Centerpoint Advisory Group

CIK 0002054093 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Centerpoint Advisory Group reported 117 positions worth $157.7M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: SPMO (8.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$157.7M
2026 Q2
Positions
117
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.0%
Est. Net Flow (Q)
2026 Q2
10 / 117 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPMOINVESCO EXCH TRADED FD TR IISH$12.9M8.20%80,099
2NVDANVIDIA CORPORATIONSH$7.7M4.87%38,423
3PYLDPIMCO ETF TRSH$6.1M3.88%231,003
4AAPLAPPLE INCSH$6.0M3.79%20,646
5VIGVANGUARD SPECIALIZED FUNDSSH$5.7M3.64%24,272
6JGROJ P MORGAN EXCHANGE TRADED FSH$5.2M3.32%53,049
7TCAFT ROWE PRICE EXCHANGE-TRADEDSH$4.8M3.02%115,720
8IWFISHARES TRSH$4.7M2.99%38,009
9OMFLINVESCO EXCH TRD SLF IDX FDSH$4.5M2.83%65,197
10FTSMFIRST TR EXCHANGE-TRADED FDSH$3.9M2.47%65,281

The free plan shows the top 10 positions. The remaining 107 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Centerpoint Advisory Group hold as of Q2 2026?

Centerpoint Advisory Group reported 117 positions worth $157.7M in its Q2 2026 13F filing. Largest positions: SPMO (8.2%), NVDA (4.9%), PYLD (3.9%), AAPL (3.8%) and VIG (3.6%).

What did Centerpoint Advisory Group buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Centerpoint Advisory Group sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.