CROSSPOINT FINANCIAL, LLC
RIA/Wealth
CROSSPOINT FINANCIAL, LLC is a RIA/Wealth based in Tustin, CA led by Tu Anh Tran, reporting $138.4M in AUM as of Q3 2025 with 70% ETF concentration, 75% concentrated in top 10 holdings, and 33% allocation to XBAP.
Managing PartnerTu Anh Tran
- Portfolio Value
- $39.9M
- Positions
- 33
- Top Holding
- XBAP at 32.7%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CROSSPOINT FINANCIAL, LLC's portfolio (74.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $13.0M | 32.70% | -$436.8K Sold | — 344.3K shares | |
Insurance - Diversified Financial Services | $4.3M | 10.91% | — | 0.00% 8.6K shares | |
ETF ETF | $2.7M | 6.68% | -$66.7K Sold | — 50.9K shares | |
ETF ETF | $2.1M | 5.22% | +$2.1M New | — 54.2K shares | |
ETF ETF | $1.7M | 4.23% | +$90.1K Bought | — 45.0K shares | |
ETF ETF | $1.4M | 3.58% | -$98.4K Sold | — 43.5K shares | |
Unknown Unknown | $1.4M | 3.39% | — | — 21.9K shares | |
Unknown Unknown | $1.2M | 2.95% | -$118.3K Sold | — 16.2K shares | |
ETF ETF | $1.1M | 2.80% | — | — 31.1K shares | |
Unknown Unknown | $965.3K | 2.42% | — | — 34.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CROSSPOINT FINANCIAL, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+112.0% | |
+5.65% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-24.18% | |
-10.1% |
Analytics
Portfolio insights and performance metrics for CROSSPOINT FINANCIAL, LLC
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