−$93.7K |
| Berkshire Hathaway Inc Del | — | 7.97K | $3.82M | 9.6% | −$187K | Cut−$302.1K |
| Ishares Tr | — | 50.4K | $2.2M | 5.5% | −$225.2K | Cut−$245.6K |
| First Tr Exchng Traded Fd Vi | — | 51.2K | $1.99M | 5.0% | −$9.96K | Cut−$119.4K |
| Direxion Shs Etf Tr | — | 44.2K | $1.55M | 3.9% | −$148.8K | Added−$148.7K |
| American Centy Etf Tr | — | 13K | $1.44M | 3.6% | $71.3K | Added$580.4K |
| Innovator Etfs Trust | — | 43.5K | $1.43M | 3.6% | −$29K | Held |
| Etf Ser Solutions | — | 20.9K | $1.42M | 3.6% | $90.6K | Cut$26.7K |
| American Centy Etf Tr | — | 21.2K | $1.42M | 3.6% | $17.2K | Added$169.1K |
| Innovator Etfs Trust | — | 26.1K | $946.3K | 2.4% | −$12.7K | Cut−$142.2K |
| Ishares Tr | — | 32.5K | $913.9K | 2.3% | −$1.13K | Cut−$57.5K |
| Innovator Etfs Trust | — | 22.3K | $845.9K | 2.1% | −$5.3K | Held |
| Dbx Etf Tr | — | 21.4K | $758.5K | 1.9% | −$23K | Added$60K |
| Ishares Tr | — | 21.7K | $576.1K | 1.4% | — | New |
| Innovator Etfs Trust | — | 17.4K | $544.3K | 1.4% | −$12K | Held |
| Innovator Etfs Trust | — | 18.9K | $543.4K | 1.4% | $7.09K | Held |
| First Tr Exchng Traded Fd Vi | — | 14.3K | $530.5K | 1.3% | −$4.51K | Held |
| First Tr Exchng Traded Fd Vi | — | 11.4K | $476.1K | 1.2% | — | New |
| Microsoft Corp | MSFT | 1.25K | $464.7K | 1.2% | −$142.3K | Cut−$288.3K |
| Direxion Shs Etf Tr | — | 9.77K | $431.1K | 1.1% | −$8.5K | Added$157K |
| First Tr Exchange-Traded Fd | — | 16.8K | $427.6K | 1.1% | $8.65K | Added$11.3K |
| Goldman Sachs Physical Gold | — | 7.83K | $361.7K | 0.9% | — | New |
| First Tr Exchng Traded Fd Vi | — | 9.6K | $357.9K | 0.9% | −$4.57K | Held |
| Meta Platforms, Inc. | META | 625 | $357.6K | 0.9% | −$55K | Cut−$226.6K |
| East West Bancorp Inc | EWBC | 3.28K | $350.1K | 0.9% | −$18.5K | Held |
| First Tr Exchng Traded Fd Vi | — | 7.66K | $320.8K | 0.8% | −$3.84K | Held |
| Innovator Etfs Trust | — | 6.55K | $319.8K | 0.8% | −$7.8K | Held |
| First Tr Exchng Traded Fd Vi | — | 8K | $309.7K | 0.8% | −$4.42K | Held |
| Innovator Etfs Trust | — | 11.4K | $290.5K | 0.7% | $115 | Held |
| First Tr Exchng Traded Fd Vi | — | 7.5K | $276.3K | 0.7% | $3K | Held |
| Apple Inc. | AAPL | 1.06K | $268.5K | 0.7% | −$19.1K | Cut−$255.4K |
| Ishares Gold Tr | — | 2.65K | $233.3K | 0.6% | $18.5K | Cut−$1.12M |
| Ishares Tr | — | 685 | $225.1K | 0.6% | $18.8K | Held |
| Voyager Technologies Inc | — | 8.56K | $200.1K | 0.5% | −$23.5K | Held |
| Microvast Holdings, Inc. | MVST | 10K | $160 | 0.0% | −$790 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.