Crosspoint Financial, LLC reported 8 positions worth $6.26M for the quarter ended Jun 30, 2026, up 3.4% on the prior quarter. It opened 1 new position, added to 2, trimmed 2 and exited 1. Its largest holding is Berkshire Hathaway Inc at 61.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMZN Amazon Com Inc | +1,021 | $243.35K | 3.89% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| IAU Ishares Gold Trust | -2,646 | $233.27K | 3.85% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 7,723 | $3.86M | 61.73% | -250 | -3.1% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 1,258 | $469.10K | 7.49% | +3 | +0.2% | Added | 0% |
| 3 | EWBC East West Bancorp Inc | Financial Services | 3,279 | $423.29K | 6.76% | 0 | 0.0% | Unchanged | 0% |
| 4 | META Meta Platforms, Inc. | Technology | 625 | $352.06K | 5.62% | 0 | 0.0% | Unchanged | 0% |
| 5 | AAPL Apple Inc. | Technology | 1,195 | $345.74K | 5.52% | +137 | +12.9% | Added | 0% |
| 6 | AAAU Goldman Sachs Physical Gold ETF | Others | 7,230 | $286.09K | 4.57% | -600 | -7.7% | Reduced | 0.01% |
| 7 | VOYG Voyager Technologies, Inc. | Industrials | 8,557 | $275.96K | 4.41% | 0 | 0.0% | Unchanged | 0.01% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 1,021 | $243.35K | 3.89% | +1,021 | – | New | 0% |
Tip. Select a row to see that position’s full history at Crosspoint Financial.
As of its Q2 2026 13F filing, Crosspoint Financial, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 61.7%, Microsoft Corp (MSFT) at 7.5%, East West Bancorp Inc (EWBC) at 6.8%, Meta Platforms, Inc. (META) at 5.6%, Apple Inc. (AAPL) at 5.5% of the reported portfolio.
Crosspoint Financial, LLC reported a 13F portfolio worth $6.26M across 8 positions for Q2 2026. That is up 3.4% from the previous quarter.
Its largest purchases by value were Amazon Com Inc ($243.35K), Apple Inc. ($39.64K), Microsoft Corp ($1.12K). It opened 1 new positions.
Its largest sales by value were Ishares Gold Trust ($233.27K), Berkshire Hathaway Inc ($125.10K), Goldman Sachs Physical Gold ETF ($23.74K). It exited 1 positions entirely.
From the Form 13F-HR reports Crosspoint Financial, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.