Crosspoint Financial, LLC
Annual return
—
SPY
—
Alpha
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Invested
$39.8M
Holdings
35
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$XBAP
INNOVATOR ETFS TRUST
Q4 2025: Exited (was 344.3k shares)
33.1%
02
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Exited (was 8.6k shares)
9.6%
03
$IHAK
ISHARES TR
Q4 2025: Exited (was 50.9k shares)
5.5%
04
$XJUL
FIRST TR EXCHNG TRADED FD VI
Q4 2025: Exited (was 54.2k shares)
5.0%
05
$HCMT
DIREXION SHARES ETF TRUST
Q4 2025: Exited (was 45.0k shares)
3.9%
06
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 7.3k shares)
3.6%
07
$XBOC
INNOVATOR ETFS TRUST
Q4 2025: Exited (was 43.5k shares)
3.6%
08
$SIXG
ETF SER SOLUTIONS
Q4 2025: Exited (was 21.9k shares)
3.6%
09
$AVMA
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 10.6k shares)
3.6%
10
$UFEB
INNOVATOR ETFS TRUST
Q4 2025: Exited (was 31.1k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 09:11 UTC.