CROSSPOINT FINANCIAL, LLC
35 holdingsFiling period: 2026-03-31Current AUM: $43.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | XBAP | INNOVATOR ETFS TRUST | 336.9K | $13.2M | $14.2M | 32.85% | -6,555 | 2026-03-31 |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.0K | $3.8M | $3.8M | 8.82% | -229 | 2026-03-31 |
| 3 | IHAK | ISHARES TR | 50.4K | $2.2M | $3.0M | 7.03% | -424 | 2026-03-31 |
| 4 | XJUL | FIRST TR EXCHNG TRADED FD VI | 51.2K | $2.0M | $2.1M | 4.85% | -2,800 | 2026-03-31 |
| 5 | HCMT | DIREXION SHARES ETF TRUST | 44.2K | $1.6M | $1.7M | 3.96% | +2 | 2026-03-31 |
| 6 | AVUV | AMERICAN CENTY ETF TR | 13.0K | $1.4M | $1.6M | 3.76% | +4.6K | 2026-03-31 |
| 7 | XBOC | INNOVATOR ETFS TRUST | 43.5K | $1.4M | $1.6M | 3.59% | -- | 2026-03-31 |
| 8 | SIXG | ETF SER SOLUTIONS | 20.9K | $1.4M | $1.4M | 3.29% | -1,001 | 2026-03-31 |
| 9 | AVMA | AMERICAN CENTY ETF TR | 21.2K | $1.4M | $1.5M | 3.55% | +2.3K | 2026-03-31 |
| 10 | UFEB | INNOVATOR ETFS TRUST | 26.1K | $946K | $1.0M | 2.34% | -3,522 | 2026-03-31 |
| 11 | MAXJ | ISHARES TR | 32.5K | $913K | $947K | 2.19% | -2,000 | 2026-03-31 |
| 12 | XBJL | INNOVATOR ETFS TRUST | 22.3K | $845K | $892K | 2.06% | -- | 2026-03-31 |
| 13 | CRTC | DBX ETF TR | 21.4K | $758K | $835K | 1.93% | +2.3K | 2026-03-31 |
| 14 | DMAX | ISHARES TR | 21.7K | $576K | $597K | 1.38% | -- | 2026-03-31 |
| 15 | XBJA | INNOVATOR ETFS TRUST | 17.4K | $544K | $593K | 1.37% | -- | 2026-03-31 |
| 16 | AAPR | INNOVATOR ETFS TRUST | 18.9K | $543K | $558K | 1.29% | -- | 2026-03-31 |
| 17 | XAUG | FIRST TR EXCHNG TRADED FD VI | 14.3K | $530K | $562K | 1.30% | -- | 2026-03-31 |
| 18 | GJAN | FIRST TR EXCHNG TRADED FD VI | 11.4K | $476K | $515K | 1.19% | -- | 2026-03-31 |
| 19 | MSFT | MICROSOFT CORP | 1.3K | $464K | $583K | 1.34% | -302 | 2026-03-31 |
| 20 | TNA | DIREXION SHARES ETF TRUST | 9.8K | $431K | $660K | 1.52% | +3.8K | 2026-03-31 |
| 21 | IGLD | FIRST TR EXCHANGE-TRADED FD | 16.8K | $427K | $349K | 0.81% | +104 | 2026-03-31 |
| 22 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | 7.8K | $361K | $312K | 0.72% | -- | 2026-03-31 |
| 23 | META | META PLATFORMS INC | 625 | $357K | $347K | 0.80% | -260 | 2026-03-31 |
| 24 | XOCT | FIRST TR EXCHNG TRADED FD VI | 9.6K | $357K | $381K | 0.88% | -- | 2026-03-31 |
| 25 | EWBC | EAST WEST BANCORP INC | 3.3K | $350K | $429K | 0.99% | -- | 2026-03-31 |
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