Managed by Crosspoint Financial, Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $13.3M | 343.5K | 0.00% | — |
| 2 | ? N/A — | $13.1M | 355.9K | 0.00% | — |
| 3 | ? N/A — | $13M | 344.3K | 0.00% | — |
| 4 | ? N/A — | $12.5M | 358.0K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $12M |
| 359.4K |
| 0.00% |
| — |
| 6 | ? N/A — | $11.6M | 360.6K | 0.00% | — |
| 7 | B | $4.6M | 8.6K | 0.00% | — |
| 8 | B | $4.3M | 8.6K | 0.00% | — |
| 9 | B | $4.2M | 8.6K | 0.00% | — |
| 10 | B | $4.1M | 8.2K | 0.00% | — |
| 11 | B | $4M | 8.6K | 0.00% | — |
| 12 | B | $3.6M | 8.6K | 0.00% | — |
| 13 | B | $3.5M | 8.6K | 0.00% | — |
| 14 | B | $3.1M | 8.6K | 0.00% | — |
| 15 | B | $3M | 8.6K | 0.00% | — |
| 16 | B | $2.9M | 8.6K | 0.00% | — |
| 17 | I IAU — | $2.8M | 52.2K | 0.00% | — |
| 18 | I IAU — | $2.7M | 50.9K | 0.00% | — |
| 19 | B | $2.7M | 8.6K | 0.00% | — |
| 20 | I IAU — | $2.4M | 50.8K | 0.00% | — |