Crosspoint Financial, LLC Portfolio Holdings

Crosspoint Financial, LLC

  • $37.3 Billion
  • Q2 2025

Crosspoint Financial, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $37.3 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator ETF Tr Us Equity Acc with a value of $13.1B, Berkshire Hathaway Inc Class B with a value of $4.2B, Ishares Tr Cybersecurity & Tec with a value of $2.78B, Innovator Etfs Tr Us Equity Ac with a value of $1.48B, and Direxion Shs ETF Tr with a value of $1.39B.

Examining the 13F form we can see an increase of $2.81B in the current position value, from $34.5B to 37.3B.

Crosspoint Financial, LLC is based out at Tustin, CA

Below you can find more details about Crosspoint Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $37.3 Billion
ETFs: $9.92 Billion
Financial Services: $4.53 Billion
Technology: $2.2 Billion
Communication Services: $1.07 Billion
Consumer Cyclical: $315 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$45.7B
$404 Million 1.08% of portfolio
1,153
Q2 2025 New
$14.4B
$331 Million 0.89% of portfolio
3,279
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $37.3 Billion
  • Prior Value $34.5 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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