Crosspoint Financial Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
|
+$2.05M |
| 2 |
FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
|
+$517K |
| 3 |
Avantis Moderate Allocation ETF
AVMA
|
+$354K |
| 4 |
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
|
+$251K |
| 5 |
Direxion Daily Small Cap Bull 3x ETF
TNA
|
+$214K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
VanEck Oil Services ETF
OIH
|
+$877K |
| 2 |
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
|
+$431K |
| 3 |
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
|
+$282K |
| 4 |
iShares Gold Trust
IAU
|
+$106K |
| 5 |
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
|
+$97.1K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 80.02% |
| 2 | Financials | 12.44% |
| 3 | Technology | 5.24% |
| 4 | Communication Services | 1.6% |
| 5 | Consumer Discretionary | 0.7% |
Similar funds
Crosspoint Financial's Q3 2025 Portfolio in Review
As of Q3 2025, Crosspoint Financial held 38 positions worth $40.7M, up 9% from $37.3M the previous quarter. Its ten largest holdings account for 73% of the portfolio.
Crosspoint Financial deployed $1.69M of net new capital in Q3 2025, opening 5 new positions and adding to 6 existing holdings. Its largest new stake was FT Vest US Equity Enhance & Moderate Buffer ETF July: 54,200 shares worth $2.08M.
By sector, the portfolio is most concentrated in Miscellaneous at 80% of assets, up from 79% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was Innovator US Equity Accelerated 9 Buffer ETF April, an estimated $431K trimmed.
- Crosspoint Financial's largest Q3 2025 buy was FT Vest US Equity Enhance & Moderate Buffer ETF July: 54,200 shares worth $2.08M.
- Crosspoint Financial added most to Avantis Moderate Allocation ETF in Q3 2025, an estimated $354K increase.
- Crosspoint Financial's biggest Q3 2025 reduction was Innovator US Equity Accelerated 9 Buffer ETF April, cutting an estimated $431K.
- Crosspoint Financial fully exited VanEck Oil Services ETF in Q3 2025, selling an estimated $877K.
- Crosspoint Financial's ten largest holdings make up 73% of its $40.7M portfolio in Q3 2025.
- Crosspoint Financial opened 5 new positions and closed 3 in Q3 2025.
- Crosspoint Financial's portfolio value rose 9% quarter-over-quarter to $40.7M.
Based on Crosspoint Financial's 13F filing for Q3 2025, filed 3 Dec 2025.