Crosspoint Financial, LLC In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 24, 2024), Crosspoint Financial, LLC reported 12 stock positions worth $11.7 million . Its top holding was Berkshire Hathaway Class B (BRK.B) at 30.9% of the portfolio, followed by iShares Cybersecurity & Tech (IHAK, 17.4% ) and Vaneck Oil Services ETF (OIH, 13.2% ). Compared with Q4 2023, it opened 3 new positions, sold out of 1, added to 1 and reduced 4. The biggest buy was a new position in Dir Dai SML Ca Bul 3X Et-Usd (TNA) and the biggest sale Defiance Space and Connectiv (UFOX, shares −5% ).
Location TUSTIN, CA
CIK 0001927769
Portfolio Value $11.7M (Q1 2024) Holdings 12 stocks · $11.7M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 BRK.B Berkshire Hathaway Inc. Class B 8,605 $3.6M No change IHAK iShares Cybersecurity & Tech 43,522 $2.0M Add +6.5% OIH Vaneck Oil Services ETF 4,604 $1.5M Reduce -1.8% UFOX Defiance Space and Connectiv 35,930 $1.4M Reduce -5.4% XJUN FT Vest U.S. Equity Enhance 23,050 $835K No change IAU iShares Gold Trust 17,056 $717K No change META Meta Platforms Inc. Class A 965 $469K Reduce -2.0% COIN Coinbase Global Inc. Class A 1,153 $306K Reduce -11.5% EWBC East West Bancorp Inc. 3,279 $259K No change TNA Dir Dai SML Ca Bul 3X Et-Usd 5,048 $217K New MSTR Strategy Inc. filed as MICROSTRATEGY INC 125 $213K New FLG New York Community Bancorp 22,000 $71K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above) Security Class Shares / Principal Value Change MVSTW Microvast Hold Inc.-CW26 *W EXP 07/23/202 10,000 $1K No change
Total filed on the 13F, all lines: $11.7M.
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ UFOX Defiance Space and Connectiv Reduce -5.4% 12.01% −1.52 OIH Vaneck Oil Services ETF Reduce -1.8% 13.24% −1.18 ALLO Allogene Therapeutics Inc. Sold out 0.00% −0.38 COIN Coinbase Global Inc. Class A Reduce -11.5% 2.61% +0.36 META Meta Platforms Inc. Class A Reduce -2.0% 4.01% +0.54
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ TNA Dir Dai SML Ca Bul 3X Et-Usd New 1.85% +1.85 MSTR Strategy Inc. New 1.82% +1.82 FLG New York Community Bancorp New 0.61% +0.61 IHAK iShares Cybersecurity & Tech Add +6.5% 17.43% −1.01
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 38 $43.7M XBAP, BRK.B, IHAK, XJUL, UFOX Q1 2026 34 $39.8M XBAP, BRK.B, IHAK, XJUL, HCMT Q4 2025 36 $42.5M XBAP, BRK.B, IHAK, XJUL, HCMT Q3 2025 34 $40.7M XBAP, BRK.B, IHAK, XJUL, HCMT Q2 2025 32 $37.3M XBAP, BRK.B, IHAK, XBOC, HCMT Q1 2025 29 $34.5M XBAP, BRK.B, IHAK, XBOC, HCMT Q3 2024 24 $29.1M XBAP, BRK.B, IHAK, OIH, UFOX Q2 2024 17 $24.5M XBAP, BRK.B, IHAK, OIH, UFOX Q1 2024 12 $11.7M BRK.B, IHAK, OIH, UFOX, XJUN