Crosspoint Financial, LLC In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), Crosspoint Financial, LLC reported 24 stock positions worth $29.1 million . Its top holding was Innovator US Eqy Accel 9 Buf (XBAP) at 41.2% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 13.6% ) and iShares Cybersecurity & Tech (IHAK, 8.1% ). Compared with Q2 2024, it opened 8 new positions, sold out of 1, added to 3 and reduced 4. The biggest buy was a new position in iShares LG Cap Max Buff Jun (MAXJ) and the biggest sale Innovator US Eqy Accel 9 Buf (XBAP, shares −0% ).
Location TUSTIN, CA
CIK 0001927769
Portfolio Value $29.1M (Q3 2024) Holdings 24 stocks · $29.1M 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 Q2 2024 XBAP Innovator US Eqy Accel 9 Buf 359,409 $12.0M Reduce -0.3% BRK.B Berkshire Hathaway Inc. Class B 8,605 $4.0M No change IHAK iShares Cybersecurity & Tech 48,130 $2.3M Reduce -0.6% OIH Vaneck Oil Services ETF 4,473 $1.3M Reduce -1.6% UFOX Defiance Space and Connectiv 27,330 $1.2M Reduce -19.7% MAXJ iShares LG Cap Max Buff Jun 34,381 $894K New IAU iShares Gold Trust 17,056 $848K No change XBJL Inn US Eq Acc 9 Buff July 22,250 $745K New AVUV Avantis US Small Cap Value 6,066 $582K Add +66.5% META Meta Platforms Inc. Class A 965 $552K No change AAPR Ino Eq Po ETF 2YR AP2028-Usd 18,875 $495K No change NVDA Nvidia Corp. 3,755 $456K Add +0.1% CRTC Xtrackers US NTL Critic Tech 14,456 $454K New BAUG Innovator U.S. Equity Buffer 8,860 $379K New MSFT Microsoft Corp. 818 $352K No change IGLD FT Vest Gold Strategy Target 16,073 $347K Add +45.3% XBOC Innovator US Eqy Acc 9 Buff 11,550 $343K New AAPL Apple Inc. 1,364 $318K No change TNA Dir Dai SML Ca Bul 3X Et-Usd 7,146 $317K New AMZN Amazon.com Inc. 1,640 $306K No change GAUG FT Vest US Equity Moderate B 8,000 $278K New EWBC East West Bancorp Inc. 3,279 $271K No change MSTR Strategy Inc. filed as MICROSTRATEGY INC 1,250 $211K New COIN Coinbase Global Inc. Class A 1,153 $205K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $281 (not counted above) Security Class Shares / Principal Value Change MVSTW Microvast Hold Inc.-CW26 *W EXP 07/23/202 10,000 $281 No change
Total filed on the 13F, all lines: $29.1M.
Portfolio Sells Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▲ XBAP Innovator US Eqy Accel 9 Buf Reduce -0.3% 41.21% −6.33 UFOX Defiance Space and Connectiv Reduce -19.7% 4.07% −1.74 OIH Vaneck Oil Services ETF Reduce -1.6% 4.36% −1.51 IHAK iShares Cybersecurity & Tech Reduce -0.6% 8.06% −1.03 FLG New York Community Bancorp Sold out 0.00% −0.29
Portfolio Buys Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▼ MAXJ iShares LG Cap Max Buff Jun New 3.07% +3.07 XBJL Inn US Eq Acc 9 Buff July New 2.56% +2.56 CRTC Xtrackers US NTL Critic Tech New 1.56% +1.56 BAUG Innovator U.S. Equity Buffer New 1.30% +1.30 XBOC Innovator US Eqy Acc 9 Buff New 1.18% +1.18 TNA Dir Dai SML Ca Bul 3X Et-Usd New 1.09% +1.09 GAUG FT Vest US Equity Moderate B New 0.96% +0.96 MSTR Strategy Inc. New 0.72% +0.72 AVUV Avantis US Small Cap Value Add +66.5% 2.00% +0.67 IGLD FT Vest Gold Strategy Target Add +45.3% 1.19% +0.29 NVDA Nvidia Corp. Add +0.1% 1.57% −0.33
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