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Tu Tran

Crosspoint Financial, Llc

Assets Managed
$39.795M
Holdings
35
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
-6.33%(2Q avg: -0.97%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crosspoint Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Crosspoint Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 39.795M in assets, with a quarterly growth rate of -6.33% and a 2-quarter average growth rate of -0.97%. The portfolio is managed by Tu Tran, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XBAP
Innovator Us Eqy Accel 9 Buf
Recent Activity
Decreased -1.9%
33.14%
$13.188M
336,908 shares@ $39.15 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -2.79%
9.61%
$3.821M
7,973 shares@ $479.21 avg price
IHAK
Ishares Cybersecurity & Tech
Recent Activity
Decreased -0.83%
5.53%
$2.198M
50,359 shares@ $43.66 avg price
XJUL
Ft Vest Us Equity Enhance &
Recent Activity
Decreased -5.18%
5.01%
$1.991M
51,200 shares@ $38.9 avg price
HCMT
Direxion Hcm Tactic Us Etf
Recent Activity
Increased 0.01%
3.91%
$1.554M
44,158 shares@ $35.2 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 54.9%
3.61%
$1.437M
13,005 shares@ $110.47 avg price
XBOC
Innovator Us Eqy Acc 9 Buff
Recent Activity
3.6%
$1.429M
43,466 shares@ $32.89 avg price
SIXG
Defiance Connective Technolo
Recent Activity
Decreased -4.57%
3.58%
$1.425M
20,895 shares@ $68.18 avg price
AVMA
Avantis Mod Alloc Etf
Recent Activity
Increased 11.96%
3.58%
$1.423M
21,170 shares@ $67.22 avg price
UFEB
Innovator U.s. Equity Ultra
Recent Activity
Decreased -11.9%
2.38%
$946,301
26,069 shares@ $36.3 avg price

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