Investor
Centerpoint Advisory Group
CIK 0002054093 · filed 2026-04-29 · SEC filing
13F book
$132.8M
Positions
108
7 new · 6 sold
Largest name
6.3%
Invesco Exch Traded Fd Tr Ii
Est. mark
−$4.53M
Price effect on 101 names still held. Flow $7.54M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Invesco Exch Traded Fd Tr Ii | — | 74.3K | $8.33M | 6.3% | −$469.6K | Added$558K |
| Nvidia Corp | NVDA | 38.6K | $6.73M | 5.1% | −$462.9K | Added−$400.2K |
| Pimco Etf Tr | — | 217.5K | $5.7M | 4.3% | −$73.5K | Added$1.61M |
| Vanguard Specialized Funds | — | 25.2K | $5.42M | 4.1% | −$118.9K | Cut−$126.1K |
| Apple Inc. | AAPL | 20.4K | $5.19M | 3.9% | −$369.2K | Cut−$649.2K |
| J P Morgan Exchange Traded F | — | 54.1K | $4.57M | 3.4% | −$447.8K | Cut−$568.1K |
| Ishares Tr | — | 9.6K | $4.09M | 3.1% | −$447.9K | Added−$426.2K |
| T Rowe Price Etf Inc | — | 113.5K | $4.04M | 3.0% | −$294.8K | Added−$242.7K |
| First Tr Exchange-Traded Fd | — | 67.2K | $4.01M | 3.0% | −$4.06K | Added$2.38M |
| Invesco Exch Trd Slf Idx Fd | — | 66K | $3.97M | 3.0% | −$66.6K | Cut−$108K |
| Etf Ser Solutions | — | 62.3K | $3.61M | 2.7% | −$63.6K | Cut−$166.6K |
| Invesco Exchange Traded Fd T | — | 31.8K | $3.29M | 2.5% | $30.2K | Cut−$45.6K |
| Ishares Tr | — | 39.3K | $2.76M | 2.1% | $26.8K | Added$302.7K |
| Wisdomtree Tr | — | 30.4K | $2.67M | 2.0% | −$48.3K | Held |
| First Tr Exchange-Traded Fd | — | 28.6K | $2.65M | 2.0% | $7.1K | Cut−$48.4K |
| Broadcom Inc. | AVGO | 8.34K | $2.58M | 1.9% | −$304.3K | Added−$298.1K |
| Jpmorgan Chase & Co. | — | 8.58K | $2.52M | 1.9% | −$240.7K | Held |
| First Tr Exchange-Traded Fd | — | 94.3K | $2.41M | 1.8% | −$33.5K | Added$1.13M |
| Amazon Com Inc | AMZN | 11.2K | $2.34M | 1.8% | −$253.2K | Cut−$257.8K |
| American Centy Etf Tr | — | 20.9K | $2.31M | 1.7% | $175.5K | Added$202.1K |
| First Tr Exchange Traded Fd | — | 31K | $2.12M | 1.6% | −$36.9K | Cut−$95.9K |
| J P Morgan Exchange Traded F | — | 34.5K | $2.11M | 1.6% | −$64.2K | Cut−$130.8K |
| Microsoft Corp | MSFT | 5.39K | $2M | 1.5% | −$611.5K | Cut−$618.3K |
| Ishares Tr | — | 8.78K | $1.88M | 1.4% | $29.2K | Held |
| American Centy Etf Tr | — | 23.1K | $1.87M | 1.4% | $55K | Added$675K |
| Invesco Exchange Traded Fd T | — | 24.8K | $1.86M | 1.4% | $2.71K | Added$418.5K |
| Ishares Tr | — | 18.7K | $1.74M | 1.3% | $13.4K | Added$217.1K |
| Alphabet Inc | — | 5.19K | $1.49M | 1.1% | −$139.8K | Cut−$171.1K |
| Chevron Corp New | CVX | 6.46K | $1.34M | 1.0% | $350.5K | Added$356.7K |
| AbbVie Inc. | ABBV | 5.99K | $1.3M | 1.0% | −$65.9K | Held |
| Ishares Tr | — | 1.89K | $1.23M | 0.9% | −$57.3K | Added−$8.29K |
| Wisdomtree Tr | — | 11.7K | $1.11M | 0.8% | $11.7K | Added$346.6K |
| Invesco Exch Trd Slf Idx Fd | — | 19K | $1.1M | 0.8% | $14.3K | Cut−$15.1K |
