DOSSIER · 13F-HR · Q2 2026

Centerpoint Advisory Group

$158M in tracked AUM across 117 positions as of Q2 2026.

CA
CIK 0002054093 · last filed Jun 30, 2026
Total AUM
$158M
as of Q2 2026
Holdings
117
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Centerpoint Advisory Group filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPMO
INVESCO EXCH TRADED FD TR II
$13M80K8.2%
02
NVDA
NVIDIA CORPORATION
$8M38K4.9%
03
PYLD
PIMCO ETF TR
$6M231K3.9%
04
AAPL
APPLE INC
$6M21K3.8%
05
VIG
VANGUARD SPECIALIZED FUNDS
$6M24K3.6%
06
JGRO
J P MORGAN EXCHANGE TRADED F
$5M53K3.3%
07
TCAF
T ROWE PRICE EXCHANGE-TRADED
$5M116K3.0%
08
IWF
ISHARES TR
$5M38K3.0%
09
OMFL
INVESCO EXCH TRD SLF IDX FD
$4M65K2.8%
10
FTSM
FIRST TR EXCHANGE-TRADED FD
$4M65K2.5%

Filing history

2026Q2Jun 30
$158M▲ 18.7%
117 positionsView →
2026Q1Mar 31
$133M▲ 2.3%
108 positionsView →
2025Q4Dec 31
$130M▲ 1.0%
107 positionsView →
2025Q3Sep 30
$128M▲ 11.5%
108 positionsLocked
2025Q2Jun 30
$115M▲ 13.4%
100 positionsLocked
2025Q1Mar 31
$102M▼ 1.7%
94 positionsLocked
2024Q4Dec 31
$103M—
88 positionsLocked