DOSSIER · 13F-HR · Q1 2026

Centerpoint Advisory Group

$133M in tracked AUM across 108 positions as of Q1 2026.

CA
CIK 0002054093 · last filed Mar 31, 2026
Total AUM
$133M
as of Q1 2026
Holdings
108
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Centerpoint Advisory Group filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPMO
INVESCO EXCH TRADED FD TR II
$8M74K6.3%
02
NVDA
NVIDIA CORPORATION
$7M39K5.1%
03
PYLD
PIMCO ETF TR
$6M217K4.3%
04
VIG
VANGUARD SPECIALIZED FUNDS
$5M25K4.1%
05
AAPL
APPLE INC
$5M20K3.9%
06
JGRO
J P MORGAN EXCHANGE TRADED F
$5M54K3.4%
07
IWF
ISHARES TR
$4M10K3.1%
08
TCAF
T ROWE PRICE ETF INC
$4M114K3.0%
09
FTSM
FIRST TR EXCHANGE-TRADED FD
$4M67K3.0%
10
OMFL
INVESCO EXCH TRD SLF IDX FD
$4M66K3.0%

Filing history

2026Q1Mar 31
$133M 2.3%
108 positionsView →
2025Q4Dec 31
$130M 1.0%
107 positionsView →
2025Q3Sep 30
$128M 11.5%
108 positionsView →
2025Q2Jun 30
$115M 13.4%
100 positionsLocked
2025Q1Mar 31
$102M 1.7%
94 positionsLocked
2024Q4Dec 31
$103M
88 positionsLocked