CROSSPOINT FINANCIAL, LLC

TUSTIN, CA · CIK 1927769 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyTustin, CA

$43.7m reported value +9.7% vs Q1 2026

39positions

68.6%in top 10

7 new 3 added 15 reduced 3 sold out vs Q1 2026

Also in the report of:

Advyzon Investment Management, LLC – $4.6m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INNOVATOR ETFS TRUST US EQUITY ACCELE XBAP	XBAP	305,289	$12.8m29.32%	29.32%	Reduced -31.6k	-31,619 -9.4%
2	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	7,723	$3.9m8.85%	8.85%	Reduced -250	-250 -3.1%
3	ISHARES TR CYBERSECURITY IHAK	IHAK	46,680	$2.8m6.49%	6.49%	Reduced -3.7k	-3,679 -7.3%
4	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XJUL	XJUL	51,200	$2.1m4.77%	4.77%	Unchanged
5	ETF SER SOLUTIONS DEFIANCE NEXT UFOX	UFOX	18,215	$1.7m3.96%	3.96%	Reduced -2.7k	-2,680 -12.8%
6	DIREXION SHS ETF TR DIREXION HCM HCMT	HCMT	35,779	$1.5m3.44%	3.44%	Reduced -8.4k	-8,379 -19.0%
7	INNOVATOR ETFS TRUST US EQTY ACCELRT9 XBOC	XBOC	39,266	$1.4m3.19%	3.19%	Reduced -4.2k	-4,200 -9.7%
8	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	11,108	$1.4m3.17%	3.17%	Reduced -1.9k	-1,897 -14.6%
9	AMERICAN CENTY ETF TR AVANTIS MODERAT AVMA	AVMA	17,200	$1.3m2.87%	2.87%	Reduced -4.0k	-3,970 -18.8%
10	DBX ETF TR XTRACKERS US NAT CRTC	CRTC	27,899	$1.1m2.49%	2.49%	Added +6.5k	+6,505 30.4%
11	ISHARES TR LARGE CAP MAX BU MAXJ	MAXJ	32,454	$945.4k2.16%	2.16%	Unchanged
12	INNOVATOR ETFS TRUST US EQT ULTRA BFR UFEB	UFEB	24,069	$930.3k2.13%	2.13%	Reduced -2.0k	-2,000 -7.7%
13	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	19,930	$906.6k2.08%	2.08%	New
14	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	14,234	$884.1k2.02%	2.02%	New
15	INNOVATOR ETFS TRUST US EQT ACLRTD 9 XBJL	XBJL	19,950	$797.5k1.83%	1.83%	Reduced -2.3k	-2,300 -10.3%
16	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	8,341	$760.8k1.74%	1.74%	New
17	ISHARES TR LARGE CAP MAX BU DMAX	DMAX	21,683	$592.8k1.36%	1.36%	Unchanged
18	INNOVATOR ETFS TRUST US EQT ACC 9 BFR XBJA	XBJA	17,400	$588.2k1.35%	1.35%	Unchanged
19	INNOVATOR ETFS TRUST EQUITY DEFINED AAPR	AAPR	18,875	$556.7k1.27%	1.27%	Unchanged
20	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT GJAN	GJAN	11,360	$511.5k1.17%	1.17%	Unchanged
21	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	3,454	$490.1k1.12%	1.12%	New
22	MICROSOFT CORP COM MSFT	MSFT	1,258	$469.1k1.07%	1.07%	Added +3	+3 0.2%
23	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	685	$438.9k1.01%	1.01%	Unchanged
24	EAST WEST BANCORP INC COM EWBC	EWBC	3,279	$423.3k0.97%	0.97%	Unchanged
25	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XAUG	XAUG	10,291	$402.3k0.92%	0.92%	Reduced -4.0k	-4,000 -28.0%
26	GOLDMAN SACHS ETF TR ACCESS HIG YLD GHYB	GHYB	8,960	$401.9k0.92%	0.92%	New
27	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XOCT	XOCT	9,604	$379.4k0.87%	0.87%	Unchanged
28	DIREXION SHS ETF TR DLY SCOND 3XBU SOXL	SOXL	1,407	$375.3k0.86%	0.86%	New
29	META PLATFORMS INC CL A META	META	625	$352.1k0.81%	0.81%	Unchanged
30	INNOVATOR ETFS TRUST US EQUT BUFR AUG BAUG	BAUG	6,548	$351.0k0.80%	0.80%	Unchanged
31	APPLE INC COM AAPL	AAPL	1,195	$345.7k0.79%	0.79%	Added +137	+137 12.9%
32	INNOVATOR ETFS TRUST EQUITY DEF PROTN ZFEB	ZFEB	11,441	$297.3k0.68%	0.68%	Unchanged
33	GOLDMAN SACHS PHYSICAL GOLD UNIT AAAU	AAAU	7,230	$286.1k0.66%	0.66%	Reduced -600	-600 -7.7%
34	VOYAGER TECHNOLOGIES INC COM CL A VOYG	VOYG	8,557	$276.0k0.63%	0.63%	Unchanged
35	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XSEP	XSEP	6,100	$270.9k0.62%	0.62%	Reduced -1.6k	-1,560 -20.4%
36	DIREXION SHS ETF TR DLY SMCAP BULL3X TNA	TNA	3,256	$244.6k0.56%	0.56%	Reduced -6.5k	-6,513 -66.7%
37	AMAZON COM INC COM AMZN	AMZN	1,021	$243.3k0.56%	0.56%	New
38	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT GAUG	GAUG	5,000	$207.1k0.47%	0.47%	Reduced -3.0k	-3,000 -37.5%
39	MICROVAST HOLDINGS INC W EXP 04/01/202 W EXP 04/01/202		10,000	$450.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FIRST TR EXCHANGE-TRADED FD IGLD	IGLD	16,750	$427.6k16.8k shares
FIRST TR EXCHNG TRADED FD VI XAPR	XAPR	7,500	$276.3k7.5k shares
ISHARES GOLD TR IAU	IAU	2,646	$233.3k2.6k shares