Centerpoint Advisory Group 13F Holdings
CIK 0002054093 · Overland Park, KS
As of Sep 30, 2025, Centerpoint Advisory Group reported 108 positions worth
CIK 0002054093 · Overland Park, KS
As of Sep 30, 2025, Centerpoint Advisory Group reported 108 positions worth
28.5M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 41,797 | $7.8M | 6.07% |
| INVESCO S&P 500 MOMENTUM ETF | SPMO | — | 56,194 | $6.8M | 5.30% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 25,490 | $5.5M | 4.28% |
| APPLE INC | AAPL | Technology | 21,473 | $5.5M | 4.26% |
| JPMORGAN ACTIVE GROWTH ETF | JGRO | — | 58,242 | $5.5M | 4.25% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 9,533 | $4.5M | 3.48% |
| OPPENHEIMER RUSSELL 1000 DYNAMIC MULTIFAC | OMFL | — | 70,232 | $4.2M | 3.29% |
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | TCAF | — | 105,700 | $4.0M | 3.10% |
| DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | DSTL | — | 68,616 | $4.0M | 3.10% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 142,552 | $3.8M | 2.98% |
| INVESCO S&P MIDCAP QUALITY ETF | XMHQ | — | 32,949 | $3.5M | 2.69% |
| MICROSOFT CORP | MSFT | Technology | 5,719 | $3.0M | 2.31% |
| BROADCOM INC | AVGO | Technology | 8,341 | $2.8M | 2.14% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 30,771 | $2.7M | 2.13% |
| FIRST TRUST CAPITAL STRENGTH ETF | FTCS | — | 29,156 | $2.7M | 2.13% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 8,579 | $2.7M | 2.11% |
| AMAZON.COM INC | AMZN | Equity | 11,163 | $2.5M | 1.91% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 35,176 | $2.4M | 1.86% |
| JPMORGAN US QUALITY FACTOR ETF | JQUA | — | 37,213 | $2.3M | 1.82% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 32,266 | $2.2M | 1.69% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 21,405 | $2.1M | 1.66% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 8,843 | .8M | 1.40% |
| ABBVIE INC | ABBV | Equity | 6,337 | .5M | 1.14% |
| ALPHABET INC | GOOG | Equity | 5,763 | .4M | 1.09% |
| BLACKROCK INC | BLK | Financial Services | 1,144 | .3M | 1.04% |