CROSSPOINT FINANCIAL, LLC
All 13F Filings
- Location
- Tustin, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 39,795
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 35 | 39,795 | 13F-HR | CROSSPOINT FINANCIAL, LLC |
| Q4 2025 | 2/5/2026 | 37 | 42,488 | 13F-HR | CROSSPOINT FINANCIAL, LLC |
| Q3 2025 | 12/3/2025 | 35 | 40,702 | 13F-HR | CROSSPOINT FINANCIAL, LLC |
| Q2 2025 | 8/13/2025 | 33 | 37,349 | 13F-HR | CROSSPOINT FINANCIAL, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.62 K | 71.9% | 0 | 10.6 K | -10.6 K |
| ETFs | 11.17 K | 28.1% | 7.908 K | 0 | 7.908 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
39,795
Holdings
35
QoQ value change ($000)
-2,693
(-6.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.