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Centerpoint Advisory Group

Latest statistics and disclosures from Centerpoint Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPMO, NVDA, AAPL, VIG, JGRO, and represent 24.21% of Centerpoint Advisory Group's stock portfolio.
Added to shares of these 10 stocks: SPMO, FTSM, NFLX, NOW, RDVI, PYLD, SPHQ, YEAR, TCAF, IVV.
Started 3 new stock positions in YEAR, VRT, SCCO.
Reduced shares in these 10 stocks: NVDA, SPHD, TBLL, DSTL, JGRO, OMFL, CALF, SMCI, , MSFT.
Sold out of its positions in SPHD, TBLL, CALF, UNH.
Centerpoint Advisory Group was a net buyer of stock by $1.4M.
Centerpoint Advisory Group has $130M in assets under management (AUM), dropping by 1.04%.
Central Index Key (CIK): 0002054093

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Portfolio Holdings for Centerpoint Advisory Group

Centerpoint Advisory Group holds 107 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	6.0	$7.8M	+15%	65k	119.32	View chart
NVIDIA Corporation (NVDA)	5.5	$7.1M	-8%	38k	186.50	View chart
Apple (AAPL)	4.5	$5.8M		22k	271.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.3	$5.5M		25k	219.78	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	4.0	$5.1M	-4%	55k	92.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.5	$4.5M		9.6k	473.30	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	3.3	$4.3M	+6%	112k	38.22	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.1	$4.1M	+7%	153k	26.68	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	3.1	$4.1M	-5%	67k	61.13	View chart
Etf Ser Solutions Distillate Us (DSTL)	2.9	$3.8M	-6%	64k	58.90	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.6	$3.3M		33k	102.42	View chart
Broadcom (AVGO)	2.2	$2.9M		8.3k	346.10	View chart
JPMorgan Chase & Co. (JPM)	2.1	$2.8M		8.6k	322.22	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.1	$2.7M		30k	89.43	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.1	$2.7M		29k	92.51	View chart
Microsoft Corporation (MSFT)	2.0	$2.6M	-5%	5.4k	483.62	View chart
Amazon (AMZN)	2.0	$2.6M		11k	230.82	View chart
Ishares Tr Core Div Grwth (DGRO)	1.9	$2.5M		35k	69.42	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.7	$2.2M	-4%	36k	63.18	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.7	$2.2M		32k	69.47	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.6	$2.1M	-3%	21k	101.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.4	$1.8M		8.8k	210.34	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$1.7M	-8%	5.3k	313.80	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.3	$1.6M	+101%	27k	59.93	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	1.2	$1.5M	+11%	17k	91.86	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.1	$1.4M	+23%	19k	75.05	View chart
Abbvie (ABBV)	1.1	$1.4M	-5%	6.0k	228.49	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	1.0	$1.3M	+34%	49k	26.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$1.2M	+22%	1.8k	684.80	View chart
Blackrock (BLK)	0.9	$1.2M		1.1k	1070.34	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$1.2M	+2%	16k	77.02	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.9	$1.1M	-3%	20k	57.16	View chart
Home Depot (HD)	0.9	$1.1M		3.2k	344.10	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$1.1M		2.3k	468.76	View chart
Chevron Corporation (CVX)	0.8	$981k		6.4k	152.41	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.7	$969k		7.0k	138.46	View chart
Spdr Series Trust State Street Spd (SPTL)	0.7	$922k	-8%	35k	26.47	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$921k	+8%	3.6k	252.92	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.7	$883k	+4%	7.8k	113.86	View chart
Meta Platforms Cl A (META)	0.7	$852k		1.3k	660.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$823k		1.6k	502.65	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.6	$763k	+29%	8.2k	93.30	View chart
Oneok (OKE)	0.6	$756k		10k	73.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$747k	-2%	2.4k	313.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$720k		1.2k	614.31	View chart
Costco Wholesale Corporation (COST)	0.5	$712k		826.00	862.34	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.5	$684k		7.1k	96.84	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$665k	-6%	11k	60.17	View chart
Wal-Mart Stores (WMT)	0.5	$660k	-2%	5.9k	111.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$647k		1.0k	627.02	View chart
