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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 2 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTCS FIRST TR EXCHANGE-TRADED FD 27,856.0 $2.6M 1.66% -700.0 -2.5% $93.92 +7.9%
22 RDVY FIRST TR EXCHANGE TRADED FD 30,611.0 $2.5M 1.57% -385.0 -1.2% $81.06 +1.2%
23 J P MORGAN EXCHANGE TRADED F 34,250.0 $2.5M 1.57% -234.0 -0.7% $72.28
24 AVEM AMERICAN CENTY ETF TR 24,080.0 $2.3M 1.47% +931.0 +4.0% $96.49 -1.8%
25 IWD ISHARES TR 8,698.0 $2.1M 1.34% -80.0 -0.9% $242.43 +6.6%
26 IWX ISHARES TR 19,815.0 $2.1M 1.32% +1K +5.8% $105.16 +7.7%
27 MSFT MICROSOFT CORP Technology 5,560.0 $2.1M 1.31% +170.0 +3.1% $373.02 +37.7%
28 GOOG ALPHABET INC 5,206.0 $1.8M 1.17% $353.33
29 CRWD CROWDSTRIKE HLDGS INC Technology 2,323.0 $1.8M 1.12% $190.79 +14.5%
30 WTV WISDOMTREE TR 15,316.0 $1.6M 0.99% +4K +30.8% $101.72 +6.9%
31 ABBV ABBVIE INC Healthcare 5,772.0 $1.5M 0.92% -215.0 -3.6% $251.64 +1.5%
32 IVV ISHARES TR 1,793.0 $1.3M 0.85% -92.0 -4.9% $748.93 +3.2%
33 XMMO INVESCO EXCHANGE TRADED FD T 7,324.0 $1.2M 0.79% +288.0 +4.1% $170.14 -10.0%
34 IUS INVESCO EXCH TRD SLF IDX FD 18,683.0 $1.2M 0.78% -292.0 -1.5% $65.58 +6.8%
35 BERKSHIRE HATHAWAY INC DEL 2,323.0 $1.2M 0.74% +104.0 +4.7% $500.39
36 QQQM INVESCO EXCH TRADED FD TR II 3,547.0 $1.1M 0.68% +107.0 +3.1% $302.97 -2.6%
37 CVX CHEVRON CORPORATION Energy 6,463.0 $1.1M 0.68% $165.76 +21.8%
38 HD HOME DEPOT INC Consumer Cyclical 3,030.0 $1.1M 0.68% -153.0 -4.8% $352.68 -6.4%
39 OKE ONEOK INC NEW Energy 11,784.0 $1.0M 0.65% +2K +14.6% $86.94 +9.0%
40 SOXX ISHARES TR 1,551.0 $994K 0.63% +110.0 +7.6% $640.76 -20.6%
Page 2 of 6  ·  117 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%