CROSSPOINT FINANCIAL, LLC
All 13F Filings
- Location
- Tustin, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 42,488
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 39.22 K | 92.3% | 1.385 K | 0 | 1.385 K |
| ETFs | 3.266 K | 7.7% | 404 | 0 | 404 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
42,488
Holdings
37
QoQ value change ($000)
1,786
(4.4%)
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.