CROSSPOINT FINANCIAL, LLC
CIK 1927769 · Holdings on Mar 31, 2025 · First reported May 1, 2025
Top ten holdings
Q1 2025- XBAP36.18%
- BRK.B13.34%
- IHAK6.93%
- XBOC4.29%
- HCMT3.55%
- IAU3.04%
- OIH2.97%
- UFEB2.92%
- UFOX2.69%
- MAXJ2.57%
Share classes counted separately78.48%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | XBAPINNOVATOR US EQY ACCEL 9 BUFUS EQUITY ACCELE View history and evidence | $12.50M | 36.18% | 358.02K shares | Prior unavailable -1.39K (-0.40%) | Reduced | ↗▾ |
| 02 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $4.61M | 13.34% | 8.65K shares | Prior unavailable +44 (+0.50%) | Added | ↗▾ |
| 03 | IHAKISHARES CYBERSECURITY & TECHCYBERSECURITY View history and evidence | $2.39M | 6.93% | 50.94K shares | Prior unavailable +2.81K (+5.80%) | Added | ↗▾ |
| 04 | XBOCINNOVATOR US EQY ACC 9 BUFFUS EQTY ACCELRT9 View history and evidence | $1.48M | 4.29% | 49.81K shares | Prior unavailable +38.26K (+331.20%) | Added | ↗▾ |
| 05 | HCMTDIREXION HCM TACTIC US ETFDIREXION HCM View history and evidence | $1.23M | 3.55% | 40.61K shares | Prior unavailable +40.61K | New | ↗▾ |
| 06 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $1.05M | 3.04% | 17.81K shares | Prior unavailable +750 (+4.40%) | Added | ↗▾ |
| 07 | OIHVANECK OIL SERVICES ETFOIL SERVICES ETF View history and evidence | $1.03M | 2.97% | 3.91K shares | Prior unavailable -562 (-12.60%) | Reduced | ↗▾ |
| 08 | UFEBINNOVATOR U.S. EQUITY ULTRAUS EQT ULTRA BFR View history and evidence | $1.01M | 2.92% | 31.14K shares | Prior unavailable +31.14K | New | ↗▾ |
| 09 | UFOXDEFIANCE SPACE AND CONNECTIVDEFIANCE CONNECT View history and evidence | $930.54K | 2.69% | 21.89K shares | Prior unavailable -5.43K (-19.90%) | Reduced | ↗▾ |
| 10 | MAXJISHARES LG CAP MAX BUFF JUNLARGE CAP MAX BU View history and evidence | $887.52K | 2.57% | 34.41K shares | Prior unavailable +32 (+0.10%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TNA DIR DAI SML CA BUL 3X ET-USD | Non-derivative | -7,146 | -$316.86K | SEC filing ↗ | SEC filing ↗ |
| COIN COINBASE GLOBAL INC -CLASS A | Non-derivative | -1,153 | -$205.45K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1927769 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 34542462
}Take these holdings further.
This page includes 30 of 30 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 30 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1927769","quarter":"2025Q1","page_size":100}
get_institutional_manager_history
{"cik":"1927769","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.