StockDriftsStockDriftsTop 50 Centerpoint Advisory Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | 8.2% | 80.1K | $12.9M | +7.80%(+5.80K) | $103.95(+43.52%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.87% | 38.4K | $7.7M | -0.49%(-188) | $128.59(+71.44%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 3.88% | 231.0K | $6.1M | +6.21%(+13.51K) | $26.45(-1.07%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.79% | 20.6K | $6.0M | +1.05%(+215) | $232.73(+31.77%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.64% | 24.3K | $5.7M | -3.61%(-910) | $196.94(+25.22%) | 2026-06-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 3.32% | 53.0K | $5.2M | -1.92%(-1.04K) | $78.95(+21.15%) | 2026-06-30 | |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 3.02% | 115.7K | $4.8M | +1.92%(+2.18K) | $33.87(+26.54%) | 2026-06-30 | |
| IWF | ISHARES TR | 2.99% | 38.0K | $4.7M | -1.04%(-399) | $98.37(+27.37%) | 2026-06-30 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 2.83% | 65.2K | $4.5M | -1.17%(-769) | $53.61(+32.87%) | 2026-06-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 2.47% | 65.3K | $3.9M | -2.80%(-1.88K) | $59.86(-0.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.32% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.06% |
Centerpoint Advisory Group reports $157.71M in US-listed equity holdings across 117 positions in its most recent 13F filing. Its largest disclosed positions are SPMO (8.2%), NVDA (4.9%) and PYLD (3.9%). The top 20 holdings account for 58.61% of reported assets. Its disclosed equity book has returned +23.32% cumulatively over 6 quarters. Figures reflect the Q2 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