Fs Kkr Capital Corp (FSK)	0.5	$646k	-4%	44k	14.81	View chart
Tesla Motors (TSLA)	0.5	$630k		1.4k	449.72	View chart
Ishares Tr Investment Grade (IGEB)	0.5	$615k	-10%	14k	45.66	View chart
Netflix (NFLX)	0.5	$602k	+900%	6.4k	93.76	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.4	$548k	-6%	4.8k	113.82	View chart
Servicenow (NOW)	0.4	$523k	+400%	3.4k	153.19	View chart
Bank of America Corporation (BAC)	0.4	$506k		9.2k	55.00	View chart
American Express Company (AXP)	0.4	$505k		1.4k	369.95	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.4	$485k		10k	48.66	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.4	$455k	-9%	8.7k	52.34	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$449k	-12%	2.1k	214.69	View chart
Caterpillar (CAT)	0.3	$427k	-19%	745.00	572.87	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$418k	-2%	1.8k	230.21	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$405k	-5%	8.0k	50.59	View chart
Eli Lilly & Co. (LLY)	0.3	$401k		373.00	1074.68	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.3	$391k	+3%	62k	6.30	View chart
Wells Fargo & Company (WFC)	0.3	$388k		4.2k	93.20	View chart
Procter & Gamble Company (PG)	0.3	$357k		2.5k	143.31	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$357k		6.5k	54.77	View chart
Abbott Laboratories (ABT)	0.3	$357k	+83%	2.8k	125.29	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.3	$351k	+3%	3.2k	109.66	View chart
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP)	0.3	$348k	-14%	13k	25.91	View chart
Exxon Mobil Corporation (XOM)	0.3	$344k		2.9k	120.34	View chart
Advanced Micro Devices (AMD)	0.3	$337k	-8%	1.6k	214.16	View chart
3M Company (MMM)	0.2	$307k		1.9k	160.10	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.2	$299k	+3%	5.8k	51.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$296k		884.00	335.27	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.2	$293k		8.3k	35.15	View chart
Deere & Company (DE)	0.2	$285k		613.00	465.57	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$283k		932.00	303.89	View chart
PNC Financial Services (PNC)	0.2	$281k		1.3k	208.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$279k		10k	27.43	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$277k		259.00	1069.86	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$265k		2.8k	96.27	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$260k	-27%	5.2k	49.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$256k		376.00	681.92	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.2	$254k	NEW	5.0k	50.48	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$253k		3.0k	84.22	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$246k		1.6k	154.14	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$242k		1.8k	136.94	View chart
Commerce Bancshares (CBSH)	0.2	$237k	+4%	4.5k	52.34	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$237k		3.9k	60.35	View chart
Ab Active Etfs Short Duration H (SYFI)	0.2	$229k	+11%	6.4k	35.93	View chart
Arista Networks Com Shs (ANET)	0.2	$229k		1.7k	131.03	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$221k	+101%	5.0k	44.71	View chart
Super Micro Computer Com New (SMCI)	0.2	$221k	-48%	7.5k	29.27	View chart
Palantir Technologies Cl A (PLTR)	0.2	$217k	-2%	1.2k	177.75	View chart
Progressive Corporation (PGR)	0.2	$216k		950.00	227.72	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$216k	NEW	1.3k	162.01	View chart
Emerson Electric (EMR)	0.2	$213k		1.6k	132.72	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$212k		765.00	276.94	View chart
Iron Mountain (IRM)	0.2	$210k		2.5k	82.95	View chart
Boston Scientific Corporation (BSX)	0.2	$205k		2.2k	95.35	View chart
Cummins (CMI)	0.2	$204k	-36%	400.00	510.45	View chart
Southern Copper Corporation (SCCO)	0.2	$201k	NEW	1.4k	143.47	View chart
Gevo Com Par (GEVO)	0.1	$108k		54k	2.00	View chart
Maia Biotechnology (MAIA)	0.0	$24k		16k	1.53	View chart

Past Filings by Centerpoint Advisory Group

SEC 13F filings are viewable for Centerpoint Advisory Group going back to 2024

Centerpoint Advisory Group 2025 Q4 filed Feb. 3, 2026
Centerpoint Advisory Group 2025 Q3 filed Nov. 4, 2025
Centerpoint Advisory Group 2025 Q2 filed Aug. 6, 2025
Centerpoint Advisory Group 2025 Q1 filed April 22, 2025
Centerpoint Advisory Group 2024 Q4 filed Jan. 30, 2025

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