account_balance
Investment manager · 13F filer · SEC CIK 2054093
Centerpoint Advisory Group
Reported value$161Mas of Sep 30, 2026
Positions120 5 new, 2 sold out
Top 10 weight38.9%SPMO alone is 8%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPMOInvesco Exch Traded Fd Tr II
7.9%Added +5%
NVDANVIDIA Corp
5.5%
AAPLApple Inc.
4.3%
VIGVanguard Specialized Funds
3.4%Trimmed −5%
PYLDPimco ETF Tr
3.2%Trimmed −12%
TCAFT Rowe Price Exchange-Traded
3.1%Added +3%
IWFiShares Tr
3.0%
JGROJ P Morgan Exchange Traded F
2.9%Trimmed −8%
RDVIFirst Tr Exchange-Traded Fd
2.8%Added +31%
OMFLInvesco Exch TRD SLF Idx Fd
2.8%
DSTLETF Ser Solutions
2.3%
FTSMFirst Tr Exchange-Traded Fd
2.3%−6%
SPMOInvesco Exch Traded Fd Tr II
7.9%Added +5%
NVDANVIDIA Corp
5.5%
AAPLApple Inc.
4.3%
VIGVanguard Specialized Funds
3.4%−5%
PYLDPimco ETF Tr
3.2%−12%
TCAFT Rowe Price Exchange-Traded
3.1%
IWFiShares Tr
3.0%
JGROJ P Morgan Exchange Traded F
2.9%
RDVIFirst Tr Exchange-Traded Fd
2.8%
OMFL2.8%
DSTL2.3%
FTSM2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPMO Invesco Exch Traded Fd Tr II 7.9% Added +5%
NVDA NVIDIA Corp 5.5% HeldAAPL Apple Inc. 4.3% HeldVIG Vanguard Specialized Funds 3.4% Trimmed −5%
PYLD Pimco ETF Tr 3.2% Trimmed −12%
TCAF T Rowe Price Exchange-Traded 3.1% Added +3%
IWF iShares Tr 3.0% Held
JGRO J P Morgan Exchange Traded F 2.9% Trimmed −8%
RDVI First Tr Exchange-Traded Fd 2.8% Added +31%
OMFL Invesco Exch TRD SLF Idx Fd 2.8% Held
DSTL ETF Ser Solutions 2.3% Held
FTSM First Tr Exchange-Traded Fd 2.3% Trimmed −6%
What changed
Biggest moves since Jun 30, 2026
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