Crosspoint Financial, LLC
Net seller this quarter
$43.7M
9
-$64.5K
15.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $3.86M | 8.85% | Not reported | -3.1% | Q4 2022 |
 DMAX | $593K | 1.36% | Not reported | Not reported | Q1 2025 |
 MSFT | $469K | 1.07% | 0.00% | +0.2% | Q2 2024 |
 EWBC | $423K | 0.97% | 0.00% | Not reported | Q4 2022 |
 META | $352K | 0.81% | Not reported | Not reported | Q1 2023 |
 AAPL | $346K | 0.79% | 0.00% | +13.0% | Q2 2024 |
 AAAU | $286K | 0.66% | 0.01% | -7.7% | Q1 2026 |
 VOYG | $276K | 0.63% | Not reported | Not reported | Q4 2025 |
 AMZN | $243K | 0.56% | 0.00% | Not reported | Q2 2024 |
| Q1 2026 | |||||
| BRK.B | $3.82M | 9.60% | Not reported | -2.8% | Q4 2022 |
| DMAX | $576K | 1.45% | Not reported | Not reported | Q1 2025 |
| MSFT | $465K | 1.17% | 0.00% | -19.4% | Q2 2024 |
| AAAU | $362K | 0.91% | 0.01% | New | Q1 2026 |
| META | $358K | 0.90% | Not reported | -29.4% | Q1 2023 |
| EWBC | $350K | 0.88% | 0.00% | Not reported | Q4 2022 |
| AAPL | $268K | 0.67% | 0.00% | -45.1% | Q2 2024 |
| IAU | $233K | 0.59% | 0.00% | -84.2% | Q4 2022 |
| VOYG | $200K | 0.50% | Not reported | Not reported | Q4 2025 |
| Q4 2025 | |||||
| BRK.B | $4.12M | 9.70% | Not reported | -5.2% | Q4 2022 |
| IAU | $1.36M | 3.19% | 0.00% | +3.3% | Q4 2022 |
| MSFT | $753K | 1.77% | 0.00% | +191.6% | Q2 2024 |
 NVDA | $710K | 1.67% | 0.00% | +1.9% | Q2 2024 |
| META | $584K | 1.37% | Not reported | Not reported | Q1 2023 |
| AAPL | $524K | 1.23% | 0.00% | +111.1% | Q2 2024 |
 PLTR | $400K | 0.94% | 0.00% | Not reported | Q2 2025 |
| EWBC | $369K | 0.87% | 0.00% | Not reported | Q4 2022 |
| AMZN | $301K | 0.71% | 0.00% | Not reported | Q2 2024 |
 COIN | $245K | 0.58% | 0.00% | Not reported | Q4 2023 |
| VOYG | $224K | 0.53% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| BRK.B | $4.35M | 10.68% | Not reported | Not reported | Q4 2022 |
| IAU | $1.18M | 2.89% | 0.00% | -9.1% | Q4 2022 |
| NVDA | $697K | 1.71% | 0.00% | +1.6% | Q2 2024 |
| META | $650K | 1.60% | Not reported | -8.3% | Q1 2023 |
 MSTR | $517K | 1.27% | Not reported | Not reported | Q1 2024 |
| DMAX | $507K | 1.24% | Not reported | Not reported | Q1 2025 |
| PLTR | $410K | 1.01% | 0.00% | Not reported | Q2 2025 |
| COIN | $366K | 0.90% | 0.00% | -6.1% | Q4 2023 |
| EWBC | $349K | 0.86% | 0.00% | Not reported | Q4 2022 |
| AMZN | $286K | 0.70% | 0.00% | Not reported | Q2 2024 |
| MSFT | $277K | 0.68% | 0.00% | +3.7% | Q2 2024 |
| AAPL | $232K | 0.57% | 0.00% | Not reported | Q2 2024 |