Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Centerpoint Advisory Group (CIK 2054093) reported $132.8M across 108 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPMO ($8.3M, 6.27%), NVDA ($6.7M, 5.07%), PYLD ($5.7M, 4.29%), VIG ($5.4M, 4.08%), AAPL ($5.2M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPMO | INVESCO EXCH TRADED FD TR II | $8.3M | 6.27% | 74,300 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $6.7M | 5.07% | 38,611 | Added |
| 3 | PYLD | PIMCO ETF TR | $5.7M | 4.29% | 217,490 | Added |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $5.4M | 4.08% | 25,182 | Trimmed |
| 5 | AAPL | APPLE INC | $5.2M | 3.90% | 20,431 | Trimmed |
| 6 | JGRO | J P MORGAN EXCHANGE TRADED F | $4.6M | 3.44% | 54,087 | Trimmed |
| 7 | IWF | ISHARES TR | $4.1M | 3.08% | 9,602 | Added |
| 8 | TCAF | T ROWE PRICE ETF INC | $4.0M | 3.04% | 113,537 | Added |
| 9 | FTSM | FIRST TR EXCHANGE-TRADED FD | $4.0M | 3.02% | 67,160 | Added |
| 10 | OMFL | INVESCO EXCH TRD SLF IDX FD | $4.0M | 2.99% | 65,966 | Trimmed |
| 11 | DSTL | ETF SER SOLUTIONS | $3.6M | 2.72% | 62,326 | Trimmed |
| 12 | XMHQ | INVESCO EXCHANGE TRADED FD T | $3.3M | 2.47% | 31,784 | Trimmed |
| 13 | DGRO | ISHARES TR | $2.8M | 2.07% | 39,260 | Added |
| 14 | DGRW | WISDOMTREE TR | $2.7M | 2.01% | 30,386 | Hold |
| 15 | FTCS | FIRST TR EXCHANGE-TRADED FD | $2.6M | 1.99% | 28,556 | Trimmed |
| 16 | AVGO | BROADCOM INC | $2.6M | 1.94% | 8,336 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.90% | 8,579 | Hold |
| 18 | RDVI | FIRST TR EXCHANGE-TRADED FD | $2.4M | 1.81% | 94,263 | Added |
| 19 | AMZN | AMAZON COM INC | $2.3M | 1.76% | 11,227 | Trimmed |
| 20 | AVUV | AMERICAN CENTY ETF TR | $2.3M | 1.74% | 20,907 | Added |
| 21 | JQUA | J P MORGAN EXCHANGE TRADED F | $2.1M | 1.59% | 34,484 | Trimmed |
| 22 | RDVY | FIRST TR EXCHANGE TRADED FD | $2.1M | 1.59% | 30,996 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $2.0M | 1.50% | 5,390 | Trimmed |
| 24 | IWD | ISHARES TR | $1.9M | 1.41% | 8,778 | Hold |
| 25 | AVEM | AMERICAN CENTY ETF TR | $1.9M | 1.40% | 23,149 | Added |
Source: SEC Form 13F filings · as of 2026-03-31