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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  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIG VANGUARD SPECIALIZED FUNDS 24,272.0 $5.7M 3.64% -910.0 -3.6% $236.62 +2.7%
2 JGRO J P MORGAN EXCHANGE TRADED F 53,049.0 $5.2M 3.32% -1K -1.9% $98.59 -4.4%
3 OMFL INVESCO EXCH TRD SLF IDX FD 65,197.0 $4.5M 2.83% -769.0 -1.2% $68.54 +3.5%
4 FTSM FIRST TR EXCHANGE-TRADED FD 65,281.0 $3.9M 2.47% -2K -2.8% $59.73 +0.3%
5 DSTL ETF SER SOLUTIONS 59,152.0 $3.5M 2.25% -3K -5.1% $59.90 +16.9%
6 XMHQ INVESCO EXCHANGE TRADED FD T 30,904.0 $3.5M 2.21% -880.0 -2.8% $112.88 +4.6%
7 DGRW WISDOMTREE TR 29,686.0 $2.8M 1.80% -700.0 -2.3% $95.62 +3.9%
8 JPM JPMORGAN CHASE & CO Financial Services 8,041.0 $2.6M 1.67% -538.0 -6.3% $327.33 +9.3%
9 AMZN AMAZON COM INC Consumer Cyclical 11,013.0 $2.6M 1.66% -214.0 -1.9% $238.34 +11.8%
10 FTCS FIRST TR EXCHANGE-TRADED FD 27,856.0 $2.6M 1.66% -700.0 -2.5% $93.92 +7.9%
11 RDVY FIRST TR EXCHANGE TRADED FD 30,611.0 $2.5M 1.57% -385.0 -1.2% $81.06 +1.2%
12 J P MORGAN EXCHANGE TRADED F 34,250.0 $2.5M 1.57% -234.0 -0.7% $72.28
13 IWD ISHARES TR 8,698.0 $2.1M 1.34% -80.0 -0.9% $242.43 +6.6%
14 ABBV ABBVIE INC Healthcare 5,772.0 $1.5M 0.92% -215.0 -3.6% $251.64 +1.5%
15 IVV ISHARES TR 1,793.0 $1.3M 0.85% -92.0 -4.9% $748.93 +3.2%
16 IUS INVESCO EXCH TRD SLF IDX FD 18,683.0 $1.2M 0.78% -292.0 -1.5% $65.58 +6.8%
17 HD HOME DEPOT INC Consumer Cyclical 3,030.0 $1.1M 0.68% -153.0 -4.8% $352.68 -6.4%
18 SPGP INVESCO EXCHANGE TRADED FD T 7,388.0 $903K 0.57% -370.0 -4.8% $122.29 +3.7%
19 AMD ADVANCED MICRO DEVICES INC Technology 1,440.0 $837K 0.53% -133.0 -8.5% $580.91 -19.9%
20 QQQ INVESCO QQQ TR Financial Services 972.0 $716K 0.45% -180.0 -15.6% $736.40 -2.7%
Page 1 of 2  ·  37 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%