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Portfolio (Quarterly) Guide ↗

Centerpoint Advisory Group

· CIK 0002054093
13F Portfolio $158M AUM 117 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 33 Added 37 Reduced 3 Exited
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPMO INVESCO EXCH TRADED FD TR II 80,099.0 $12.9M 8.21% +6K +7.8% $161.54 -9.1%
2 PYLD PIMCO ETF TR 231,003.0 $6.1M 3.88% +14K +6.2% $26.52 -1.4%
3 AAPL APPLE INC Technology 20,646.0 $6.0M 3.79% +215.0 +1.1% $289.35 +10.5%
4 TCAF T ROWE PRICE EXCHANGE-TRADED 115,720.0 $4.8M 3.02% +2K +1.9% $41.10 +4.2%
5 IWF ISHARES TR 38,009.0 $4.7M 2.99% +28K +295.8% $124.17 -1.1%
6 RDVI FIRST TR EXCHANGE-TRADED FD 125,462.0 $3.7M 2.34% +31K +33.1% $29.40 -0.5%
7 AVGO BROADCOM INC Technology 8,679.0 $3.3M 2.08% +343.0 +4.1% $377.75 -2.4%
8 DGRO ISHARES TR 40,176.0 $3.0M 1.93% +916.0 +2.3% $75.79 +4.7%
9 SPHQ INVESCO EXCHANGE TRADED FD T 33,731.0 $3.0M 1.93% +9K +36.1% $90.10 -4.9%
10 AVUV AMERICAN CENTY ETF TR 21,837.0 $2.7M 1.73% +930.0 +4.5% $124.76 +0.6%
11 AVEM AMERICAN CENTY ETF TR 24,080.0 $2.3M 1.47% +931.0 +4.0% $96.49 -1.8%
12 IWX ISHARES TR 19,815.0 $2.1M 1.32% +1K +5.8% $105.16 +7.7%
13 MSFT MICROSOFT CORP Technology 5,560.0 $2.1M 1.31% +170.0 +3.1% $373.02 +37.7%
14 WTV WISDOMTREE TR 15,316.0 $1.6M 0.99% +4K +30.8% $101.72 +6.9%
15 XMMO INVESCO EXCHANGE TRADED FD T 7,324.0 $1.2M 0.79% +288.0 +4.1% $170.14 -10.0%
16 BERKSHIRE HATHAWAY INC DEL 2,323.0 $1.2M 0.74% +104.0 +4.7% $500.39
17 QQQM INVESCO EXCH TRADED FD TR II 3,547.0 $1.1M 0.68% +107.0 +3.1% $302.97 -2.6%
18 OKE ONEOK INC NEW Energy 11,784.0 $1.0M 0.65% +2K +14.6% $86.94 +9.0%
19 SOXX ISHARES TR 1,551.0 $994K 0.63% +110.0 +7.6% $640.76 -20.6%
20 GOOGL ALPHABET INC Communication Services 2,563.0 $916K 0.58% +225.0 +9.6% $357.37 -3.0%
Page 1 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 50.2%
Financial Services 14.7%
Consumer Cyclical 8.8%
Healthcare 5.5%
Industrials 5.4%
Energy 5.2%
Communication Services 4.3%
Consumer Defensive 4.0%
Basic Materials 0.7%
Real Estate 0.6%