CROSSPOINT FINANCIAL, LLC
All 13F Filings
- Location
- Tustin, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 43,671
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 39 | 43,671 | 13F-HR | CROSSPOINT FINANCIAL, LLC |
| 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 | 28.72 K | 65.8% | 101 | 0 | 101 |
| ETFs | 14.95 K | 34.2% | 3.777 K | 0 | 3.777 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
43,671
Holdings
39
QoQ value change ($000)
3,876
(9.7%)
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.