| Berkshire Hathaway Inc Del | — | 2.22K | $1.06M | 0.8% | −$38.4K | Added$240.5K |
| Home Depot, Inc. | HD | 3.18K | $1.05M | 0.8% | −$48.4K | Cut−$58.7K |
| Invesco Exchange Traded Fd T | — | 7.04K | $1.02M | 0.8% | $45.9K | Added$51K |
| Oneok Inc /New/ | OKE | 10.3K | $929.6K | 0.7% | $173.7K | Held |
| BlackRock, Inc. | BLK | 944 | $907.9K | 0.7% | −$102.5K | Cut−$316.6K |
| Crowdstrike Hldgs Inc | — | 2.32K | $906.9K | 0.7% | −$182K | Held |
| Invesco Exchange Traded Fd T | — | 7.76K | $834.9K | 0.6% | −$48.4K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 3.44K | $817.4K | 0.6% | −$52.6K | Cut−$103.7K |
| Costco Whsl Corp New | — | 816 | $813.1K | 0.6% | $109.4K | Cut$100.8K |
| Walmart Inc. | WMT | 5.92K | $735.9K | 0.6% | $76.2K | Held |
| Spdr Series Trust | — | 27.7K | $727.8K | 0.5% | −$4.7K | Cut−$193.9K |
| Meta Platforms, Inc. | META | 1.22K | $695.1K | 0.5% | −$106.9K | Cut−$156.4K |
| Pacer Fds Tr | — | 10.8K | $675.6K | 0.5% | $25.8K | Cut$11.2K |
| Alphabet Inc | — | 2.34K | $672.3K | 0.5% | −$59.5K | Cut−$75.1K |
| Invesco Qqq Tr | — | 1.15K | $664.9K | 0.5% | −$42.8K | Cut−$55.1K |
| First Tr Exchange Traded Fd | — | 7.06K | $661.2K | 0.5% | −$22.5K | Held |
| Vanguard Index Fds | — | 1.03K | $616.6K | 0.5% | −$30.5K | Held |
| Netflix Inc | NFLX | 6.35K | $610.6K | 0.5% | $15.2K | Cut$8.62K |
| First Tr Exchange Traded Fd | — | 4.61K | $506.4K | 0.4% | −$18.7K | Cut−$41.5K |
| Tesla, Inc. | TSLA | 1.35K | $502.2K | 0.4% | −$105.3K | Cut−$127.8K |
| Caterpillar Inc | CAT | 695 | $492.4K | 0.4% | $94.2K | Cut$65.6K |
| Ishares Invest Grd Sys | — | 10.8K | $484.8K | 0.4% | −$6.46K | Cut−$130.1K |
| Ishares Tr | — | 2.21K | $483.4K | 0.4% | $8.5K | Added$34.1K |
| Wisdomtree Tr | — | 9.95K | $479K | 0.4% | −$5.08K | Cut−$6.3K |
| Ishares Tr | — | 1.44K | $473.6K | 0.4% | — | New |
| Exxon Mobil Corp | — | 2.74K | $464.7K | 0.4% | $135.1K | Cut$120.6K |
| Asml Holding N V | — | 349 | $461K | 0.3% | $65K | Added$183.9K |
| Bank America Corp | — | 9.21K | $448.9K | 0.3% | −$57.5K | Held |
| Fs Kkr Cap Corp | — | 41.3K | $420.4K | 0.3% | −$191.2K | Cut−$225.3K |
| J P Morgan Exchange Traded F | — | 8K | $417.3K | 0.3% | −$1.18K | Cut−$38K |
| American Express Co | AXP | 1.36K | $412.6K | 0.3% | −$92K | Held |
| Vertiv Holdings Co | VRT | 1.59K | $397.4K | 0.3% | $117.8K | Added$181.9K |
| First Tr Exchange-Traded Fd | — | 1.82K | $392.4K | 0.3% | −$25.9K | Held |
| Etf Ser Solutions | — | 3.65K | $392.2K | 0.3% | −$7.55K | Added$41.3K |
| 3M CO | MMM | 2.66K | $386.3K | 0.3% | −$28.5K | Added$79.4K |
| J P Morgan Exchange Traded F | — | 7.6K | $384.8K | 0.3% | $150 | Cut−$20.5K |
| Palantir Technologies Inc. | PLTR | 2.56K | $375.1K | 0.3% | −$38.4K | Added$158.4K |
