CROSSPOINT FINANCIAL, LLC - Portfolio overview

CROSSPOINT FINANCIAL, LLC has 43 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. XBAP - INNOVATOR ETFS TRUST, 30.52%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 8.84%
3. IHAK - ISHARES TR, 5.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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