Centerpoint Advisory Group

Est. AUM

$124.5M

13F long equity, this entity only

Positions

107

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$6.7M	38611	5.41%	SOLE
2	PIMCO ETF TR	MULTISECTOR BD	$5.7M	217490	4.58%	SOLE
3	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.4M	25182	4.35%	SOLE
4	APPLE INC	COM	$5.2M	20431	4.17%	SOLE
5	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$4.6M	54087	3.67%	SOLE
6	ISHARES TR	RUS 1000 GRW ETF	$4.1M	9602	3.29%	SOLE
7	T ROWE PRICE ETF INC	CAP APPRECIATION	$4.0M	113537	3.25%	SOLE
8	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$4.0M	67160	3.23%	SOLE
9	INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$4.0M	65966	3.19%	SOLE
10	ETF SER SOLUTIONS	DISTILLATE US	$3.6M	62326	2.90%	SOLE
11	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$3.3M	31784	2.64%	SOLE
12	ISHARES TR	CORE DIV GRWTH	$2.8M	39260	2.21%	SOLE
13	WISDOMTREE TR	US QTLY DIV GRT	$2.7M	30386	2.14%	SOLE
14	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$2.6M	28556	2.13%	SOLE
15	BROADCOM INC	COM	$2.6M	8336	2.07%	SOLE
16	JPMORGAN CHASE & CO	COM	$2.5M	8579	2.03%	SOLE
17	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$2.4M	94263	1.93%	SOLE
18	AMAZON COM INC	COM	$2.3M	11227	1.88%	SOLE
19	AMERICAN CENTY ETF TR	US SML CP VALU	$2.3M	20907	1.86%	SOLE
20	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.1M	30996	1.70%	SOLE
21	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$2.1M	34484	1.70%	SOLE
22	MICROSOFT CORP	COM	$2.0M	5390	1.60%	SOLE
23	ISHARES TR	RUS 1000 VAL ETF	$1.9M	8778	1.51%	SOLE
24	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.9M	23149	1.50%	SOLE
25	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.9M	24789	1.50%	SOLE
26	ISHARES TR	RUS TP200 VL ETF	$1.7M	18731	1.39%	SOLE
27	ALPHABET INC	CAP STK CL C	$1.5M	5188	1.20%	SOLE
28	CHEVRON CORPORATION	COM	$1.3M	6463	1.07%	SOLE
29	ABBVIE INC	COM	$1.3M	5987	1.05%	SOLE
30	ISHARES TR	CORE S&P500 ETF	$1.2M	1885	0.99%	SOLE
31	WISDOMTREE TR	WISDOMTREE US VA	$1.1M	11708	0.89%	SOLE
32	INVESCO EXCH TRD SLF IDX FD	RAFI STRATGIC US	$1.1M	18975	0.88%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	2219	0.85%	SOLE
34	HOME DEPOT INC	COM	$1.0M	3183	0.84%	SOLE
35	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$1.0M	7036	0.82%	SOLE
36	ONEOK INC NEW	COM	$930K	10284	0.75%	SOLE
37	BLACKROCK INC	COM	$908K	944	0.73%	SOLE
38	CROWDSTRIKE HLDGS INC	CL A	$907K	2323	0.73%	SOLE
39	INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$835K	7758	0.67%	SOLE
40	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$817K	3440	0.66%	SOLE
41	COSTCO WHOLESALE CORPORATION	COM	$813K	816	0.65%	SOLE
42	WALMART INC	COM	$736K	5921	0.59%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$728K	27671	0.58%	SOLE
44	META PLATFORMS INC	CL A	$695K	1215	0.56%	SOLE
45	PACER FDS TR	US CASH COWS 100	$676K	10800	0.54%	SOLE
46	ALPHABET INC	CAP STK CL A	$672K	2338	0.54%	SOLE
47	INVESCO QQQ TR	UNIT SER 1	$665K	1152	0.53%	SOLE
48	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$661K	7060	0.53%	SOLE
49	VANGUARD INDEX FDS	S&P 500 ETF SHS	$617K	1032	0.50%	SOLE
50	NETFLIX INC.	COM	$611K	6350	0.49%	SOLE

1–50 of 107

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.