0001085146-24-003285.txt : 20240726
0001085146-24-003285.hdr.sgml : 20240726
20240726170041
ACCESSION NUMBER: 0001085146-24-003285
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240726
DATE AS OF CHANGE: 20240726
EFFECTIVENESS DATE: 20240726
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CROSSPOINT FINANCIAL, LLC
CENTRAL INDEX KEY: 0001927769
ORGANIZATION NAME:
IRS NUMBER: 815245325
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22861
FILM NUMBER: 241147891
BUSINESS ADDRESS:
STREET 1: 17822 EAST 17TH STREET
STREET 2: SUITE 310
CITY: TUSTIN
STATE: CA
ZIP: 92780
BUSINESS PHONE: 714-617-4463
MAIL ADDRESS:
STREET 1: 17822 EAST 17TH STREET
STREET 2: SUITE 310
CITY: TUSTIN
STATE: CA
ZIP: 92780
13F-HR
1
primary_doc.xml
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0001927769
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06-30-2024
06-30-2024
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CROSSPOINT FINANCIAL, LLC
17822 EAST 17TH STREET
SUITE 310
TUSTIN
CA
92780
13F HOLDINGS REPORT
028-22861
N
Tu Tran
Chief Compliance Officer
714-617-4463
/s/Tu Tran
Tustin
CA
07-26-2024
0
18
24489300
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
AMAZON COM INC
COM
023135106
BBG001S5PQL7
316930
1640
SH
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1640
0
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AMERICAN CENTY ETF TR
US SML CP VALU
025072877
BBG00Q9MQZW3
326828
3643
SH
SOLE
3643
0
0
APPLE INC
COM
037833100
BBG001S5N8V8
287286
1364
SH
SOLE
1364
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
BBG001S90346
3500514
8605
SH
SOLE
8605
0
0
COINBASE GLOBAL INC
COM CL A
19260Q107
BBG00ZGF7799
256256
1153
SH
SOLE
1153
0
0
EAST WEST BANCORP INC
COM
27579R104
BBG001SCC7R2
240121
3279
SH
SOLE
3279
0
0
ETF SER SOLUTIONS
DEFIANCE NEXT
26922A289
BBG00NJ314P5
1422454
34030
SH
SOLE
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0
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FIRST TR EXCHANGE-TRADED FD
FT VEST GOLD
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BBG00ZDRMBK7
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SOLE
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INNOVATOR ETFS TRUST
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INNOVATOR ETFS TRUST
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BBG00ZNB6LJ9
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360629
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ISHARES GOLD TR
ISHARES NEW
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BBG001SJK6D5
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ISHARES TR
CYBERSECURITY
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META PLATFORMS INC
CL A
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BBG001SQCQC5
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SH
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MICROSOFT CORP
COM
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BBG001S5TD05
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MICROVAST HOLDINGS INC
*W EXP 04/01/202
59516C114
216
10000
SH
SOLE
10000
0
0
NEW YORK CMNTY BANCORP INC
COM
649445103
BBG001SD32Z2
70914
22023
SH
SOLE
22023
0
0
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
463280
3750
SH
SOLE
3750
0
0
VANECK ETF TRUST
OIL SERVICES ETF
92189H607
BBG001SGYST1
1436723
4544
SH
SOLE
4544
0
0