StockDriftsStockDriftsTop 50 Centerpoint Advisory Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | 7.9% | 84.0K | $12.7M | +4.84%(+3.88K) | $105.54(+31.56%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.47% | 38.6K | $8.8M | +0.42%(+160) | $128.95(+64.34%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.3% | 20.8K | $6.9M | +0.88%(+182) | $233.41(+48.58%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.36% | 23.2K | $5.4M | -4.53%(-1.10K) | $196.94(+23.52%) | 2026-09-30 | |
| PYLD | PIMCO ETF TR | 3.21% | 203.7K | $5.2M | -11.80%(-27.27K) | $26.45(-3.42%) | 2026-09-30 | |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 3.13% | 119.2K | $5.0M | +3.04%(+3.52K) | $34.10(+26.27%) | 2026-09-30 | |
| IWF | ISHARES TR | 2.97% | 38.2K | $4.8M | +0.38%(+145) | $97.80(+22.53%) | 2026-09-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 2.94% | 49.0K | $4.7M | -7.60%(-4.03K) | $78.95(+17.02%) | 2026-09-30 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 2.85% | 164.5K | $4.6M | +31.14%(+39.06K) | $26.45(+5.25%) | 2026-09-30 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 2.79% | 64.4K | $4.5M | -1.16%(-759) | $53.61(+32.05%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.11% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.57% |
Centerpoint Advisory Group reports $161.12M in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are SPMO (7.9%), NVDA (5.5%) and AAPL (4.3%). The top 20 holdings account for 58.51% of reported assets. Its disclosed equity book has returned +24.11% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Centerpoint Advisory Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054093). View Centerpoint Advisory Group’s 13F filings on SEC