| Procter And Gamble Co | PG | 2.49K | $359.8K | 0.3% | $2.82K | Held |
| Select Sector Spdr Tr | — | 7.05K | $348.1K | 0.3% | −$35.2K | Added−$8.76K |
| Deere & Co | DE | 613 | $345.3K | 0.3% | $59.9K | Held |
| Eli Lilly & Co | LLY | 370 | $340.3K | 0.3% | −$57.3K | Cut−$60.5K |
| Wells Fargo Co New | — | 4.16K | $331.1K | 0.2% | −$56.5K | Held |
| Select Sector Spdr Tr | — | 5.35K | $327.7K | 0.2% | $81.9K | Added$106.4K |
| Taiwan Semiconductor Mfg Ltd | — | 966 | $326.5K | 0.2% | $31.7K | Added$43.2K |
| Morgan Stanley Etf Trust | — | 6.32K | $320.7K | 0.2% | −$4.36K | Added$21.5K |
| Advanced Micro Devices Inc | AMD | 1.57K | $320K | 0.2% | −$16.9K | Held |
| Schwab Strategic Tr | — | 10.2K | $311.6K | 0.2% | $33K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 11.8K | $307.4K | 0.2% | $2.77K | Cut−$41K |
| Invesco Exch Traded Fd Tr Ii | — | 8.35K | $295.2K | 0.2% | $1.84K | Held |
| Vanguard Index Fds | — | 897 | $287.8K | 0.2% | −$12.8K | Added−$8.61K |
| First Tr Exchange-Traded Fd | — | 13.9K | $286.6K | 0.2% | — | New |
| Pnc Finl Svcs Group Inc | — | 1.34K | $279.9K | 0.2% | −$861 | Held |
| Ishares Tr | — | 2.75K | $267.7K | 0.2% | $2.64K | Held |
| FS Credit Opportunities Corp. | FSCO | 52.1K | $265.9K | 0.2% | −$62.6K | Cut−$125.2K |
| Rbb Fd Inc | — | 5.21K | $260K | 0.2% | −$104 | Held |
| Iron Mtn Inc Del | — | 2.54K | $258.9K | 0.2% | $48.6K | Held |
| Southern Copper Corp/ | SCCO | 1.41K | $242.8K | 0.2% | $40.1K | Added$41.8K |
| Ab Active Etfs Inc | — | 6.57K | $233.4K | 0.2% | −$2.61K | Added$4.49K |
| Dell Technologies Inc. | DELL | 1.4K | $229.8K | 0.2% | — | New |
| ServiceNow, Inc. | NOW | 2.19K | $229K | 0.2% | −$106.5K | Cut−$294.2K |
| Ishares Tr | — | 1.77K | $226.4K | 0.2% | −$15.6K | Held |
| Abbott Labs | ABT | 2.15K | $220.5K | 0.2% | −$48.6K | Cut−$136.3K |
| Spdr S&P 500 Etf Tr | — | 339 | $220.5K | 0.2% | −$10.7K | Cut−$35.9K |
| First Tr Exchange Traded Fd | — | 3.92K | $220.3K | 0.2% | −$16.3K | Held |
| Ab Active Etfs Inc | — | 4.35K | $219.4K | 0.2% | −$21 | Cut−$35.1K |
| Merck & Co., Inc. | MRK | 1.81K | $218K | 0.2% | — | New |
| Ishares Tr | — | 865 | $215.2K | 0.2% | −$21.5K | Added$3.39K |
| Cummins Inc | CMI | 400 | $215.2K | 0.2% | $11K | Held |
| Arista Networks, Inc. | ANET | 1.71K | $209.5K | 0.2% | −$14.1K | Cut−$19.3K |
| Proshares Tr | — | 2.42K | $208.9K | 0.2% | $5.29K | Cut−$43.6K |
| First Tr Exchange Traded Fd | — | 6.52K | $208.1K | 0.2% | — | New |
| Union Pac Corp | — | 842 | $204.3K | 0.2% | — | New |
| Global X Fds | — | 2.85K | $201.5K | 0.2% | — | New |
| Gevo, Inc. | GEVO | 54K | $147.4K | 0.1% | $39.4K | Held |
| MAIA Biotechnology, Inc. | MAIA | 15.7K | $22K | 0.0% | −$2.05K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.